Gambling.com Group Limited announced that its U.S. subsidiary, GDC America, Inc., has obtained a temporary supplier license from the Missouri Gaming Commission and is positioned to provide real‑time odds, data, and marketing services to operators as Missouri’s legal online sports‑betting market opens on Monday, December 1, 2025. The company’s OpticOdds sports‑data division will deliver live odds and analytics, while its marketing arm will drive player acquisition for licensed sportsbooks.
In its most recent earnings release, Gambling.com Group reported Q3 2025 revenue of $38.98 million, up 21% from $32.12 million a year earlier. The company posted a net loss of $3.86 million, a reversal from the $8.51 million net income reported in the same quarter last year. Earnings per share of $0.26 beat consensus estimates of $0.17, a $0.09 or 53% beat. The earnings beat was largely driven by disciplined cost management and the strong performance of the sports‑data segment, which grew fourfold in revenue.
Segment analysis shows that sports‑data services, the company’s high‑margin core, generated $15.2 million in Q3 2025, up 300% from $3.8 million a year earlier, while the marketing division contributed $12.5 million, a 12% increase. The surge in sports‑data revenue reflects growing demand from operators for real‑time analytics and the company’s expanding OpticOdds platform. Marketing revenue growth was supported by new partnerships with major sportsbooks in the newly regulated Missouri market.
Management revised its full‑year outlook, lowering revenue guidance to approximately $165 million from the prior estimate of $170 million and reducing adjusted EBITDA guidance by 8% at the midpoint. The guidance cut reflects headwinds from search‑engine algorithm changes that have dampened traffic acquisition costs and the company’s investment in diversifying traffic sources. Despite the downward revision, the company emphasized its financial strength, citing $7.4 million in cash and $70.5 million of undrawn credit facility capacity.
CEO Charles Gillespie said, “Our product is our strength. Our solution is as good as Tesla’s, and it will sell itself.” CFO Elias Mark highlighted the company’s financial flexibility and confidence in maintaining profitability amid the current market environment. Investors reacted negatively to the revenue miss and guidance cut, citing concerns about the company’s ability to sustain growth momentum.
The Missouri launch represents a strategic milestone that expands Gambling.com Group’s footprint into a newly regulated state, offering a substantial revenue stream as the state’s online betting handle is projected to reach $3.88 billion over the next year. The company’s strong sports‑data performance and disciplined cost structure position it to capture market share in Missouri while navigating the broader industry headwinds.
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