FANTINI’S FINANCE: Evolving Business Models
The changes in the gaming industry keep accelerating on both the operator and vendor sides. Whether it’s the convergence between lotteries and slot companies or the rapid move to...
FANTINI’S FINANCE: Down on the Farmville
Social gaming is the most surprising development in gaming over the past several years. Gaming companies are devoting lots of attention to this segment, which could benefit real-life casinos....
FANTINI’S FINANCE: High Stakes
Several referendums on next week’s ballots will determine the future of the gaming industry in several states. Voters in Massachusetts, Colorado and California will have a say on issues...
FANTINI’S FINANCE: G2E Wrap; Gaming is Back
If the events at G2E two weeks ago are any proof, gaming is healthy and coming back. From a jammed exhibit floor to new companies and renewed enthusiasm says...
FANTINI’S FINANCE: The Silence of G2E
With the recent mergers and acquisitions on the supply side, we’re unlikely to hear anything interesting at G2E because not all of them are complete. But the products? They...
FANTINI’S FINANCE: Pain Not Over in AC
What’s happening in Atlantic City isn’t a surprise. Declining revenues and non-convenience gambling have been problems for the Boardwalk town, and the worst probably isn’t over.
FANTINI’S FINANCE: Experiential Success
The malaise affecting casinos across the country must have something to do with how they are treated and what they want. Do we want to constantly rely on “less...
FANTINI’S FINANCE: Global Convergence
The purchase of IGT by GTECH means more than just another massive gaming deal. It demonstrates the acceleration of globalization and convergence of all gaming sectors.
FANTINI’S FINANCE: Unplug and Play
Mobile betting is growing at amazing rates, but a recently developed “in play” wager makes it even more profitable in countries where sports betting is legal.
FANTINI’S FINANCE: How Are Ya, Amaya?
Amaya Gaming has been active in both the online and land-based casino supplier space, buying up small to mid-sized companies over the past couple of years. But nothing compares...
FANTINI’S FINANCE: Vendor Action
From new CEOs to possible sales, the manufacturing sector of the gaming industry has been very active. What does this mean to shareholders and other interested parties?
FANTINI’S FINANCE: A Dose of Reality
Most observers have played down the slow start of legal iGaming in the U.S., claiming the sample size is too small and adjustments will be made to the marketing....
FANTINI’S FINANCE: The Damage Done
Atlantic City’s woes may not be over as more competition is slated to open within the next several years. Experts believe more casinos need to close before the market...
FANTINI’S FINANCE: Falling Back to Earth
The run-up of gaming stocks enjoyed over the last year is over. Even though the stock market continues to prosper, gaming stocks have taken a hit. What happened?
FANTINI’S FINANCE: Jumping on Japan, Part 2
The “next big thing” in the gaming business is the legalization of gaming in Japan. This week, another analyst weighs in with similar predictions but some warnings on unexpected...
FANTINI’S FINANCE: Back on a Roll
Disappointing table-game revenue made investors jump off Macau stocks, thinking it was the end of the big run. But great results in March demonstrated it was just a hiccup,...
FANTINI’S FINANCE: Unlock the Value
When a major investor took a position in Boyd Gaming, the stock jumped. Why did that happen and what are the implications for other companies should this investor truly...
FANTINI’S FINANCE: Quickly Rising Sun
The battle for Japan is under way. From MGM and Las Vegas Sands to small pachinko companies in downtown Tokyo, everyone wants a slice of the pie. Who is...
FANTINI’S FINANCE: Sickening Slump
After 2013’s stellar performance, casino stocks have taken a big hit to start the new year. Regional casinos are off the most, but the slump has impacted all segments...
FANTINI’S FINANCE: Managing Expectations
Earnings season is supposed to be a time when company executives can explain their strategy and how the quarterly results have demonstrated its success. But too often, executives use...
