Jan. 26 at 10:31 PM
$AGYS Casino / Gaming Weakness (Not Explained)
Management explicitly acknowledged a slowdown in their strongest vertical (Casino Gaming) during October–November.
They refused to attribute a cause (government shutdown, macro, budgets, etc.).
This matters because:
Casino gaming has been the historical growth engine
A “we don’t know why” explanation = low visibility
December “recovery” could simply be deal timing, not structural strength.
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