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Bally’s North American online business recorded double-digit revenue growth during the second quarter, even as increased competition weighed on the company’s Atlantic City casino.
The contrasting results were also evident in New Jersey’s latest gaming figures. Bally Bet Casino increased its online revenue in July, while Bally’s Atlantic City was the only one of the city’s nine casinos to report a decline in revenue from in-person gambling.
Bally’s online division rebounds after first-quarter loss
Bally’s North America Interactive revenue reached $66.1 million during the three months ending June 30, up 16.9% from $56.5 million a year earlier.
The business includes online casino and sports betting operations across the US and Canada. Bally’s did not provide figures by state or product, making it unclear how much of the growth came from New Jersey.
North America Interactive generated $3 million in adjusted earnings, up from $2.5 million a year earlier. Bally’s reports this figure as adjusted EBITDAR, which excludes interest, taxes, depreciation, amortization, and certain other costs.
The result reversed a $7.1 million adjusted loss in the first quarter. However, the online business still recorded a combined adjusted loss of $4.1 million during the first half of 2026.
CEO Robeson Reeves called the online division a “standout,” crediting customer-focused and automation initiatives introduced over the past year for the stronger results. Bally’s said those changes helped profitability improve faster than revenue.
Based on its second-quarter pace, the business could generate more than $250 million in annualized revenue. Bally’s overall quarterly revenue reached $792.2 million, an increase of 20.5% from the previous year.
Bally’s online casino grows in New Jersey
Bally’s digital growth continued after the quarter ended. The company’s online casino brand generated $6 million in New Jersey revenue during July, according to the New Jersey Division of Gaming Enforcement.
That represented a 20.2% increase from $5 million in July 2025. The figures cover Bally’s own online casino brand rather than the company’s entire North American business, which also includes other products and regulated markets.
New Jersey’s online casino market set a monthly revenue record of $276.9 million in July, up 12% from the previous year. Bally’s online casino brand accounted for approximately 2.2% of the statewide total but grew faster than the market as a whole.
Competition weighs on Bally’s Atlantic City
Bally’s reported $401 million in Casinos & Resorts revenue during the second quarter, an increase of 2% from the same period last year. Adjusted EBITDAR for the division rose 3.4% to $109.6 million.
The company said growth at its properties in Baton Rouge, Marquette, Chicago, and the Quad Cities was partially offset by “elevated competition” affecting Atlantic City and East St. Louis. It did not identify the competitors or disclose individual quarterly results for Bally’s Atlantic City.
However, the pressure remained visible in July. The Boardwalk property generated $12.2 million from slots and table games, down 13.7% from approximately $14.1 million one year earlier.
Bally’s was the only Atlantic City casino to record a year-over-year decline during the month. The city’s nine properties collectively generated $304.2 million, a 7.1% increase, as the other eight casinos improved from July 2025.
July marked Atlantic City’s strongest July for in-person casino revenue since 2012. It was also the first month of 2026 in which revenue from physical casinos exceeded the statewide online casino total.
The July figures came after Bally’s second quarter ended, so they were not included in the company’s results. However, they provide a more recent indication that the competitive pressure identified by Bally’s continued into Atlantic City’s peak summer season.
