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Mar 31

Gambling.com Q1 2025 Earnings Report

Gambling.com reported record revenue and adjusted EBITDA in Q1 2025 driven by strong growth in data services and solid marketing performance.

Key Takeaways

Gambling.com posted a robust Q1 2025 with record revenue of $40.6M and adjusted EBITDA of $15.9M. Net income grew significantly, bolstered by the successful integration of recently acquired data platforms.

Total Revenue
$40.6M
Previous year: $29.2M
+39.1%
EPS
$0.31
Previous year: $0.2
+55.0%
New Depositing Customers
138K
Previous year: 107K
+29.0%
Adjusted EBITDA Margin
39%
Previous year: 35%
+11.4%
Gross Profit
$38.4M
Previous year: $26.4M
+45.6%
Cash and Equivalents
$21.5M
Previous year: $25.3M
-15.1%
Free Cash Flow
$10.3M
Previous year: $8.81M
+16.7%
Total Assets
$306M
Previous year: $150M
+103.5%

Gambling.com

Gambling.com

Gambling.com Revenue by Segment

Gambling.com Revenue by Geographic Location

Forward Guidance

The company reiterated its full-year 2025 guidance, expecting continued growth in revenue and adjusted EBITDA driven by recurring subscription revenue and contributions from acquisitions.

Positive Outlook

  • Full year 2025 revenue expected between $170M and $174M
  • Adjusted EBITDA forecasted between $67M and $69M
  • Recurring subscription revenue expected to exceed 20% of total revenue
  • Incremental $14.5M in adjusted EBITDA from Odds Holdings acquisition
  • Industry insulation from macroeconomic volatility

Challenges Ahead

  • No new North American markets expected for remainder of 2025
  • Assumes stable EUR/USD exchange rate of 1.10
  • Higher operating expenses from acquisitions and staff growth
  • Limited visibility on future regulatory approvals
  • Economic headwinds could affect consumer discretionary spend

Revenue & Expenses

Visualization of income flow from segment revenue to net income