FANTINI’S FINANCE: No Surprises
When you evaluate companies on a quarterly basis, it’s difficult to find some separation. But each quarter, there are some hints about where each segment of the industry is...
FANTINI’S FINANCE: What We Learned At G2E
Gaming’s most important trade show isn’t just a place to see new products and services, it’s also a time to discover what the industry really believes about some of...
FANTINI’S FINANCE: The World of Gaming
The world’s largest gaming tradeshow will take center stage next week in Las Vegas, with the usual post-show evaluations that could determine the success or failure of many gaming...
FANTINI’S FINANCE: Hitting Bottom
The hits keep on coming for Macau and there is no end in sight. Or at least it was for more than a year. Now do we see light...
FANTINI’S FINANCE: Macau Disease Spreads
Just because Chinese high rollers have backed off Macau doesn’t mean they’re going to magically appear in other jurisdictions. In fact, the numbers show that VIP gaming from China...
FANTINI’S FINANCE: Back in Black
The second quarter earnings figures are out and they look encouraging for almost everyone, regionals, REITs and more. And what does the retirement of Robert Evans mean for Churchill...
FANTINI’S FINANCE: Seeking CEOs
The conditions that face every CEO is different, particularly in the gaming industry. Those conditions usually determine the success of the CEO’s strategy. Pinnacle’s Anthony Sanfilippo (l.) has made...
FANTINI’S FINANCE: Turning Tide in Macau?
Is the yearlong nightmare that has engulfed Macau over? The share value of gaming companies located there have jumped in the past couple of weeks and good news is...
FANTINI’S FINANCE: Mystery at MGM
The death of Kirk Kerkorian was met with appropriate tributes to the man who transformed Las Vegas. But what will happen to his stake in MGM Resorts and how...
FANTINI’S FINANCE: Conspicuous Consumption
The point of consumption tax recently imposed in the United Kingdom has negatively impacted revenues from iGaming companies active there. Will it spread to other countries and what are...
FANTINI’S FINANCE: Yes, Virginia!
She may not be Santa Claus, but Virginia McDowell has provided solid leadership through difficult times. Her company, Isle of Capri has performed well, bringing a higher stock price,...
FANTINI’S FINANCE: Down to Business
The opening of the second phase of Galaxy Macau will kick off the second phase of Cotai expansion and begin to answer some questions about how the SAR will...
FANTINI’S FINANCE: Panic Button
The steady bad news emanating from Macau has now taken its toll. Investors are fleeing the companies with operations there. Reality has hit home. But what is the real...
FANTINI’S FINANCE: U.S. Optimism, Macau Reality
As the first quarter results start rolling in, early returns are showing renewed hope for the U.S. gaming market, and a hard-bitten reality coming from Macau. Outside of the...
FANTINI’S FINANCE: REIT Fever
The interest in real estate investment trusts has been accelerating in the casino industry. It first started with the smaller companies, but now the gaming giants are getting involved....
FANTINI’S FINANCE: REIT Madness
An aggressive takeover bid for the assets of Pinnacle Entertainment by Gaming & Leisure Properties shows yet again the value of this bifurcated arrangement. Will Caesars and MGM follow...
FANTINI’S FINANCE: More Than a Show
At first it was dismissed as just a periodic crackdown, but Beijing’s war against corruption and money laundering is the real thing. With revenues dramatically down and no end...
FANTINI’S FINANCE: Q4: What We Learned
In the reporting for the fourth quarter, regional casinos seem to have benefited from good weather and lower gas prices. Previous cost cutting seems to have also helped. But...
FANTINI’S FINANCE: Regional Roundup
A profitable December has ramped up hopes that the regional casino companies will report good earnings for the fourth quarter and for the year. Will that lead to a...
FANTINI’S FINANCE: Jumping Up
December gaming revenues in the U.S. weren’t half bad, which is something to say after a year of declining numbers. But will it continue?
Top Podcast box
September 18-21, 2023: Tribalnet Conference & Tradeshow, Town & Country Resort, San Diego, CA. For more information visit www.tribalnetconference.com.
September 19-21, 2023: SBC Summit Barcelona, Fire De Barcelona, Montjuic. The global betting and igaming show. For more information visit https://sbcevents.com/sbc-summit-barcelona.
October 8-9, 2023: ICRG Conference on Gambling and Addiction, Venetian Expo, Las Vegas. Produced by the International Center for Responsible Gaming For more information visit https://www.icrg.org/events.
October 9-12, 2023: Global Gaming Expo, G2E is the catalyst for gaming – fostering innovation and driving growth by convening the global industry in one place to get business done. Don’t miss this all-in-one experience (Education: October 9-12 | Expo Hall: October 10-12). Venetian Expo, Las Vegas, NV. To register, visit: https://g2e2023.com/GGB
October 31-November 2, 2023: SBC Summit Latinoamerica, Seminole Hard Rock Hotel & Casino, Hollywood, FL. The conference and trade show for senior executives in the Latin American betting and gaming industry. For more information visit https://sbcevents.com/en/sbc-summit-latinoamerica.
November 13-17, 2023: SIGMA Europe (Malta Week), Malta, MFCC (North Gate). Returning to its roots, SiGMA Europe attracts an international and diverse lineup of industry leaders to its annual Malta Week event, bringing a convergence of expo, conference, and networking. For more information visit sigma.world/europe.
November 22-23, 2023: BEGE, IEC, Sofia, Bulgaria. BEGE is one of the leading gaming and entertainment exhibitions in Europe. The show gathers 85+ exhibitors and over 6000 visitors from over 60 countries. Over the years, the event has gained the attention of leading companies and established itself as a preferred business venue and became meeting point for the gaming society.
For more information visit www.balkangamingexpo.com.
November 22-23, 2023: EEGS IEC, Sofia, Bulgaria. The Eastern European Gaming Summit (EEGS) is an annual gaming conference which brings together more than 50 speakers and 300+ delegates from all over world. With hundreds of leaders and thriving companies from the land-based and online gaming industry in attendance, EEGS covers groundbreaking subjects and discussions based on the latest trends, developments, and insights. For more information visit eegamingsummit.com/.
November 22-23, 2023: iGB L!VE North America, Javits Center, New York, NY. Connecting operators, suppliers and affiliates across all iGaming sectors. For more information visit www.igblivenorthamerica.com//.
