EILERS: U.S. iLottery Tracker - 1Q26

1Q26 iLottery gross sales (wagers) increased +15% y/y but declined -2% q/q to $3.6 billion. The annual increase was driven by eInstant and Draw growth across most markets and new market contributions. GGR benefited from wager growth on an annual basis and was impacted by a combination of wager declines and an unfavorable product mix on a sequential basis. See the report for commentary on nationwide trends, analysis by jurisdiction, market share by platform provider, a legislative update regarding new potential jurisdictions, and our CY26 forecast.

1Q26 U.S. Lottery tracker, with total sales flat y/y at $26.5 billion, as iLottery strength offset declining retail Instant Ticket sales and weaker multi-state jackpot activity.

4Q25 U.S. iLottery tracker, with gross sales up +24% y/y to $3.6 billion, driven by both eInstant and Draw growth, new market contributions, and significant wager expansion.