EILERS: Gaming Supplier KPIs – 2Q21

We estimate total U.S. & Canada B2B EGM revenue increased +289% y/y and +33% q/q to ~$958 million in 2Q21. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter led by its leadership among both gaming operations and game sales markets. Everi was the top supplier outside of the Big-3.