NASDAQ$GAMB

Gamblingcom Group Limited · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Gambling.com reported record revenue and adjusted EBITDA in Q1 2025 driven by strong growth in data services and solid marketing performance.

Gambling.com posted a robust Q1 2025 with record revenue of $40.6M and adjusted EBITDA of $15.9M. Net income grew significantly, bolstered by the successful integration of recently acquired data platforms.

Headline financials

Total Revenue

$40.6M

Previous: $29.2M+39.1%
EPS (adj)

$0.31

Previous: $0.20+55.0%
NDCs Delivered

138.0K

No prior period
Adjusted EBITDA Margin

39.0%

No prior period
Net Income

$11.2M

Previous: $7.3M+53.9%
Operating Income

$10M

Previous: $8.7M+15.3%
Gross Profit

$38.4M

Previous: $26.4M+45.6%

Revenue & EPS history

Gambling.com · Revenue · Quarterly

$40.6M

Q1 2025+39.1%vs Q1 2024
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Forward guidance

The company reiterated its full-year 2025 guidance, expecting continued growth in revenue and adjusted EBITDA driven by recurring subscription revenue and contributions from acquisitions.

Tailwinds

  • Full year 2025 revenue expected between $170M and $174M
  • Adjusted EBITDA forecasted between $67M and $69M
  • Recurring subscription revenue expected to exceed 20% of total revenue
  • Incremental $14.5M in adjusted EBITDA from Odds Holdings acquisition
  • Industry insulation from macroeconomic volatility

Headwinds

  • No new North American markets expected for remainder of 2025
  • Assumes stable EUR/USD exchange rate of 1.10
  • Higher operating expenses from acquisitions and staff growth
  • Limited visibility on future regulatory approvals
  • Economic headwinds could affect consumer discretionary spend

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.7%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-6.1%

Avg return

30 days after

47%

8 / 17 earnings

Positive

+106.6%

Q2 2021

Best reaction

-23.5%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025-23.5%-29.0%-17.7%
Q2 2025-3.8%-20.1%-25.4%
Q4 2024+6.8%-15.2%-20.1%
Q1 2025-14.7%-15.2%-20.1%
Q3 2024+14.2%+21.4%+50.3%
Q4 2023-3.3%-4.6%-8.0%
Q1 2024-5.5%-4.6%-8.0%
Q3 2023-18.8%-23.6%-29.7%
Q2 2023+13.2%+12.4%+4.4%
Q1 2023+1.7%+2.3%-1.1%
Q4 2022-0.8%-4.9%-1.6%
Q3 2022+7.4%+8.7%-3.3%
Q2 2022+1.1%-2.5%-11.1%
Q1 2022+1.5%+0.1%-1.7%
Q4 2021-0.9%+0.0%-13.9%
Q3 2021-18.0%-20.2%-32.1%
Q2 2021+106.6%+66.4%+35.8%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q3 2017
Q2 2017
Q1 2017

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