Mar 31

Las Vegas Sands Q1 2025 Earnings Report

Las Vegas Sands reported a decline in net revenue and net income for Q1 2025.

Key Takeaways

Las Vegas Sands posted a net revenue of $2.86 billion and net income of $408 million in Q1 2025. While the company faced headwinds in Macao, Marina Bay Sands delivered strong performance. Shareholder returns were bolstered by significant buybacks and consistent dividends.

Net revenue was $2.86B, a slight decrease from the previous year.

Net income declined to $408M from $583M in Q1 2024.

Macao operations faced EBITDA pressure due to lower hold and market softness.

The company repurchased $450M of shares and increased buyback authorization to $2.0B.

Total Revenue
$2.86B
Previous year: $2.96B
-3.3%
EPS
$0.59
Previous year: $0.75
-21.3%
Adj. Property EBITDA
$1.14B
Previous year: $1.21B
-5.6%
Macao Adj. EBITDA
$535M
Previous year: $610M
-12.3%
Marina Bay Adj. EBITDA
$605M
Previous year: $597M
+1.3%
Gross Profit
$762M
Previous year: $1.16B
-34.4%
Cash and Equivalents
$3.04B
Previous year: $4.96B
-38.7%
Free Cash Flow
-$17M
Previous year: $518M
-103.3%

Las Vegas Sands

Las Vegas Sands

Las Vegas Sands Revenue by Segment

Las Vegas Sands Revenue by Geographic Location

Forward Guidance

Las Vegas Sands remains optimistic about future growth in Macao and Singapore supported by strong financials and ongoing investments.

Positive Outlook

  • Strong performance from Marina Bay Sands with EBITDA growth.
  • High occupancy and ADR levels across key properties.
  • Raised share repurchase authorization to $2.0B.
  • Robust balance sheet with $3.04B in cash.
  • Effective strategic capital investments ongoing in Asia.

Challenges Ahead

  • Macao EBITDA impacted by low hold on rolling play.
  • Year-over-year decline in total net income and revenue.
  • Increased development expenses weighing on margins.
  • Lower win rates in some gaming segments in Macao.
  • Decline in adjusted EBITDA margin in several properties.

Revenue & Expenses

Visualization of income flow from segment revenue to net income