Mar 31, 2023

VICI Properties Q1 2023 Earnings Report

VICI Properties reported strong Q1 2023 results, marked by significant revenue growth, strategic acquisitions including its first international acquisition in Canada, and the consolidation of ownership in the MGM Grand/Mandalay Bay joint venture.

Key Takeaways

VICI Properties Inc. reported a significant increase in total revenues, net income, and AFFO for the quarter ended March 31, 2023. Total revenues increased by 110.7% year-over-year to $877.6 million. Net income attributable to common stockholders increased by 115.8% year-over-year to $518.7 million. AFFO attributable to common stockholders increased by 73.0% year-over-year to $528.6 million. The company reaffirmed its full year 2023 AFFO guidance.

Total revenues increased 110.7% year-over-year to $877.6 million.

Net income attributable to common stockholders increased 115.8% year-over-year to $518.7 million, with EPS at $0.52.

AFFO attributable to common stockholders increased 73.0% year-over-year to $528.6 million, with AFFO per share at $0.53.

Completed the acquisition of four gaming properties in Alberta, Canada, marking the Company’s first international investment.

Total Revenue
$878M
Previous year: $417M
+110.7%
EPS
$0.53
Previous year: $0.44
+20.5%
Gross Profit
$872M
Previous year: $411M
+111.9%
Cash and Equivalents
$248M
Previous year: $569M
-56.4%
Total Assets
$41.9B
Previous year: $21.7B
+92.5%

VICI Properties

VICI Properties

VICI Properties Revenue by Segment

Forward Guidance

The Company is reaffirming AFFO guidance for the full year 2023. The Company estimates AFFO for the year ending December 31, 2023 will be between $2,115 million and $2,155 million, or between $2.10 and $2.13 per diluted share. Guidance does not include the impact on operating results from any pending or possible future acquisitions or dispositions, capital markets activity, or other non-recurring transactions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income