Melco Resorts: Macau Growth Creates Upside (Rating Upgrade)

Melco Resorts & Entertainment reported good Q4 results, but market expectations were even higher. Growth in Macau gaming remains a clear tailwind, driving earnings growth. MLCO's 2026 Macau outlook is good. City of Dreams Manila has performed much worse, but the property isn't too critical for MLCO.

Seeking Alpha • Feb 13, 2026

Melco Resorts & Entertainment Limited (MLCO) Q4 2025 Earnings Call Transcript

Melco Resorts & Entertainment Limited (MLCO) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Compared to Estimates, Melco (MLCO) Q4 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Melco (MLCO) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Feb 12, 2026

Studio City International Holdings Limited Announces Unaudited Fourth Quarter 2025 Earnings

MACAU, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Studio City International Holdings Limited (NYSE: MSC) (“Studio City” or the “Company”), a world-class integrated resort located in Cotai, Macau, today reported its unaudited financial results for the fourth quarter and full year ended December 31, 2025. Total operating revenues for the fourth quarter of 2025 were US$160.3 million, compared with US$152.9 million in the fourth quarter of 2024.

GlobeNewsWire • Feb 12, 2026

Melco attains world's most Forbes Travel Guide Five-Star Awards in 2026 for any integrated resort operator

MACAU, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Melco Resorts & Entertainment proudly announces it has achieved historic leadership position in the newly published 2026 Forbes Travel Guide (FTG) by garnering 19 Five-Star Awards, topping the competition as the world's integrated resort operator with the most FTG Five-Star Awards and reinforcing its position as the region's premier luxury hospitality provider. The achievement is anchored by the attainment of 107 FTG Stars across the Company's Hotel, Restaurant and Spa categories for properties including City of Dreams, Studio City, Altira Macau, and City of Dreams Manila.

GlobeNewsWire • Feb 12, 2026

Melco Announces Earnings Release Date

MACAU, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Melco Resorts & Entertainment Limited (Nasdaq: MLCO), a developer, owner and operator of integrated resort facilities in Asia and Europe, today announces that it will release its unaudited financial results for the fourth quarter and full year ended December 31, 2025 on Thursday, February 12, 2026 to be followed by a conference call on the same day at 8:30 a.m. Eastern Time (or 9:30 p.m. Singapore Time).

GlobeNewsWire • Feb 5, 2026

Final Trade: MLCO, JPM, TMUS, FCX

The final trades of the day with CNBC's Melissa Lee and the 'Fast Money' traders.

CNBC Television • Jan 13, 2026

A Gambling Portfolio In A Down Cycle Could Create Short-Term Gains

Key gambling stocks remain resilient despite macroeconomic headwinds, including tariffs, rising credit defaults, and unemployment. A portfolio blending domestic operators, online iGaming growth, and undervalued Asian casino plays offers strong upside potential. Las Vegas prices are moderating, with convention bookings and VIP arrivals, especially from Asia, showing stability.

Seeking Alpha • Nov 19, 2025

Melco's Surprise Q3 Results Vindicate Lawrence Ho's Bullish Stance

Melco posted a strong Q3 performance driven by robust gains in Macau and its new Cyprus property. MLCO's recovery highlights the effectiveness of CEO Lawrence Ho's strategic vision during the challenging downturn of the past two years. Macau operations remain a key growth engine, reinforcing the company's regional leadership and resilience.

Seeking Alpha • Nov 11, 2025

Melco Resorts & Entertainment Limited (MLCO) Q3 2025 Earnings Call Transcript

Melco Resorts & Entertainment Limited ( MLCO ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Jeanny Kim - Senior VP & Group Treasurer Yau Ho - Founder, Chairman & CEO Geoffrey Davis - Executive VP & CFO Evan Winkler - President & Director Conference Call Participants George Choi - Citigroup Inc., Research Division Luis Chinchilla - Deutsche Bank AG, Research Division John DeCree - CBRE Securities, LLC, Research Division Joseph Stauff - Susquehanna Financial Group, LLLP, Research Division Praveen Choudhary - Morgan Stanley, Research Division Presentation Operator Ladies and gentlemen, thank you for participating in the Third Quarter 2025 Earnings Conference Call of Melco Resorts & Entertainment Limited. [Operator Instructions] Today's conference is being recorded.

Seeking Alpha • Nov 6, 2025