GAMB Research | Milton Maxwell

GAMB

Gambling.com Group Limited

5.55

+0.07+1.28%

Dec 16, 4:00:00 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Q&A details headwinds, data metrics

3/11/26Mar 11, 2026

Q&A pinned 2026 guidance conservatism on UK gaming duty hikes, Finnish regs, and stubborn Google search issues—including newly surfaced negative SEO attacks and spam. Sports data details popped: 300 active enterprise customers, 100-pip pipeline (70% international), 50% rev-per-client rise last year. Delever first, then buybacks—attractive at current valuation. New marketing product targets $1M revenue, groundwork for 2027 narrative shift. Analysts grilled headwinds; management addressed candidly, touting non-SEO outperformance potential. Data margins exceed 50%, marketing dips sub-50%. Buybacks beckon post-delever. Investors eye SEO rebound, data acceleration.

Key Stats

Market Cap

198.21M

P/E (TTM)

111.00

Basic EPS (TTM)

0.05

Dividend Yield

About

Gambling.com Group Limited operates as a performance marketing company for the online gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally. The company offers digital marketing, and consumer and enterprise data subscription services for iGaming and social casino products. It also operates various branded websites, including Gambling.com, Bookies.com, Casinos.com, and Freebets.com. Gambling.com Group Limited was incorporated in 2006 and is based in Saint Helier, Jersey.

CEO

Mr. Charles Hanson Gillespie

IPO

7/23/2021

Website

https://www.gambling.com/corporate

Employees

600

Sector

Consumer Cyclical

Industry

Gambling