Quoted from rubberducks:

Of all current incumbents, I can only really see Spooky or DP not shirking the rather adult content ... I'm guessing Spooky probably wouldn't want to take on the expectations of such a license (wise IMO) and DP have enough problems trying to deliver TBL / survive - if they did previously get the license, they should have handed it back by now.
JJP? No way they'd do this.
CGC? They must have a plan for post-remakes, but such an adult title as a first original machine? Don't see them taking that risk.
Stern? Will either neuter it or ruin the theme generally.
AP? Focusing on unlicensed.
So that leaves Stern, per the rumours. Doesn't exactly fill me with excitement, given their hardware issues, code issues, empty tables, respun layouts, and general butchering of media surrounding themes (the car crash that is GotG).