NYSE$LVS

Las Vegas Sands Corp · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Las Vegas Sands' financial performance was impacted by travel restrictions and reduced visitation, but Marina Bay Sands achieved record mass gaming revenue, and the company secured a new gaming concession in Macao.

Las Vegas Sands Corp. reported a net revenue of $1.12 billion, a 10.8% increase from the prior year quarter. The operating loss was $166 million, and the net loss from continuing operations was $269 million. Marina Bay Sands continued its recovery, achieving record levels in mass gaming and retail revenue.

  • Travel restrictions and reduced visitation continued to impact financial results.
  • Marina Bay Sands' recovery progressed, with mass gaming revenue reaching a property record.
  • Ongoing investments in Macao and Singapore position the company for future growth.
  • The company received a new gaming concession in Macao, enabling continued investment and development.

Headline financials

Total Revenue

$1.12B

Previous: $1.01B+10.8%
EPS (adj)

-$0.19

Previous: -$0.22+13.6%
Weighted Average Borrowing Cost

5.2%

No prior period
Capital Expenditures

$147M

Previous: $188M-21.8%
Net Income

-$274M

Previous: -$197M-39.1%
Operating Income

-$166M

Previous: -$138M-20.3%
Gross Profit

$452M

Previous: $396M+14.1%
Cash & Equivalents

$6.31B

Previous: $1.85B+241.1%
Total Assets

$16B

Previous: $14.8B+8.0%
Stock-Based Comp

$9M

Previous: $7M+28.6%

Revenue & EPS history

Las Vegas Sands · Revenue · Quarterly

$1.12B

Q4 2022+10.8%vs Q4 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Las Vegas Sands · $1.12B total across 5 segments · Q4 2022

  • Casino
    $654M+0.5%
  • Mall
    $164M-8.9%
  • Rooms
    $154M+48.1%
  • Food and beverage
    $103M+102.0%
  • Convention, retail and other
    $42M+90.9%

Forward guidance

Las Vegas Sands is optimistic about recovery in travel and tourism, particularly in Macao and Singapore. The company is investing in its properties and pursuing growth opportunities in new markets.

Tailwinds

  • Robust recovery in travel and tourism spending across markets.
  • Deep enthusiasm for welcoming more guests back to properties.
  • Record levels of performance in mass gaming and retail revenue at Marina Bay Sands.
  • Opportunity to introduce new suite product to more customers as airlift capacity improves.
  • Gratified to receive a new gaming concession in Macao.

Headwinds

  • Travel restrictions and reduced visitation continued to impact financial performance.
  • Operating loss was $166 million, compared to $138 million in the prior year quarter.
  • Net loss from continuing operations was $269 million, compared to $315 million in the fourth quarter of 2021.
  • Consolidated adjusted property EBITDA was $222 million, compared to $251 million in the prior year quarter.
  • Sands China Ltd. total net revenues decreased 31.7% to $439 million.

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 Q4 2022

Historical avgQ4 2022

+0.4%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+0.8%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+13.0%

Q1 2020

Best reaction

-9.7%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.0%-4.6%-13.1%
Q4 2025-4.7%-7.1%-7.4%
Q3 2025+12.4%+15.0%+27.0%
Q2 2025-0.8%-0.9%-1.1%
Q1 2025+5.7%+6.4%+15.8%
Q4 2024+11.1%+2.5%+2.9%
Q3 2024+1.4%+3.6%-3.2%
Q2 2024-4.4%-3.8%-1.3%
Q1 2024-9.2%-7.8%-6.9%
Q4 2023+2.3%+4.4%-1.3%
Q3 2023+1.2%+2.5%+8.3%
Q2 2023-5.9%-5.8%-11.1%
Q1 2023+3.7%+7.8%+1.9%
Q4 2022+5.2%+4.3%+1.2%
Q3 2022+4.9%-2.2%+21.7%
Q2 2022+11.2%+9.3%+5.9%
Q1 2022+2.7%+5.6%-0.4%
Q4 2021-6.2%-2.4%-0.8%
Q3 2021-3.8%-5.7%-5.1%
Q2 2021-1.2%-5.1%-21.4%
Q1 2021-1.2%+0.4%-2.2%
Q4 2020-6.4%-6.4%+19.4%
Q3 2020+7.8%+6.3%+21.0%
Q2 2020-6.5%-9.4%+1.1%
Q1 2020+13.0%+14.0%+15.3%
Q4 2019+2.8%+3.3%-9.5%
Q3 2019+4.3%+6.4%+4.6%
Q2 2019-3.9%-4.4%-18.6%
Q1 2019+0.1%-2.0%-11.5%
Q4 2018-1.2%-1.4%+8.0%
Q3 2018+1.7%-4.9%-4.9%
Q2 2018-4.3%-5.7%-12.0%
Q1 2018-0.9%-0.6%+7.5%
Q4 2017-3.0%+1.8%-4.3%
Q3 2017-0.9%-2.7%+7.1%
Q2 2017-0.6%-1.6%-4.0%
Q1 2017+1.2%+1.6%-0.8%
Q4 2016-6.3%-5.6%-6.8%
Q3 2016+2.6%+3.3%+5.9%
Q2 2016+7.0%+7.0%+6.4%
Q1 2016-9.7%
Q4 2015+4.7%
Q3 2015-1.5%
Q2 2015+1.6%
Q1 2015-0.6%
Q4 2014-2.6%
Q3 2014+7.4%
Q2 2014-1.2%
Q1 2014-1.2%
Q4 2013+3.5%
Q3 2013+4.3%
Q2 2013-2.4%
Q1 2013+1.3%
Q4 2012+8.2%
Q3 2012-0.7%
Q2 2012-5.2%
Q1 2012+1.0%
Q4 2011+3.5%
Q3 2011-7.3%
Q2 2011+5.6%
Q1 2010+2.0%
Q1 2011+0.4%
Q4 2008-0.7%
Q4 2010-0.7%
Q3 2009-5.3%
Q3 2010-5.3%
Q2 2010-1.4%
Q4 2009-1.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro