Gambling.com Group Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 revenue was flat year-over-year at EUR 40.4 million, with sports data services up 13% and marketing down 5%. Strategic restructuring will reduce headcount by 25%, targeting EUR 13 million in annualized savings, and non-SEO channels now drive most marketing revenue.
Fiscal Year 2025
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Record Q4 revenue and strong sports data growth offset SEO and regulatory headwinds, with 2026 guidance reflecting continued data-driven expansion and margin pressure from marketing diversification. Share buybacks and deleveraging remain capital priorities.
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Record Q3 revenue and adjusted EBITDA were driven by explosive growth in sports data services, while marketing remained flat due to search headwinds. Guidance was revised upward, with strong Q4 and 2026 growth expected, especially in data services.
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Record Q2 revenue and adjusted EBITDA were driven by strong growth in sports data services and ongoing diversification into new channels and ticketing. Guidance was raised despite Google search headwinds, with acquisitions and non-search channels expected to fuel future growth.
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Record Q1 revenue and adjusted EBITDA were driven by strong marketing and sports data services, with recurring revenue now 50% of the mix. Guidance for 2025 was reiterated, targeting 35% revenue and 40% adjusted EBITDA growth, supported by resilient industry trends and successful acquisitions.
Fiscal Year 2024
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Delivered record Q4 and full-year 2024 results, with revenue up 17% and adjusted EBITDA up 33% year-over-year, driven by iGaming growth and strategic acquisitions. 2025 guidance targets 35% revenue and 40% adjusted EBITDA growth, with over 20% of revenue from subscriptions and continued global expansion.
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Record Q3 revenue and Adjusted EBITDA were driven by strong iGaming growth across all regions, with significant gains in Europe and resilient performance in North America. Raised 2024 guidance reflects confidence in continued market share gains and robust cash flow.
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Record Q2 revenue and Adjusted EBITDA were driven by strong iGaming growth in Europe and resilient North American performance. Raised 2024 guidance reflects confidence in continued growth, with Freebets.com integration ahead of expectations and share repurchases ongoing.