CZ
CZR
CZR What Caesars Entertainment promised, and what happened
Guidance
What management said, and what became of it
16 of 23 judged targets kept · 19 open · verdicts reflect calls analysed to Mar 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Las Vegas segment operating trends versus the prior quarter (first quarter 2026) | Continued sequential improvement versus the fourth quarter | Dec 2025 | We experienced a significant sequential improvement in the hospitality vertical in Q1 with occupancy of 95.3% in the quarter and year-over-year ADR growth of 1%. | Achieved |
| Caesars Digital net revenue growth with 50% flow-through to EBITDA | 20% top-line growth with 50% flow-through to EBITDA | Sep 2025 | And we don't need to get that 20% revenue growth to get the bottom line growth that we're targeting. | Diluted |
| Las Vegas segment adjusted EBITDA (full year) | Flat to slightly up versus 2024 | Sep 2024 | Our Las Vegas segment delivered a quarterly sequential improvement in occupancy and rate trends as expected, leading to a 6% EBITDA decline in Q4, an improvement versus Q3. | Missed |
The full ledger
Open Caesars Entertainment’s full ledger
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The rest of the ledger
Pro opens all 42 tracked commitments for Caesars Entertainment
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.