Four Corners

Four Corners

Charitable and tribal gaming solutions provider

Overview

Four Corners is a Dallas-based holding and investment group that supports charitable and tribal gaming. It distributes and operates electronic bingo and Class 2/3 gaming through its subsidiaries Good-Time Action Games and G-TAG, with a multi-state network and about 10,000 deployed games in Texas and Oklahoma. The company uses patented technology for player tracking, rewards, and portable gaming devices to maximize player visits and spins, aiming to boost revenue for charitable operators and fund community programs and tribal services. It differentiates itself with long-regulated gaming experience, exclusive high-profit products, and a focus on charity and tribal gaming, while seeking venture partners and investments in innovative gaming solutions. Its goals are to grow visits and spins, expand its distribution and partnerships, and increase charitable and tribal funding through steady revenue generation.

About Four Corners

Simplify's Rating
Why Four Corners is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Food & Agriculture

Entertainment

Company Size

1-10

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

2006

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Simplify's Take

What believers are saying

  • 2026 acquisitions reached $382 million by July, above any prior full year.
  • Q2 2026 revenue grew 8.5% year over year to $156.6 million.
  • Monthly dividends starting August 2026 signal stronger cash-flow visibility.

What critics are saying

  • Q2 2026 EPS missed estimates, and shares dropped 3.4% after earnings.
  • Debt-funded expansion adds refinancing pressure after two $600 million refinancings since April.
  • Heavy exposure to restaurant and auto tenants creates tenant-credit shock risk if consumer spending weakens.

What makes Four Corners unique

  • FCPT owns net-lease real estate with 99.5% occupancy and 10-year leases.
  • Its portfolio spans restaurants, automotive, veterinary, and urgent-care tenants.
  • 2026 acquisitions of 102 Mission Pet Health properties deepen operator relationships.

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Benefits

Health Insurance

401(k) Company Match

Professional Development Budget

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