Table Trac (TBTC) Lytham Partners Spring 2025 Investor Conference summary
Event summary combining transcript, slides, and related documents.
Lytham Partners Spring 2025 Investor Conference summary
10 Nov, 2025Company overview and leadership
Founded in 1995, the company focuses on casino management systems for brick-and-mortar gaming, with CasinoTrac as its primary product.
Leadership backgrounds include experience in electronics manufacturing, finance, public accounting, and Sarbanes-Oxley audits.
Product offerings and differentiation
CasinoTrac integrates hardware and software for revenue accounting, player tracking, loyalty, and promotions.
Features include player kiosks, mobile apps, and advanced security resistant to ransomware and hacking.
U.S.-based 24/7 support and high system reliability are key differentiators.
Revenue model and customer base
Revenue comes from upfront system sales, recurring maintenance, and multi-year licensed enhancements.
Contracts are typically three to five years, with a 90%+ retention rate and a customer base ranging from small sites to large casinos.
The system is scalable and operates reliably even in regions with unstable power grids.
Latest events from Table Trac
- Proxy covers director elections, say-on-pay, auditor ratification, and strong governance.TBTC
Proxy Filing2 Dec 2025 - Q3 2025 saw lower revenue and profit, but higher gross margins and rising maintenance revenue.TBTC
Q3 202517 Nov 2025 - Q2 2025 saw lower revenue and profit but improved gross margin and rising maintenance revenues.TBTC
Q2 202514 Aug 2025 - Q3 2024 saw higher revenue and net income, strong liquidity, and ongoing market expansion.TBTC
Q3 202413 Jun 2025 - Q2 2024 saw strong revenue growth but lower margins and a $275K one-time charge.TBTC
Q2 202413 Jun 2025 - 2024 revenue rose 17.7% to $11.16M; net income was $1.58M, EPS $0.34.TBTC
Q4 20249 Jun 2025 - Q1 2025 net income and revenue surged on robust system installations and service expansion.TBTC
Q1 20256 Jun 2025