Gambling.com Q2 revenue beats estimates
Overview
Gambling.com Q2 revenue rises 30% yr/yr, beating analyst expectations
Adjusted EBITDA for Q2 misses analyst estimates, per LSEG data
Co enters agreement to acquire Spotlight.Vegas, expands share buyback to $20 mln
Outlook
Gambling.com raises 2025 revenue guidance to $171 mln-$175 mln, up 36% YoY
Company expects 2025 Adjusted EBITDA between $62 mln and $64 mln, up 29%
Company expects no 2025 Adjusted EBITDA from Spotlight.Vegas
Result Drivers
OMNICHANNEL APPROACH - Co's shift from traditional search to omnichannel marketing contributed to Q2 performance, per CEO Charles Gillespie
SPORTS DATA GROWTH - Revenue from sports data services quadrupled, making up 25% of total Q2 revenue, driven by OddsJam and OpticOdds
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $39.59 mln | $38.90 mln (8 Analysts) |
Q2 EPS |
| -$0.38 |
|
Q2 Net Income |
| -$13.42 mln |
|
Q2 Adjusted EBITDA | Miss | $13.68 mln | $13.70 mln (8 Analysts) |
Q2 Gross Profit |
| $36.90 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advertising & marketing peer group is "buy"
Wall Street's median 12-month price target for Gambling.com Group Ltd is $18.00, about 39.9% above its August 13 closing price of $10.81
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nBw8ZzxM5a
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