Game provider roundup, November 12, 2026: Aristocrat reports FY26 and names Dafne Guisard CEO-elect, GAN surrenders its UK licence, New Jersey clears Evolution's Showboat studio

Aristocrat reports FY26 results and names a CEO-elect

Aristocrat Leisure Limited (ASX: ALL) reported on November 12, 2026 normalised revenue of A$6.092 billion for the year ended September 30, 2026, down 3.2% in reported currency and up 3.8% in constant currency. Normalised NPATA was A$1.579 billion, up 1.8% as reported and 9.7% in constant currency, and fully diluted EPSA was 259.3 cents, up 13.0% in constant currency. Reported profit after tax from continuing operations was A$1.364 billion, up 15.2%. The results exclude Plarium, which is reported as a discontinued operation.

By segment, Aristocrat Gaming's revenue rose 1.5% to A$4.021 billion, with its Gaming Operations installed base growing by about 6,500 units and its market share put at 39%, based on Eilers Gaming Supplier KPI Model data. Product Madness social casino revenue rose 2.2% to US$1.077 billion, with direct-to-consumer sales at 27% of social casino revenue. Aristocrat Interactive, its real-money online arm, grew revenue 3.4% to US$457.2 million while profit fell 6.2% to US$122.6 million; the company cited its exit from the white-label business and acquisition-related investment, and said iLottery launched in Massachusetts and Michigan during the year. Aristocrat expects NPATA growth in FY27 in constant currency and repeated its US$1 billion revenue target for Aristocrat Interactive by FY29. It declared a final unfranked dividend of 51.0 cents per share, payable on December 8 to holders of record on November 26.

In a separate ASX announcement the same day, Aristocrat said Croker, CEO and managing director, intends to retire in April 2027 and will stay with the company for 12 months from the announcement to support the transition. The board named Dafne Guisard as CEO-elect, subject to any necessary regulatory pre-approvals. Guisard joined Aristocrat's executive team in early 2026 as chief commercial officer for EMEA and also oversees Product Madness; she was previously chief operating officer of Entain. Aristocrat said she will move from its London office to Las Vegas to take up the role. Gaming suppliers' senior executives are typically subject to suitability checks by regulators in the jurisdictions where they hold licences, which is the approval the announcement refers to.

GAN surrenders its UK Gambling Commission licence

The UK Gambling Commission's public register shows that GAN (UK) Limited (account number 2604) surrendered its Gambling Software (Remote) licence, 002604-R-104107-030, on November 4, 2026. The licence had run from January 1, 2009. The register now lists the company's head office at a Las Vegas address and shows no active licence.

Under Great Britain's Gambling Act 2005, a business that manufactures, supplies, installs or adapts gambling software for remote gambling in Great Britain needs a gambling software licence, so the surrender ends GAN's ability to supply its software to British-licensed operators through that entity. GAN is owned by Japan's Sega Sammy Holdings, which also owns the slot studio Stakelogic. Our November 3 roundup noted that Nolimit City had also surrendered its UK licence.

New Jersey approves Evolution's Showboat studio, starting with seven tables

New Jersey's Division of Gaming Enforcement (DGE) has granted Evolution Malta Limited and Evolution New Jersey, LLC operational approval for a live dealer studio on the second level of the Showboat in Atlantic City, under petition PRN 1742605. The order was posted with the Division's October 16–31 rulings; Evolution filed the petition on June 23, 2026 and amended it on July 22, September 30 and October 15.

According to the order, the facility is divided into three studios and six game rooms and will hold 186 gaming tables and six other types of games when complete. The approval is limited for now to seven tables in Studio 1 (Tables 4115 to 4120 and 4122) and Game Room 255. Evolution must obtain separate DGE approval before activating a table in Studio 2, give the Division at least two weeks' notice before testing further games or cameras, and receive an approval letter before starting any further gaming operations in the remaining studios and five game rooms. The order also requires Evolution to keep surveillance recordings for at least 30 days, give the Division unrestricted access to the studio and its CCTV systems, and give 30 days' written notice of any planned closure.

Live casino games offered to New Jersey players must be streamed from studios in the state. Evolution said on November 2 that it had opened its fourth live casino studio in Atlantic City, as covered in our November 3 roundup.

Also this week

Our November 11 roundup covered Kambi's sportsbook source code licence to Allwyn, Allwyn's plan to buy the rest of Instant Win Gaming and Brightstar's lower 2026 outlook.

Coming up

• Bragg Gaming Group reports third-quarter 2026 results on November 13.