Google rankings, sports data and Missouri, with Gambling.com Group CEO Charles Gillespie

Gambling.com Group is a publicly listed affiliate and sports data business. In this Stocktwits interview, recorded after its third-quarter results, CEO Charles Gillespie tells Stocktwits' Michele Steele how it is reducing its reliance on Google, how it sees search rankings, and what the Missouri sports betting launch means.

In this episode

• Gillespie says marketing was behind expectations in Q3 while the newer sports data division led growth, including data sold to prediction market exchanges and market makers (0:32, 1:02).

• Two years ago almost all revenue depended on Google; he expects less than half of marketing revenue, and about 35 to 36 percent of group revenue, to be Google-related in Q4 (2:00, 2:31).

• He blames the second-half slowdown on search results rather than AI, citing hacked sites and spam, and says rankings and revenue have been improving since late October (3:31, 4:00, 4:31).

• Sports data is about 25 percent of the business; OddsJam added prediction market order book features (5:31, 6:30, 8:30).

• Missouri's 1 December launch is the group's 35th US state launch, he says; much of its work is performance-based, so the risk of poor traffic sits with the group, not the operator (9:30, 10:30, 11:01).

• On capital, he calls buybacks at current levels highly attractive and says debt is low relative to cash generation (14:30, 15:00, 15:31).

Interview from Stocktwits, published on YouTube.