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

Investor webinar replay

Replay transcript excerpt

IFRS financial measures as included in the press release issued earlier this morning and reconciliations of these non-IFRS financial measures to their most directly comparable IFRS measures are included in the appendix to the presentation and the press release, both of which are available in the Investors tab of our website. I'll now turn the call over to Charles. Thank you, Pete. Good afternoon, and thanks for joining our call today. We generated record second quarter revenue and adjusted to EBITDA with revenue rising 30 percent and adjusted to EBITDA increasing 22 percent -over-year. Our marketing business generated all-time highs for second quarter revenue, and it grows in our sports data business accelerated to where it's highly visible and high margin recurring subscription revenue accounted for 25 percent of total revenue despite the second quarter being the seasonally slowest quarter. These results provide clear evidence that even while we continue to deliver high growth quarter after quarter, we are also rapidly diversifying our business to include a broader suite of products which serve a much larger addressable market. Diversification of traffic sources and revenue models is front and line for our team. In the past four years as a public company, we have multiplied both our traffic sources and our means to monetize that traffic and our growing audience. The business today is a varied matrix of relationships between traffic sources and businesses based CRM platform at its center. To achieve this, we have embraced an omnichannel approach to engage high intent users across the internet including with apps, email, social media, YouTube, communities, and paid media. We've also broadened our ability to monetize our end users and B2B online gambling operator clien...