EILERS: Gaming Supplier KPI’s – 4Q21

We estimate total U.S. & Canada B2B EGM revenue increased +47% y/y and +6% q/q to ~$985 million in 4Q21. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter led by its leadership in the gaming operations market. Everi was the largest share gainer in the quarter. For CY21, B2B supplier revenue increased +61% y/y to $3.5 billion.

$1,500.00