Report Store

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 Look at Popular Cozy Games in Asia

The July edition of our U.S. Sports Betting Market Monitor is now live The 2026 World Cup delivered record U.S. soccer NGR, ahead of expectations and driven by strong SGP and in-play activity—with a catch. Channel checks suggest little to no benefit landed in 2Q26, while the stronger-margin knockout rounds produced a much more constructive start to 3Q. Preliminary state-reported data underline that split: June handle rose roughly 26% y/y across our select-state cohort, but player-friendly results compressed net hold to 5.0% and left NGR down 40% y/y. A central focus this month is the readthrough for 2Q26 earnings. State-reported data directionally point to muted handle growth across most public operators as bonusing growth continued to moderate, with lower hold creating an additional NGR headwind for FanDuel and DraftKings (BetMGM’s OSB results broadly tracked that signal). Because most of the World Cup’s expected revenue benefit falls in 3Q26, we expect earnings calls to emphasize current trading, record soccer activity, and post-quarter momentum more than the reported quarter itself. We also look ahead to the NFL season, where sportsbook product teams are prioritizing in-play SGP growth and more flexible parlay formats. Fanatics’ On the Clock and Caesars’ Flex Parlay are among the products to watch, reinforcing a critical OSB advantage over prediction markets: greater parlay depth and combinability. Additional topics this month include: • World Cup live-betting uptime analysis, including Hard Rock’s improvement following its Kambi Odds Feed+ integration • Proprietary analysis showing the U.S. OSB GGR-share race tightening below DraftKings and FanDuel • Updated UA analysis showing challenger brands accounting for more than 40% of OSB app downloads in 2026 through June

We estimate total U.S. & Canada B2B EGM revenue increased +5% y/y and decreased -6% q/q to ~$1.3 billion in 1Q26. Aristocrat generated the most B2B EGM revenue in U.S. & Canada for the quarter driven by leadership among both leased and sold games. Aristocrat, Konami, and the Other group increased share over the prior year. See the report for market and competitive analysis by KPI for game sales, gaming ops, and systems segments as well as a comparison by R&D and Adj. EBITDA.

In this 38pp report we provide the results of our real-world testing of 15 of the leading sports betting apps in the UK and provide detailed analysis of the findings and implications for the UK market.

This report focuses on the Social Casino gaming market, which we define as free-to-play online Poker, Slots, Table Games and Bingo, on desktop and mobile devices. We have compiled data for the top grossing social casino games on Facebook, iOS, and Android for Q2 2026 and provide our revenue estimate for each major title and publisher. Additionally, we highlight KPIs, recent trends, and market-sizing estimates for the global social casino gaming market.

Pragmatic Play and Evolution continue to lead GGR share with Evolution holding the most top 25 games across all overall segment ranks with 24, while Pragmatic Play leads all suppliers with 9 themes in the top 25 NEW Slots segment. Six themes debut in the new slot rankings, including Le Football Fan from Hacksaw Gaming holding the #11 rank in the segment and Spark of Creation from Light & Wonder at #16. Other top ranking new slots include: • Pragmatic Play - Mahjong Wins Triple Pot • Gaming Corps – 3 Pigs of Olympus 2 • Playson – Thunder Coins XXL Multicoin Full segment rankings, GGR trends, and added analysis of top ranks by supplier are included in this month's report, with participation tracking from 69 casinos across 15 countries in Europe.

Eilers-Fantini's July 2026 U.S. & Canada Cabinet Performance Report highlights IGT's Rise 32 as the top-ranked Multi Screen Slant cabinet, posting a 100% hit rate for games performing above 1x zone. Aristocrat now owns the top 9 Premium Video Reel cabinets as Mars X Portrait and King Max advance to #8 and #9. Sega Sammy's Genesis Atmos reclaims #1 among Emerging Suppliers with over 1,000 slots placed. Everi's Player Classic Premiere returns to #1 in Core Mechanical Reel, and Light & Wonder's new Cosmic Sky debuts at #7 for New Premium Cabinets, New Themes.

IGT's % of Total GGR hits 20.0%, maintaining the lead in both Video Poker and Slot GGR. Soccer-themed games are rising alongside the World Cup, with Huff N Lots of Goals climbing to #4 in the NEW Overall segment and Evolution debuting First Person World Soccer Blackjack and First Person World Soccer Top Card at #1 and #4 in the NEW Table Games segment. Blueprint is the #1 ranked supplier by Theo Win Index in NEW Overall among suppliers who account for more than 1% of Total GGR. Top ranking NEW Slots this month include: • #3 – Pink Clovers XXXL Hold & Win, Playson • #5 – Mystery of the Lamp Secret Bazaar, IGT • #13 – Cash Strike Power Force 5 Megaways, Blueprint • #19 – Kingfisher On Wheels, Games Global Game performance data was collected from 11 online casinos across five provinces and includes five Ontario operators.

IGT's Cash Eruption retains the #1 Overall rank for the sixth consecutive month, while Octoplay's Hold And Win series places four themes in the top 25 of both the Slots and NEW Slots segments. White Hat Studios, Light & Wonder, and Inspired all increased their share of Total GGR YoY, with White Hat Studios posting the largest gain — climbing from 7.7% to 10.7%. Light & Wonder leads all suppliers in % of Top Slot Themes at 11.4% with 96 themes above 1x, while Octoplay tops the NEW Slots ranks with six of the Top 25, ahead of Games Global's five. Top ranking NEW Slots this month include: • #6 - Gold Blitz Express - Games Global • #8 - Bigger Piggy Bank Superwheel - Inspired • #11 - Mystery of the Lamp Secret Bazaar - IGT • #15 - Divine Fortune Gold - Evolution Game performance data was captured from 35 casino sites across Delaware, Michigan, New Jersey, Pennsylvania, and West Virginia.

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.