EILERS: Gaming Supplier KPI’s – 3Q22

We estimate total U.S. & Canada B2B EGM revenue increased +23% y/y and +11% q/q to ~$1.1 billion in 3Q22. 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 market this quarter. IGT and Konami increased share moderately over the past year.