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11
Chart 1 : LTM unique visits ( millions ) and LTM YoY growth
30
25
GAMB ' s websites
240
200
20 160
|
LTM visits ( millions )
15
10
5
|
120
80
40
|
LTM YoY growth (%) |
a |
0 |
0 |
|
LTM visits ( millions ) LTM YoY growth (%) |
gambling . com |
bookies . com |
actionnetwork . com |
lineups . com |
playusa . com |
Chart 2 : LTM unique visitors ( millions ) and LTM YoY growth
30
25
GAMB ' s websites
240
200
|
LTM unique visitors ( millions )
20
15
10
5
0
gambling . com
|
bookies . com |
actionnetwork . com |
lineups . com |
playusa . com |
160
120
80
40
0
|
LTM YoY growth (%) |
a
LTM visits ( millions ) LTM YoY growth (%)
Sources : Jefferies , Similar Web
|
as digital wagering becomes more widely available across the country .”
Concluding their look at GDC , Truist said the pace of legalisation and the ultimate size of the North American market are still to be decided . “ M & A is key to the GDC story , though it ’ s often difficult to time and GDC ’ s post-IPO equity value could impact deal sizes , financing structures and accretion levels . Competition is brisk and barriers to entry are limited in the space , though we believe GAMB and established affiliates are well positioned .”
ACTION ON TOP
However , the picture painted by the unique visitors stats was less rosy for GDC – and much more positive for Better Collective and , to a slightly lesser extent , Catena Media .
As can be seen , of the selected sites , the Action Network is way ahead on site visits at nearly 20 million with growth over the last 12 months of about 150 %. The Action
Network was , of course , Better Collective ’ s most recent highprofile acquisition and that data suggests it has done well in buying a site with high traffic volumes . The data on unique visitors is similarly positive , showing the Action Network at seven million and growth of around 150 %. The next most visited site is Lineups . com .
No wonder Better Collective has been keen to talk about The Action Network ’ s “ number one asset in the US ”. See the next section for more comment from Better Collective .
October 2021