NASDAQ$LNWO

Light & Wonder Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Light & Wonder's Q2 2023 results were driven by double-digit growth across all businesses.

Light & Wonder reported a strong second quarter in 2023, with consolidated revenue growth of 20% year-over-year, fueled by double-digit growth across all business segments, including record revenues for SciPlay and iGaming. The company also reduced its net debt leverage ratio and commenced trading on the Australian Securities Exchange.

  • Consolidated revenue increased by 20% year-over-year, marking the ninth consecutive quarter of growth.
  • Gaming revenue grew by 21%, driven by strong gaming machine sales.
  • SciPlay and iGaming achieved record quarterly revenues, with increases of 19% and 17%, respectively.
  • Net debt leverage ratio decreased to 2.9x, within the targeted range of 2.5x to 3.5x.

Headline financials

Total Revenue

$731M

Previous: $610M+19.8%
EPS (adj)

-$0.01

Previous: -$0.07+85.7%
SciPlay ARPDAU

$0.93

No prior period
SciPlay AMRPPU

$102.04

Previous: $90.99+12.1%
Avg Machine Sales Price

$17.4K

No prior period
Free Cash Flow

-$1M

Previous: $3.29B-100.0%
Net Income

-$1M

Previous: $3.29B-100.0%
Operating Income

$113M

Previous: $46M+145.7%
Gross Profit

$119M

Previous: $117M+1.7%
Cash & Equivalents

$909M

Previous: $928M-2.0%
Total Assets

$5.96B

Previous: $6.48B-8.0%
Stock-Based Comp

$28M

Previous: $17M+64.7%

Revenue & EPS history

Light & Wonder · Revenue · Quarterly

$731M

Q2 2023+19.8%vs Q2 2022
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

Light & Wonder · $260M total across 2 segments · Q2 2023

  • SciPlay
    $190M+18.8%
  • iGaming
    $70M+16.7%

Forward guidance

The company did not provide specific forward guidance in this report, but the executives expressed optimism about the company's continued execution of its core strategy and product roadmap.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.1%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+0.0%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+41.5%

Q2 2017

Best reaction

-19.5%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%+1.0%-1.2%
Q4 2025-2.7%-7.6%-14.6%
Q3 2025+8.7%+22.0%+33.2%
Q1 2025-14.0%-5.3%-7.1%
Q4 2024+6.9%+7.9%-12.3%
Q3 2024-10.9%-10.0%-9.8%
Q2 2024+1.6%-0.4%+4.3%
Q1 2024-6.4%-5.9%-0.2%
Q4 2023+2.5%+7.8%+7.4%
Q3 2023+8.9%+8.9%+5.4%
Q2 2023+2.4%+3.9%+4.3%
Q1 2023+2.5%+4.4%+13.2%
Q4 2022+0.9%-0.2%-4.1%
Q3 2022+3.0%+9.2%+13.8%
Q2 2022+3.1%+8.2%-10.8%
Q1 2022+0.3%+9.2%+12.1%
Q4 2021-1.4%-5.6%-6.6%
Q3 2021-2.3%-8.8%-20.1%
Q2 2021+5.1%+9.1%+10.8%
Q1 2021-0.1%+4.3%+34.4%
Q4 2020+6.8%-1.2%-17.7%
Q3 2020-0.2%-1.2%+7.6%
Q2 2020+5.0%+5.8%+21.7%
Q1 2020-11.4%-10.6%+27.4%
Q4 2019-16.4%-17.6%-83.7%
Q3 2019+20.6%+16.6%+5.5%
Q2 2019+0.5%-1.7%-9.6%
Q1 2019+8.6%+6.6%-3.5%
Q4 2018+9.8%+11.5%-19.9%
Q3 2018+4.0%-4.9%-20.9%
Q2 2018-17.7%-27.6%-36.9%
Q1 2018-3.4%-3.1%+11.1%
Q4 2017-12.1%-12.5%-9.6%
Q3 2017+1.7%+1.4%+11.7%
Q2 2017+41.5%+44.1%+29.4%
Q1 2017+3.7%-0.4%+4.1%
Q4 2016+7.4%+3.1%+12.9%
Q3 2016+0.9%+7.0%+31.3%
Q2 2016-11.8%-13.1%-12.6%
Q1 2016-6.7%
Q4 2015+38.7%
Q3 2015-18.8%
Q2 2015-15.9%
Q1 2015-4.8%
Q4 2014-10.6%
Q3 2014+22.9%
Q2 2014-2.7%
Q1 2014-19.5%
Q4 2013+18.0%
Q3 2013+4.1%
Q2 2013+7.8%
Q1 2013-6.2%
Q4 2012-6.9%
Q3 2012-16.2%
Q2 2012-19.4%
Q1 2012+2.4%
Q4 2011-15.8%
Q2 2011-15.8%
Q3 2011+6.3%
Q1 2010-0.4%
Q1 2011+3.4%
Q4 2010+5.5%
Q4 2008+5.5%
Q2 2010+5.5%
Q3 2010-1.1%
Q3 2009-1.1%
Q2 2009-4.7%
Q4 2009-4.7%

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