Justin Barrett's questions to Light & Wonder Inc (LNW) leadership • Q3 2024
Question
Justin Barrett asked about the importance of margin expansion in achieving the fiscal year 2025 target and questioned the risk of having to remove already sold Dragon Train units in Australia due to ongoing litigation.
Answer
President and CEO Matthew Wilson explained that margin stability and scaling are key to value creation, with gaming margins expected to remain steady and SciPlay margins benefiting from DTC growth. Regarding litigation, he stated that while the company doesn't comment on legal matters, the injunction is against Light & Wonder, not its customers, and they do not foresee an impact on customer-owned games.