Gambling.com Group Limited: The Gaming Growth Pure Play Bet

Feb. 21, 2025 10:15 AM ETGambling.com Group Limited (GAMB) StockGAMB
Mike Fay
5.93K Followers

Summary

  • Gambling.com Group Limited operates various websites that generate performance marketing revenue from gaming partners.
  • The company's recent acquisition of the OddsJam platform addresses two needs; recurring revenue and sports betting exposure.
  • Gambling.com Group has grown top line revenue faster than US GGR growth year over year and is guiding for $170-174 million in top line for 2025.
  • As a digital content business adjacent to a fast-growing online gaming industry, the company is well-positioned to benefit from broad growth in sports betting and iGaming.

Dice with a maximum winning combination of twelve in poker on black table and chips in the background

VITALII BORKOVSKYI

Gambling.com Group Limited (NASDAQ:GAMB) is a legal betting-adjacent content company that specializes in performance marketing revenue derived from casinos and sports books. The company's flagship asset is Gambling.com, which, among other things, primarily drives customer acquisition to gambling partners through

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5.93K Followers
Former media research analyst. Main coverage areas are crypto, BTC miners, metal, and media equities. I'm not an investment advisor. I just share what I do with my own capital and why. Outside of Seeking Alpha, I also write the Heretic Speculator newsletter over at Substack.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of GAMB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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