FANTINI’S FINANCE: Reflecting and Projecting
As we approach the end of the year, the time has come to look back at notable developments from 2024 and project ahead to 2025.
FANTINI'S FINANCE
FANTINI’S FINANCE: Different Strokes for Different Folks
As the U.S. online gaming industry continues to evolve, operators have adopted various business models to maximize their potential. The question for investors is, which model do you think...
FANTINI’S FINANCE
In gaming, operators often receive much of the attention and love from the financial press. But as it turns out, suppliers big and small offer some of the most...
FANTINI’S FINANCE: A Q3 Smorgasbord
As we await third-quarter earnings season, there are a number of stray thoughts and potential trends to ponder. Here are just a few.
FANTINI’S FINANCE: What Have You Done for Me Lately?
All of gaming’s biggest players have touted their plans to become the best and brightest. But how many actually point to real progress in the near future? As it...
FANTINI’S FINANCE: Making the Cut
Long-awaited interest rate cuts from the Fed may finally start to come to fruition here soon. That would have a big impact on everything from investment to debt restructuring,...
FANTINI’S FINANCE: Hurry Up and Wait
There are currently a number of factors at play that should, in theory, cause investors to be relatively cautious for a little while. These include historically poor performance for...
FANTINI’S FINANCE: Bull and Bear Debate H2 Outlooks
In this episode of Bull and Bear, the two foes go back-and-forth debating which faction is more likely to prevail for gaming’s second half of 2024. Who comes out...
FANTINI’S FINANCE: The Era of Rationality
The U.S. sports betting industry has long been bolstered by hype and projections, but we seem to finally be entering a period of stability, one with rational valuations and...
FANTINI’S FINANCE: Cooking with Gas
M&A activity is heating up, and deals are popping off left and right. If valuations continue to stay at low levels, more moves could be on the horizon.
FANTINI’S FINANCE: Regional Operators and Delaware Politics
Early on in this second-quarter earnings season, the stocks of both big and small regional operators have been perhaps the most notable. Some, like Monarch Casino, were predictable—others, like...
FANTINI’S FINANCE: Outside Looking In
Lately, it seems that regardless of overall market trends, gaming stocks have continued to underperform. There have been some exceptions, but generally speaking, second-quarter earnings should shed more light...
FANTINI’S FINANCE: Everywhere You Look
Full House Resorts has a path for growth with two properties yet to fully hit their stride. While its share price has hovered around $5 for several months, its...
FANTINI’S FINANCE: PENN-ything is Possible?
It’s been an interesting few weeks for PENN Entertainment, so much so that investors are laying out several different possibilities of what the future may hold for the regional...
FANTINI’S FINANCE: Easy as 1-2-3
The dog days of summer are nearly upon us, and this sluggish economic environment highlights three important themes: creative growth plans, an emphasis on customer experience and a propensity...
FANTINI’S FINANCE: Long Arm of the Legislature
Every profession has its hazards—for gaming, one of the biggest is legislative risk. The online sports betting industry got a full taste of that reality as investors sold off...
FANTINI’S FINANCE: Time for Regional Rumination
The regional brick-and-mortar casino industry is entering an interesting era, one marked by stiff competition from their big-market counterparts as well as online gaming and increasingly, skill games. Investors...
FANTINI’S FINANCE: Observing the Landscape
First-quarter earnings have, as always, given investors an insight into the current gaming landscape—some have backs against the wall, whereas others are hitting their stride. And then there’s the...
FANTINI’S FINANCE: Inspired by the Possibilities
It’s clear by now that the IGT-Everi deal has not been well received by investors, and that in turn could be seen as an opportunity in and of itself....
FANTINI’S FINANCE: Checking the Temperature
The incoming wave of first-quarter earnings reports may very well give investors some insight into the rest of the year, amid softening revenues and sticky inflation.
Top Podcast box
November 27-28: Eastern European Gaming Summit, Inter Expo Center, Sofia, Bulgaria. Produced by the Association of Gaming Industry in Bulgaria. For more information visit eegamingsummit.com.
November 27-28: GAT Caribe Cancun, Cancun International Convention Center, Cancun, Mexico. Produced by 3A Producciones. For more information visit 3aproducciones.com/.
December 2-4: Thai Entertainment Complex Summit, Bangkok Marriott Hotel The Surawongse, Bangkok, Thailand. Produced by Winna Media. For more information visit winnamedia.com/.
December 4: Global Regulatory Awards, Grand Connaught Rooms, London, UK. Produced by Vixio. For more information visit gamblingcomplianceawards.com/.
December 9-11: Global Symposium on Racing, Loews Ventana Canyon Resort, Tucson, Arizona. Produced by University of Arizona. For more information visit rtip.arizona.edu/.
December 12-15: National Council of Legislators from Gaming States (NCLGS) Winter Meeting, Caesars New Orleans. For more information visit www.NCLGS.org.
January 20-22: ICE Barcelona, Fira Gran Via, Barcelona, Spain. Produced by Clarion Gaming. For more information visit www.icegaming.com.
January 27-29: AML Fundamentals + AML for Casinos, Hilton San Diego Airport/Harbor Island. Gain insights into latest AML practices, regulations, and challenges for casinos. Produced by Skilld. For more information visit skiild.com/aml-event-2025 or contact events@skiild.com/888.333.3039.
November 27-28: GAT Caribe Cancun, Cancun International Convention Center, Cancun, Mexico. Produced by 3A Producciones. For more information visit 3aproducciones.com/.
December 2-4: Thai Entertainment Complex Summit, Bangkok Marriott Hotel The Surawongse, Bangkok, Thailand. Produced by Winna Media. For more information visit winnamedia.com/.
December 4: Global Regulatory Awards, Grand Connaught Rooms, London, UK. Produced by Vixio. For more information visit gamblingcomplianceawards.com/.
December 9-11: Global Symposium on Racing, Loews Ventana Canyon Resort, Tucson, Arizona. Produced by University of Arizona. For more information visit rtip.arizona.edu/.
December 12-15: National Council of Legislators from Gaming States (NCLGS) Winter Meeting, Caesars New Orleans. For more information visit www.NCLGS.org.
January 20-22: ICE Barcelona, Fira Gran Via, Barcelona, Spain. Produced by Clarion Gaming. For more information visit www.icegaming.com.
January 27-29: AML Fundamentals + AML for Casinos, Hilton San Diego Airport/Harbor Island. Gain insights into latest AML practices, regulations, and challenges for casinos. Produced by Skilld. For more information visit skiild.com/aml-event-2025 or contact events@skiild.com/888.333.3039.
