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Light & Wonder's Huff N Even More Puff Grand rises to the #1 Overall rank this month, with three Huff N Puff themes now ranking in the top 25 of both the Overall and NEW Slots segments. Light & Wonder, Aristocrat, and Evolution each increased GGR share by more than 2.5% year-over-year. Games Global leads all suppliers in % of Top Slot Themes at 13.1%, with 129 themes above 1x, while Pragmatic Play and Evolution each place nine games across the Top 25 NEW segments. Top-ranking NEW Slots this month include: #5 — Game of Thrones, Blueprint #7 — Jewel Boom Triple Drop, Atlantic Digital #9 — Quick Hit Link Fire, LNW #13 — Volcanic Fortune, Games Global Game performance data was collected from 11 online casinos across five provinces and includes five Ontario operators.

We take our quarterly look at the UK online gambling sector where operators were making the most of the pre-RGD rise in April, but it didn't quite go to plan for some of the tier 1 operators. We also take a deeper look at the Intralot acquisition of Evoke, and the impact of the longer tail on the UK market as well as revise some forecasts for the year ahead.

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.

The top four suppliers by GGR remain relatively unchanged, Pragmatic Play (17.8%), Evolution (12.5%), Playtech (9%), and Games Global (9%) continue to outpace the field, while Play'n GO follows with a substantial gain, now at 6.8%. In NEW Slots, nine suppliers are represented in the top 10: Pragmatic Play holds two ranks with Sweet Bonanza 2500 at #2 and The Big Dog House at #9, Playson's Thunder Coins XXL Multicoin leads the segment, and a new Octoplay theme, Serpent Gold 2 Hold and Win, rounds out the top ten. Full segment rankings, GGR trends, and added analysis of YTD top slot ranks are included in this month's report, with participation tracking from 69 casinos across 15 countries in Europe.

Evolution remains the top GGR Supplier at 13.3%, staying roughly flat month-over-month. White Hat Studios posts the largest gain among top suppliers, adding 0.8% to draw even with Light & Wonder at 11.1%. Octoplay's smaller catalog continues to climb, lifting Total GGR from 2.0% to 2.9%, its biggest jump since tracking began in July '25; slight dips for Fire Rail Express Hold & Win and Break More Piggy Banks were offset by three Top Slots debuts — Mega Cash Boost, Big Bang Bonus, and Bag The Swag Hold & Win. Other notable top-ranking Slots this month: Light & Wonder — Huff N Even More Puff Grand Inspired — Mice Heist Aristocrat — Cash Express Legend Joyful Panda White Hat Studios — 7s Fire Blitz Hotstepper 2 IGT — Megajackpots Cash Eruption Amulets of Osiris Bang Bang Games — Diamond Hunter Cash Falls Add Em Up Game performance data was captured from 35 casino sites across Delaware, Michigan, New Jersey, Pennsylvania, and West Virginia.

Based on reported figures and our proprietary estimates, we estimate total U.S. & Canada Gaming Revenue increased +5% y/y but declined -2% q/q to $37.0 billion in 1Q26. See the Commercial Slot Revenue slide for more commentary, but annual results were driven by macro-economic health that continues to support slot GGR growth, expansion into under-penetrated markets, and expanded gambling offerings (sports betting, iGaming, select Route Ops, new casino growth). See the Total Slot and Table sections for our CY25 forecasts for each segment.

At the end of 1Q26, we estimate the total installed base of slot machines and equivalent electronic gaming devices in the U.S. and Canada markets increased +0.9% y/y and +0.1% q/q to ~1,079,400 games. Expansionary activity, both new development and same-store, continues to offset removals. See the report for results and analysis by market segment as well as our 3-year forecast.

The Big 3, Aristocrat, Light & Wonder, and IGT, sweep all nine primary segment leads this month, with Arc Single anchoring Premium Video Reel, Cosmic Dual claiming Multi Screen Upright, and Rise 55 leading Portrait Slant. Aristocrat extends its Premium Video Reel hold further as Baron Portrait climbs in the segment behind the debut of Monopoly – Big Board Bucks. Among mid-tier and emerging suppliers, AGS' Spectra Sl75+ builds on its premium banking release, Everi strengthens across both mechanical reel segments, and new theme launches from Aruze, Ainsworth, and Gaming Arts drive cabinet footprint gains while improving indexed performance. Full segment rankings, new cabinet leaderboards, and mid-tier supplier breakdowns are in this month's report.

Aristocrat reclaims a commanding 51.3% share of New Premium Leased & WAP this month, with Monopoly – Big Board Bucks anchoring the category as the #1 Overall Premium Leased title. Ainsworth breaks through in New Core Video, with Dragon Legacy variants Metal and Wood claiming both the #1 and #2 positions in the segment. IGT sustains its upward momentum, posting back-to-back gains in Core Video and now holding 10 of the Top 25 titles, as Black Widow – Superstar debuts at #11. Among Emerging Suppliers, Zitro's Brave Dragon – Emei earns the #1 Emerging Supplier Indexing rank. Full New Core Video and Premium Leased & WAP rankings, alongside a complete Emerging Supplier breakdown, are in this month's report.

This monthly report provides a digest of legislative and regulatory developments for the emerging market for regulated sports betting in the United States. New features this month include updates to our 50 state legislative outlook; quick takes on the latest sports betting policy developments in Wisconsin, North Carolina, and Rhode Island, and an analysis of OSB reform proposals considered in this year's legislative sessions.