Aristocrat Leisure said in its full-year update that it had returned $1.4bn to shareholders. From financial year 2026, its Product Madness mobile operations will focus entirely on social casino, ending its social casual gaming activity. The company reported normalised net profit after tax and before amortisation of $1.6bn, up 12% year on year.
Product Madness’s move to social casino ends its social casual gaming activity.
Financial year ended 30 September 2025
The day’s most important stories, free. One email a day.
The AGEM Index rose 16.4% in October to 2,108.59 points, its highest level in the tracked history, according to an announcement. All nine constituent companies recorded share-price gains; Konami contributed the largest increase, adding 150.45 points after its share price rose 23.3%.
Jefferies analyst Kai Erman said Aristocrat Leisure remains the leading slot supplier while Light & Wonder has room to grow share, in an investor note. Erman cited Aristocrat's 30% floor share and 50% handle share, and pointed to Light & Wonder's leased, charitable and international opportunities.
Aristocrat Interactive signed a brand licensing agreement with Gaming Realms, citing a Tuesday announcement. The agreement covers development of Slingo versions of Aristocrat’s Buffalo and Mo’ Mummy games.
Morningstar Equity Research considers AI a limited threat to Aristocrat and Light & Wonder’s land-based gaming businesses. It cited licensing, regulatory relationships and installed machine bases as protections. Morningstar estimated that the companies together supply more than 60% of leased gaming machines in North America.
The Roundhill Sports Betting & iGaming ETF reportedly gained 6.1% over the previous week, compared with a 3.4% rise in the S&P 500. Super Group shares rose 14.6%, Melco Resorts gained 12.5% and Light & Wonder advanced 12.3%; the report also cited a favourable court ruling for Light & Wonder and analyst price targets for several companies.