诉讼核心指控 - 针对赛马博彩实体提起集体诉讼，指控其通过人工智能辅助进行合谋 [1] - 指控行为非法损害了日常投注者的利益 [1]

Churchill Downs (NasdaqGS:CHDN) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Company ParticipantsMarcia Dall - CFOSam Ullrich - VP of Investor RelationsJeff Stantial - Managing Director of Equity ResearchBill Carstanjen - CEODaniel Politzer - Executive Director of Equity ResearchConference Call ParticipantsBen Chaiken - Managing Director and Senior Equity AnalystJoe Stauff - Senior Equity Research AnalystShaun Kelley - Managing Director and Senior Research AnalystChad Beynon - Managing Director and Se ...

Churchill Downs (NasdaqGS:CHDN) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Company ParticipantsMarcia Dall - CFOSam Ullrich - VP of Investor RelationsJeff Stantial - Managing Director of Equity ResearchBill Carstanjen - CEODaniel Politzer - Executive Director of Equity ResearchConference Call ParticipantsDavid Katz - Managing Director and Equity Research AnalystBen Chaiken - Managing Director and Senior Equity AnalystJoe Stauff - Senior Equity Research AnalystShaun Kelley - Managing Director and Sen ...

Churchill Downs (NasdaqGS:CHDN) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Speaker0Day, ladies and gentlemen, and welcome to the Churchill Downs Incorporated twenty twenty five Third Quarter Earnings Conference Call. At this time, all participants are in a listen only mode. Later, we'll conduct a question and answer session and instructions will be given at that time. We ask all question and answer participants to please limit themselves to one question. As a reminder, this conference call is being ...

Churchill Downs (NasdaqGS:CHDN) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Speaker1Good day, ladies and gentlemen, and welcome to the Churchill Downs Incorporated 2025 third quarter earnings conference call. At this time, all participants are in a listen-only mode. Later, we'll conduct a question and answer session, and instructions will be given at that time. We ask all question and answer participants to please limit themselves to one question. As a reminder, this conference call is being recorded ...

财务业绩总览 - 公司报告季度收入为6.83亿美元，同比增长8.7% [1] - 季度每股收益为1.09美元，高于去年同期的0.97美元 [1] - 收入超出市场共识预期1.36%，每股收益超出预期12.37% [1] 细分业务收入表现 - 游戏业务收入为2.655亿美元，较分析师平均预期略高，但同比下滑1.8% [4] - 直播和历史赛马业务收入为3.057亿美元，同比大幅增长21.1%，并显著高于分析师平均预期 [4] - 投注服务与解决方案业务净收入为1.18亿美元，高于分析师平均预期 [4] 细分业务利润表现 - 游戏业务调整后EBITDA为1.233亿美元，超出分析师预期 [4] - 直播和历史赛马业务调整后EBITDA为1.164亿美元，超出分析师预期 [4] - 投注服务与解决方案业务调整后EBITDA为4600万美元，超出分析师预期 [4] - 所有其他业务调整后EBITDA为-2340万美元，略好于分析师预期的-2358万美元 [4] 市场表现与关注点 - 投资者密切关注收入及盈利的同比变化以及与华尔街预期的对比，以决定投资策略 [2] - 某些关键指标能更深入地反映公司的潜在经营状况 [2] - 公司股价在过去一个月下跌0.2%，同期标普500指数上涨1.1% [3]

季度业绩表现 - 公司季度每股收益为109美元 超出市场预期的097美元 同比增长124% 上一季度每股收益为310美元 超出预期的303美元 带来231%的惊喜 [1] - 季度营收达683亿美元 超出市场共识预期136% 相比去年同期的6285亿美元有所增长 [2] - 在过去四个季度中 公司有两次超出每股收益预期 三次超出营收预期 [2] 近期股价与市场表现 - 公司股价自年初以来下跌约277% 而同期标普500指数上涨145% [3] - 公司当前Zacks评级为3级（持有） 预计短期内表现将与市场同步 [6] 未来业绩预期与行业前景 - 市场对下一季度的共识预期为每股收益102美元 营收65535亿美元 对本财年的共识预期为每股收益600美元 营收291亿美元 [7] - 公司所属的博彩行业在Zacks行业排名中位列前25% 研究表明排名前50%的行业表现优于后50%的行业 优势超过2比1 [8] 同业公司比较 - 同业公司Roblox预计将在即将公布的报告中公布季度每股亏损053美元 同比恶化432% 但在过去30天内其季度每股亏损预期已上调73%至当前水平 [9] - Roblox预计季度营收将达169亿美元 同比增长498% [10]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 (State or other jurisdiction of incorporation or organization) 600 North Hurstbourne Parkway, Suite 400 Louisville, Kentucky 40222 (Address of Principal Executive Offices) (Zip Code) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the trans ...

CHURCHILL DOWNS INCORPORATED REPORTS 2025 THIRD QUARTER RESULTS FOR IMMEDIATE RELEASE LOUISVILLE, Ky. (October 22, 2025) - Churchill Downs Incorporated (Nasdaq: CHDN) (the "Company", "CDI", "we") today reported business results for the third quarter ended September 30, 2025. Company Highlights | CONSOLIDATED RESULTS | | | | | | --- | --- | --- | --- | --- | | | | | Third Quarter | | | (in millions, except per share data) | | 2025 | | 2024 | | Net revenue | $ | 683.0 | $ | 628.5 | | Net income attributable t ...

项目概述 - 公司宣布一项名为Victory Run的增长项目 这是一个位于丘吉尔唐斯赛马场第一弯道的新建筑 [3] - 项目将取代无顶棚的地面层包厢和过时的餐饮区域 提供全新的优质款待和座位服务 [3] - 项目旨在为赛马场重要区域的客人创造极大改善的体验 同时为股东带来长期增长和价值 [6] 项目设施与容量 - 新的四层建筑提供多种优质款待体验 并拥有观赏赛马场终点线的绝佳视野 [4] - 设施包括私人套间、室内外餐饮区以及带顶棚的包厢座位 [4] - 项目将用优质座位替换约6,400个现有座位 新座位容量约为7,800位客人 [4] 项目时间表与预算 - 在获得路易斯维尔市及肯塔基州相关机构（包括肯塔基州经济发展内阁）的激励措施批准后 施工预计将在2026年肯塔基德比之后开始 并计划在2028年肯塔基德比前完工 [5] - 公司计划为2027年肯塔基德比在该区域提供临时的升级座位体验和增强的便利设施 [5] - 项目预算为2.8亿至3亿美元 [5] 公司背景 - 丘吉尔唐斯公司已在创造非凡娱乐体验方面拥有超过150年的历史 其最标志性的资产是肯塔基德比 [6] - 公司总部位于肯塔基州路易斯维尔 通过收购、开发和运营现场及历史赛马娱乐场馆、在线博彩业务以及地区性赌场游戏资产进行扩张 [6]