Gambling.com (GAMB)
NASDAQ:GAMB
Earnings Data
Report Date
May 14, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.46Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: strong top-line growth and a breakout performance in Sports Data Services (record Q4 revenue, large YoY data revenue gains, recurring revenue share and strong free cash flow) are clear positives. Offsetting these are persistent SEO/organic acquisition issues, regulatory headwinds (UK and Finland), margin compression from investments in non-SEO channels, and material noncash charges and leverage that pressure near-term profitability. Management is pursuing diversification, AI and product initiatives that are strategic for 2027–2028 but result in cautious 2026 guidance with lower adjusted EBITDA.Company Guidance
Record Quarterly and Strong Full-Year Revenue Growth
Q4 2025 revenue was a record $46.2 million, up 31% year-over-year; full-year 2025 revenue was $165 million, up 30% year-over-year.
Positive Adjusted EBITDA and Free Cash Flow
Q4 adjusted EBITDA was $15.5 million (up 5% YoY). Full-year adjusted EBITDA rose 19% YoY and the company produced $36.3 million in adjusted free cash flow for 2025; Q4 adjusted free cash flow was NOK 7.5 million (timing-related working capital headwinds noted).
Rapid Expansion of Sports Data Services
Sports Data Services revenue grew to $11.8 million in Q4 (up 440% YoY and +29% sequentially) and represented 26% of total revenue (the highest percentage yet). Full-year data revenue was $41.1 million (392% GAAP growth, 27% pro forma). Management highlighted ~300 active recurring enterprise customers, revenue per client +50% in 2025, 29 new clients onboarded in Q4, ~100 clients in pipeline (70% international), and expanded product coverage (targeting expanded coverage across sports and ~5,000 leagues/tournaments).
Marketing Revenue Diversification — Non-SEO Scaling
For the first time more than half of revenue in Q4 came from sources not dependent on organic search (non-SEO). Non-SEO channels (email, social, paid, partnerships, LLM referrals) scaled quickly in H2 2025, making marketing revenue more diversified and less volatile.
Strategic Product and AI Investments
Company is investing in CRM, AI-driven workflows and a new consumer/marketing product expected to launch in spring (management estimated only modest revenue contribution in 2026, ~ $1M line-item commentary, with larger strategic benefits expected in 2027–2028). These investments are intended to deepen user relationships, improve cross-sell and increase long-term monetization.
Share Repurchases and Access to Liquidity
Repurchased 110,000 shares in Q4 and 672,000 shares in 2025 for $5.6 million total; $14.4 million remains under the buyback authorization. At year-end the company had $15.8 million cash and $32.5 million of undrawn credit facility capacity available.
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 |
|---|---|---|---|
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% |
May 15, 2025 | $14.72 | $12.52 | -14.95% |
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 (GAMB) report earnings?
Gambling.com (GAMB) is schdueled to report earning on May 14, 2026, Before Open (Confirmed).
What is Gambling.com (GAMB) earnings time?
Gambling.com (GAMB) earnings time is at May 14, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GAMB EPS forecast?
GAMB EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.