Intellectual Property And TariffsThere is limited new information on pending intellectual property litigation and efforts to mitigate tariffs, which could pose risks.
Revenue ChallengesGaming revenue was primarily driven by decreases in Gaming machine sales of 16% and Gaming systems of 11%, reflecting cautious purchasing behavior due to global macro uncertainty.
Sales TimingManagement cited macroeconomic uncertainty, cautious purchasing behavior from operators, and delayed capital expenditures as factors impacting sales timing, particularly in N.A. and Australia.