Gambling.com Group Q4 Earnings Call Highlights

• Gambling.com Hits The Jackpot With Breakout, Increasing Revenue

Gambling.com Group (NASDAQ:GAMB) reported grounds fourth-quarter results for 2025, highlighted by beardown maturation successful its sports information services concern and a continued strategical displacement to trim reliance connected search-driven selling traffic. Management said the company’s diversification efforts helped offset ongoing volatility successful integrated hunt rankings, adjacent arsenic margins compressed owed to higher postulation acquisition costs and accrued investment.

Co-founder and CEO Charles Gillespie said the institution generated fourth-quarter gross of $46.2 million, up 31% year-over-year. Adjusted EBITDA accrued 5% to $15.5 million. For the afloat year, gross roseate 30% to $165 million, portion adjusted EBITDA accrued 19%. The institution reported $36.3 million successful adjusted escaped currency travel for the year.

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• Gambling.com Stock is simply a Compelling iGaming Growth Play

Chief Financial Officer Elias Mark said fourth-quarter gross nett roseate 19% year-over-year to $39.3 million, but gross borderline declined to 85% from 94% a twelvemonth earlier. Mark attributed the alteration mostly to the higher outgo of income tied to the company’s selling transmission diversification strategy. Cost of income was $6.9 million versus $2.2 million successful the year-ago quarter.

Adjusted operating expenses (excluding acquisition and restructuring items and definite non-cash items) accrued 32% to $26.9 million, driven by added headcount from 2025 acquisitions and higher selling costs. Mark noted that headcount extracurricular of the acquired businesses was level year-over-year.

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Adjusted nett income was $12.2 million, oregon $0.30 per share, level compared to the prior-year 4th contempt higher involvement expense. Adjusted escaped currency travel successful the 4th was $7.5 million, which Mark said reflected adverse moving superior timing.

Management repeatedly emphasized the show of the sports information services segment, which includes OpticOdds (enterprise information solutions), OddsJam (consumer subscriptions), and RotoWire. Gillespie said sports information services gross grew to $11.8 million successful the 4th fourth and represented 26% of full revenue, the highest percent yet. Mark added that subscription gross besides accounted for 26% of full gross successful the quarter, and that recurring gross (including selling revenue-share arrangements) was 47% of fourth-quarter revenue.