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    Paul Mason

    Research Analyst at Evans & Partners

    Paul Mason is the Managing Director, Technology at Evans & Partners, specializing in technology sector research with substantial expertise in software, IT infrastructure, and online platforms. He covers leading companies including Xero Ltd and has contributed deep industry insights during earnings calls and research publications; his performance track record is reflected in E&P's reputation for outstanding investment research, although specific rankings and returns are not publicly available. Mason began his financial services career at ANZ in corporate finance, later serving as a lead technology analyst at RBC Capital Markets for seven years, and as an associate at CBA Institutional Equities, before joining Evans & Partners in 2018. He holds a Bachelor of Laws from the University of Melbourne, though public records do not indicate FINRA registration or securities licenses.

    Paul Mason's questions to Light & Wonder (LNW) leadership

    Paul Mason's questions to Light & Wonder (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.

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