EILERS: N. America Revenue Brief - 2Q26

On July 13th, 2026, Alberta officially launched its regulated iGaming market, and this report now includes data from six Alberta operators. Across these sites we track 71 suppliers and 4,584 unique games, and this month's Key Insights feature ranking snapshots exclusively from Alberta. Light & Wonder is now the #2 ranked supplier by % of Estimated Total GGR at 13.4%. IGT now ranks #1 in Slot Indexing with 346 unique themes at an average Theo Win Index of 1.75x. With the influx of new sites tracked, eight previously unranked Crash games make the reporting minimums this month, with Pragmatic Play's High Flyer ranking #1. Top ranking NEW Slots this month include: • #3 – 3 Blazing Chilis Hold And Win, Octoplay • #4 – Money Gong Empress, IGT • #6 – Area Build R Leprechauns Super Spin, Games Global • #12 – Jewel Boom Xxx, Atlantic Digital Game performance data was collected from 16 online casinos across five provinces and includes five Ontario operators and six Alberta operators.

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.