Gambling.Com Group Ltd (GAMB)
NASDAQ:GAMB
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
<0.01Last Year’s EPS
0.37Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong execution and accelerating product-led growth in sports data (OpticOdds), meaningful progress diversifying away from SEO, planned cost savings via a 25% workforce restructuring, and a constructive FY2026 guidance with expected H2 acceleration. Offsetting these positives are material near-term profitability and margin compression, declines in marketing revenue driven by SEO and regulatory headwinds (notably UK&I), lower free cash flow versus prior year, and elevated leverage and one-time cash obligations. Management is focused on H2 recovery and deleveraging, but execution risk exists as the company transitions to an AI-first operating model and scales non-SEO channels.Company Guidance
Stable Top-Line and Clear H2 Outlook
Q1 revenue of $40.4M was flat year-over-year and in line with expectations; company reiterated FY2026 revenue guidance of $165M–$170M and adjusted EBITDA guidance of $45M–$50M, expecting revenue, adjusted EBITDA and free cash flow to expand in the second half of 2026.
Strong Growth in Sports Data Services (OpticOdds)
Sports data services grew 13% YoY to $11.2M and represented 28% of total revenue (highest to date). OpticOdds new deals grew 94% YoY, international partners up 178% YoY, total active partners up 24% QoQ, and 86% of OpticOdds customers are API customers. Notable AI/partnership integrations include Claude (enterprise AI) and a Perplexity partnership expected to launch before end of Q2.
Diversification Away from SEO
Non-SEO marketing revenue exceeded SEO revenue for the second consecutive quarter; non-SEO channels (CRM, paid media, audience monetization, LLM referrals) accounted for roughly ~60% of marketing in Q1 and partnership platform revenue increased 3x YoY, reducing sole reliance on organic search.
Material Cost Savings Planned via Restructure
Company proposed a strategic restructuring expected to reduce workforce by ~25%, delivering approximately $13M of annualized savings (net of higher AI costs), with roughly half realized beginning in Q3 2026; one-time restructuring expense estimated at ~$2.5M.
Recurring Revenue and Cash/Liquidity Position
Total recurring revenue (subscriptions + revenue share) was 49% of total revenue. Adjusted free cash flow remained positive at $3.9M in Q1. As of March 31, total cash was $8.4M and total liquidity including undrawn revolver was $40.9M.
Operational Efficiency and AI Adoption
Company reported accelerated AI adoption (80% of new code generated by AI), is reorganizing to an AI-first operating model with flatter structure intended to increase speed and productivity and enable growth with fewer staff.
GAMB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GAMB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $4.14 | $2.40 | -42.03% |
Mar 12, 2026 | $4.14 | $4.35 | +5.07% |
Nov 13, 2025 | $6.83 | $5.25 | -23.13% |
Aug 14, 2025 | $10.38 | $8.61 | -17.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gambling.Com Group Ltd (GAMB) report earnings?
Gambling.Com Group Ltd (GAMB) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is Gambling.Com Group Ltd (GAMB) earnings time?
Gambling.Com Group Ltd (GAMB) earnings time is at Aug 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is GAMB EPS forecast?
GAMB EPS forecast for the fiscal quarter 2026 (Q2) is <0.01.