Gambling.com Group Limited Q4 2025 Earnings Call Summary

Moby Intelligence

Thu, March 12, 2026 astatine 11:53 AM CDT 3 min read

• Achieved grounds Q4 gross driven by the accelerated scaling of non-SEO selling channels, which exceeded integrated hunt gross for the archetypal time.

• Attributed the displacement successful selling strategy to persistent challenges with Google hunt rankings and the emergence of AI-driven spam and antagonistic SEO attacks.

• Positioned the Sports Data Services business, specifically OpticOdds and OddsJam, arsenic the superior motor for high-margin maturation and marketplace stock gains.

• Identified prediction markets arsenic a important caller TAM enlargement opportunity, acting arsenic a nett beneficiary done some information proviso and selling services.

• Restructured interior teams pursuing the aboriginal fixing of acquisition earn-outs to amended align resources toward endeavor information solutions and RotoWire integration.

• Emphasized the usage of 'Agentic workflows' and AI tools to summation execution velocity and support level headcount extracurricular of acquired businesses.

• 2026 guidance assumes humble top-line maturation but a year-over-year EBITDA alteration owed to higher costs from postulation diversification and regulatory headwinds.

• Anticipates a 'spring launch' for a highly strategical caller selling merchandise designed to physique nonstop idiosyncratic relationships and alteration the selling communicative by 2027.

• Expects borderline enlargement successful the 2nd fractional of 2026 arsenic CRM activities standard and the incremental margins from caller non-SEO channels improve.

• Assumes continued high-teens maturation successful Sports Data Services, driven by planetary enlargement and upselling AI-driven pricing tools to U.S. clients.

• Projects regulatory impacts successful the U.K. and Finland to enactment arsenic near-term headwinds connected subordinate values and show selling volumes.

• Recorded a $14 cardinal non-cash impairment complaint related to the Finnish marketplace pursuing adverse regulatory changes impacting aboriginal currency flows.

• Recognized $18.5 cardinal successful non-cash just worth movements owed to the aboriginal termination of the Odds Holdings earn-out period.

• Noted a diminution successful gross nett borderline from 94% to 85% year-over-year, reflecting the higher outgo of income associated with paid and concern traffic.

• Flagged 'negative SEO attacks' from assertive competitors arsenic a unsocial and difficult-to-mitigate hazard origin presently impacting hunt authority.

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