NASDAQ$LNWO

Light & Wonder Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Light & Wonder reported strong double-digit consolidated revenue growth, completed the sale of its Sports Betting business, and returned capital to shareholders.

Light & Wonder reported a 20% year-over-year increase in consolidated revenue, driven by growth in Gaming, iGaming, and SciPlay. The company completed the sale of its Sports Betting business for approximately $800 million and repurchased $241 million in shares. Net income from continuing operations was $20 million.

  • Completed the sale of Sports Betting business for approximately $800 million in gross proceeds.
  • Delivered double-digit topline growth, driven by Gaming, iGaming, and SciPlay.
  • Achieved net debt leverage ratio of 3.1x, within the targeted range.
  • Returned $241 million of capital to shareholders through share repurchases.

Headline financials

Total Revenue

$648M

Previous: $539M+20.2%
EPS (adj)

$0.14

Previous: $0.96-85.4%
SciPlay ARPDAU

$0.80

Previous: $0.69+15.9%
SciPlay AMRPPU

$95.45

Previous: $10.00+854.5%
Avg Machine Sales Price

$17.4K

Previous: $16.1K+7.8%
Free Cash Flow

$328M

Previous: $276M+18.8%
Net Income

$328M

Previous: $276M+18.8%
Operating Income

$89M

Previous: $34M+161.8%
Gross Profit

$112M

Previous: $73M+53.4%
Cash & Equivalents

$1.28B

Previous: $782M+63.3%
Total Assets

$6.25B

Previous: $7.85B-20.4%
Stock-Based Comp

$15M

Previous: $17M-11.8%

Revenue & EPS history

Light & Wonder · Revenue · Quarterly

$648M

Q3 2022+20.2%vs Q3 2021
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

Light & Wonder · $229M total across 2 segments · Q3 2022

  • SciPlay
    $171M+16.3%
  • iGaming
    $58M+9.4%

Forward guidance

The company is focused on operational excellence and generating strong cash flows to create value in the next chapter for Light & Wonder and to drive sustainable growth and competitive differentiation.

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 Q3 2022

Historical avgQ3 2022

-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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