A structured analysis of the emerging U.S. prediction markets ecosystem, covering key stakeholders, trading volume opportunity, revenue stack analysis, and major legal and regulatory questions.
Monthly U.S. online casino monitor for November 2025, with T12M iCasino GGR up +29% y/y and FanDuel widening its lead amid a record jackpot payout in Michigan.
Estimates total U.S. & Canada installed base at ~1,072,600 EGMs at end of 3Q25, up +1.8% y/y and +0.3% q/q, with modest expansions across most markets.
Monthly EMEA game performance report for November 2025, with Aristocrat's Buffalo Grand entering the region and Light & Wonder's Huff N Even More Puff gaining traction across markets.
Monthly Latin America game performance report for November 2025, led by Zitro's Fantasy cabinet debut and solid momentum from AGS, Merkur, and the major portrait cabinet suppliers.
Monthly U.S. sports betting monitor for November 2025, with T12M GGR up +11% y/y and the FanDuel-DraftKings duopoly at a record-low ~64% GGR share as challengers continue to converge.
Monthly Social Gaming Monitor for November 2025, covering the top 20 grossing U.S. app store games, key trends, and the latest investments and M&A activity in the social and mobile games sector.
Quarterly U.S. & Canada cabinet sales and lease report for 3Q25, with Light & Wonder and Aristocrat together accounting for more than half of all replacements, driven by portrait video reel demand.
Monthly Europe online game performance report for November 2025, with Pragmatic Play reaching 17.5% GGR share and two of its titles holding the top 5 slot positions.
Monthly U.S. & Canada cabinet performance rankings for November 2025, with Aristocrat, IGT, and Light & Wonder leading core segments alongside gains from Zitro, Konami, and AGS.
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