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MGM Resorts Tops Q4 Forecasts on Digital Gains as Strip Softens

Digital gains offset softer Las Vegas trends to support a 2026 Strip recovery forecast.

Overview

  • MGM reported $4.6 billion in fourth-quarter revenue versus $4.44 billion expected and delivered adjusted earnings of $1.60 per share.
  • MGM Digital revenue rose 34.6% year over year to $188.24 million, while the BetMGM joint venture returned $135 million in cash distributions.
  • Fourth-quarter lodging revenue fell nearly 9% due to lower room prices and occupancy at Las Vegas resorts, and retail and entertainment sales declined more than 4%.
  • Las Vegas Strip net revenue slipped 4% for 2025 and 3% in Q4, with core operating earnings also down for the segment.
  • Executives said Las Vegas is stabilizing and projected mid-single-digit Strip revenue growth in 2026, citing completed renovations, technology upgrades and stronger group and convention bookings.