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Light & Wonder (LNW)
NASDAQ:LNW
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.39Last Year’s EPS
0.9Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -8.14%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The call highlighted strong EBITDA growth, robust performance in North American gaming operations, and record achievements in SciPlay and iGaming. However, challenges such as weather impacts, international sales decline, and tariff-related supply chain issues present concerns. Overall, the highlights and growth prospects outweigh the lowlights, leading to a cautiously optimistic outlook.Company Guidance
During the Light & Wonder 2025 First Quarter Earnings Conference Call, the company provided guidance and key metrics highlighting their strong performance and strategic direction. The company reported a 2% increase in consolidated revenue to $774 million, driven by their gaming and iGaming businesses, and a 16th consecutive quarter of revenue growth. Consolidated EBITDA grew by 11% to $311 million, with a margin expansion of 300 basis points to 40%. The North American gaming operations footprint grew to over 34,000 units, with 51% of the fleet as premium, and game sales were bolstered by shipping over 9,700 global units. The SciPlay segment achieved record revenues with $202 million, driven by strong performance of titles like Quick Hit Slots and 88 Fortunes. The iGaming segment saw a 4% revenue increase to $77 million, supported by successful first-party content launches and market expansion. The company reaffirmed its 2025 consolidated EBITDA target of $1.4 billion, excluding the contribution from the Grover acquisition, and emphasized ongoing investments in R&D, supply chain optimization, and strategic growth initiatives.Double-Digit EBITDA Growth
The company returned to double-digit consolidated EBITDA growth, with an increase of 11% in the first quarter of 2025, reaching $311 million from $281 million in the prior year.
Strong North American Gaming Operations
Added approximately 500 units to the North American installed base, bringing the total to over 34,000 units, with 51% of the fleet as premium. Achieved a 400 basis point share gain for North American game sales in 2024 year over year to 24%.
Record Performance in SciPlay
QuickHit Slots achieved its thirteenth consecutive record revenue with 15 consecutive quarters of growth, and 88 Fortunes reached three consecutive quarters of record revenues.
iGaming Market Expansion
Achieved a 3011% growth in GGR in the U.S. and Canada markets year over year, driven by strong first-party game launches and exclusive partnerships.
Strategic Acquisition of Grover Gaming
Acquisition of Grover Gaming’s charitable gaming asset expected to enhance the company’s role as a leading cross-platform global games company, with licensing approvals on track and transaction anticipated to close by Q2.
LNW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LNW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $93.63 | $80.54 | -13.98% |
Feb 25, 2025 | $101.63 | $108.62 | +6.88% |
Nov 12, 2024 | $102.50 | $92.28 | -9.97% |
Aug 07, 2024 | $100.50 | $102.31 | +1.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Light & Wonder (LNW) report earnings?
Light & Wonder (LNW) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Light & Wonder (LNW) earnings time?
Light & Wonder (LNW) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LNW EPS forecast?
LNW EPS forecast for the fiscal quarter 2025 (Q2) is 1.39.