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MGM Resorts' BetMGM Delivers Q3 Growth, Raises 2025 Guidance

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Key Takeaways

  • BetMGM posted $667M in Q3 revenues, up 23% year over year, led by solid iGaming and Online Sports growth.
  • MGM lifted 2025 guidance to at least $2.75B in revenues and about $200M in EBITDA on strong segment momentum.
  • Platform upgrades, user growth and targeted acquisition continue to fuel BetMGM's expanding profitability.

BetMGM, jointly owned by Entain plc and MGM Resorts International (MGM - Free Report) , has provided a third-quarter 2025 business update and raised its full-year 2025 guidance.  Shares of MGM rose 2.8% during trading hours yesterday and gained an additional 0.2% in after-hours trading.

BetMGM has reported continued strong year-to-date momentum across both Online Sports and iGaming in its third-quarter update. Net revenues came in at $667 million, reflecting a 23% year-over-year increase. Breaking down the performance, iGaming net revenues grew 21% year over year, while Online Sports gained 36%, highlighting robust customer engagement and market expansion. On the profitability side, adjusted EBITDA reached $41 million, representing a sharp turnaround of $57 million compared to the prior-year period.

The results underscore BetMGM’s ability to scale effectively while driving growth across both segments, reinforcing its position as a leading player in the U.S. sports betting and iGaming market. The updated outlook reflects continued strong momentum across both Online Sports and iGaming.

MGM now expects full-year net revenues of at least $2.75 billion, up from its previous expectations of $2.7 billion, and EBITDA of approximately $200 million, up from its previous expectations of $150 million.

Factors Supporting the Growth Momentum

MGM Resorts led a powerful, diversified portfolio consisting of Las Vegas Strip resorts, regional operations, MGM China and MGM Digital this year. The company is well-positioned to unlock substantial value, supported by near-term catalysts in BetMGM and Las Vegas operations, as well as mid- to long-term opportunities in MGM Digital and various domestic and international development projects.

BetMGM reported strong growth in monthly active users and player engagement. The segment remains focused on targeted player acquisition, retaining high-value players and optimizing lower-value segments, supported by recent platform enhancements that improve speed, performance and discoverability.

MGM's Share Price Performance

Shares of MGM have gained 14.5% in the past six months compared with the Zacks Gaming industry’s 34.5% growth.  The company is positioned to generate sustainable earnings growth and strengthen its leadership in the global hospitality and gaming industry. However, high costs and remodel disruptions may impact the results.

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MGM’s Zacks Rank & Key Picks

Currently, MGM Resorts carries a Zacks Rank #3 (Hold).

Some top-ranked stocks from the Consumer Discretionary sector are Norwegian Cruise Line Holdings Ltd. (NCLH - Free Report) , Carnival Corporation & plc (CCL - Free Report) and Boyd Gaming Corporation (BYD - Free Report) .

Norwegian Cruise Line flaunts a Zacks Rank #1 (Strong Buy) at present. The company delivered a trailing four-quarter earnings surprise of 29.1%, on average. NCLH stock has declined 7.2% year to date. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for NCLH’s 2025 sales and earnings per share (EPS) indicates growth of 6% and 14.8%, respectively, from the year-ago period’s levels.

Carnival flaunts a Zacks Rank of 1 at present. The company delivered a trailing four-quarter earnings surprise of 169.8%, on average. Carnival stock has gained 17.3% year to date.

The Zacks Consensus Estimate for Carnival’s 2025 sales and EPS indicates growth of 6.5% and 51.4%, respectively, from the prior-year levels.

Boyd Gaming has a Zacks Rank of 2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 9.1%, on average. Boyd Gaming stock has gained 16.4% year to date.

The Zacks Consensus Estimate for Boyd Gaming’s 2025 sales indicates a decline of 3.7%, while EPS indicates growth of 6.1% from the prior-year levels.

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