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....

Published November 17, 2014

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...

Published October 27 2014

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...

Published October 13, 2014

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...

Published September 29, 2014

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.

Published August 25, 2014

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...

Published July 28, 2014

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.

Published July 21, 2014

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.

Published June 30, 2014

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...

Published June 23, 2014

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?

Published June 16, 2014

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....

Published June 2, 2014

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...

Published May 26, 2014

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?

Published May 19, 2014

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...

Published April 28, 2014

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,...

Published April 7, 2014

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...

Published March 17, 2014

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...

Published March 3, 2014

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...

Published February 3, 2014

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...

Published January 27, 2014

FANTINI’S FINANCE: NJ Numbers Not Inspiring

Analysts missed the mark by a wide margin when the New Jersey Division of Gaming Enforcement posted the first revenue numbers for the state’s nascent iGaming industry. So what’s...

Published January 20, 2014