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
Q2 2024———
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———

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro