Paul Mason's questions to Light & Wonder Inc (LNW) leadership • Q1 2025
Question
Paul Mason from Evans & Partners asked for an update on the 'Carbon' cross-platform strategy and the timeline for realizing cost efficiencies from simultaneous game delivery.
Answer
CEO Matt Wilson explained that the Grover Gaming acquisition has accelerated investment in the Carbon platform, providing a clear use case. He clarified that the project is currently a cost center and the efficiencies are "all in front of us." The first games built on the Carbon platform will be for the Grover business, which will serve as a "Trojan horse" to roll the platform out to other verticals later.