Mar 31, 2024

Light & Wonder Q1 2024 Earnings Report

Light & Wonder's Q1 2024 performance was marked by robust revenue growth and strong cash flow generation.

Key Takeaways

Light & Wonder reported a strong start to 2024, achieving a 13% year-over-year increase in consolidated revenue, driven by double-digit growth across all business segments. The company saw significant growth in gaming machine sales, as well as record revenue in both SciPlay and iGaming.

Consolidated revenue increased by 13% year-over-year, marking the 12th consecutive quarter of growth.

Gaming revenue rose by 14%, driven by a 30% increase in global gaming machine sales.

SciPlay and iGaming both achieved record quarterly revenues, growing by 11% and 14% respectively.

The company returned $25 million to shareholders through share repurchases during the quarter.

Total Revenue
$756M
Previous year: $670M
+12.8%
EPS
$0.88
Previous year: $0.23
+282.6%
SciPlay ARPDAU
$1.01
Previous year: $0.89
+13.5%
Gaming machine sales price
$19.9K
Previous year: $18.7K
+6.1%
Gross Profit
$451M
Previous year: $468M
-3.6%
Cash and Equivalents
$450M
Previous year: $931M
-51.7%
Free Cash Flow
$93M
Previous year: $74M
+25.7%
Total Assets
$5.59B
Previous year: $6.02B
-7.2%

Light & Wonder

Light & Wonder

Light & Wonder Revenue by Segment

Forward Guidance

Light & Wonder did not provide specific financial guidance for future periods in this earnings report. However, they expressed optimism about continued growth and strategic initiatives.

Positive Outlook

  • Continued double-digit revenue growth across Gaming, SciPlay and iGaming.
  • Strong performance driven by compelling global product offerings.
  • SciPlay and iGaming reaching record revenue levels.
  • Growth expected to be enhanced by key hardware and content launches.
  • Targeted commercial strategy enabling capitalization on growth opportunities.

Challenges Ahead

  • The report does mention risks and uncertainties that could affect future performance.
  • These include potential impacts from new tariffs.
  • Slow growth of new gaming jurisdictions is also a concern.
  • Inability to adapt to evolving technology could also impact results.
  • Changes in the share repurchase program could also impact results.

Revenue & Expenses

Visualization of income flow from segment revenue to net income