Gambling Insider Nov/Dec 2021

Page 8

Comparing Q2 2021 and Q2 2020 revenue for revenue Boyd Gaming for Boyd Gaming Corporation,Corporation, per region per region 1,173

400

1000 500

1,173

1000

(US$ million)

600

NUMBER CRUNCHING 400

100

1500

618.7

FACING FACTS 236.9

200 0

236.9

200

156.5

48.6

0 Las Vegas Locals

38.748.6

38.7

4.6

Downtown Las Vegas Las Vegas Locals

156.5

0

500

244

62

62

0

244

-425

71

75

% of US adults

1500

618.7

(US$ million)

ISSUES

600

800 Revenue (US$ million)

Revenue (US$ million)

800

% of US adults

Comparing Q2 2021 and Q2 2020 revenue for Boyd Gaming Corporation, per region per region for Boyd Gaming Corporation,

50

-425

25

4.6

Midwest & Downtown South Las Vegas

Midwest & -500 South

-500 Revenue

0

Adjusted Revenue Property Adjusted Property EBITDA EBITDA

Bet t win mo

Gambling Insider focuses its lens on various facts and figures from the global gaming industry in 2021, focusing specifically on the US market

TV ad impressions

0

75

67

67

50 34

34

300 200

348.5

304.4

304.4

200 100

100

25

300

DraftKings FanDuel

0

FanDuel

0 Handle Handle Revenue (Total Wagers) (Total Wagers)

Source: iSpot.tv • Over 75% of DraftKings’ 2021 impressions are from sports-related programs, compared to over 80% for FanDuel • 41% of DraftKings’ ad impressions were local, compared to 55% for FanDuel

500

200

Think that the industry gives back to communities where it operates

100

Think the gaming industry behaves responsibly in the communities where it operates 0 Say the industry employs a diverse workforce

Revenue (US$ million)

Revenue (US$ million)

300

Believe that gambling is an acceptable form of entertainment

270.3

355

355 270.3

87

200

57

100

64.8 11.867

8.7 11.8

8.7

0 MGM Resorts

0

Revenue

500

0 Palace Macau Vegas Wynn Palace Wynn Wynn Macau WynnLas Operations

78 Operations Harbour

Think that the industry caters to a diverse clientele

300

300

1% 7%

0

Harbour

Casino 24% Rooms

Casino

41% 39.7 25.4

25

50

75

100

% of US adults Sports Casino (including poker and bingo)

GAMBLINGINSIDER.COM

Revenue ($ billion)

8

1.5 1.07

1.0

0.5

1.36

1.23 1.19 1.04

25.4 22.6

Rooms Food a Food and Entertain Bevera Beverage retail and

77

0

M Res

478.6

478.6

Source: American Gaming Association (AGA) • Survey results come from two online polls 165.2 - Kantar (Aug/Sept200 2021) & YouGov 165.2 (Jun200 2021) - conducted on behalf of the 27% American Gaming Association among national samples of 2,000 Americans 64.8 100 to approximate • The100 data was weighted 2 a target sample of adults based on age, 39.7 2 educational attainment, gender, race Las VegasBoston Encore Boston and region Encore 0

184

184

100 289.8

25.3

American toward 400 attitudes400 gaming in 2021

77

300

100

200

Canadian GGY by product in 2019

Revenue (US$ million)

400

200

2267.9

operating revenue distributio operating revenue distribution by sector

Americans’ attitude towards gaming in 2021

400

2267.9

Source: Pennsylvania Gaming Control Board • 14% increase in revenue from July toResorts August Melco Resorts & Entertainme Melco & Entertainment Q2 2021 • 8% decline in handle from July to August

Comparing Wynn Resorts Q2 2021 Comparing Wynn Resorts Q2 2021 revenue per revenue venue per venue

Describe gaming as a growing industry

25.3 27.5

27.5

0 DraftKings

300

348.5

Revenue (US$ million)

25

98

100

300

400

Revenue (US$ million)

50

98

400

122

(US$ million)

75

(Year-on-year % increase)

(Year-on-year % increase)

100

122

125

Comparing Comparing Q2 2021 a revenue for revenue two of the forbt operators inope the

August

July

(US$ million)

National TV and spend

125

Pennsylvania July and August 2021 sports betting handle (total wagers) and revenue

Revenue (US$ million)

ad activity Comparing TVfor ad activity for Comparing TVComparing ad activity TV for DraftKings and DraftKings and FanDuel for Jan-Sept DraftKings and FanDuel for Jan-Sept FanDuel for Jan-Sept 2020 and 2021 2021 and 2020 2021 and 2020

1.17


Articles inside

A white paper, not a white flag

7min
pages 82-83

John Connelly

3min
pages 88-89

A messy start

3min
pages 58-59

The Premium

5min
pages 80-81

Roundtable

13min
pages 74-79

CellPoint Digital

4min
pages 70-71

Alex Czajkowski

2min
pages 68-69

Operating at scale

3min
pages 66-67

Regulation; innovation

11min
pages 52-55

Helicopter view

2min
pages 50-51

The M&A in Spain

14min
pages 60-65

Exclusive Q&A: Brigid Simmonds

5min
pages 48-49

Big question: Esports

20min
pages 42-47

Remote revolution?

19min
pages 34-39

Payments in kind

20min
pages 22-29

Taking stock

2min
pages 18-19

GI Huddle

3min
pages 40-41

Global Gaming Awards

3min
pages 20-21

The year in review

5min
pages 30-31

Facing facts

5min
pages 8-9
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