Mar 31, 2022

Light & Wonder Q1 2022 Earnings Report

Light & Wonder reported strong Q1 2022 results with revenue up 26% year-over-year and significant debt reduction following the sale of the Lottery business.

Key Takeaways

Light & Wonder reported a strong first quarter with a 26% increase in revenue to $572 million. The company closed the sale of its Lottery Business for $5.6 billion, significantly reducing its debt. They also returned $140 million to shareholders through share repurchases.

Consolidated revenue from continuing operations increased by 26% year-over-year to $572 million.

The sale of the Lottery Business generated $5.6 billion in gross cash proceeds.

The company reduced the principal amount of outstanding debt from $8.9 billion to $4.0 billion.

Returned $140 million to shareholders through the repurchase of 2.4 million shares.

Total Revenue
$572M
Previous year: $729M
-21.5%
EPS
$0.26
Previous year: -$0.16
-262.5%
SciPlay ARPDAU
$0.74
Previous year: $0.67
+10.4%
Gaming machine sales price
$17.1K
Previous year: $16.6K
+2.9%
Gross Profit
$412M
Previous year: $463M
-11.0%
Cash and Equivalents
$496M
Previous year: $967M
-48.7%
Free Cash Flow
-$83M
Previous year: $80M
-203.8%
Total Assets
$7.95B
Previous year: $7.86B
+1.2%

Light & Wonder

Light & Wonder

Light & Wonder Revenue by Segment

Forward Guidance

Light & Wonder anticipates achieving a net debt leverage ratio within its target range of 2.5x to 3.5x following the completion of the sale of its Sports Betting Business, which is expected to occur in the third quarter of 2022.

Positive Outlook

  • Expected to achieve a net debt leverage ratio within the target range of 2.5x to 3.5x.
  • Sale of Sports Betting Business expected to be completed in Q3 2022.
  • Significant debt reduction and refinancing completed in April 2022.
  • Annualized cash interest savings of approximately $225 million expected.
  • Focus on operations and growth strategy to drive operational excellence.

Challenges Ahead

  • Sale of the Sports Betting Business is subject to regulatory approvals and other customary closing conditions.
  • The COVID-19 pandemic continues to impact the industry.
  • Risks related to the intended sale of the Austria Business.
  • Inability to successfully execute the new strategy and rebranding initiative.
  • Slow growth of new gaming jurisdictions and declines in the replacement cycle of gaming machines.

Revenue & Expenses

Visualization of income flow from segment revenue to net income