🎰 AI threat to slot leaders looks overstated

Morningstar says fears over AI disrupting Aristocrat and Light & Wonder are likely overdone, pointing instead to the resilience of their EGM businesses. 🎰🤖 That matters because electronic gaming machines still anchor revenue and market share for both suppliers. For the wider iGaming sector, the takeaway is clear: AI may reshape product and operations, but it is not replacing strong core gaming assets overnight. 📊 Operators and suppliers should watch where innovation adds value, not assume disruption on its own wins the market. 🚀 🌐 Source: Inside Asian Gaming