Gambling.com Group Community

RISKS: Search algorithm volatility; U.S./EU regulatory shifts in gambling; operator marketing budgets; integration risk (OddsJam/OpticOdds/Spotlight). Discounted Cash Flow (DCF) Valuation Assumptions Discount rate (WACC): 10% (small-cap, digital media).

Key Takeaways Growth prospects hinge on global online gambling legalization, but regulatory risk and reliance on key partners threaten long-term expansion and margins. Diversification into new marketing and subscription channels shows promise, yet higher acquisition costs and macroeconomic headwinds could dampen future earnings.

Key Takeaways Expansion into newly regulated markets and digital-first gambling trends are fueling sustained growth in audience reach, revenues, and partnership opportunities. Diversification, tech investment, and industry consolidation are boosting profitability, competitive positioning, and resilience against market or regulatory shifts.

Key Takeaways Diversified growth channels and strategic acquisitions position the company for substantial profitability improvements and outperformance versus industry expectations. Transformation into a multi-platform ecosystem enables higher user monetization and sustained market share gains amid expanding global online gambling adoption.