--- title: "Ballys | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 755.72 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/286815849.md" datetime: "2026-05-18T20:32:23.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286815849.md) - [en](https://longbridge.com/en/news/286815849.md) - [zh-HK](https://longbridge.com/zh-HK/news/286815849.md) --- # Ballys | 8-K: FY2026 Q1 Revenue Misses Estimate at USD 755.72 M Revenue: As of FY2026 Q1, the actual value is USD 755.72 M, missing the estimate of USD 769.47 M. ### Consolidated Revenue Bally’s Corporation reported consolidated revenue of $755.7 million for the three months ended March 31, 2026, marking an increase of 28.3% year over year compared to $611.068 million for the same period in 2025 (Pro Forma Combined) . ### Segment Revenue - **Casinos & Resorts:** Revenue reached $379.7 million, an 8.1% year-over-year increase, driven by the acquisition of The Queen Casino & Entertainment in February 2025 and organic growth . - **Bally’s Intralot B2B:** Revenue was $73.956 million . - **Bally’s Intralot B2C:** Revenue totaled $239.9 million, up 31.0% year over year, attributed to strong performance in the UK and the integration of Intralot’s B2C business . - **North America Interactive:** Revenue increased by 35.9% year over year to $60.5 million, reflecting growth in wagering revenue across all verticals . - **Corporate & Other:** Revenue was $1.644 million . ### Segment Adjusted EBITDAR (Operational Metric) - **Casinos & Resorts:** Segment Adjusted EBITDAR grew 1.2% year over year to $96.2 million, which includes an allocation of approximately $1.6 million of additional shared services costs from Corporate . - **Bally’s Intralot B2B:** Segment Adjusted EBITDAR was $15.116 million . - **Bally’s Intralot B2C:** Segment Adjusted EBITDAR was $87.092 million . - **North America Interactive:** Segment Adjusted EBITDAR was - $7.137 million, representing a $0.9 million improvement over the prior year . - **Corporate & Other:** Segment Adjusted EBITDAR was - $12.336 million . ### Cash Flow Data (Three Months Ended March 31, 2026) - **Capital Expenditures:** $38.864 million . - **Cash paid for capitalized software:** $9.880 million . - **Acquisition of gaming licenses:** $500.000 million . - **Cash payments associated with triple net operating leases:** $63.352 million . ### Debt Structure (as of March 31, 2026) - **2026 Term Loans:** $1,100,000 thousand . - **Intralot British Term Loan:** $527,472 thousand . - **Intralot Greek Term Loan:** $229,305 thousand . - **Revolving Credit Facility:** $303,750 thousand . - **Intralot 6.00% Greek Retail Bond due 2029:** $149,048 thousand . - **5.625% Senior Notes due 2029:** $750,000 thousand . - **5.875% Senior Notes due 2031:** $735,000 thousand . - **Intralot 6.75% Senior Secured Notes due 2031:** $687,916 thousand . - **Intralot Floating Rate Senior Notes due 2031:** $343,958 thousand . - **Long-term debt, net of discount and deferred financing fees; excluding current portion:** $4,389,903 thousand . ### Outlook Bally’s Corporation completed a new $1.1 billion credit facility due 2031 and sold and leased back its Lincoln Casino Resort, using proceeds to fully repay its outstanding $1.47 billion term loan due 2028 . The company is making substantial progress on Bally’s Chicago and is moving forward with Bally’s Bronx, a $4.0 billion investment expected to open by 2030 . Additionally, Bally’s Corporation continues the development of Bally’s Las Vegas on the former Tropicana site . ### Related Stocks - [BALY.US](https://longbridge.com/en/quote/BALY.US.md) ## Related News & Research - [Bally's Q1 revenue rises but slightly misses estimates](https://longbridge.com/en/news/286815310.md) - [Bally’s Corporation Reports First Quarter 2026 Results | BALY Stock News](https://longbridge.com/en/news/286814213.md) - [Bally’s shareholders approve amended 2021 equity incentive plan at annual meeting](https://longbridge.com/en/news/287112890.md) - [The Home Depot Announces First Quarter Fiscal 2026 Results; Reaffirms Fiscal 2026 Guidance | HD Stock News](https://longbridge.com/en/news/286890512.md) - [Hafnia’s Q1 2026 Financial Results Presentation to Be Held on 27 May 2026 | HAFN Stock News](https://longbridge.com/en/news/287014236.md)