<p>Gambling.Com Group Ltd（（GAMB））已召开其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
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<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
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<p>Gambling.Com Group Ltd 最近的财报电话会议呈现出复杂的情绪，强调了体育数据服务部门的强劲增长和创纪录的收入数字，同时也承认由于不利的搜索动态和停滞的收入，营销业务面临挑战。尽管面临这些困难，公司对未来的增长仍持乐观态度，特别是在数据服务方面，尽管当前的搜索排名问题正在影响营销部门的表现。</p>
<h2>创纪录的第三季度收入和 EBITDA</h2>
<p>公司报告第三季度收入创纪录达到 3900 万美元，同比增长 21%。此外，调整后的 EBITDA 增长 3%，达到 1300 万美元，展示了公司在市场挑战中保持盈利能力的能力。</p>
<h2>体育数据服务业务增长</h2>
<p>在财报电话会议中表现突出的体育数据服务业务，第三季度同比增长超过 300%。这一部门正成为公司未来增长的重要领域，突显了其在不断发展的市场环境中的潜力。</p>
<h2>OpticOdds 收入翻倍</h2>
<p>OpticOdds，针对体育博彩运营商的企业解决方案，展示了令人印象深刻的增长，收入同比翻倍。这一增长反映了客户数量和每位客户收入的增加，表明市场需求强劲。</p>
<h2>EGR 年度最佳合作伙伴奖</h2>
<p>公司的营销业务第三次获得 EGR 年度最佳合作伙伴奖。这一荣誉凸显了其在在线赌博合作伙伴行业的领先地位，尽管面临收入挑战。</p>
<h2>强劲的自由现金流</h2>
<p>Gambling.Com Group 产生了 960 万美元的自由现金流，调整后的 EBITDA 现金转化率达到 74%。这一财务实力为未来的投资和增长计划提供了坚实基础。</p>
<h2>营销业务收入持平</h2>
<p>营销业务面临收入同比持平的挑战，归因于不太理想的搜索排名和持续的低质量搜索结果。这对公司构成了重大障碍。</p>
<h2>新存款客户（NDC）下降</h2>
<p>新存款客户（NDC）同比下降 13%，影响了营销业务的表现。这一下降突显了在当前市场环境中吸引新客户所面临的挑战。</p>
<h2>毛利率下降</h2>
<p>毛利率从去年的 94.7% 下降至 91.2%，反映了与流量来源多样化和收购相关的成本。这一下降表明了战略变更的财务影响。</p>
<h2>调整后净收入下降</h2>
<p>调整后的净收入同比下降 16%，降至 930 万美元，主要由于利息支出增加。这一下降指向了公司所面临的财务压力。</p>
<h2>面临谷歌搜索动态的挑战</h2>
<p>公司正面临来自不良搜索动态的阻力，影响收入，预计谷歌将在未来解决这些问题。这仍然是营销部门的一个关键关注领域。</p>
<h2>前瞻性指导</h2>
<p>在财报电话会议中，Gambling.Com Group 修订了全年指导，预计收入约为 1.65 亿美元，调整后的 EBITDA 约为 5800 万美元，分别反映 30% 和 19% 的同比增长。公司指出，自 10 月底以来搜索营销动态有所改善，并预计在第四季度首次从非 SEO 渠道产生的收入将超过 SEO，表明成功的多样化战略。</p>
<p>总之，Gambling.Com Group Ltd 的财报电话会议描绘了挑战与机遇并存的局面。尽管公司在体育数据服务方面实现了强劲增长并保持创纪录的收入水平，但由于搜索动态，其营销业务面临重大障碍。然而，通过战略多样化和对未来增长的积极展望，公司对克服这些挑战仍然充满信心。</p>

GAMB

<p>Gambling.Com Group Ltd 的第三季度财报电话会议透露出混合的情绪，创纪录的收入为 3900 万美元，调整后的 EBITDA 增长了 3%。体育数据服务部门增长超过 300%，而 OpticOdds 的收入翻了一番。面临的挑战包括营销收入持平以及由于不利的搜索动态，新存款客户减少了 13%。尽管面临这些困难，公司依然保持乐观，修订了全年指引，预计收入为 1.65 亿美元，调整后的 EBITDA 为 5800 万美元，反映出战略多元化和增长潜力</p>

<p>Gambling.Com Group Ltd ((GAMB)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Gambling.Com Group Ltd（（GAMB））已召开其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
</div><p>The recent earnings call for Gambling.Com Group Ltd presented a mixed sentiment, highlighting robust growth in the sports data services segment and record revenue figures, while also acknowledging challenges in the marketing business due to unfavorable search dynamics and stagnant revenue. Despite these hurdles, the company remains optimistic about future growth, particularly in its data services, although current issues with search rankings are impacting the marketing segment’s performance.</p>
<div class="lb-trans"><p>Gambling.Com Group Ltd 最近的财报电话会议呈现出复杂的情绪，强调了体育数据服务部门的强劲增长和创纪录的收入数字，同时也承认由于不利的搜索动态和停滞的收入，营销业务面临挑战。尽管面临这些困难，公司对未来的增长仍持乐观态度，特别是在数据服务方面，尽管当前的搜索排名问题正在影响营销部门的表现。</p>
</div><h2>Record Third Quarter Revenue and EBITDA</h2>
<div class="lb-trans"><h2>创纪录的第三季度收入和 EBITDA</h2>
</div><p>The company reported record third quarter revenue of $39 million, marking a 21% increase year-over-year. Additionally, the adjusted EBITDA grew by 3% to $13 million, showcasing the company’s ability to maintain profitability amidst market challenges.</p>
<div class="lb-trans"><p>公司报告第三季度收入创纪录达到 3900 万美元，同比增长 21%。此外，调整后的 EBITDA 增长 3%，达到 1300 万美元，展示了公司在市场挑战中保持盈利能力的能力。</p>
</div><h2>Sports Data Services Business Growth</h2>
<div class="lb-trans"><h2>体育数据服务业务增长</h2>
</div><p>A standout performer in the earnings call was the sports data services business, which experienced over 300% growth year-on-year in the third quarter. This segment is becoming a significant future growth area for the company, highlighting its potential in the evolving market landscape.</p>
<div class="lb-trans"><p>在财报电话会议中表现突出的体育数据服务业务，第三季度同比增长超过 300%。这一部门正成为公司未来增长的重要领域，突显了其在不断发展的市场环境中的潜力。</p>
</div><h2>OpticOdds Revenue Doubling</h2>
<div class="lb-trans"><h2>OpticOdds 收入翻倍</h2>
</div><p>OpticOdds, the enterprise solution for sportsbook operators, demonstrated impressive growth by doubling its revenue year-over-year. This growth reflects an increase in both the number of customers and revenue per customer, indicating strong market demand.</p>
<div class="lb-trans"><p>OpticOdds，针对体育博彩运营商的企业解决方案，展示了令人印象深刻的增长，收入同比翻倍。这一增长反映了客户数量和每位客户收入的增加，表明市场需求强劲。</p>
</div><h2>EGR Affiliate of the Year Award</h2>
<div class="lb-trans"><h2>EGR 年度最佳合作伙伴奖</h2>
</div><p>The company’s marketing business was recognized with the EGR Affiliate of the Year Award for the third time. This accolade underscores its leading position in the online gambling affiliate industry, despite facing revenue challenges.</p>
<div class="lb-trans"><p>公司的营销业务第三次获得 EGR 年度最佳合作伙伴奖。这一荣誉凸显了其在在线赌博合作伙伴行业的领先地位，尽管面临收入挑战。</p>
</div><h2>Strong Free Cash Flow</h2>
<div class="lb-trans"><h2>强劲的自由现金流</h2>
</div><p>Gambling.Com Group generated $9.6 million in free cash flow, with a robust cash conversion from adjusted EBITDA of 74%. This financial strength provides a solid foundation for future investments and growth initiatives.</p>
<div class="lb-trans"><p>Gambling.Com Group 产生了 960 万美元的自由现金流，调整后的 EBITDA 现金转化率达到 74%。这一财务实力为未来的投资和增长计划提供了坚实基础。</p>
</div><h2>Flat Marketing Business Revenue</h2>
<div class="lb-trans"><h2>营销业务收入持平</h2>
</div><p>The marketing business faced challenges with flat revenue year-over-year, attributed to less favorable search rankings and persistent low-quality search results in the gaming space. This has been a significant hurdle for the company.</p>
<div class="lb-trans"><p>营销业务面临收入同比持平的挑战，归因于不太理想的搜索排名和持续的低质量搜索结果。这对公司构成了重大障碍。</p>
</div><h2>Decline in New Depositing Customers (NDCs)</h2>
<div class="lb-trans"><h2>新存款客户（NDC）下降</h2>
</div><p>New Depositing Customers (NDCs) were down 13% year-over-year, impacting the marketing business’s performance. This decline highlights the challenges faced in attracting new customers in the current market environment.</p>
<div class="lb-trans"><p>新存款客户（NDC）同比下降 13%，影响了营销业务的表现。这一下降突显了在当前市场环境中吸引新客户所面临的挑战。</p>
</div><h2>Reduced Gross Profit Margin</h2>
<div class="lb-trans"><h2>毛利率下降</h2>
</div><p>The gross profit margin decreased to 91.2% from 94.7% in the previous year, reflecting costs associated with traffic source diversification and acquisitions. This reduction indicates the financial impact of strategic changes.</p>
<div class="lb-trans"><p>毛利率从去年的 94.7% 下降至 91.2%，反映了与流量来源多样化和收购相关的成本。这一下降表明了战略变更的财务影响。</p>
</div><h2>Adjusted Net Income Decline</h2>
<div class="lb-trans"><h2>调整后净收入下降</h2>
</div><p>Adjusted net income fell by 16% from the previous year to $9.3 million, primarily due to increased interest expenses. This decline points to the financial pressures the company is navigating.</p>
<div class="lb-trans"><p>调整后的净收入同比下降 16%，降至 930 万美元，主要由于利息支出增加。这一下降指向了公司所面临的财务压力。</p>
</div><h2>Challenges with Google Search Dynamics</h2>
<div class="lb-trans"><h2>面临谷歌搜索动态的挑战</h2>
</div><p>The company is facing headwinds from poor search dynamics affecting revenue, with expectations that Google will address these issues in the future. This remains a critical area of concern for the marketing segment.</p>
<div class="lb-trans"><p>公司正面临来自不良搜索动态的阻力，影响收入，预计谷歌将在未来解决这些问题。这仍然是营销部门的一个关键关注领域。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>During the earnings call, Gambling.Com Group revised its full-year guidance, expecting revenue of approximately $165 million and adjusted EBITDA of approximately $58 million, reflecting 30% and 19% year-over-year growth, respectively. The company noted improvements in search marketing dynamics since late October and anticipates generating more revenue from non-SEO channels than SEO for the first time in Q4, indicating a successful diversification strategy.</p>
<div class="lb-trans"><p>在财报电话会议中，Gambling.Com Group 修订了全年指导，预计收入约为 1.65 亿美元，调整后的 EBITDA 约为 5800 万美元，分别反映 30% 和 19% 的同比增长。公司指出，自 10 月底以来搜索营销动态有所改善，并预计在第四季度首次从非 SEO 渠道产生的收入将超过 SEO，表明成功的多样化战略。</p>
</div><p>In summary, the earnings call for Gambling.Com Group Ltd painted a picture of both challenges and opportunities. While the company is experiencing strong growth in its sports data services and maintaining record revenue levels, it faces significant hurdles in its marketing business due to search dynamics. However, with strategic diversification and a positive outlook for future growth, the company remains optimistic about overcoming these challenges.</p>
<div class="lb-trans"><p>总之，Gambling.Com Group Ltd 的财报电话会议描绘了挑战与机遇并存的局面。尽管公司在体育数据服务方面实现了强劲增长并保持创纪录的收入水平，但由于搜索动态，其营销业务面临重大障碍。然而，通过战略多样化和对未来增长的积极展望，公司对克服这些挑战仍然充满信心。</p>
</div>

Gambling.Com 集团的财报电话会议：增长与挑战并存的复杂情绪