Casinos and Gaming

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AMAT

Conference Minutes

The following is Dolphin Research's transcript of AMAT FY26 Q2 earnings call. For our takeaways, see 'Capex Boom Underway: Can AMAT Capture the Windfall?'.I. Key highlights from $Applied Materials(AMAT.US) results.1) Capital returns: Returned $765 mn to shareholders this quarter, incl. $365 mn in dividends and $400 mn in buybacks. In Mar, the company raised its quarterly dividend by 15%, meeting its prior target of doubling the dividend per share...

Applied Materials

AMAT (Trans): Semi equipment up 30%+ for the year; GPM trending higher

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The following are the minutes of the AMAT FY2025 Q4 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'Storage is 'Red Hot', Can Applied Materials (AMAT) Benefit?' 1. $Applied Materials(AMAT.US) Key Financial Data Review Revenue: FY2025 revenue grew by 4% to $28.4 billion; Q4 revenue exceeded the midpoint of expectations. Revenue by business segment: Semiconductor Systems revenue grew by 4%. Applied Global Services (AGS) revenue grew by 3% to $6.4 billion...

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Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.

BRIGHTSTAR CAPITAL PARTNERS Completes Acquisition of PlayAGS

AGS Honored as One of the Best Workplaces for 2025-2026

CIBRA Capital Ltd Buys Shares of PlayAGS Inc

AGS Named Among Nation's Best Employers for Ninth Consecutive Year

PlayAGS released FY2025 Q1 earnings on May 8 (EST), actual revenue USD 94.83 M (forecast USD 95.07 M), actual EPS USD 0.07 (forecast USD 0.1358)

PlayAGS Inc Predicts EPS of 14 Cents for Quarter

AGS to Showcase Innovative Gaming Solutions at the 2025 IGA Trade Show

PlayAGS released FY2024 annual earnings on March 6 (EST), actual revenue $394.87M (forecast $391.38M), actual EPS $1.1987 (forecast $0.3293)

PlayAGS released FY2024 Q4 earnings on March 6 (EST), actual revenue $102.98M (forecast $99.49M), actual EPS $1.0082 (forecast $0.1487)

PlayAGS released FY2024 9 Months Earnings on November 7, 2024 (EST), with actual revenue of $291,882,000 and EPS of $0.1659

PlayAGS released FY2024 Q3 earnings on November 7 (EST), actual revenue $99.17M (forecast $96.62M), actual EPS $0.0559 (forecast $0.124)

PlayAGS Company Quarterly Financial Report

PlayAGS shareholders approve acquisition by Brightstar Capital Partners

Monteverde & Associates PC is investigating the merger transaction proposed by PlayAGS, Incorporated and Brightstar Capital Partners

Law firm initiates investigation into companies accused of violating securities laws

PlayAGS Inc: Stifel downgrades from Buy to Hold; raises target price from $12 to $12.50

Truist Financial reiterates 'hold' rating on PlayAGS stock

PlayAGS released FY2023 Q4 earnings on March 5 After-Market (EST), actual revenue 94.15 M USD (forecast 92.58 M USD), actual EPS 0 USD (forecast 0.0512 USD)

JMP Securities analyst Jordan Bender maintains a market outperform rating on PlayAGS (NYSE:AGS) and raises the target price from $11 to $12.

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Scientific Games has announced the departure of CFO Nick Negro, effective May 15, after three years of service. He is leaving for a new opportunity in Chicago. Ray Anderson has been appointed as interim CFO, effective May 4, while the company searches for a permanent replacement. CEO Pat McHugh praised Negro's contributions to the company's growth and expressed confidence in Anderson's extensive experience in finance and leadership roles.

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Scientific Games Announces CFO Transition

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Playgon Upsizes Insider Credit Facility and Seeks to Push Out Debenture Maturities

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Playgon Upsizes Insider Credit Facility and Seeks to Push Out Debenture Maturities

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PlayVS has acquired Vanta Esports to strengthen its education-focused gaming ecosystem, providing students nationwide with enhanced access to coaching and competition. This partnership aims to significantly impact the scholastic esports scene, benefiting a large number of students involved in gaming and esports.

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PlayVS acquired Vanta Esports to enhance the nation's largest education-focused gaming ecosystem, offering students nationwide access to coaching and competition. Los Angeles, Jan. 22, 2026.

In Las Vegas on September 24, 2025, AGS is set to make a big impact at the upcoming Global Gaming Expo (G2E) in October. They will unveil a fresh brand identity and present their biggest product display yet at booth #1150. AGS will feature a total of 86 slot games, along with eight table games that include various progressive jackpots, side bets, and card shufflers. Additionally, they will introduce a new zone for AGSi, their Interactive division, at the event.

AGS unveils new brand at G2E 2025, biggest showcase in company history: 86 slots, 8 table games, AGSi zone.

AGS will unveil its new brand identity and largest product showcase at the Global Gaming Expo (G2E) in October 2025. The company will present 86 slot titles and eight table games at booth #1150, reflecting its transformation into a global supplier since its last rebrand in 2014. Following its acquisition by Brightstar Capital Partners, AGS has significantly increased its global slot sales and interactive revenue. The new bolt logo symbolizes AGS's growth and commitment to enhancing player experiences.

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AGS to Rock the Bolt at G2E 2025 With Bold New Brand and Largest Showcase in Company History | AGS Stock News

AGS, in partnership with Yaamava’ Resort & Casino and Palms Casino Resort, launched the Mariachi Fortunes Trio™ slot game in a dual-property world premiere on July 22, 2025. The event featured themed celebrations at both locations, showcasing vibrant Mexican culture with folklorico dancers and live mariachi bands. The game offers immersive gameplay with two themes, Fiesta de los Vivos and Fiesta de las Calacas, and will be available exclusively at these casinos before expanding across North America. AGS aims to enhance player experiences with this innovative game.

Yaamava’, Palms and AGS Celebrate First-Ever Dual Property World Premiere of Mariachi Fortunes Trio™ in Southern California and Las Vegas | AGS Stock News

On June 30, 2025, Brightstar Capital Partners completed the acquisition of PlayAGS, Inc. (NYSE: AGS), a leading global gaming supplier specializing in slot, table, and interactive products. Brightstar focuses on investing in various sectors including business services, consumer, government services, and technology. The agreement, initially disclosed on May 9, 2024, marks a significant step for both companies.

Brightstar Capital Partners acquired PlayAGS for $1.1 billion. Deal closed on June 30, 2025. PlayAGS offers gaming products globally.

Brightstar Capital Partners has completed its acquisition of PlayAGS, Inc. for approximately $1.1 billion, with AGS stockholders receiving $12.50 per share. The deal, first announced on May 9, 2024, has been approved by AGS stockholders and regulatory bodies. AGS, now a privately held company, has seen significant growth in its gaming products, doubling global slot unit sales and increasing online gaming revenue by over 150%. Brightstar aims to help AGS expand into new markets and enhance its product offerings.

Brightstar Capital Partners Completes Acquisition of PlayAGS for Approximately $1.1 Billion Dollars | AGS Stock News

PlayAGS(AGS.US)

AMAT (Trans): Semi equipment up 30%+ for the year; GPM trending higher

Scientific Games Announces CFO Transition

Playgon Upsizes Insider Credit Facility and Seeks to Push Out Debenture Maturities

PlayVS acquired Vanta Esports to enhance the nation's largest education-focused gaming ecosystem, offering students nationwide access to coaching and competition. Los Angeles, Jan. 22, 2026.

Applied Materials AMAT (Minutes): Stable in the first half of next year, growth concentrated in the second half.

AGS unveils new brand at G2E 2025, biggest showcase in company history: 86 slots, 8 table games, AGSi zone.

AGS to Rock the Bolt at G2E 2025 With Bold New Brand and Largest Showcase in Company History | AGS Stock News

Yaamava’, Palms and AGS Celebrate First-Ever Dual Property World Premiere of Mariachi Fortunes Trio™ in Southern California and Las Vegas | AGS Stock News

Brightstar Capital Partners acquired PlayAGS for $1.1 billion. Deal closed on June 30, 2025. PlayAGS offers gaming products globally.

Brightstar Capital Partners Completes Acquisition of PlayAGS for Approximately $1.1 Billion Dollars | AGS Stock News