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Mar 31

IGT Q1 2025 Earnings Report

IGT reported decreased revenue and income for Q1 2025 amid lower jackpot activity and FX headwinds.

Key Takeaways

International Game Technology posted $583M in revenue and $8M in net income for Q1 2025. Profitability was impacted by FX losses and lower U.S. jackpot activity, but the lottery segment showed resilience with high margins.

Revenue declined 12% YoY to $583M, driven by lower U.S. multi-state jackpot activity.

Net income from continuing operations fell to $8M, down from $116M in Q1 2024.

Adjusted EBITDA margin remained strong at 42.8%.

Cash and liquidity positions remained solid, with $631M in cash and $2.2B in total liquidity.

Total Revenue
$583M
Previous year: $1.07B
-45.4%
EPS
$0.09
Previous year: $0.46
-80.4%
Operating Margin
23.7%
Previous year: 33.1%
-28.4%
Adj. EBITDA Margin
42.8%
Previous year: 49.5%
-13.5%
Free Cash Flow
$92M
Previous year: $30M
+206.7%
Cash and Equivalents
$631M
Previous year: $496M
+27.2%
Free Cash Flow
$92M
Previous year: $36M
+155.6%
Total Assets
$10.3B
Previous year: $10.1B
+2.1%

IGT

IGT

IGT Revenue by Segment

IGT Revenue by Geographic Location

Forward Guidance

IGT expects full-year revenue and Adjusted EBITDA to be at the lower end of prior guidance due to weaker jackpot activity and macroeconomic headwinds.

Positive Outlook

  • Strong cash conversion and financial position.
  • High Adjusted EBITDA margin reflects efficient operations.
  • Instant ticket printing volume increased.
  • Italy and Rest of World segments showed resilience.
  • Dividend of $0.20 per share declared.

Challenges Ahead

  • Significant drop in multi-state jackpot revenue.
  • FX losses negatively impacted bottom line.
  • Adjusted EBITDA fell 24% YoY.
  • EPS declined from $0.35 to $(0.11).
  • Guidance revised to the low end of prior range.