BALY

• Development Pipeline: Announced agreement with Gaming and Leisure Properties for Chicago flagship casino with demolition and site prep ongoing; celebrated Tropicana Las Vegas event marking new chapter; New York casino license process prolonged but proposal for Bronx resort is strong. • Interactive Businesses: UK Interactive saw 12% revenue growth; acquired Aspers Casino Newcastle in UK; separated Asia team to licensing royalty model; North America Interactive expanding sports betting with Bally Bet live in 10 markets and plans to launch in additional states. • C&R Business: Chicago temporary casino ramping with admissions up >6% and player database >113k; Rhode Island bridge disruption headwind; Atlantic City reconstituted team; Biloxi and Dover strong; excited about Casino Queen merger.

• North America Interactive expects loss to narrow as iGaming in Rhode Island and OSB operations ramp. • Chicago permanent casino on track for September 2026 opening. • New Jersey to launch sports and MONOPOLY Casino in November with platform migration. • Plans to launch Bally Bet in additional three states by end of 2024 and further expansions in 2025.

Casinos & Resorts: Revenue declined 2% to 353 million, adjusted EBITDA was approximately 100 million, a 15% decrease from the previous year, with segment margins at 28% versus 33% a year ago. North America Interactive: Generated revenue of 46 million, a 55% year-over-year improvement, but had an adjusted EBITDA loss of approximately 11 million. International Interactive: Revenue declined 5% to 231 million, but segment level adjusted EBITDA reached 90 million, a 5% year-over-year increase, with segment adjusted EBITDA margins improving approximately 400 basis points year-over-year.

• Rhode Island bridge disruption impacting revenue and margins. • Atlantic City challenges from key team departure. • Macro environment affecting lower end segments' visitation and spend. • Uncertainties in New York casino license approval process.

Q: ...

A: ...

Q: ...

A: