We estimate total U.S. & Canada B2B EGM revenue increased +3% y/y but decreased -1% q/q to ~$1.2 billion in 3Q23. 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 and LNW increased share over the past year, while Everi, Konami, and other suppliers ceded share. See the report for a comprehensive review of KPI’s by supplier for the past quarter.
