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US woes weigh on London's giants

US woes weigh on London's giants
Published on August 2, 2024
US woes weigh on London's giants

The share price of Entain (ENT) clicked into reverse earlier this week after the sports-betting and gaming group revealed that its North American division expects to post a loss for the full year. BetMGM, a joint enterprise between Entain and MGM Resorts International (US:MGM), reported an adjusted half-year loss of $123mn (£96mn).

Management stressed that BetMGM’s interim performance wasn’t altogether surprising given the intensified focus on marketing. Adam Greenblatt, chief executive of the joint venture, said that “2024 is a year of investment”, and that the business has “exceeded [its] goals for both acquisition and retention, which should lead to higher year-over-year revenue growth for the second half of this year into 2025”. He may have a point; net revenues eclipsed the $1bn mark with growth accelerating through the second quarter. And the prospect of a second regulatory-light Trump presidency probably wouldn’t hurt sentiment.

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