Report Store

The EILERS-FANTINI ETG report showed 2Q26 floor share continuing to shift toward the Individual form factor, which claimed 23% of all ETGs in the sample. Full Stadium ETG Multigame led all form factors and game combinations at $378 estimated Theo Win Per Day, up $17 from 1Q26. In New York, IGT's Automated Table Style Roulette topped the Table Style segment at $638 Theo Win Per Day, while Light & Wonder grew its leased footprint in New York casinos from 10.2% to 12.4% quarter over quarter. Craps moved into the top spot as Interblock's #1 parent game at 32% of its portfolio. Alfastreet Roulette performed at the top of both owned and leased segments, and Spintec gained share in Other U.S. Tribal Markets. Average Bet and Games Played Index both rose quarter over quarter, to $23.62 and 1.16x house average. See this quarter's report for full form factor and game combination rankings, vendor leased share by market, and Theo Win Per Day detail by segment.

Aristocrat led casino replacement sales this quarter, anchored by the Baron family, with Light & Wonder close behind on Cosmic strength. IGT held the lead in the overall route market, while Aristocrat claimed the top spot in key U.S. route markets including Illinois VGT and Georgia COAM. The premium lease market extended its growth, led by Aristocrat's Monopoly Big Board Bucks launch and Lightning 10 Year Storm, with Light & Wonder's Ultimate Fire Link Triple Nova building momentum behind them. Multiscreen cabinets staged a comeback, taking four of the top ten cabinet slots. Bluberi held most of its recent share gains, with Beacon+ again a top ten seller — the only vendor outside the Big 3 to place a cabinet in the top ten. Full replacement share, route market results by jurisdiction, and complete top ten cabinet rankings are in this quarter'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 Texas, Minnesota, and Georgia, and an analysis of a legal challenge to Wisconsin's OSB via compact model.

IGT leads the regulated route market overall, with Peak Curve 49 joining Georgia COAM, while Aristocrat's Legends Multigame family tops the state's Win Per Day performance. Primero launched Ultimate Piggy Bank Smash and Lucky Babies Link in Georgia, and LNW's Kascada Dual Screen led West Virginia alongside strong Cosmic performance in Illinois. Novomatic is off to a strong start in West Virginia and continues to perform well in Georgia, while Bad Dog Games grew its Georgia footprint and showed well in the newly tracked Nebraska Skill market. This quarter's report adds two more Skill markets, Iowa and Wyoming, where Banilla Games reinforces its position as a leading multi-market Skill supplier. Full route and COAM leaderboards, Win Per Day rankings, and Skill-market breakdowns are in this quarter's report.

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.