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Light & Wonder, Inc. (LNWO) Q1 2026 Earnings Call Transcript

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Q1: 2026-05-06 Earnings Summary

EPS of $1.45 misses by $0.18

 | Revenue of $790.00M (2.07% Y/Y) misses by $41.12M

Light & Wonder, Inc. (LNWO) Q1 2026 Earnings Call May 6, 2026 7:00 PM EDT

Company Participants

Rohan Gallagher – Executive VP & Global Chief Corporate Affairs Officer
Matthew Wilson – CEO, President & Director
Oliver Chow – Executive VP, CFO & Treasurer

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Conference Call Participants

Andre Fromyhr – UBS Investment Bank, Research Division
Barry Jonas – Truist Securities, Inc., Research Division
Matthew Ryan – Barrenjoey Markets Pty Limited, Research Division
Rohan Sundram – MST Financial Services Pty Limited, Research Division
Justin Barratt – CLSA Limited, Research Division
David Fabris – Macquarie Research
Kai Erman – Jefferies LLC, Research Division
Adrian Lemme – Citigroup Inc., Research Division
Liam Robertson – Jarden Limited, Research Division

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Presentation

Operator

Good day, and thank you for standing by. Welcome to Light & Wonder First Quarter 2026 Earnings Webcast and Conference Call.

[Operator Instructions]

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Please be advised that today’s conference is being recorded.

I’d now like to hand the conference over to Rohan Gallagher, EVP of Corporate Affairs. Please go ahead, sir.

Rohan Gallagher
Executive VP & Global Chief Corporate Affairs Officer

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Thank you, operator, and welcome, everyone, to our first quarter 2026 earnings conference call. Joining me today in Sydney are Matt Wilson, our President and CEO; and Oliver Chow, our CFO. During today’s call, we will discuss our first quarter results and operating performance, where we will refer to our earnings presentation. This will then be followed by a question-and-answer session.

Today’s call will contain forward-looking statements that may involve certain risks and uncertainties that could cause actual results to differ materially from those discussed during the call. For information regarding these risks and uncertainties, please refer to our earnings materials relating to this call posted in the Investors section of our website and our filings with the SEC and the ASX. We will also discuss certain non-GAAP financial measures. A description of each non-GAAP

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