Replay available

Gambling.com Group Limited (GAMB) Q2 2025 Earnings Call

Gambling.com Group Limited (NASDAQ: GAMB) Q2 2025 earnings conference call, held 2025-08-14. Replay captured from the company's public earnings webcast.

Thu, August 14, 2025 at 4:30 PMendedReplay
Gambling.com Group Limited (GAMB) Q2 2025 Earnings Call

Hosted by

Featured presenters

Charles Gillespie

Chief Executive Officer

Jeff Stanchel

Analyst, Stifel

Ryan Sitdahl

Analyst, Craig Hallam Capital Group

Barry Jonas

Analyst, Truist Securities

Clark Lampen

Analyst, VTIG

David Katz

Analyst, Jefferies

Mike Hickey

Analyst, The Benchmark Company

David Bain

Analyst, Texas Capital Bank

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Replay transcript excerpt

WEBVTT 00:00:00.000 -- 00:00:04.420 IFRS financial measures as included in the press release issued earlier this morning 00:00:04.420 -- 00:00:09.920 and reconciliations of these non-IFRS financial measures to their most directly comparable 00:00:09.920 -- 00:00:15.060 IFRS measures are included in the appendix to the presentation and the press 00:00:15.060 -- 00:00:19.700 release, both of which are available in the Investors tab of our website. 00:00:19.700 -- 00:00:23.140 I'll now turn the call over to Charles. 00:00:24.140 -- 00:00:26.040 Thank you, Pete. Good afternoon, and thanks 00:00:26.040 -- 00:00:30.620 for joining our call today. We generated record second quarter revenue and adjusted to 00:00:30.620 -- 00:00:36.040 EBITDA with revenue rising 30 percent and adjusted to EBITDA increasing 22 percent 00:00:36.040 -- 00:00:41.780 -over-year. Our marketing business generated all-time highs for second quarter revenue, 00:00:41.780 -- 00:00:46.820 and it grows in our sports data business accelerated to where it's highly 00:00:46.820 -- 00:00:52.100 visible and high margin recurring subscription revenue accounted for 00:00:52.100 -- 00:00:58.180 25 percent of total revenue despite the second quarter being the seasonally slowest quarter. 00:00:58.180 -- 00:01:02.740 These results provide clear evidence that even while we continue to deliver high growth 00:01:02.740 -- 00:01:08.240 quarter after quarter, we are also rapidly diversifying our business to 00:01:08.240 -- 00:01:14.660 include a broader suite of products which serve a much larger addressable market. 00:01:14.660 -- 00:01:19.720 Diversification of traffic sources and revenue models is front and line for our 00:01:19.720 -- 00:01:24.720 team. In the past four years as a public company, we have multiplied b...