Dec 31, 2024

Bally's Q4 2024 Earnings Report

Expected Revenue:$597M
-4.3% YoY
Expected EPS:-$0.53
+3.6% YoY

Key Takeaways

Bally’s Corporation reported Q4 2024 revenue of $580.4 million, a 5.1% year-over-year decrease. The Casinos & Resorts segment declined by 5.2% to $324.4 million, while International Interactive revenue dropped 9.1% to $214.5 million. North America Interactive, however, grew by 24.4% to $41.5 million. The company continues to invest in the Chicago casino development while integrating recent acquisitions.

Q4 2024 revenue declined 5.1% year-over-year to $580.4 million.

Casinos & Resorts revenue fell by 5.2% to $324.4 million.

International Interactive revenue declined 9.1% to $214.5 million.

North America Interactive revenue increased by 24.4% to $41.5 million.

Total Revenue
$580M
Previous year: $612M
-5.1%
Adjusted EBITDA
$80.9M
Previous year: $94.7M
-14.6%

Bally's

Bally's

Bally's Revenue by Segment

Forward Guidance

Bally’s is focused on integrating recent acquisitions and executing growth strategies across its key business segments, with a particular emphasis on the development of the Chicago casino and expansion in North America Interactive.

Positive Outlook

  • Completion of strategic transactions with Queen Casino & Entertainment.
  • Growth in North America Interactive segment by 24.4%.
  • Construction progress on the permanent Chicago casino.
  • Continued strong performance in the U.K. Interactive market.
  • Optimized cost structure and operational efficiency improvements.

Challenges Ahead

  • Declining revenue in the Casinos & Resorts segment.
  • Weakness in non-U.K. international markets impacting International Interactive revenue.
  • Higher costs leading to lower EBITDAR margins.
  • Challenges in Rhode Island visitation due to local bridge construction.
  • Chicago Temporary Casino performance below expectations.