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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 Michigan, Pennsylvania, and Nebraska; and an analysis of Ohio's recently introduced OSB reform bill.

A broad wave of new releases lands across every segment this month. In NEW Core Video, Aristocrat's Thunder Empire family debuts alongside new titles from AGS, Zitro, and Bluberi, while Light & Wonder rolls out Ultimate Fire Link – Blazing Dragon in NEW Premium Leased and IGT's Cleopatra – Diamond Jackpots enters NEW WAP. The Big 3 continue to anchor the core, premium, and parent categories; Aristocrat leads Core Overall with Spooky Link and holds Monopoly atop New Premium Leased & WAP, Light & Wonder leads NEW WAP with Monsters – Bride of Frankenstein and High Denom Core Video with Super Hot Flaming Pots – Mr Lee, and IGT commands Premium IP while dominating Washington's TLS market with its Triple Fortune Dragon family. Secondary and emerging suppliers add depth; Ultra Werewolf from AGS breaks into Premium Leased & WAP, with fresh launches from Sega Sammy, Zitro, Castle Hill, and Eclipse Gaming. Full segment rankings, Big 3 category breakdowns, and new-release leaderboards are in this month's report.

Based on reported figures and our own proprietary research, we estimate total U.S. & Canada slot machine sales decreased -2% y/y and -16% q/q to ~24,100 total games sold in 1Q CY26. See the report for demand segmentation, our updated forecast, and detail by key jurisdictions.

The July edition of EKG’s Prediction Markets Monitor is now live, with PM data current through mid-July 2026 and OSB data through May-June 2026. The FIFA World Cup marked a watershed moment for U.S. sports prediction markets. On EKG’s Handle-Analog basis, U.S. sports PM activity reached a record $5.6bn in Jun-26, demonstrating the category’s ability to generate sportsbook-scale demand around major sporting events. App download data suggest World Cup-driven customer acquisition was a meaningful contributor to that surge. Competitive dynamics continue to accelerate. Kalshi remained the world’s largest prediction market operator for a second consecutive month, Robinhood’s Rothera delivered a breakout World Cup performance, Polymarket U.S. continues to scale following its national launch, and DraftKings has now formally launched DKeX. At the same time, operators are becoming increasingly sophisticated in customer acquisition and retention: DraftKings materially increased welcome-offer generosity, while Kalshi launched its new Platinum VIP program and expanded its focus on high-value customer retention.

IGT's Rise 32 cabinet debuts at #1 for Top Indexing Cabinets in Western Europe Casinos and #3 among all New EMEA Casino Cabinets, powered by Mummy Link – Night and Mummy Link – Dawn at #3 and #4 in Western Europe Casinos Core. Aristocrat's Spooky Link – Mo Mummy takes #1 Core in Central European Casinos, while Bao Zhu Zhao Fu – Red Festival ranks #1 among Top Indexing EMEA Arcade Games. Novomatic's Xtension Link 3 leads Central Europe Multigames, and EGT tops Southeastern Europe Arcade Games with Union Collection and Red General at #1 and #2. The June 2026 EMEA report now tracks over 74,000 units across 810 casinos and arcades in 28 countries. Full regional and operator-type leaderboards, new cabinet rankings, and Core and Multigame breakdowns are in this month's report.

The June edition of our U.S. Online Casino Monitor is now live, with data current through May 2026. U.S. iCasino growth remains healthy but continues to normalize, with nationwide GGR rising +22% y/y in 12M through May-26 versus +15% in May itself. May marked the seventh consecutive month in which monthly growth trailed the longer-term trend, while state-level data continue to reinforce our view that operators remain focused on margin optimization over pure top-line growth. A central focus this month is how that disciplined backdrop is shaping competitive behavior. Early World Cup channel checks suggest better-than-expected iCasino cross-sell but only incremental revenue uplift despite bettor-friendly tournament results, while DraftKings appears to be following through on its casino-first strategy through sustained acquisition investment, setting up an important 2H26 test of whether stronger user acquisition ultimately translates into durable GGR share gains. We also take stock of the policy landscape at the halfway point of 2026. Maine remains the year’s only meaningful expansion milestone, while Virginia and D.C. have emerged as the most credible medium-term jurisdictions to watch. Elsewhere, legislators continue to show interest in regulatory tightening, though partisanship is making tax increases more difficult in states with split governments (e.g., Michigan).

Zitro continues to lead Mexico in casino GGR and posts the highest supplier performance index in South America, demonstrating growing momentum across the region. Light & Wonder's Kraken Unleashed family sweeps the top of the overall Latin America Core leaderboard, driven by overperformance in Argentina, while Ultimate Fire Link Triple Nova adds a standout Premium showing. Aristocrat leads Caribbean GGR behind a strong showing from NFL Triple Score and dominates the Omni-Region Premium rankings. On the new-release front, Aruze's Double Firestorm Bison and Wolf top the new-game segment while EGT's General 50-50 C VIP leads new cabinets. IGT also places top new products including Rise 55 and Mystery of the Lamp Mystical Gardens, and Zitro launches a strong new entry in Legendary Hammer. Full regional leaderboards, Omni-Region rankings, and new-game and cabinet breakdowns are in this month's report.

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.