VICI
VICI PROPERTIES INC.
Overview
VICI Properties owns and leases 93 gaming and experiential properties—including iconic Las Vegas Strip destinations like Caesars Palace, MGM Grand, and the Venetian Resort—to leading operators under long-term triple-net leases. The company generates revenue primarily from rental payments while tenants bear all operating costs and expenses.
VICI PROPERTIES INC is a Real Estate company operating in REIT - Diversified with a $28.09B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 28, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3024 Q&A exchanges
- Q4 FY2025Earnings2026-02-2623 Q&A exchanges
- Q3 FY2025Earnings2025-10-3126 Q&A exchanges
- Q2 FY2025Earnings2025-07-3128 Q&A exchanges
- Q1 FY2025Earnings2025-05-0121 Q&A exchanges
- Q4 FY2024Earnings2025-02-2136 Q&A exchanges
- Q3 FY2024Earnings2024-11-0124 Q&A exchanges
- Q2 FY2024Earnings2024-08-0124 Q&A exchanges
- Q1 FY2024Earnings2024-05-0223 Q&A exchanges
- Q4 FY2023Earnings2024-02-2340 Q&A exchanges
- Q3 FY2023Earnings2023-10-2633 Q&A exchanges
- Q2 FY2023Earnings2023-07-2728 Q&A exchanges
- Q1 FY2023Earnings2023-05-0223 Q&A exchanges
- Q4 FY2022Earnings2023-02-2425 Q&A exchanges
- Q3 FY2022Earnings2022-10-2836 Q&A exchanges
- Q2 FY2022Earnings2022-07-2837 Q&A exchanges
- Q1 FY2022Earnings2022-05-0523 Q&A exchanges
- Q4 FY2021Earnings2022-02-2426 Q&A exchanges
- Q3 FY2021Earnings2021-10-2827 Q&A exchanges
- Q2 FY2021Earnings2021-07-2926 Q&A exchanges
- Q1 FY2021Earnings2021-04-3047 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-28EPS— vs $0.71—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-28 | — | $0.71 | — | — | — | — | EODHD |
Source: EODHD. VICI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks VICI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 6/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Missed in 3 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.31 | $3.20 | +3.3% | +7.7% | +7.7% |
| Q4 FY2026 | $3.10 | $3.21 | -3.3% | -1.6% | +0.6% |
| Q3 FY2026 | $3.10 | $3.30 | -6.0% | -2.8% | -3.2% |
| Q2 FY2026 | $3.27 | $3.31 | -1.3% | +5.0% | +4.4% |
| Q1 FY2025 | $3.56 | $3.50 | +1.7% | -1.9% | -4.6% |
| Q4 FY2025 | $3.59 | $3.42 | +5.1% | +2.6% | +2.8% |
| Q3 FY2025 | $3.54 | $3.54 | +0.1% | +0.3% | -0.5% |
| Q2 FY2025 | $3.25 | $3.31 | -1.7% | +6.1% | +3.6% |
| Q1 FY2024 | $3.64 | $3.42 | +6.4% | +6.9% | +5.6% |
| Q4 FY2024 | $3.72 | $3.49 | +6.7% | -2.6% | -2.2% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Maintained2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Maintained2025-10-15
- Q2 FY2025Maintained2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Edward Baltazar PitoniakCEO6 mo2 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last call held guidance Q1 FY2026
- David Andrew KieskeCFO4 mo2 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- John W R PayneCOO4 mo21 callsCurrentSample
COO since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- Jeremy L WaxmanChief Accounting Officer3 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Gabriel WassermanChief Accounting Officer4 mo5 callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Samantha Sacks GallagherGeneral Counsel and EVP4 mo2 callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for VICI.
$ curl https://api.spokenalpha.com/v1/companies/VICIFAQ
Frequently asked about VICI
Where can I find VICI PROPERTIES INC.'s (VICI) earnings call transcripts?
Spoken Alpha indexes VICI's earnings call transcripts at https://spokenalpha.com/companies/VICI. Each call links to attributed speakers and parsed analyst Q&A. VICI PROPERTIES INC.'s own investor relations page is at https://investors.viciproperties.com/.
When was VICI PROPERTIES INC.'s most recent earnings call?
VICI PROPERTIES INC. (VICI) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is VICI in?
VICI PROPERTIES INC. (VICI) operates in the Real Estate sector (REIT - Diversified industry).