TBTCTable Trac, Inc.

Upcoming Earnings

We were not able to find an announced earnings date for this symbol yet. Check back again later

Company Info

CEO

N/A

Location

Minnesota, USA

Exchange

OTC

Website

https://casinotrac.com

Summary

Table Trac, Inc.

Company Info

CEO

N/A

Location

Minnesota, USA

Exchange

OTC

Website

https://casinotrac.com

Summary

Table Trac, Inc.

AI Insights for TBTC
2 min read

Quick Summary

Table Trac, Inc. is a technology company that designs, develops, and sells casino management and information systems called CasinoTrac. Established in 1995, the company operates primarily in the United States but also serves casinos in Australia, Japan, the Caribbean, Central and South America, and several other international locations. Table Trac’s primary customers are casinos and gaming operators seeking advanced management systems to improve their operations, enhance guest experiences, and ensure regulatory compliance. The company provides not just hardware and software, but also installation, customization, training, and ongoing technical support, giving casinos a comprehensive turnkey solution. Their systems have been adopted in over 300 casinos across 13 countries, underlining their significant presence within the gaming technology sector.

The Bull Case

  • Table Trac’s strengths include its highly specialized knowledge of casino operations and regulatory compliance, establishing it as a trusted partner for casino management systems.
  • Its flagship product, CasinoTrac, boasts a strong reputation for reliability, user focus, and security, attributes repeatedly highlighted by clients.
  • The company’s ability to provide a complete solution—including customization, installation, and training—differentiates it from competitors who may not offer as comprehensive support.
  • Its global customer base, with active installations in over 300 casinos across 13 countries, reflects sustainable demand and a diverse revenue stream.
  • Regular and special dividends, along with strategic leadership, also demonstrate solid financial stewardship and a strong commitment to shareholder value.

The Bear Case

  • Table Trac faces vulnerabilities due to its relatively small size, with only around 30 employees and a modest market capitalization, limiting its resources compared to larger competitors.
  • Its operations are highly concentrated in the casino sector, making it sensitive to industry-specific risks and downturns.
  • Profit margins, while positive, are relatively thin, and any operational inefficiencies or lost contracts could significantly impact financial performance.
  • The company’s presence on the OTC exchange can also make its stock less liquid and more volatile for investors.
  • Additionally, recent leadership changes, while potentially beneficial, carry risks related to transition and strategic realignment.

Key Risks

  • Key risks include the potential for regulatory changes or increased compliance costs that could impact both Table Trac and its clients.
  • Intense competition from larger multinational firms with greater financial resources could pressure margins and market share.
  • Reliance on the gambling industry exposes the company to sector-specific volatility, including economic downturns or changing attitudes toward gaming.
  • The company’s modest size might limit its ability to absorb shocks or invest in rapid innovation.

What to Watch

UpcomingDuring the most recent quarter, Table Trac continued to expand its customer base, securing contracts to install its CasinoTrac management system in casinos such as Sugar Creek Casino in Oklahoma and Tahoe Nugget Casino in Nevada.
UpcomingThe company also declared special and regular cash dividends, reflecting its commitment to delivering shareholder value.
UpcomingLeadership changes were announced, with Chad Hoehne transitioning from CEO to President and CTO, along with Randy Gilbert becoming the new CEO, effective at the beginning of 2026.
ExpectedIn the coming quarter, Table Trac is expected to further its expansion into new casinos, both domestically and internationally, building on recent successful installations.

Price Drivers

  • Table Trac’s stock price is influenced by its earnings and profitability, with recent net income and positive EPS signaling some stability.
  • Announcements of special dividends, like the $0.10 and $0.02 per share dividends, reflect healthy cash flow and shareholder-friendly policies, attracting investor attention.
  • The company’s expansion into new casinos and markets, as evidenced by its growing presence in the U.S.
  • and abroad, helps stimulate investor optimism.

Recent News

  • Recent news highlights several milestone events for Table Trac.
  • The company has continued to secure contracts for its CasinoTrac system, including high-profile installations at the Sugar Creek Casino in Oklahoma and Tahoe Nugget Casino in Nevada, expanding its market penetration.
  • Table Trac has also announced special ($0.10 per share) and regular ($0.02 per share) cash dividends to reward shareholders, underscoring sound financials.
  • In executive developments, Chad Hoehne will transition from CEO to President and CTO, with CFO Randy Gilbert becoming the new CEO in 2026—indicating an increased focus on innovation and technology leadership.

Market Trends

  • Overall market trends reveal increasing optimism among investors, fueled by prospects of interest rate cuts by the Federal Reserve and strong performance in major U.S.
  • This environment has boosted interest in small-cap and penny stocks, which are perceived to offer both value and growth, despite inherent volatility.
  • The gaming industry itself is experiencing rapid technological advancements, including heightened demand for integrated, AI-enhanced management systems.
  • Operators are focusing on efficiency, guest engagement, and security, all areas where Table Trac’s solutions fit market needs.

Community Research

Research from investors like you

Be the first to share your analysis on TBTC

Help fellow investors make informed decisions by sharing your research on fundamentals, catalysts, and outlook.

Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

No more topics to show