EILERS: Gaming Supplier KPI’s – 2Q23

We estimate total U.S. & Canada B2B EGM revenue increased +16% y/y and +3% q/q to ~$1.2 billion in 2Q23. 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. Aristocrat also increased share moderately over the past year, while Everi declined and other suppliers remained relatively flat. See the report for a comprehensive review of KPI’s by supplier for the past quarter.