FANTINI’S FINANCE: Gleaning Trends from Small Sample Sizes
It’s third quarter earnings season, and Las Vegas Sands and Monarch Casino are the first operators to report thus far. However, because the two are unique in their own...
FANTINI’S FINANCE: Messages From the Top
The Fantini Research CEO One-On-One interviews at G2E showed the resilience of gaming and the opportunism that still await the innovative companies. Even the current recession hasn’t dampened enthusiasm....
FANTINI’S FINANCE: Stick With Results, Not Promises or Projections
The online sports betting and iGaming sector is expanding rapidly, and that comes with innumerable partnerships, outlooks and estimations. But at the end of the day, there is a...
FANTINI’S FINANCE: Raising Salaries an Investment Not Expense
Recession and inflation are the two biggest economic concerns at the moment, and while recession is never desirable, the effects of inflation, especially for casino operators, can obliterate hard-fought...
FANTINI’S FINANCE: Gaming REITs are Becoming Increasingly Hard to Beat
VICI Properties and Gaming & Leisure Properties may not be the flashiest choices compared to the boom-and-bust nature of other sectors of the industry. But they’re consistent, well-run and...
FANTINI’S FINANCE: Inspired-AGS Would Bring Value for Both Companies
The recent negotiations between Inspired Entertainment and PlayAGS have shown that both companies may actually be undervalued, regardless of a merger. Additionally, the AGA has released its selections for...
FANTINI’S FINANCE: Regional Markets are Declining, But Don’t Sound the Alarm Yet
As more operators report results, local markets have started to show signs of decline. However, that may not have a huge impact on the companies who have proven themselves...
FANTINI’S FINANCE: Two of a Kind or Opposites Attract?
In many ways, Monarch Casino and Las Vegas Sands lie on opposite ends of the spectrum, but the two also have some interesting similarities, which makes for a good...
FANTINI’S FINANCE: Hard Rain Might Fall, But Gaming is Built to Weather the Storm
The recent boom of the Las Vegas Strip is refreshing, yet likely unsustainable. However, as analysts and investors try to sell off to get ahead of decline, remember the...
FANTINI’S FINANCE: 2 Perspectives to Consider Regarding Operators’ Valuations
Recent reports from two prominent financial analysts shed light on the changes that operators are going through, and what it might mean for company valuations and projections moving forward....
FANTINI’S FINANCE: Trends to Consider Heading Into 2Q Earnings
As we head into earnings season, it’s critical to consider both long and short-term trends in a market that can feel at times like fool’s gold. The short-term boom...
FANTINI’S FINANCE: Federal Fundamentals
Gaming stocks have taken a hit recently because of the perceived discretionary spending that might be impacted by inflation, high gas prices and rising interest rates.
FANTINI’S FINANCE: By Now, Macau’s Struggles May Warrant New Outlook on Market’s Future
As the once-mighty Macau market continues its uphill trudge, investors may want to rethink their expectations for recovery. Pre-Covid averages are attainable again, but it’s far from certain that...
FANTINI’S FINANCE: Despite Uncertainties, Investors Can Find Bargains
Analysts may be down on gaming stocks, citing inflation and consumer restraint. But there may be bargains out there—for investors who are brave enough to roll the dice.
FANTINI’S FINANCE What is the Best Barometer, Share Dividends or Stock Repurchases?
Dividends provide cash that investors can use as they see fit. The value of repurchases can be canceled when companies offer overly generous stock options. It’s a good sign...
FANTINI’S FINANCE: Early Lessons from the First Quarter
As gaming companies report their first-quarter results, there are lessons to be learned from the prudent growth strategies of regional firms. But the full story is yet to come,...
FANTINI’S FINANCE: Slowdown Ahead?
Too much confidence in the gaming sector may be unrealistic given inflation, which may cut into consumers’ leisure spend. As first-quarter earnings reports near, it may be time to...
FANTINI’S FINANCE: Ready for the Reset?
We’re on the brink of first-quarter earnings report season, and, more importantly, on the brink of renewed financial guidance by the companies reporting those earnings.
FANTINI’S FINANCE: Big Handle or Sleight of Hand?
As sports betting and iGaming expand across the United States, most operators and some analysts are touting impressive handle numbers. But those figures are easily picked apart, as Deutsche...
FANTINI’S FINANCE: Another Great Debate Between Bull, Bear & Quandary
The Bull, the Bear and the Quandary meet again to assess the state of the world (oy), the state of the gaming industry, and gaming stocks with real (not...
Top Podcast box
June 5-9, 2023: Full Course – Online Gaming Management Masterclass, Online 5 days x 3 hours. Comprehensive online gaming training for executives and managers, with Itsik Akiva For more information visit https://www.gamingoperationsacademy.com/product/igaming/.
June 12, 19, and 26, 2023: Full Course – Maximize your Slot Revenue, Online 3 days x 3 hours. Real World Tools To Maximise Your (Land Based) Electronic Gaming Revenues, with Lucien Wijsman For more information visit https://www.gamingoperationsacademy.com/product/land-based-gaming-slot-full-course/.
June 13-15, 2023: Canadian Gaming Summit, offers multiple and creative ways to connect with your staff, peers, suppliers and clients. Metro Toronto Convention Centre, Toronto, Ontario, Canada. Produced by the Canadian Gaming Association and SBC For more information visit https://www.canadiangamingsummit.com.
June 14-15, 2023: Full Course – Lottery Modernization Masterclass, Online 2 days x 3 hours. How to maximise your Lottery revenue and modernize your operation., with Wendy Lawrence For more information visit https://www.gamingoperationsacademy.com/product/lottery-operations/.
June 14-18, 2023: SIGMA Americas, Sao Paulo, Brazil. SiGMA America’s first event for the market is perfectly timed to connect its wide-reaching network in the West with Latin America’s leading suppliers, operators, and affiliates. For more information visit sigma.world/americas.
June 20-23, 2023: International Gaming Summit, (IAGA) Culloden Estate and Spa, Belfast, Northern Ireland. A premier event that brings together leaders from all global gaming sectors, the Summit will provide operators, suppliers, attorneys, investors, bankers, regulators and other advisor delegates with an unparalleled opportunity to meet and discuss the most important issues facing gaming. For more information visit https://www.theiaga.org/2023-summit-preview.
June 27-28, 2023: Full Course – Online Sportsbook Fundamentals, Online 2 days x 3 hours. How to build a sportsbook, with Hugo Llanos For more information visit https://www.gamingoperationsacademy.com/product/sportsbook/.
July 17-19, 2023: AML Bootcamp + Cage Operations Conference, Sycuan Casino Resort, San Diego, CA. Join us at Sycuan Casino Resort in beautiful San Diego, CA for our single day AML Bootcamp and Cage Operations Conference. Our theme is “Learn, Connect and Belong” to this Gaming Community that is focused on best practices and education around tools and automation that enhance the gaming experience in uncertain times. For more information visit https://skiild.com.
July 19-22, 2023: SIGMA Asia, Manila, Philippines. With an eye towards new horizons, the SiGMA Group heads to Manila, connecting the sharpest minds in the sector, and bringing a vast network in the West closer to Asian suppliers, operators and affiliates. For more information visit sigma.world/asia.
August 14-16, 2023: OIGA Conference & Tradeshow, Cox Business Convention Center, Tulsa, OK. Lively, fun, informative, high-energy assembly of some of the biggest names in the gaming and hospitality industries. https://oiga.org/tradeshow.
September 4-7, 2023: SIGMA Balkins & CIS, Limassol, Cyprus. With the New Gambling Act of 2020 creating a more responsible, accountable, and well-regulated Land-based and iGaming sector in Serbia, the nation has the potential to host an even more robust, flourishing economic industry, attracting firms and talent from far beyond its shores as its local market swells. For more information visit sigma.world/cis.
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 9-12, 2023: Global Gaming Expo, G2E is the one place to see the people, products, and ideas to drive your business forward and define the future of gaming. Venetian Expo, Las Vegas, NV. www.globalgamingexpo.com/en-us.html
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/.
