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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we are continuing with this event in a multiyear partnership with the NBA”
Sands hosted the NBA China Games Week in Macao (its largest-ever event) and is continuing a multiyear partnership with the NBA to drive brand projection and customer engagement.
“In terms of the NBA, this was something we started working on many years ago. We're very fortunate the NBA is a great partner. They really pulled out all the stops.”
Las Vegas Sands hosted NBA China games in Macao, describing the NBA as a supportive partner that generated strong marketing value and visitation.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Brandt Montour | Barclays | 12 (0%) |
| Steve Wieczynski | Stifel | 11 (0%) |
| Steve Grambling | Morgan Stanley | 10 (0%) |
| Dan Politzer | JPMorgan | 10 (0%) |
| Shaun Kelley | Bank of America | 10 (0%) |
| George Choi | Citigroup | 10 (0%) |
| Robin Farley | UBS | 10 (0%) |
| Joe Stauff | Susquehanna | 9 (0%) |
| Lizzie Dove | Goldman Sachs | 8 (0%) |
| Chad Beynon | Macquarie | 8 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 | 12 (0%) |
| Stifel | 1 | 11 (0%) |
| Bank of America | 1 | 10 (0%) |
| Citigroup | 1 |
| 10 (0%) |
| JPMorgan | 1 | 10 (0%) |
| Morgan Stanley | 1 | 10 (0%) |
| UBS | 1 | 10 (0%) |
| Susquehanna | 1 | 9 (0%) |
Marina Bay Sands delivered what management called the greatest quarter in casino hotel history at $806 million EBITDA, while Macao reached $608 million with rolling chip volume surging 60% year-over-year. An orderly leadership transition was announced with Rob Goldstein moving to Senior Adviser, and the higher Singapore mass gaming tax rate was triggered. Management set $700 million quarterly as an aspirational Macao EBITDA target.
Demand | Revenue Growth | Competitive Dynamics | Capex Investment | Innovation & R&D | Margin | Capital Allocation | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 3 | 1 | 2 | 1 | 1 |
| 2025Q1 | 5 | 6 | 6 | 2 | 3 | 2 | 4 | 1 |
| 2025Q2 | 9 | 10 | 8 | 3 | 2 | 2 | 1 | 1 |
| 2025Q3 | 8 | 7 | 8 | 7 | 1 | 2 | 1 | |
| 2025Q4 | 8 | 6 | 8 | 2 | 1 | 6 | 1 | 1 |
| 2026Q1 | 8 | 9 | 4 | 7 | 2 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 5 | 9 | 8 | 8 | 8 |
| Revenue Growth | 4 | 6 | 10 | 7 | 6 | 9 |
| Competitive Dynamics | 2 | 6 | 8 | 8 | 8 | 4 |
| Capex Investment | 3 | 2 | 3 | 2 | 7 | |
| Innovation & R&D | 1 | 3 | 2 | 7 | 1 | 2 |
| Margin | 2 | 2 | 2 | 1 | 6 | 3 |
| Capital Allocation | 1 | 4 | 1 | 2 | 1 | 1 |
| Macroeconomic | 1 | 1 | 1 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LVS Las Vegas Sands | 9 | +25.3% | |
| MGM MGM Resorts | 5 | +4.2% | |
| WYNN Wynn Resorts | 7 | +9.2% |