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Mar 31, 2020

MGM Q1 2020 Earnings Report

MGM's financial performance was negatively impacted by the COVID-19 pandemic, leading to property closures and revenue decline.

Key Takeaways

MGM Resorts International reported a 29% decrease in consolidated net revenues to $2.3 billion for the first quarter of 2020, primarily due to the temporary suspension of casino operations and travel restrictions. Despite the revenue decline, consolidated operating income increased to $1.3 billion, driven by a $1.5 billion gain from real estate transactions. The company is focused on managing cash outflows and maintaining a strong liquidity position during the crisis.

Consolidated net revenues decreased by 29% year-over-year to $2.3 billion due to COVID-19 impacts.

Consolidated operating income increased to $1.3 billion, including a $1.5 billion gain from real estate transactions.

Net income attributable to MGM Resorts was $807 million, compared to $31 million in the prior year quarter.

Adjusted diluted earnings per share was a loss of $0.45, compared to earnings of $0.14 in the prior year quarter.

Total Revenue
$2.25B
Previous year: $3.18B
-29.1%
EPS
-$0.45
Previous year: $0.12
-475.0%
Las Vegas REVPAR
$160
Las Vegas ADR
$183
Las Vegas Occupancy
88%
Gross Profit
$815M
Previous year: $1.31B
-38.0%
Cash and Equivalents
$6B
Previous year: $1.22B
+390.4%
Free Cash Flow
-$496M
Previous year: $217M
-329.1%
Total Assets
$39.1B
Previous year: $31.1B
+25.6%

MGM

MGM

MGM Revenue by Segment

Forward Guidance

MGM Resorts is focused on maintaining a strong liquidity position and managing cash outflows during the COVID-19 crisis. The company is proactively reducing cash outflows and has access to additional liquidity through various measures.

Positive Outlook

  • Strong liquidity position maintained.
  • Proactive reduction of cash outflows to $270 million per month during closures.
  • Access to $1.4 billion of additional liquidity upon redemption of operating partnership units in MGP.
  • Recent $750 million senior notes offering to bolster liquidity.
  • Focus on long-term strategic initiatives, including Japan, Macau, and sports betting.

Challenges Ahead

  • Uncertainty regarding the opening dates of domestic properties.
  • Material negative impact on first quarter results due to property closures.
  • Continued travel restrictions affecting operations.
  • Temporary reduction of dividend to preserve liquidity.
  • Decrease in consolidated net revenues by 29%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income