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The largest suppliers in the US online casino market reasserted their dominance this month, as their combined share of overall GGR returned to growth.

That’s according to the latest Online Game Performance Report from Eilers & Krejcik Gaming (EKG).

Each month, EKG releases the report alongside Fantini Research. Gathering data directly from operators, the report provides an in-depth recap of US online casino and iGaming performance.

Below are some of the latest standout market figures, through to September 2023, presented in partnership with NEXT.io.

Top suppliers by GGR

The changes in rankings between the top suppliers by GGR in this month’s rankings compared to last month were minimal, with the largest changes taking place among the top three largest suppliers in the market.

While Evolution’s share dropped slightly, IGT and Light & Wonder were able to increase their share of overall GGR as the top three companies maintained their positions in first, second and third place on the leaderboard, respectively.

Evolution’s share of total GGR dropped from 21.3% to 21.1%, as its share of slots revenue fell from 14.3% to 13.8%, and its share of table games GGR went from 24.5% to 23.8%.

The company’s share of video poker GGR also fell from 1% to 0.6% in the latest report.

IGT, meanwhile, increased its share of overall GGR from 16.6% to 17.4%, as its share of table games revenue grew from 36.8% to 40%.

For Light & Wonder in third place, the overall share of GGR increased from 15% to 15.8%, as its share of slots revenue jumped from 17.5% to 18.6%.

That improvement appeared to more than offset a reduction in the supplier’s share of table games revenue, which fell from 11.4% to 11%.

Meanwhile, Digital Gaming Corporation held onto fourth place despite a significant drop in its share of total GGR from 9.9% to 9.1%.

That reduction likely accounted for a large proportion of the changes amid the leaderboard’s top three, as the rest of the top 30 or so suppliers remained remarkably consistent compared to last month.

Everi, operators proprietary ‘Internal’ titles, White Hat Studios, AGS, Reel Play and High 5 Games continued to make up the remainder of the top 10.

Only Anaxi, much further down the leaderboard, saw a significant change in its share of overall GGR month-by-month, as it moved from 22nd place with 0.2% of overall GGR to 17th place with 0.5%.

That growth was driven by an improvement in its share of slots GGR, from 0.2% to 0.6%.

Top game titles by GGR

In the latest report, IGT’s Blackjack retained its leading position on the leaderboard of the best performing individual game titles by GGR.

In fact, the title reasserted its dominance after a relatively slow period in recent months, as its share of overall GGR leapt from 2.75% up to 3.7%.

Meanwhile, IGT’s Cash Eruption slot moved from third place into second, as its share of GGR grew from 2.01% to 2.15%.

Digital Gaming Corporation’s Gold Blitz, having previously appeared in second place with 2.11% of GGR, slipped into third this month with just 1.46%.

Evolution’s Blackjack made a major comeback, meanwhile, as it jumped from ninth place with 1.09% of GGR last month up to fourth, with 1.27%.

After that title leapt into fourth, Light & Wonder’s 88 Fortunes slot slipped into fifth, with 1.26% of GGR, having accounted for 1.29% last month.

AGS’ Capital Gains was therefore pushed into sixth place with 1.21% of GGR, down from 1.24% in the previous report.

Light & Wonder’s Rich Little Piggies Meal Ticket held on in seventh with 1.16% of GGR, while Evolution’s Live Dealer Roulette remained in eighth with 1.11%.

IGT’s Cleopatra, meanwhile, slipped from sixth place with 1.17% of GGR to ninth, with 1.09%.

The remainder of the top 25 leaderboard was fairly consistent with last month, except for the introduction of two new Light & Wonder slot titles – Coin Combo Perfect Peacock and Ultimate Fire Link China Street – in 24th and 25th place, respectively.

Overall, Evolution held seven of the top 25 performing games, IGT and Light & Wonder each held five, Digital Gaming Corporation, Reel Play and Everi each held two, while both AGS and operators’ proprietary interal titles accounted for just one each.

iGaming market size and distribution

These graphics show the overall size of the online casino market in the US, as well as demonstrating how the total GGR is divided between major operators.

The slide shows a 23.4% year-on-year increase in the market between H1 2022 and H1 2023, resulting in total GGR of $3.12bn in the latest half-year.

It also shows how that GGR is distributed between states depending on when they first introduced their regulated online casino markets.

In H1 2023, states launched in or before 2020 accounted for 64.7% of all online casino GGR at $2.03bn, amid year-on-year growth of 21.8%.

States that launched in 2021, meanwhile, accounted for the remaining 35.3% of GGR at $1.11bn, amid year-on-year growth of 26.8%.

The slide also shows how GGR is distributed among the largest operators in the US online gambling sector, and how the distribution has changed over time.

Between Q2 2022 and Q2 2023, the top three largest operators DraftKings, BetMGM and FanDuel, increased their combined share of overall GGR from 68% to 72%.

The distribution within that group has also changed significantly over the same period, as BetMGM’s clear lead in Q2 2022 has been squeezed by increasing market share for both DraftKings and FanDuel.

Elsewhere, Rush Street Interactive, Caesars Digital, Penn Interactive, Bally’s Interactive and PointsBet have also seen their combined market share squeezed, while all other operators make up just a small proportion of GGR in the US online casino market.

For a month-on-month comparison of some of the above data points, you can read the September Online Game Report write-up here.

If you are interested in learning more, subscribing, or participating in the Eilers-Fantini Online Game Performance Database, reach out to Rick Eckert at reckert@ekgamingllc.com.

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