EILERS: N. America Revenue Brief – 3Q22

Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenue increased +4% y/y and +1% q/q to $30.5 billion in 3Q22, another record period. Compared with 3Q19, gaming revenue increased +25% versus +27% in the prior quarter. See the report for more commentary, but results were driven by still strong macro-economic tailwinds and expanded gambling offerings (sports betting, iGaming, Route Ops growth).