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Analysts assess gambling companies and Macau gaming revenue

Deals & M&A

Analysts issued views on Genius Sports, Churchill Downs, Rush Street and Gaming and Leisure Properties, according to the report. One analyst said Macau’s October gross gaming revenue fell 10% year on year, while another noted a proposed 19% value-added tax on online gaming deposits in Colombia that still requires legislative approval.

The analyst views flag possible tax and market factors relevant to gambling companies’ forecasts and valuations.

End-of-day close Genius Sports (GENI), USD, to 30 October 2026
Story date18 September 202630 October 2026

Related company prices

Latest reported results

Genius Sports NYSE: GENI

Quarter ended 30 June 2026

Revenue
USD 195.5m
Operating income
−USD 26.6m

Churchill Downs NASDAQ: CHDN

Quarter ended 30 September 2026

Revenue
USD 696.0m10-Q filing 0000020212-26-000084
Operating income
USD 143.0m10-Q filing 0000020212-26-000084

Gaming and Leisure Properties Nasdaq: GLPI

Quarter ended 30 September 2026

Revenue
USD 435.4m10-Q filing 0001575965-26-000072
Operating income
USD 309.9m10-Q filing 0001575965-26-000072

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Deals & M&A

Kentucky HHR revenue rises 4.1% in September

Revenue from historical horse racing machines in Kentucky rose 4.1% in September. Same-store growth was 2.6%, excluding the newer Marshall Yards casino, and overall gross reached $95m. Marshall Yards generated $1.4m, while Derby City remained the highest-grossing casino at $18.3m despite a 3.1% decline.

Kentucky's HHR machines brought in 4.1% more in September. Leaving out Marshall Yards, the comparatively new casino, the same-store gain was 2.6%. Gross receipts totaled $95m.

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