Mar 31, 2024

Las Vegas Sands Q1 2024 Earnings Report

Las Vegas Sands reported strong growth in both Macao and Singapore, with record levels of financial and operating performance at Marina Bay Sands.

Key Takeaways

Las Vegas Sands reported a net revenue of $2.96 billion and a net income of $583 million for the quarter ended March 31, 2024. Consolidated Adjusted Property EBITDA reached $1.21 billion, with significant contributions from Macao and Marina Bay Sands. The company repurchased approximately $450 million of common stock during the quarter.

Net Revenue reached $2.96 billion, and Net Income was $583 million.

Consolidated Adjusted Property EBITDA was $1.21 billion.

Macao Adjusted Property EBITDA was $610 million, negatively impacted by low hold on rolling play.

Marina Bay Sands Adjusted Property EBITDA reached $597 million, positively impacted by high hold on rolling play.

Total Revenue
$2.96B
Previous year: $2.12B
+39.6%
EPS
$0.75
Previous year: $0.28
+167.9%
Adj. Property EBITDA
$1.21B
Macao Adj. EBITDA
$610M
Marina Bay Adj. EBITDA
$597M
Gross Profit
$1.16B
Previous year: $1.03B
+13.1%
Cash and Equivalents
$4.96B
Previous year: $6.53B
-24.0%
Free Cash Flow
$518M
Previous year: $275M
+88.4%
Total Assets
$21.2B
Previous year: $16B
+33.0%

Las Vegas Sands

Las Vegas Sands

Las Vegas Sands Revenue by Segment

Las Vegas Sands Revenue by Geographic Location

Forward Guidance

The company remains enthusiastic about delivering industry-leading growth in Macao and Singapore, executing substantial capital investment programs, pursuing growth opportunities in new markets, and returning excess capital to stockholders.

Positive Outlook

  • Strong growth in both Macao and Singapore.
  • Ongoing recovery in Macao.
  • Record levels of financial and operating performance at Marina Bay Sands.
  • New suite product and elevated service offerings in Singapore.
  • Financial strength and industry-leading cash flow.

Challenges Ahead

  • Low hold on rolling play in Macao negatively impacted Adjusted Property EBITDA by $31 million.
  • High hold on rolling play at Marina Bay Sands positively impacted Adjusted Property EBITDA by $77 million.
  • Fluctuations in currency exchange rates and interest rates.
  • Risks relating to gaming license in Singapore and concession in Macao.
  • General economic conditions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income