Based on reported figures and our own proprietary research, we estimate that total U.S. & Canada slot machine sales increased +10% y/y to ~26,400 total games sold in 4Q24. As with 3Q, total sales benefitted from a strong relative period for expansionary sales while replacement sales were stable; we estimate replacement sales increased +1% y/y and expansionary sales were up +79% y/y.
See the report for demand segmentation, our updated forecast, and detail by key jurisdictions.