AGEM September 2025 Recap
• The AGEM monthly meeting covered several key updates, including trade policy developments related to the USMCA agreement and cross-border tariffs between the U.S. and Canada. The group discussed upcoming changes to IRS lockup limits affecting casino operations, with AGEM planning to work with the AGA to provide guidance to operators. AGEM will continue to monitor the situation and provide updates to members as the situation develops.
• At the September meeting, G2E Event Vice President Korbi Carrison provided AGEM members with some important updates in the run-up to the show. She noted that registration for G2E is ahead of last year’s pace, with double-digit percentage increases attributed to industry buzz about new products and innovations. International attendance is also trending strongly, including significant representation from Canada. The main stage content for all three days was also outlined, including keynotes on Monday and Tuesday, and a new partnership with Global Gaming Women for Wednesday’s focus on mental health. Carrison also shared some new features for the show located in Hall D, called The Strip, which will include the G2E Networking Lounge, the IGA Tribal Gaming Lounge, a Podcast Area and the G2E Dealer Championship. This will provide a visually different look in the expo hall and aims to provide a focal point that will benefit the whole show.
• The recent third Global Gaming Suppliers Seminar 2025 hosted by Vixio Regulatory Intelligence, titled “Opportunities and Obstacles for Global Gaming Suppliers,” took place at the end of August at the Black Fire Innovation Lab at the University of Nevada, Las Vegas. This successful event was well attended by AGEM members and featured panels on AI and global expansion in emerging markets.
Forthcoming Events
• AGEM will once again be exhibiting at G2E, with a location at booth 5437 in Hall D between the G2E Dealer Championship area and G2E Networking Lounge. We look forward to welcoming all of our members and friends.
• AGEM members are also welcome to attend the AGEM Memorial Awards Honoring Jens Halle (for Excellence in Commercial Gaming Professionalism) and Peter Mead (for Excellence in Gaming Media & Communications). The winners will be presented with their awards on Wednesday, October 8 at 2 p.m. in the G2E Networking Lounge.
• The International Center for Responsible Gaming Conference on Gambling and Addiction will take place for two days prior to G2E (October 5-6) at The Venetian Expo, Las Vegas. AGEM is a main sponsor of this preeminent science-based forum featuring the latest research on gambling disorder and responsible gambling.
AGEM Index
The AGEM Index rose by 93.66 points to 1,983.73 in August, a 5 percent increase from the prior month. Compared to one year ago, the index rose 32.1 percent, or 481.48 points. During the latest month, eight of the 10 AGEM Index companies reported stock price increases, which resulted in eight positive contributions and two negative contributions to the AGEM Index. The largest positive contributor to the monthly index was Konami Corp. (TYO: 9766), whose 9.2 percent increase in stock price led to a 53.28-point gain to the index. Meanwhile, Aristocrat Leisure Limited (ASX: ALL) saw its stock price increase by 3.8 percent, leading to a 41.12-point increase for the index. The largest negative contributor to the index was Light & Wonder Inc. (NASDAQ: LNW), whose 4 percent decrease in stock price resulted in an 8.6-point loss to the AGEM Index. In August, all three major U.S. stock indices increased from the prior month. The Dow Jones Industrial Average rose by 4.5 percent over the month, while the NASDAQ experienced a 3.9 percent increase. Meanwhile, the S&P 500 rose by 3.6 percent from the prior period.
