Writer: David McKee
More to the story than SciPlay miss for Light & Wonder, analyst says
Light & Wonder will undershoot cash-flow projections by one percent, according to Jefferies Equity Research analyst Kai Erman in a July... more
High expectations for Monarch skew results, analysts say
Wall Street expectations for Monarch Casinos & Resorts were slightly missed, according to the July 20 earnings disclosure. This led... more
Monarch profits swell in second quarter
Although revenue and cash flow for Monarch Casinos & Resorts were slightly higher, profits at the company shot up dramatically in the... more
Regional casinos will dominate quarterly earnings, analyst says
Regional casinos appear to be “the best house in an unloved neighborhood.” That was the opinion of Truist Securities analyst Barry Jonas,... more
Las Vegas “improving,” but “low expectations” for Macau, analyst says
Trends in Las Vegas are ascending, according to J.P. Morgan analyst Daniel Politzer in a July 15 investor note. But that may not help... more
Petersburg’s temporary casino impacts June HHR revenue in Virginia
Revenue from historical horse racing (HHR) in Virginia was almost flat in June, a half-percentage point down from the same period in 2025.... more
Light & Wonder market share steady, SciPlay declines
Downgrades are coming to Light & Wonder, due to recent weakness in its SciPlay subsidiary. That was among the findings of Jefferies... more
Kentucky HHR business surges in May
Gambling machines in Kentucky saw a 9.2 percent revenue increase in May on a same-store basis. That comparison excluded Churchill Downs’s... more
Las Vegas continues to face long-term uncertainty, analyst says
Casinos are the least favored segment in gaming at present, according to Jefferies Equity Research analyst David Katz. He shared his... more
Aristocrat’s Lightning Link sparks analyst’s confidence
Investor day at Aristocrat Leisure largely met Jefferies Equity Research analyst Kai Erman’s expectations. But Erman was “incrementally... more
