<p>Gambling.Com Group Ltd（（GAMB））已召開其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<p>Gambling.Com Group Ltd 最近的財報電話會議呈現出複雜的情緒，強調了體育數據服務部門的強勁增長和創紀錄的收入數字，同時也承認由於不利的搜索動態和停滯的收入，營銷業務面臨挑戰。儘管面臨這些困難，公司對未來的增長仍持樂觀態度，特別是在數據服務方面，儘管當前的搜索排名問題正在影響營銷部門的表現。</p>
<h2>創紀錄的第三季度收入和 EBITDA</h2>
<p>公司報告第三季度收入創紀錄達到 3900 萬美元，同比增長 21%。此外，調整後的 EBITDA 增長 3%，達到 1300 萬美元，展示了公司在市場挑戰中保持盈利能力的能力。</p>
<h2>體育數據服務業務增長</h2>
<p>在財報電話會議中表現突出的體育數據服務業務，第三季度同比增長超過 300%。這一部門正成為公司未來增長的重要領域，突顯了其在不斷發展的市場環境中的潛力。</p>
<h2>OpticOdds 收入翻倍</h2>
<p>OpticOdds，針對體育博彩運營商的企業解決方案，展示了令人印象深刻的增長，收入同比翻倍。這一增長反映了客户數量和每位客户收入的增加，表明市場需求強勁。</p>
<h2>EGR 年度最佳合作伙伴獎</h2>
<p>公司的營銷業務第三次獲得 EGR 年度最佳合作伙伴獎。這一榮譽凸顯了其在在線賭博合作伙伴行業的領先地位，儘管面臨收入挑戰。</p>
<h2>強勁的自由現金流</h2>
<p>Gambling.Com Group 產生了 960 萬美元的自由現金流，調整後的 EBITDA 現金轉化率達到 74%。這一財務實力為未來的投資和增長計劃提供了堅實基礎。</p>
<h2>營銷業務收入持平</h2>
<p>營銷業務面臨收入同比持平的挑戰，歸因於不太理想的搜索排名和持續的低質量搜索結果。這對公司構成了重大障礙。</p>
<h2>新存款客户（NDC）下降</h2>
<p>新存款客户（NDC）同比下降 13%，影響了營銷業務的表現。這一下降突顯了在當前市場環境中吸引新客户所面臨的挑戰。</p>
<h2>毛利率下降</h2>
<p>毛利率從去年的 94.7% 下降至 91.2%，反映了與流量來源多樣化和收購相關的成本。這一下降表明瞭戰略變更的財務影響。</p>
<h2>調整後淨收入下降</h2>
<p>調整後的淨收入同比下降 16%，降至 930 萬美元，主要由於利息支出增加。這一下降指向了公司所面臨的財務壓力。</p>
<h2>面臨谷歌搜索動態的挑戰</h2>
<p>公司正面臨來自不良搜索動態的阻力，影響收入，預計谷歌將在未來解決這些問題。這仍然是營銷部門的一個關鍵關注領域。</p>
<h2>前瞻性指導</h2>
<p>在財報電話會議中，Gambling.Com Group 修訂了全年指導，預計收入約為 1.65 億美元，調整後的 EBITDA 約為 5800 萬美元，分別反映 30% 和 19% 的同比增長。公司指出，自 10 月底以來搜索營銷動態有所改善，並預計在第四季度首次從非 SEO 渠道產生的收入將超過 SEO，表明成功的多樣化戰略。</p>
<p>總之，Gambling.Com Group Ltd 的財報電話會議描繪了挑戰與機遇並存的局面。儘管公司在體育數據服務方面實現了強勁增長並保持創紀錄的收入水平，但由於搜索動態，其營銷業務面臨重大障礙。然而，通過戰略多樣化和對未來增長的積極展望，公司對克服這些挑戰仍然充滿信心。</p>

GAMB

<p>Gambling.Com Group Ltd 的第三季度財報電話會議透露出混合的情緒，創紀錄的收入為 3900 萬美元，調整後的 EBITDA 增長了 3%。體育數據服務部門增長超過 300%，而 OpticOdds 的收入翻了一番。面臨的挑戰包括營銷收入持平以及由於不利的搜索動態，新存款客户減少了 13%。儘管面臨這些困難，公司依然保持樂觀，修訂了全年指引，預計收入為 1.65 億美元，調整後的 EBITDA 為 5800 萬美元，反映出戰略多元化和增長潛力</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））已召開其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<div class="lb-trans"><h3>認識您的 ETF AI 分析師</h3>
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</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 最近的財報電話會議呈現出複雜的情緒，強調了體育數據服務部門的強勁增長和創紀錄的收入數字，同時也承認由於不利的搜索動態和停滯的收入，營銷業務面臨挑戰。儘管面臨這些困難，公司對未來的增長仍持樂觀態度，特別是在數據服務方面，儘管當前的搜索排名問題正在影響營銷部門的表現。</p>
</div><h2>Record Third Quarter Revenue and EBITDA</h2>
<div class="lb-trans"><h2>創紀錄的第三季度收入和 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>公司報告第三季度收入創紀錄達到 3900 萬美元，同比增長 21%。此外，調整後的 EBITDA 增長 3%，達到 1300 萬美元，展示了公司在市場挑戰中保持盈利能力的能力。</p>
</div><h2>Sports Data Services Business Growth</h2>
<div class="lb-trans"><h2>體育數據服務業務增長</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>在財報電話會議中表現突出的體育數據服務業務，第三季度同比增長超過 300%。這一部門正成為公司未來增長的重要領域，突顯了其在不斷發展的市場環境中的潛力。</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，針對體育博彩運營商的企業解決方案，展示了令人印象深刻的增長，收入同比翻倍。這一增長反映了客户數量和每位客户收入的增加，表明市場需求強勁。</p>
</div><h2>EGR Affiliate of the Year Award</h2>
<div class="lb-trans"><h2>EGR 年度最佳合作伙伴獎</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>公司的營銷業務第三次獲得 EGR 年度最佳合作伙伴獎。這一榮譽凸顯了其在在線賭博合作伙伴行業的領先地位，儘管面臨收入挑戰。</p>
</div><h2>Strong Free Cash Flow</h2>
<div class="lb-trans"><h2>強勁的自由現金流</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 產生了 960 萬美元的自由現金流，調整後的 EBITDA 現金轉化率達到 74%。這一財務實力為未來的投資和增長計劃提供了堅實基礎。</p>
</div><h2>Flat Marketing Business Revenue</h2>
<div class="lb-trans"><h2>營銷業務收入持平</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>營銷業務面臨收入同比持平的挑戰，歸因於不太理想的搜索排名和持續的低質量搜索結果。這對公司構成了重大障礙。</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%，影響了營銷業務的表現。這一下降突顯了在當前市場環境中吸引新客户所面臨的挑戰。</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>毛利率從去年的 94.7% 下降至 91.2%，反映了與流量來源多樣化和收購相關的成本。這一下降表明瞭戰略變更的財務影響。</p>
</div><h2>Adjusted Net Income Decline</h2>
<div class="lb-trans"><h2>調整後淨收入下降</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>調整後的淨收入同比下降 16%，降至 930 萬美元，主要由於利息支出增加。這一下降指向了公司所面臨的財務壓力。</p>
</div><h2>Challenges with Google Search Dynamics</h2>
<div class="lb-trans"><h2>面臨谷歌搜索動態的挑戰</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>公司正面臨來自不良搜索動態的阻力，影響收入，預計谷歌將在未來解決這些問題。這仍然是營銷部門的一個關鍵關注領域。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>在財報電話會議中，Gambling.Com Group 修訂了全年指導，預計收入約為 1.65 億美元，調整後的 EBITDA 約為 5800 萬美元，分別反映 30% 和 19% 的同比增長。公司指出，自 10 月底以來搜索營銷動態有所改善，並預計在第四季度首次從非 SEO 渠道產生的收入將超過 SEO，表明成功的多樣化戰略。</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>總之，Gambling.Com Group Ltd 的財報電話會議描繪了挑戰與機遇並存的局面。儘管公司在體育數據服務方面實現了強勁增長並保持創紀錄的收入水平，但由於搜索動態，其營銷業務面臨重大障礙。然而，通過戰略多樣化和對未來增長的積極展望，公司對克服這些挑戰仍然充滿信心。</p>
</div>

Gambling.Com 集團的財報電話會議：增長與挑戰並存的複雜情緒