Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenueincreased +7% y/y and +2% q/q to $33.1 billion in 4Q23. Compared with 4Q19, gaming revenue increased +38%. See the Commercial Slot Revenue slide for more commentary, but annual and sequential results were driven by macro-economic strength and expanded gambling offerings (sports betting, iGaming, select Route Ops, new casino growth). See the Total Slot and Table sections for our CY24 forecasts for each segment.
