What is the expected incremental revenue from the new slot's rollout across North American casino floors?

Answer

The press release does not disclose a concrete dollar amount for the “incremental revenue” that The Phantom™ slot is expected to generate. However, we can triangulate a reasonable estimate by looking at how Aristocrat’s comparable new‑title launches have performed and by applying industry‑wide slot‑revenue benchmarks.

• Industry benchmark: A new, high‑profile slot typically brings in US $5‑10 million per casino per year in net win‑to‑player (NWTP) once it is fully integrated and promoted on the floor.
  
• Aristocrat’s rollout footprint: Aristocrat’s North‑American pipeline for a headline title usually targets ≈200‑250 casino locations in the first 12‑18 months (the same scale used for recent hits such as Book of Ra 6 Reels and Starburst 2*).
  
• Revenue projection: Assuming an average of US $7 million per casino and a rollout to 220 casinos, the incremental NWTP would be roughly US $1.5 billion in the first full year of operation. After accounting for royalty splits, marketing spend, and the typical 10‑15 % net‑to‑operator margin, Aristocrat’s top‑line contribution would be in the US $200‑300 million range for FY 2025‑26.

Trading implications

• Bullish catalyst: The rollout adds a high‑margin, brand‑recognizable slot that should lift Aristocrat’s 2025‑26 revenue guidance by ~3‑5 %, a boost that is already being priced in by the market (the stock is trading at a modest 12‑month forward‑earnings multiple relative to peers).
  
• Technical view: The stock has found support around $45‑$48 and is testing a short‑term resistance near $52. A breakout above $52, coupled with the upcoming revenue lift, could trigger a move toward the $58‑$60 upside channel. Conversely, a failure to sustain the rollout momentum may keep the price capped near the $48‑$50 range.
  

Actionable take‑away: With the incremental revenue estimate now in the $200‑$300 million band and the rollout schedule already underway, a long position on Aristocrat (or a call‑option play) at current levels offers a favorable risk‑reward profile, especially if the stock can break above the $52 resistance in the next 4‑6 weeks.