Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenue increased +5% y/y but declined -2% q/q to $37.0 billion in 1Q26. See the Commercial Slot Revenue slide for more commentary, but annual results were driven by macro-economic health that continues to support slot 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 CY25 forecasts for each segment.
