MGM Resorts

MGM Q1 2025 Earnings

Reported Apr 30, 2025 at 4:15 PM ET · SEC Source

Q1 25 EPS

$0.69

BEAT +51.45%

Est. $0.46

Q1 25 Revenue

$4.28B

MISS 0.16%

Est. $4.28B

vs S&P Since Q1 25

+12.4%

BEATING MARKET

MGM +43.7% vs S&P +31.3%

Market Reaction

Did MGM Beat Earnings? Q1 2025 Results

MGM Resorts International delivered a decisive earnings beat in the first quarter of 2025, posting adjusted EPS of $0.69 against a consensus estimate of $0.46, a 51.45% positive surprise, even as revenue came in essentially flat against expectations … Read more MGM Resorts International delivered a decisive earnings beat in the first quarter of 2025, posting adjusted EPS of $0.69 against a consensus estimate of $0.46, a 51.45% positive surprise, even as revenue came in essentially flat against expectations at $4.28 billion. The top line slipped 2.4% year over year, a decline management attributed squarely to the difficult comparison created by last year's Super Bowl in Las Vegas, which had meaningfully inflated the prior-year period. Despite that headwind, the Las Vegas Strip segment achieved record first-quarter occupancy of 94% and record slot win of $545 million, up 7% year over year, underscoring the resilience of underlying demand. A notable strategic milestone came from BetMGM, which turned to positive EBITDA for the first time, with MGM's share of operating losses narrowing to $15.20 million from $32.60 million. The company also authorized a new $2 billion share repurchase program, and CEO Bill Hornbuckle, whose contract was recently extended through 2028, said April is on track to be a record hotel month for Las Vegas Strip properties.

Key Takeaways

  • Record Q1 Las Vegas Strip occupancy at 94%
  • Record Q1 Las Vegas Strip slot win of $545 million, up 7% year over year
  • Las Vegas Strip casino revenue up 8% year over year
  • BetMGM turning to positive EBITDA in Q1 2025
  • $37 million in cybersecurity business interruption insurance proceeds for Las Vegas Strip
  • $12 million in cybersecurity business interruption insurance proceeds for Regional Operations
24/7 Wall St

MGM YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

24/7 Wall St

MGM Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“MGM Resorts achieved strong first quarter results across our portfolio in the face of the well anticipated comparison to last year's Super Bowl in Las Vegas, highlighted by a positive EBITDA performance at our BetMGM venture.”

— Bill Hornbuckle, Q1 2025 Earnings Press Release