EILERS: Gaming Supplier KPI’s – 1Q23

We estimate total U.S. & Canada B2B EGM revenue increased +16% y/y to ~$1.2 billion in 1Q23, which was -6% down q/q. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter driven by leadership in both the gaming operations and game sales markets this quarter. IGT and Konami increased share moderately over the past year.