Expansion Roadmap The company is actively expanding and investing in new properties and renovations, including recent sportsbook upgrades and a planned Norfolk, Virginia location opening in late 2027. This indicates ongoing capital deployment and potential for cross-sell of tech, hospitality, and guest experience solutions across multiple properties.

Tech Stack Fit With a modern tech stack including Salesforce, Elastic, MongoDB, Marketo, Dynatrace, and Splunk, there is a strong foundation for data-driven marketing, customer experience platforms, and operations analytics. There is opportunity to upsell advanced analytics, CRM optimization, and personalized guest engagement tools.

Recurring Revenue Potential Revenue is in the mid single-digit millions to tens of millions range with a sizable portfolio of properties. This suggests potential for enterprise deals around integrated software solutions, managed services, and multi-property loyalty programs to drive cross-property guest retention.

Competitive Positioning As a major regional operator with identified competitors like Bally’s, there is a clear need for differentiated guest experience tech, data insights, and marketing automation to win market share in overlapping states and attract high-value players.

Cross-Sell Opportunities Recent capital projects across Nevada and planned expansion into Virginia indicate opportunities to offer sportsbook tech, video wall and VIP amenities solutions, as well as enterprise-grade sportsbook operations platforms and customer analytics to multiple assets within the portfolio.