Question · Q3 2025
Sam Rooney asked for updates on creating more NFL ad inventory for partners, a key focus from the previous quarter. He also inquired about the company's balance between growth and profitability and the timeline to achieve the 30% margin target.
Answer
Mark Locke (CEO) confirmed that Genius Sports successfully created and sold out the NFL ad inventory, which provides opportunities to evolve future product offerings. Regarding growth and profitability, Bryan Castellani (CFO) stated that a multi-year view would be provided at Investor Day, noting 400 basis points of margin expansion this year and continued belief in margin increases. Mark Locke reiterated the 30% margin as a 'North Star' target and emphasized a hyper-focus on cash flow conversion.
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