EILERS: N. America Revenue Brief - 2Q26

Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenue increased +5% y/y and +3% q/q to $38.1 billion in 2Q26. See the Commercial Slot Revenue slide for more commentary, but annual and sequential results were driven by macro-economic health that continues to support GGR growth, expansion into under-penetrated markets, and expanded gambling offerings (sports betting, iGaming, select Route Ops, new casino growth). See the Total Slot and Table sections for our CY26 forecasts for each segment.

Aristocrat's Lightning Link High Stakes debuts at #1 in the NEW Overall segment, the first title in the series to launch online. Evolution's Monopoly Roulette Live holds #13 as the segment's only non-slot game in the top 25. Top ranking NEW Slots this month: #10 — Money Link Ultimate 8, Light & Wonder #11 — Bass Rewards Bonanza The Golden Catch, Gaming Corps #13 — Super Serge, Pragmatic Play #15 — Triple Train Express, Games Global The Key Insights section expands this month to include Omnichannel rankings on page 25, where games are ranked on performance across both land-based and online participants. IGT dominates the debut, taking 12 of the top 25. Game performance data is collected from 11 online casinos across five provinces, including five Ontario operators. Full NEW Overall and NEW Slots rankings plus the first Omnichannel results are in this month's report.

Aristocrat led casino replacement sales this quarter, anchored by the Baron family, with Light & Wonder close behind on Cosmic strength. IGT held the lead in the overall route market, while Aristocrat claimed the top spot in key U.S. route markets including Illinois VGT and Georgia COAM. The premium lease market extended its growth, led by Aristocrat's Monopoly Big Board Bucks launch and Lightning 10 Year Storm, with Light & Wonder's Ultimate Fire Link Triple Nova building momentum behind them. Multiscreen cabinets staged a comeback, taking four of the top ten cabinet slots. Bluberi held most of its recent share gains, with Beacon+ again a top ten seller — the only vendor outside the Big 3 to place a cabinet in the top ten. Full replacement share, route market results by jurisdiction, and complete top ten cabinet rankings are in this quarter's report.