EILERS: Slot & Table Demand Forecast – Post 2Q21 Update

Based on reported figures and our own proprietary research, we estimate total U.S. & Canada slot machine sales increased +127% y/y to ~16,000 total games sold in 2Q CY21 versus the most COVID impacted period of the prior year. Sales for 2Q21 were at about 80% of pre-COVID 2Q19 levels driven by strong expansionary sales and sequential improvement in replacement shipments.