Gambling.com Slides After Cutting FY Outlook on Poor Search Performance

Dow Jones11-13

By Elias Schisgall

 

Gambling.com Group shares slid to a new 52-week low after the company swung to a loss and cut its full-year outlook, citing challenges in the search engine marketing business due to spam websites.

The stock was down 27% at $4.99, surpassing its previous 52-week low of $6.46. Shares are down 65% year-to-date.

The firm, which does marketing and data services for gambling businesses, swung to a loss in the third quarter of $3.86 million, or 11 cents a share, compared with a profit of $8.51 million, or 24 cents a share, a year earlier.

Revenue for the quarter was $39 million, compared with $32.1 million a year prior. Analysts polled by FactSet were looking for $41.3 million.

The company said it was optimistic about the growth of its sports data services business, which posted $9.19 million in sales, up from $2.27 million a year earlier. That segment amounted to 24% of Gambling.com's total revenue for the quarter.

But its marketing segment, which a year ago accounted for 93% of the company's business, stayed roughly flat in the third quarter, with sales of $29.8 million. The company said this was driven by spam websites in non-U.S. markets eating into the quality of search results.

The impact on the marketing business caused the company to cut its full-year revenue outlook to $165 million. Its previous outlook projected revenue between $171 million and $175 million, and analysts were projecting $172.5 million.

"These headwinds, which began in July, have persisted into the fourth quarter, longer than we initially expected," Gambling.com Chief Executive Charles Gillespie said. Still, he said he was confident that the company could address search quality issues through diversifying its traffic sources, projecting that marketing revenue would grow in 2026.

 

Write to Elias Schisgall at elias.schisgall@wsj.com

 

(END) Dow Jones Newswires

November 13, 2025 10:58 ET (15:58 GMT)

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