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In this 26pp special report we use additional data obtained during our 1H26 sports betting app testing round to provide rankings and analysis of bet builder performance from some of the leading UK sports betting apps.

This report provides an update on the sweepstakes gaming market, which includes social casino-styled products that offer real prizes via integration of sweepstakes contests. We provide market sizing and a forecast through CY27, updates on market availability, and a look at recent news and trends that are impacting the sweepstakes gaming market. This quarter, we also include analysis of a China-based operator that has gained significant market share, new approaches operators are taking to remain in states with dual-currency bans, and why sweepstakes operators are increasingly looking at getting involved with the collectibles market.

The September edition of our U.S. Sports Betting Market Monitor is now live, with data current through July nationally and August where state-reported data are available. 3Q demand looks healthier than revenue. Through August, FanDuel and DraftKings carried handle growth of +16% and +14% y/y, respectively, but weaker hold left NGR at -4% and -14%. Early September commentary points to continued sportsbook handle strength, though customer-friendly NFL results in Weeks 1 and 3 suggest hold remained a headwind heading into earnings. Prediction markets are increasingly pressuring sportsbook acquisition economics even where direct cannibalization remains limited. Affiliate checks suggest a CPA of roughly ~$200 is now achievable for a PM customer versus ~$250 for an OSB customer, narrowing the incentive gap materially and pulling affiliate and paid-media attention toward PMs. The competitive backdrop is shifting as well. DraftKings effectively pulled level with FanDuel on 3Q26 GGR share through August, while FanDuel fell to a post-COVID low before stepping up bonusing in September. With underlying U.S. OSB growth slowing, a larger share of future operator growth will increasingly need to come from won share rather than market expansion. We also examine a potentially meaningful new adjacency: based on Playtech disclosures, we estimate Hard Rock’s NASCAR-based casino-style product in Florida could be run-rating at roughly $1-$2bn annually. Multiple operators are now exploring similar racing-based products, though recent history across DFS+, sweepstakes, and prediction markets suggests regulatory adjacencies rarely scale without opposition.

The Casino Database CY25 provides our clients with a comprehensive dataset of gaming properties and associated core gaming elements across all regulated gaming jurisdictions in North America (U.S. & Canada) reflecting operations during CY25. We leverage various resources to identify the casino operator, operating classification (Commercial, Tribal, etc.), slot unit classification (Class 3, Class 2, VLT, etc.), number of slot machines, number of table games, GGR for both slots and tables, and the casino management system (CMS) provider. The focus here is retail gaming: slots, tables, and systems (CMS). A market file of this breadth and depth is intended to help clients with a variety of tasks including market analysis, product/market sizing and strategy, sales prospecting, or any other analysis where a comprehensive and updated view of the U.S. & Canada market would be relevant.

Aristocrat's Lightning Link High Stakes climbs to the #1 Overall rank this month with a Theo Win Index of 55.84x, dethroning IGT's Cash Eruption, while IGT's Money Gong Empress and Money Gong Emperor both land in the Top 20 of the Slots and NEW Slots segments. IGT moves into the #1 rank by % of Total GGR at 12.8%. White Hat Studios, Light & Wonder, Aristocrat, and Inspired all gain share of Total GGR year-over-year, with White Hat Studios posting the largest increase, from 8.9% to 10.7%. Light & Wonder again leads all suppliers in % of Top Slot Themes at 11.5% with 98 themes above 1x, while Games Global tops the NEW Slots ranks with six of the Top 25, ahead of IGT's four. Other top-ranking NEW Slots this month include: #6 — 3 Blazing Chilis Hold And Win, Octoplay #9 — 333 Boom Banks 2 Power Combo, Games Global #11 — Money Stacks, AGS #18 — Starlight Jackpots Bison Rush, Greentube Game performance data is captured from 40 casino sites across Delaware, Michigan, New Jersey, Pennsylvania, and West Virginia.

On July 13th, 2026, Alberta officially launched its regulated iGaming market, and this report now includes data from six Alberta operators. Across these sites we track 71 suppliers and 4,584 unique games, and this month's Key Insights feature ranking snapshots exclusively from Alberta. Light & Wonder is now the #2 ranked supplier by % of Estimated Total GGR at 13.4%. IGT now ranks #1 in Slot Indexing with 346 unique themes at an average Theo Win Index of 1.75x. With the influx of new sites tracked, eight previously unranked Crash games make the reporting minimums this month, with Pragmatic Play's High Flyer ranking #1. Top ranking NEW Slots this month include: • #3 – 3 Blazing Chilis Hold And Win, Octoplay • #4 – Money Gong Empress, IGT • #6 – Area Build R Leprechauns Super Spin, Games Global • #12 – Jewel Boom Xxx, Atlantic Digital Game performance data was collected from 16 online casinos across five provinces and includes five Ontario operators and six Alberta operators.

Novomatic’s Diamond X 55j takes #1 in both Central Europe Arcades and Southeastern Europe Casinos, and Vip X Galaxy 2.65 leads new arcade cabinets. Aristocrat’s Millioni$Er leads new casino games ahead of IGT's Magic Treasures Gold – Empress. Light & Wonder holds the top six Core ranks in Western Europe Casinos and leads in GGR. Euro Games Technology places 17 of the top 25 indexing arcade games in Southeastern Europe, and Bell Link takes #1 in the Central Europe Casinos Multigame segment. Apex Gaming's Clover Link Elements ranks among the top GGR games in Central Europe Casinos.

Pragmatic Play leads Slot GGR this month at 20.7% from 678 themes, followed by Games Global at 11.1% from 1,205 themes. Evolution continues to lead Live Casino GGR at 45.7%, followed by Playtech at 28.0%. EGT Digital leads all suppliers in NEW theme performance, with 35 themes indexing at 2.38x, followed closely by Playson at 2.19x from 21 themes. Eight previously unranked games enter the NEW Slots segment this month, led by Pragmatic Play's Jade Legends at #2. Top ranking NEW Slots this month include: • #1 — Pirots 5 1st World, Light & Wonder • #5 — Area Link Dragon Ascension, Games Global • #6 — Baba Yaga Tales 2, Spinomenal • #10 — Le Prechaun, Hacksaw Gaming Game performance data is captured from 69 casinos across 15 countries in Europe. Full segment rankings, GGR trends, and new analysis of top ranks by supplier 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 Closer Look at Match Merge 2 Games’ Growth

Segment leadership belongs entirely to the Big 3 this month, as IGT, Aristocrat, and Light & Wonder hold all nine core and premium segment leads. Cabinets launched over recent months continue to build floor share. Light & Wonder leads the group, with Lightwave Solar at #1 in Portrait Upright and the Lightwave up six ranks in Premium Video Reel. Incredible Technologies' Prism Spark moves into the Portrait Upright top five, and Bluberi Gaming's Beacon Jumbo tops the core new-cabinet list. Valicy makes its first appearance, debuting at #3 in the Emerging Supplier segment with the Teton Le on a limited install base. Full segment leads, Portrait Upright and Premium Video Reel rankings, and Emerging Supplier results are in this month's report.