Genius Sports (GENI) Company Report

Genius projects to achieve $1.2 billion in group revenue, $365 million in Group Adjusted EBITDA, and a 30% Group Adjusted EBITDA margin by 2028. The company also anticipates 60% conversion of adjusted EBITDA to free cash flow, totaling approximately $220 million annually by 2028.
The foundational Genius IQ platform is currently deployed in over 300 venues across nearly 60 countries, with an additional 400 planned deployments. This technology is central to the digital transformation of sport.
The media segment is projected to generate $300 million in revenue by 2028, with $500 million in total ad spend flowing through Genius's platform. The self-serve advertising model is expected to contribute with nearly 100% incremental margin.
In the betting segment, global gross gaming revenue (GGR) has grown at a 24% CAGR since 2021 and is projected to grow at a 15% CAGR through 2029. In-play betting, a key revenue driver, now accounts for approximately 30% of NFL handle.
Genius has authorized a $100 million share repurchase program. Additionally, the company will simplify its revenue reporting by consolidating sports revenue into betting and media segments starting in 2026.

1 day ago

Transcript

Genius Sports Outlines 2028 Financial Targets and Strategic Vision at Investor Day

GENI

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Genius Sports presented its Genius IQ platform as the "operating system of modern sport," underpinning the digital transformation of the industry by converging betting, media, advertising, content, and commerce.
The company provided a 2028 financial outlook, projecting $1.2 billion in group revenue, $365 million in group-adjusted EBITDA at a 30% margin, and 60% free cash flow conversion.
Genius Sports reported being cash flow positive with expanding margins and rights secured for most of the decade, with group revenue growth exceeding 20% each year and a 26% CAGR from 2021 to 2025.
The media business has nearly tripled in size, and the company expects $300 million in media revenue by 2028 from an anticipated $500 million in total ad spend flowing through Genius.
Betting revenue consistently outpaces the broader sports betting market, with global GGR growing 24% CAGR since 2021 and expected to grow 15% CAGR through 2029.

1 day ago

Transcript

Genius Sports Outlines 2028 Financial Targets and Strategic Vision

GENI

Guidance Update

New Projects/Investments

Share Buyback

Genius Sports provided a 2028 financial outlook, targeting $1.2 billion in group revenue, $365 million in group-adjusted EBITDA (a 30% margin), and approximately $220 million in annual free cash flow (a 60% conversion from adjusted EBITDA).
The company's strategy is centered on GeniusIQ, a foundational technology platform designed to underpin the digital transformation of sport, currently deployed in over 300 venues globally with 400 additional deployments planned.
Genius Sports has demonstrated a strong financial track record, achieving a 26% group revenue CAGR from 2021 to 2025 and growing adjusted EBITDA from breakeven in 2021 to $136 million in 2025.
Growth is driven by betting, media, and advertising, with the media business nearly tripling in size and projected to reach $300 million in revenue by 2028 through new monetization engines like augmented ads and BetVision.
Capital allocation priorities include organic reinvestment in GeniusIQ, strategic mergers and acquisitions, and a $100 million authorized share repurchase program.

1 day ago

Transcript

Genius Sports Announces Strong Q3 2025 Financial Results and Raised 2025 Guidance

GENI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Genius Sports (GENI) reported Q3 2025 Group Revenue of $166 million, marking a 38% year-over-year increase, with Betting revenue growing 28% to $110 million and Media revenue increasing 89% to a quarterly record of $42 million.
Group Adjusted EBITDA for Q3 2025 reached $34 million, up 32% year-over-year, achieving a 20% margin, and the company generated $27 million in operating cash flow during the quarter.
The company raised its 2025 guidance, now projecting Group Revenue of $655 million (28% growth year-over-year) and Group Adjusted EBITDA of $136 million (59% growth year-on-year, 21% margin).
Key business developments include expanded sportsbook partnerships with Hard Rock Bet and ESPN Bet, the launch of BetVision for Basketball, and the acquisition of Sports Innovation Lab.

Nov 4, 2025, 1:00 PM

Presentation

Genius Sports Reports Strong Q3 2025 Results and Raises Full-Year Guidance

GENI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Genius Sports reported a 38% year-on-year increase in group revenue and a 32% year-on-year increase in group-Adjusted EBITDA to $34 million (20% margin) for Q3 2025.
The media sector was a significant contributor, with revenue increasing nearly 90% year-on-year to a record $42 million, while betting revenue grew 28% year-on-year.
The company raised its full-year 2025 group revenue guidance to $655 million (28% growth) and group-Adjusted EBITDA guidance to $136 million (59% growth, 21% margin).
The BetVision product expanded significantly, with the number of sportsbook customers growing from six to over 100 (representing more than 350 brands) in one year, now covering NFL, soccer, and basketball content.
Genius Sports secured exclusive rights to the European leagues and Serie A, and expanded partnerships with Hard Rock Bet and ESPN Bet.

Nov 4, 2025, 1:00 PM

Transcript

Genius Sports Reports Strong Q3 2025 Results and Raises Full-Year Guidance

GENI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Genius Sports (GENI) reported a 38% year-on-year increase in group revenue for Q3 2025, with the Media segment growing nearly 90% year-on-year to $42,000,000.
Group adjusted EBITDA for Q3 2025 increased 32% year-on-year to $34,000,000, achieving a 20% margin.
The company raised its full-year 2025 group revenue guidance to $655,000,000, representing 28% growth, and its group adjusted EBITDA guidance to $136,000,000, reflecting 59% growth and a 21% margin.
Growth was driven by the expansion of BetVision to over 100 sportsbooks and new content rights for European leagues and Serie A, contributing to a 28% year-on-year increase in betting revenue.
The Media segment's strong performance was attributed to new agency deals, including P&G, and improved returns on advertising spend.

Nov 4, 2025, 1:00 PM

Transcript

Genius Sports Announces Strong Q3 2025 Results and Raises Full-Year Guidance

GENI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Genius Sports reported strong Q3 2025 financial results, with group revenue increasing 38% year-on-year and group-adjusted EBITDA growing 32% year-on-year to $34 million.
The Media sector was a significant growth driver, with revenue increasing nearly 90% year-on-year to $42 million, marking a new quarterly record, while Betting revenue grew 28% year-on-year.
The company raised its full-year 2025 guidance, now projecting group revenue of $655 million (28% growth) and group-adjusted EBITDA of $136 million (59% growth, 21% margin).
Strategic initiatives include securing exclusive rights to European leagues and Serie A, expanding partnerships with Hard Rock Bet and ESPN Bet to integrate BetVision, and the acquisition of Sports Innovation Lab to enhance advertising capabilities. BetVision has seen rapid adoption, growing to over 100 sportsbook customers and driving 74% in-play betting on its platform.

Nov 4, 2025, 1:00 PM

Transcript

Genius Sports Reports Strong Q3 2025 Results and Raises Full-Year Guidance

GENI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Genius Sports reported a 38% year-on-year increase in group revenue for Q3 2025, marking its strongest quarter of revenue growth since Q1 2022. Group-adjusted EBITDA grew 32% year-on-year to $34 million, achieving a 20% margin.
The company raised its full-year group revenue guidance to $655 million, representing 28% growth, and increased its group-adjusted EBITDA guidance to $136 million, reflecting 59% growth and a 21% margin.
Revenue growth was significantly driven by the media sector, which saw a nearly 90% year-on-year increase to $42 million, and the betting sector, which grew 28% year-on-year.
Key operational advancements include securing exclusive rights to the European leagues and Serie A, and expanding the BetVision product, which is now utilized by over 100 sportsbooks.
Genius Sports is carefully observing the developments in prediction markets, viewing them as a potential meaningful new opportunity for future growth.

Nov 4, 2025, 1:00 PM

Transcript

Genius Sports Reports Strong Q3 2025 Revenue Growth and Raises Full-Year Guidance

GENI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Genius Sports reported Group Revenue of $166.3 million in Q3 2025, marking a 38% year-over-year increase, driven by 89% growth in Media revenue and 28% growth in Betting revenue.
The company posted a Group Net Loss of ($28.8 million) for Q3 2025, compared to a net income of $12.5 million in Q3 2024, primarily due to a $7.5 million loss on foreign currency and non-recurring litigation costs.
Group Adjusted EBITDA increased 32% year-over-year to $34.0 million in Q3 2025.
Genius Sports raised its full-year 2025 guidance, now expecting Group Revenue of approximately $655 million and Group Adjusted EBITDA of approximately $136 million.
Significant business developments in Q3 2025 included the acquisition of Sports Innovation Lab and securing exclusive official data and streaming rights with Serie A through 2029.

Nov 4, 2025, 12:00 PM

6-K

Genius Sports Secures Exclusive Data and Streaming Rights with Lega Serie A

GENI

New Projects/Investments

Guidance Update

Genius Sports has secured exclusive official data and betting streaming rights with Lega Serie A for all Serie A, Coppa Italia, and Supercoppa Italiana games through the 2028/29 season.
This agreement grants Genius Sports exclusive rights to capture, distribute, and commercialize official data and low latency betting video streams, which will enhance its BetVision product.
The partnership strengthens Genius Sports' global portfolio of sports rights, and the company expects to update its guidance to reflect this positive commercial performance.

Aug 4, 2025, 12:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Genius Sports.

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