British Columbia Quebec Quebec Ontario Ontario
2,788 2,788 6,516 6,516
0
ISSUES Sports
0
1,000 2,000 1,000 2,000
3,000 3,000
4,000 4,000
5,000 6,000 5,000 6,000
24% 24%
7,000 7,000
NUMBER CRUNCHING
Sports Casino (including Casino (including poker and bingo) poker and bingo)
FACING FACTS Canadian GGY by product in 2019 Canadian GGY by product in 2019
Gambling Insider companies Italy: monthly e-gaming and and betting revenues Italy: monthly e-gaming betting revenues 1% 1%takes a statistical look at the results of different (index based at 100 in June 2018*) (index based at 100 in June 2018*) for the second quarter of 2021, with many operators recovering fromban a ban The advertising in Italy did not e-gaming. The advertising in Italy didreduce not reduce e-gam difficult Q27%2020 400 400 7% Horse betting Horse betting
350 350
400 200
1000 Charitable gaming Charitable gaming 1000
24%24%
400 200
0
236.9 236.9 48.6
0
48.6
38.7 38.7
Las Vegas Las Vegas Locals Locals
Downtown Downtown Las Vegas Las Vegas
Midwest & Midwest & South South
50 50 Advertising Advertising 244 ban begins ban begins 0 0 62 244
50
62
0
-425
Melco Resorts Melco & Entertainment Q2 2021 Q2 operating Resorts & Entertainment 2021 Melco Resorts & Entertainment Q2 2021 revenue distribution by sector operating revenue distribution by sector operating revenue distribution by sector
125 125
500 500
19.8 19.8
23.5 23.5
0
0 Nordics Nordics UK UKRest of Rest ofAsia Asia NorthNorthOtherOther EuropeEurope America America Sports Sports Source: Company reports Casino (including • Q2 2021 operating revenue was €256.7m ($301.1m), a 100% Casino (including and bingo) year-on-yearpoker increase poker revenue and bingo) • Rest of Europe led the way with €104m, with Asia in second at €65.7m Evolution Q2 2021 revenue Evolution Q2 2021 revenue per geographical region per geographical region
100 100
39.7 39.7
25.4 25.4
1 185.1
200
0
200 200
Revenu Revenue
22.6 22.6
0 CasinoCasino RoomsRooms Food and Entertainment, Food and Entertainment, Beverage retail retail and other Beverage and other
Evolution Q2 2021 revenue Evolution Q2 2021 revenue per geographical region per geographical region 400 400 S$ million)
million)
400 400
400
Source: Company reports • Total operating revenue for Q2 2021 was $566.4m, a 222% increase from the prior-year period • Casino revenue grew 224% year-on-year
600 600
515.1 515.1
515.1 515.1
0
0
GAMBLINGINSIDER.COM
million)
10
600
Evolution Q Evolution Q2 2 per geog per geograp 600
300 300
400 400
376.4 376.4
317.8 317.8
300 300
Comparing Wynn Comparing W
262
262
257.9 257.9
S$ million)
27.2 27.2 16.4
Cut-off for f Cut-off existing deals d existing
200
Revenue (US$ million)
50 50 25 25 16.4
478.6 478.6
400 400
S$ million)
65.7 65.7
Revenue (US$ million)
Revenue (EU€ million)
Revenue (EU€ million)
75 75
50
400
104
100 100
75
(US$ million) (US$ million)
Evolution Q2 2021 Evolution revenueQ2 per2021 geographical region revenue
104
100
-425
Source: Company reports • Casino revenue represented $843m of total revenue • Macau operations represented $855m of total revenue
-425 -425
Property usted Property TDA EBITDA
75
100 100
Source: Company reports • Total revenue climbed 326% year-on-year from $209.9m to $893.6m • Downtown Las Vegas grew 732% year-on-year, with Las Vegas Locals and Midwest & South growing by 385% and 295% respectively
Evolution Q2 2021 revenue per geographical region per geographical region
244
100
125
19.8 25 16.4 19.8 25 16.4 Jun-18 Jun-18 Oct-18 Oct-18 Feb-19 Feb-19 Jun-19 Jun-19 Oct0 0 Nordics UK 0 -500 Nordics UK Revenue Adjusted Property -500 Revenue Adjusted Property EBITDA EBITDA
156.5 156.5
4.6 4.6
500
500
1,173
125
S$ million)
600
618.7 618.7
600
Comparing Q2 2021 and Gaming Q2 2020 revenue for Boyd revenue for Boyd per Gaming Corporation, region Q2 2021 Q2 2020 200 200 Corporation, per region 1500 150 1500 Lottery and and sports betting Lottery sports betting 1,173150 (US$ million) (US$ million)
Revenue (US$ million) Revenue (US$ million)
800
Comparing Q2Gaming 2021 and Q2 2020 per revenue for Boyd Corporation, region Gaming machines Gaming machines for Boyd Q2 Gaming per region 2021Corporation, Q2 2020 800
Evo Evoluti p per g
Revenue (EU€ million) Revenue (EU€ million)
300 300 CasinoComparing Las Vegas Comparing Q2 2021 and Q2 2020 revenue for Boyd Casino Sands revenue and adjusted Comparing Q241% 2021 and Q2 2020 revenue 27%27% Q2 2021 2020 Gaming Corporation, per region property EBITDAComparing for Q2 andand Q2Q2 2020 41% 250 2021 250
Q2 2020 and Q2 2020 dming Gaming gion er region
44
2,649
300 300270.3
270.3
