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Greg Gibbis

Research Analyst at Northland Securities

Greg Gibbis is Vice President and Senior Research Analyst at Northland Securities, specializing in coverage of technology and sports data companies. His coverage includes firms such as Genius Sports, where he participates in high-profile earnings calls, indicating significant expertise and visibility within the sector. Gibbis has built his career in equity research, advancing to a senior analyst role at Northland after prior industry experience, with a strong track record for delivering timely investment insights to clients. He holds FINRA securities licenses appropriate for his analyst position, underscoring his professional qualifications and regulatory compliance.

Greg Gibbis's questions to Genius Sports (GENI) leadership

Question · Q3 2025

Greg Gibbis asked about the opportunity with broader sportsbook customers for BetVision, specifically for non-NFL sports coverage, and the product's underpenetration, also seeking clarification on the temporary timing mismatch between revenue recognition and increased cost basis.

Answer

Mark Locke (CEO) noted BetVision is in early days with wide distribution and good uptake, but still has significant growth potential. He emphasized strong results, sportsbooks' desire for high-margin in-play betting, and Genius's higher returns, indicating strong future adoption. Mark Locke (CEO) confirmed the revenue recognition mismatch should start to unwind in Q4 as deals are monetized.

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