Genius Sports Earnings Call Transcripts
Fiscal Year 2026
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Q1 saw 31% revenue and 21% adjusted EBITDA growth, driven by strong betting and media segments. The Legend acquisition is immediately margin accretive, raising 2026 EBITDA margin guidance to 28% and accelerating synergy realization.
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Genius Sports unveiled the Genius Moment Engine, a real-time ad tech solution that leverages live sports data and deep fan intelligence for precise, impactful brand activation. Integrated with major platforms and leagues, it enables brands to target high-emotion moments, driving up to 5x higher brand recall and 3x greater purchase intent.
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The acquisition of Legend accelerates the path to scale and profitability, integrating AI-driven media assets with sports data to create a unified platform. The $900M upfront deal, plus earnouts, is expected to deliver significant revenue synergies, margin expansion, and rapid deleveraging, positioning the combined business as a leader in sports data and media monetization.
Fiscal Year 2025
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Revenue grew 31% to $669M in 2025, with Adjusted EBITDA margin at 20%. Betting and media segments both outpaced market growth, and the Legend acquisition is expected to accelerate targets, boosting annualized revenue to $1.1B and margins to ~30%.
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GeniusIQ is driving the digital transformation of sport, underpinning real-time data, AI-powered products, and immersive fan experiences across betting, media, and advertising. With 2028 targets of $1.2B revenue and $365M EBITDA, the company leverages fixed rights costs, deep league partnerships, and a scalable platform to capture new revenue pathways and expand its global footprint.
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Revenue grew 38% year-over-year, led by nearly 90% media growth and strong betting performance. Adjusted EBITDA rose 32%, with guidance raised for both revenue and margin expansion. BetVision adoption and new rights deals drove engagement, while agency partnerships fueled media momentum.
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A global sports data and technology provider is expanding its product suite and automating data capture, driving growth through exclusive rights deals, advanced AI, and integrated sportsbook and media offerings. Strategic partnerships, especially with the NFL, and a focus on in-play betting and targeted advertising are fueling strong financial performance and future visibility.
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A leading sports technology platform is driving 20%+ annual growth through global data partnerships, innovative AI-powered products, and expanding in-play betting and media offerings. The company is debt-free, cash positive, and focused on disciplined M&A, with a leadership transition to a New York-based CFO.
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Q2 2025 saw 24% revenue growth and a record 29% EBITDA margin, prompting raised full-year guidance. Major rights wins in European soccer and the NFL, plus strong media momentum, support long-term growth and margin expansion.
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Strong Q1 results featured 20% revenue growth and a 44% rise in betting revenue, driven by U.S. contract renegotiations and global expansion. Product innovation with GeniusIQ and BetVision is fueling new revenue streams, while FANHub is positioned for digital ad growth. Guidance for 2025 remains robust.
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Revenue grew 20% year-over-year to $144M, with group-adjusted EBITDA nearly tripling to $20M and margin expanding to 14%. Betting drove growth, NCAA partnership was extended, and new tech products launched. Guidance for 2025 is reaffirmed, with upside from FANHub and BetVision.
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2024 guidance was reaffirmed with strong cash growth and a shift to a cash-positive position. Opportunistic capital raise and staggered contract renewals set the stage for disciplined M&A and product innovation, with a focus on scaling high-margin media and technology offerings.
Fiscal Year 2024
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Delivered 24% revenue growth to $511M in 2024, with EBITDA up 2.5x and first positive net cash flow. Betting and technology segments drove results, with strong U.S. performance and global expansion of BetVision. 2025 guidance calls for $620M revenue and 20%+ margin.
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The meeting confirmed quorum and approved all proposed resolutions, including financial statements, director and auditor reappointments, auditor remuneration, and authorization for share buybacks. All resolutions passed by significant majorities.
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Sports consumption is rapidly digitizing, with new tech-driven experiences like BetVision and automated data capture transforming fan engagement. Integration of AI, computer vision, and a learn-by-doing approach drive innovation, while strong partner relationships and successful acquisitions position the company for accelerated growth.
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Q3 2024 saw 18% revenue growth and 45% adjusted EBITDA growth, with margin expansion and strong U.S. and European betting performance. Guidance for 2024 was raised, driven by sportsbook renewals, new product launches, and diversified revenue streams.
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The session highlighted a robust global data rights portfolio, long-term cost visibility, and strong technology partnerships, including AI-driven products like BetVision and SAOT. Growth is driven by in-play betting, international expansion, and a rapidly scaling media business, with a focus on high-margin, self-serve platforms.
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The company leverages proprietary technology and exclusive data rights to drive strong revenue growth across betting, media, and sports tech, with a focus on in-play betting and expanding digital offerings. Its diversified model, robust margins, and strategic partnerships position it for sustained expansion.
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Q2 2024 revenue and Adjusted EBITDA exceeded expectations, prompting raised full-year guidance and reflecting strong margin expansion. Exclusive rights extensions, technology-driven product launches, and a robust capital position underpin confidence in sustained 20%+ revenue growth and positive cash flow for 2024.