Gambling.com Group Limited GAMB reported better-than-expected earnings for the second quarter on Thursday.The company posted quarterly earnings of 37 cents per share which beat the analyst consensus estimate of 15 cents per share. The company reported quarterly sales of $39.594 million which beat the analyst consensus estimate of $38.915 million.Gambling.com raised its FY2025 sales guidance from $170.000 million-$174.000 million to $171.000 million-$175.000 million.Charles Gillespie, Chief Executive Officer ...

Gambling.com Group (GAMB) Q2 2025 Earnings Call August 14, 2025 04:30 PM ET Speaker0Greetings, and welcome to the Gambling dot com Group Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Mr.Peter McGough. Please go ahead, sir.Speaker1Thank you, operator. Hello, everyone, and welc ...

Gambling.com Group Enters Into Agreement to Acquire Spotlight.Vegas August 14, 2025 About Spotlight.Vegas Founded in 2020, Spotlight.Vegas is a Las Vegas–focused direct-to-consumer ticketing and experience booking platform. 2 • Has sold more than 850,000 tickets since inception • Users purchased more than $30 million in tickets in 2024 • Expected to generate revenue of at least $8 million and incremental Adjusted EBITDA of at least $1.4 million in 2026 • Co-founder Doug Osrow has worked on both the buy and ...

DocShah Financial, LLC is a full service registered investment advisory firm. To have your portfolio created or reviewed by Raul Shah, please click on our website link below. Disclaimer: All writing presented is solely for entertainment purposes and not financial advice. Neither DocShah Financial nor its representatives are responsible for any financial outcome which may occur. We do not give out investment advice to the public nor any any individual, unless they are a client under our advisory services and ...

A downtrend has been apparent in Gambling.com Group Limited (GAMB) lately with too much selling pressure. The stock has declined 16.1% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stoc ...

Group 1 - The stock of Gambling.com (GAMB) has experienced a significant decline of over 20% since the last analysis, which was unexpected given the company's strong revenue performance [1] - The author emphasizes the importance of data analytics in identifying investment opportunities within the equity markets, particularly through SEC filings and other data sources [1] - The investment style mentioned focuses on value, high quality, and long/short strategies in mid and small cap companies [1] Group 2 - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [2][3] - There is a clear disclosure that the author has no current positions in the stocks mentioned and no plans to initiate any positions in the near future [2]

Key Takeaways CPRX, STKL, GAMB and ORN show rising cash flow trends versus their 5-year per-share averages. Each stock meets criteria, including price above $5, top broker ratings and a VGM Score of B or better. EPS estimates for 2025 have been revised upward recently, reflecting positive sentiment and momentum.We are already into the second-quarter reporting cycle, and stocks with top-line growth and increasing profit numbers might be popular choices. Moreover, choosing stocks based on a company’s effici ...

Core Points - The article emphasizes that it is for informational purposes only and does not constitute financial advice [2][3] - It highlights the importance of individual research and consultation with a qualified financial advisor before making investment decisions [2][3] Company and Industry Insights - DocShah Financial, LLC is identified as a full-service registered investment advisory firm [1] - The firm offers portfolio creation and review services, indicating a focus on personalized investment strategies [1] - There is a disclosure regarding the analyst's beneficial long position in GAMB shares, suggesting potential interest in the stock [1]

Gambling.com Group Limited (GAMB) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 142.11%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.35, delivering a surprise of 40%.Over the last four quarters, the ...

Financial Data and Key Metrics Changes - Revenue increased by 39% year over year to $40.6 million, with adjusted EBITDA growing by 56% to $15.9 million [7][14] - Gross profit rose by 42% year over year to CHF 38.4 million, with a gross profit margin of 94.5%, up 200 basis points from the previous year [15][16] - Adjusted net income increased by 78% to GBP 16.5 million, and adjusted diluted net income per share rose by 92% to $0.46 [18][19] Business Line Data and Key Metrics Changes - The marketing business grew by 13%, delivering over 138,000 new depositing customers (NDCs), representing a 29% growth year over year [14] - The sports data services business quadrupled in revenue contributions, with subscription revenue accounting for 24% of total revenue [14][15] - Recurring revenue, including revenue share arrangements, constituted 50% of total first-quarter revenue [15] Market Data and Key Metrics Changes - iGaming revenues increased by 24% year over year, driven by organic growth and contributions from acquisitions [10] - The company continues to grow market share in the UK and Europe, with expectations for growth in North America as well [10][11] Company Strategy and Development Direction - The company aims to achieve $100 million in adjusted EBITDA, with a focus on expanding beyond marketing into sports data services [8][12] - The integration of OddsJam and Optic Odds is progressing well, with expectations for at least 20% growth in adjusted EBITDA from these acquisitions [9][12] - The company is leveraging AI to enhance technology and digital marketing capabilities, which is expected to drive organic growth [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the resilience of the online gambling industry, stating that economic slowdowns have historically not impacted growth [11] - The company reiterated its full-year guidance, expecting a midpoint revenue of $172 million, representing 35% year-over-year growth [21] - Management highlighted the potential for growth in the prediction markets, indicating a favorable regulatory environment [90][95] Other Important Information - The company has total cash of CHF 21.5 million and CHF 70.5 million of undrawn capacity on its credit facility [20] - A swap agreement was entered into to convert a portion of US dollar borrowings to euro, reducing the cost of debt capital by approximately 200 basis points [20] Q&A Session Summary Question: What is Gambling.com doing to keep its content relevant amid changing consumer behavior? - Management noted that they are seeing high revenue from their marketing business driven by natural search and are also benefiting from referrals from generative AI tools like ChatGPT [25][26][29] Question: Any updates on the performance of Optic Odds? - Management reported that Optic Odds is growing rapidly and has hired a senior salesperson to expand its distribution in Europe [32][34] Question: How does the company view the potential for other operators to increase performance marketing? - Management indicated that as low-cost acquisition channels become exhausted, operators will increasingly rely on affiliate marketing, which is central to their strategies [38][40] Question: Can you quantify the impact of the euro on revenue and EBITDA guidance? - Management stated that while there are slight positive effects from the euro's strength, it is not significant enough to alter revenue expectations [42][45] Question: What is the path to achieving the $100 million EBITDA goal? - Management indicated that with current guidance, they would be 68% of the way there this year, and strategic acquisitions could accelerate this timeline [48][49] Question: How is the company positioned to benefit from potential tax increases in the US? - Management acknowledged that tax increases could impact player lifetime value but noted that adjustments would be made over time [79][80] Question: What is the outlook for iGaming legislation in the US? - Management expressed optimism about developments in Ohio and the potential for a streamlined regulatory approach, which could benefit the market [60][62]