Genius Sports Earnings Call Transcripts
Fiscal Year 2026
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Genius Sports unveiled the Genius Moment Engine, a real-time ad tech solution integrating live sports data, predictive analytics, and deep fan intelligence for precise, moment-driven marketing. Research shows this approach delivers significantly higher brand recall and engagement, with new partnerships and packages expanding across major sports and digital platforms.
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The acquisition of Legend accelerates growth, expands the addressable market, and creates a unique, AI-driven sports and gaming media network. Financial targets for 2028 are now expected to be achieved by 2026, with significant revenue synergies and minimal dilution.
Fiscal Year 2025
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Revenue grew 31% to $669M in 2025, with record 20% Adjusted EBITDA margin. Betting and media segments both outperformed, and the Legend acquisition is set to accelerate growth, with combined annualized revenue expected to reach $1.1B and EBITDA margin of ~30%.
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GeniusIQ is now the core infrastructure for digital sport, powering real-time data, AI, and immersive fan experiences in betting, media, and advertising. With long-term partnerships, global expansion, and a 2028 target of $1.2B revenue and 30% EBITDA margin, the company is set for sustainable, high-margin growth.
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Revenue grew 38% year-over-year, led by 89% media growth and strong betting performance. Guidance was raised for both revenue and EBITDA, with margin expansion and robust cash flow expected. BetVision adoption and new partnerships are fueling engagement and future growth.
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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 and margins expanding. Betting led growth, new NCAA data rights were secured, and product launches like SAOT and BetVision are driving future opportunities. Guidance for 2025 is reaffirmed.
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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 saw revenue and Adjusted EBITDA exceed expectations, driven by strong betting growth and technology-led partnerships. Full-year guidance was raised, with long-term rights deals and margin expansion supporting a positive outlook.