Gambling.com Group Ltd. (GAMB)
Implied Volatility Surging for Gambling.com Stock Options
Investors need to pay close attention to GAMB stock based on the movements in the options market lately.
Gambling.com Group Limited (GAMB) Q1 2026 Earnings Call Transcript
Gambling.com Group Limited (GAMB) Q1 2026 Earnings Call Transcript
Gambling.com Group Q1 Earnings Call Highlights
Gambling.com Group NASDAQ: GAMB reported flat first-quarter revenue and lower profitability as growth in its sports data services business was offset by continued pressure in marketing tied to search rankings, regulatory changes and a shift toward non-SEO traffic channels.
Gambling.com: SEO Recovery Appears Underway
Gambling.com Group trades at distressed levels despite record FCF and revenue, with insiders recently acquiring 1.5% of the float. GAMB's marketing segment faces SEO headwinds, but rapid scaling of paid channels has offset revenue loss at the expense of margin compression. Sports data, now 25% of revenue, grows in the high teens but lacks scale to drive outsized future growth without exponential acceleration.
These Analysts Lower Their Forecasts On Gambling.com Following Q4 Earnings
Gambling.com Group Limited (NASDAQ: GAMB) reported better-than-expected earnings for the fourth quarter on Thursday.
Gambling.com Group Q4 Earnings Call Highlights
Gambling.com Group (NASDAQ: GAMB) reported record fourth-quarter results for 2025, highlighted by strong growth in its sports data services business and a continued strategic shift to reduce reliance on search-driven marketing traffic. Management said the company's diversification efforts helped offset ongoing volatility in organic search rankings, even as margins compressed due to higher traffic acquisition costs
Gambling.com Group Limited (GAMB) Q4 2025 Earnings Call Transcript
Gambling.com Group Limited (GAMB) Q4 2025 Earnings Call Transcript
Gambling.Com Group: Dirt Cheap Pick-And-Shovel Gambling Growth Play
Gambling.com Group Limited (GAMB) offers deep value, trading at under 4x FCF, with double-digit revenue and EBITDA growth, and robust recurring revenue. GAMB's transition from affiliate marketing to high-growth sports data services (OpticOdds) is driving diversification, margin expansion, and reliable long-term contracts. Management guides for 14% revenue growth and 2.3% EBITDA margin expansion in 2026, supported by ongoing share repurchases.
Gambling.com: Undervalued Company With Tremendous Potential Upside
GDC Group is deeply undervalued, trading at ~$5.29 with a DCF-based fair value of $16 per share - over 200% upside. Despite losing over 50% of Google-driven traffic, GAMB's marketing segment is expected to grow ~2% in 2025, reflecting rapid diversification into alternative channels. Balance sheet risk stems from debt limiting buybacks, but cash flows remain strong and debt is serviceable if conditions stay normal.
Gambling.com Group: Priced Low Enough For Most Any Risk
Gambling.com Group Limited trades near all-time lows despite sustained revenue and free cash flow growth. GAMB's capital-light, performance-based marketing model scales well, with recent M&A expanding subscription revenue and geographic reach. Shares are priced at a TTM free cash flow multiple of 4.6, with intrinsic value estimates suggesting significant undervaluation.
Gambling.com Group Limited (GAMB) Q3 2025 Earnings Call Transcript
Gambling.com Group Limited ( GAMB ) Q3 2025 Earnings Call November 13, 2025 8:00 AM EST Company Participants Peter McGough - Vice President of Investor Relations Charles Gillespie - Co-Founder, CEO & Chairman of the Board Elias Mark - Chief Financial Officer Conference Call Participants Ryan Sigdahl - Craig-Hallum Capital Group LLC, Research Division Jeffrey Stantial - Stifel, Nicolaus & Company, Incorporated, Research Division Barry Jonas - Truist Securities, Inc., Research Division David Katz - Jefferies LLC, Research Division Chad Beynon - Macquarie Research Michael Hickey - The Benchmark Company, LLC, Research Division Presentation Operator Greetings. Welcome to Gambling.com Group Third Quarter 2025 Earnings Conference Call.
Gambling.com Group Limited (GAMB) Q2 2025 Earnings Call Transcript
Gambling.com Group Limited (NASDAQ:GAMB ) Q2 2025 Earnings Conference Call August 14, 2025 4:30 PM ET Company Participants Charles Hanson Gillespie - Co-Founder, CEO & Chairman of the Board Elias Mark - Chief Financial Officer Peter McGough - Vice President of Investor Relations Conference Call Participants Barry Jonathan Jonas - Truist Securities, Inc., Research Division Chad C. Beynon - Macquarie Research David Brian Bain - B.
