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In this 50-page report, exclusively available to Enterprise Tier subscribers, we use our proprietary methodology and nationwide testing group to test, score, and rank the performance of U.S. casino apps. In our latest round of testing—conducted across the core markets of New Jersey, Pennsylvania, and Michigan late in 1H26—DraftKings retained their top ranking while Hard Rock Bet jumped to #2, their first top-5 finish ever. FanDuel and Fanatics maintain their third and fourth place rankings, respectively, while Golden Nugget slipped to fifth.

In 2Q26, total U.S. lottery sales increased +1% y/y and +1% q/q to $26.4 billion across the 46 U.S. jurisdictions we track in our report. Instant Tickets sales increased +1% y/y and +1% q/q to $19.0 billion with growth driven by iLottery sales. Retail Instant Ticket sales declined -1% y/y but increased +1% q/q, which was modestly ahead of the average trend of relative stable sales q/q in 2Q. Draw game wagers increased by +1% y/y and +2% q/q to $7.4 billion. See the report for results and commentary for the full year as well as analysis by main product type and our CY26 forecast.

The July edition of our U.S. Online Casino Monitor is now live, with data current through June 2026. U.S. iCasino growth remains healthy but continues to normalize. Nationwide GGR increased +20% y/y in June, ahead of the recent T3M rate of +17% but still below T12M growth of +22%. June’s reacceleration therefore does not materially change the broader moderation trend, while Pennsylvania data continue to show slots carrying market expansion as tables soften. A central focus this month is the realized iCasino impact of the World Cup. GGR growth accelerated modestly versus the pre-tournament trend, with DraftKings showing the clearest directional over-index and BetMGM posting a smaller positive read-through. Most other sportsbook-led brands held trend or decelerated, suggesting customer-friendly sports results did not translate into a broad same-month recycling surge. The outcome also reinforces our view that operators generally stopped short of treating the World Cup as a major iCasino promotional event. We also examine widening operator dispersion through the lens of early 2Q26 earnings. RSI materially outpaced EKG’s estimated +17% U.S. iCasino GGR comp, while Caesars and BetMGM trailed despite constructive underlying company KPIs. At the same time, the policy dynamics are shifting: tax-increase risk has receded for now, while Pennsylvania-led regulatory reform—including potential deposit, advertising and VIP restrictions—has become the more consequential near-term watch item. Also inside: FanDuel and DraftKings earnings setup: FanDuel est. 2Q26 iCasino GGR +12% and DraftKings +2%—both below-market Continued evidence that weaker OSB economics may be creating headwinds for traditional sportsbook-to-iCasino cross-sell Game performance spotlight: Huff N Even More Puff Grand narrows Cash Eruption’s GGR-share lead to just 2bps

The EILERS-FANTINI survey is designed to track slot machine and related technology purchasing trends on a quarterly basis and is the gaming industry’s largest slot survey in terms of total casinos and slot machines surveyed. This quarter’s report represents our 64th proprietary slot survey and includes responses from key purchasing agents at a number of U.S. & Canadian Commercial and Tribal casinos, several Racino/VLT operators, as well as several international participants. In total, our 267 survey participants collectively operate ~1,000 casinos and ~40,700 retail outlets worldwide with ~745,600 total slot machines or equivalent electronic gaming devices. Our 214 U.S. & Canada participants operate 623 casinos, ~26,400 retail outlets, and ~588,600 slot machines, representing ~54% of the total installed base of gaming machines in U.S. & Canada. The avg casino surveyed in U.S. & Canada had ~820 slot machines installed while the avg international casino surveyed had ~210 slots.

The July 2026 EMEA report now tracks nearly 75,000 units. Euro Games Technology's General 55 J1 VIP debuts as the #1 indexing cabinet in Southeastern Europe Casinos, performing at 3.83x house average while capturing nearly 7% of regional GGR. Aristocrat claims the top five Omni-Region Core titles, led by 5 Dragons Gold at a 3.35x EMEA house index. In Western Europe, Light & Wonder leads all suppliers with over 27% of casino GGR as its new Cosmic Upright premieres as the region's #1 indexing cabinet, while Novomatic sweeps the top four Multigame rankings with Cash Connection Edition 4 at #1. IGT places seven premium titles in the Central Europe top 10 behind Eternal Link and Money Gong variants, and Apex's Clover Link Elements climbs to #1 among Top Games in Central Europe Casinos by total GGR. Full regional and operator-type leaderboards, Omni-Region rankings, and new cabinet and Multigame breakdowns are in this month's report.

Zitro continues to lead Mexico in casino GGR and posts the highest supplier performance index in South America, showing sustained momentum across the region. Light & Wonder's Ultimate Fire Link Triple Nova leads the Premium rankings while extending its install base, and Aristocrat leads Caribbean GGR, taking most of the top Premium ranks with Lightning Dollar Link, Dragon Link, and Phoenix Link titles. On the new release front, Light & Wonder's Ultimate Fire Link Triple Nova – Paradise Lights debuts as the top new game ahead of IGT's Asian Dreams – Lion and Zitro's Legendary Hammer, while Zitro's Fantasy and IGT's Rise 55 lead new cabinets. Novomatic launches Xtension Link Evolution as a top new game, and Ainsworth and AGS round out the month, both continuing to grow their Latin America install bases. Full regional leaderboards, Premium and new-game rankings, and new cabinet breakdowns are in this month's report.

This monthly report tracks the latest news and developments in the social and mobile games industry. Each month, we highlight the top 20 grossing games on the major U.S. app stores, analyze key trends and themes, and detail the latest investments and M&A transactions. Key updates this month Updated comparative valuation analysis Updated stock performance tracker (YTD'26) Updated gaming advertising spend data Feature: A Look at Popular Cozy Games in Asia

The July edition of our U.S. Sports Betting Market Monitor is now live The 2026 World Cup delivered record U.S. soccer NGR, ahead of expectations and driven by strong SGP and in-play activity—with a catch. Channel checks suggest little to no benefit landed in 2Q26, while the stronger-margin knockout rounds produced a much more constructive start to 3Q. Preliminary state-reported data underline that split: June handle rose roughly 26% y/y across our select-state cohort, but player-friendly results compressed net hold to 5.0% and left NGR down 40% y/y. A central focus this month is the readthrough for 2Q26 earnings. State-reported data directionally point to muted handle growth across most public operators as bonusing growth continued to moderate, with lower hold creating an additional NGR headwind for FanDuel and DraftKings (BetMGM’s OSB results broadly tracked that signal). Because most of the World Cup’s expected revenue benefit falls in 3Q26, we expect earnings calls to emphasize current trading, record soccer activity, and post-quarter momentum more than the reported quarter itself. We also look ahead to the NFL season, where sportsbook product teams are prioritizing in-play SGP growth and more flexible parlay formats. Fanatics’ On the Clock and Caesars’ Flex Parlay are among the products to watch, reinforcing a critical OSB advantage over prediction markets: greater parlay depth and combinability. Additional topics this month include: • World Cup live-betting uptime analysis, including Hard Rock’s improvement following its Kambi Odds Feed+ integration • Proprietary analysis showing the U.S. OSB GGR-share race tightening below DraftKings and FanDuel • Updated UA analysis showing challenger brands accounting for more than 40% of OSB app downloads in 2026 through June

We estimate total U.S. & Canada B2B EGM revenue increased +5% y/y and decreased -6% q/q to ~$1.3 billion in 1Q26. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter driven by leadership among both leased and sold games. Aristocrat, Konami, and the Other group increased share over the prior year. See the report for market and competitive analysis by KPI for game sales, gaming ops, and systems segments as well as a comparison by R&D and Adj. EBITDA.

In this 38pp report we provide the results of our real-world testing of 15 of the leading sports betting apps in the UK and provide detailed analysis of the findings and implications for the UK market.