Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenue increased +6% y/y q/q to $32.4 billion in 2Q23, which was down -2% q/q. Compared with 2Q19, gaming revenue increased +37% versus +41% in the prior quarter. See the Commercial Slot Revenue slide for more commentary, but annual results were driven by macro-economic strength and expanded gambling offerings (sports betting, iGaming, select Route Ops, new casino growth). Most markets saw sequential weakness, which is within the band of normal seasonality. See the Total Slot and Table sections for our CY23 forecasts for each segment.