Dec 31, 2024

Penn National Q4 2024 Earnings Report

Reported solid Q4 2024 results with property-level operating performance and significant year-over-year improvements in the Interactive segment.

Key Takeaways

PENN Entertainment reported solid Q4 2024 results, marked by revenue growth at properties unaffected by new supply and substantial improvements in the Interactive segment, driven by online casino growth and disciplined promotional strategies. The company intends to repurchase at least $350 million of shares in 2025.

Property-level operating results showed nearly 3% year-over-year revenue growth for properties not impacted by new supply.

The Interactive segment saw significant year-over-year improvements in revenue and Adjusted EBITDA due to disciplined promotional strategies and online Casino business growth.

Online casino business delivered record quarterly gaming revenue, with over 60% growth year-over-year.

Company intends to repurchase at least $350 million of shares in 2025.

Total Revenue
$1.67B
Previous year: $1.4B
+19.6%
EPS
-$0.44
Previous year: -$1.75
-74.9%
Cash and Equivalents
$707M
Previous year: $1.07B
-34.1%
Total Assets
$2.6B
Previous year: $2.64B
-1.8%

Penn National

Penn National

Penn National Revenue by Segment

Forward Guidance

PENN Entertainment plans to repurchase at least $350 million of shares in 2025 and anticipates continued growth in its iCasino business, supported by new app launches and enhancements to digital offerings.

Positive Outlook

  • Company to repurchase at least $350 million of shares in 2025
  • New Hollywood Casino in Joliet expected to open in the fourth quarter of 2025, subject to regulatory approvals.
  • Parlay mix improved sequentially each month since October.
  • Online casino business delivered record quarterly gaming revenue, with over 60% growth year-over-year
  • Greater same game parlay (SGP) adoption contributed to the parlay mix improvement.