Gambling.com's Q2 2025 Earnings Call: Navigating Contradictions in AI Impact, RotoWire Performance, and Market Strategies

Impact of AI search tools on traffic and revenue, RotoWire refresh and performance, impact of AI on search traffic and revenue, Missouri sports betting market expectations are the key contradictions discussed in Gambling.com's latest 2025Q2 earnings call.



Record Revenue and Adjusted EBITDA:
- Gambling.com Group reported record second-quarter revenue of $39.6 million, up 30% year-over-year, and a 22% increase in adjusted EBITDA to $13.7 million.
- The growth was driven by diversification into sports data services and improved marketing strategies.

Sports Data Services Revenue Growth:
- Sports data services revenue quadrupled to $10 million, with OpticOdds leading growth with 120% year-on-year increase.
- This acceleration was due to a wider variety of clients interested in high-quality sports data, leading to substantial recurring revenue growth.

Spotlight.Vegas Acquisition:
- Gambling.com acquired Spotlight.Vegas, expecting net revenue of at least $8 million and incremental adjusted EBITDA of at least $1.4 million for 2026.
- This acquisition expands the client base to land-based operators and adds another lever to monetize the audience, contributing to diversification efforts.

Impact of AI and Search Marketing:
- The company is adapting to evolving search experiences, with AI tools intertwining with search to remain the primary digital channel for traffic and revenue.
- While AI-driven changes have had a smaller impact on the online gambling industry compared to other sectors, Gambling.com is positioned to capture and monetize high-intent traffic from AI-driven sources.