Growth opportunities The company operates a Las Vegas portfolio with about 10 gaming and entertainment facilities and 4,750 hotel rooms, indicating potential cross-sell of hospitality tech, resort services, and integrated casino management solutions across multiple properties.

Financial performance Recent results show fluctuations in revenue and profitability with a notable second-quarter revenue around the $510 million mark and a decline in net revenue and EBITDA year over year, suggesting a need for efficiency, cost controls, and revenue optimization strategies that we can address with analytics and operational tools.

Leadership changes New general counsel appointed in mid-2026, signaling potential procurement or vendor governance updates and a window to introduce risk/compliance, contract lifecycle management, and enterprise software solutions aligned with governance needs.

Partnerships & platforms Existing collaboration with Kambi for sports betting and the large managed portfolio indicate openness to technology partners, platforms, and data analytics capabilities to enhance gaming experiences, loyalty programs, and regulatory reporting.

Tech stack fit Utilizes Oracle Cloud, JD Edwards, Power BI, SharePoint, and other enterprise tools, presenting opportunities to propose integrated analytics, ERP optimization, and cloud-based workflow solutions that improve operational efficiency across properties.