Financial Data and Key Metrics Changes - In Q1 2021, the company reported a revenue growth of 52% year-over-year, reaching nearly $54 million, and adjusted EBITDA increased over 400% to $9.3 million [11][51][54] - The company revised its full-year 2021 revenue guidance to a range of $250 million to $260 million, up approximately 30% to 35% from previous guidance [13][55] Business Line Data and Key Metrics Changes - Betting Technology, Content and Services revenue increased by 42% year-over-year to $39 million, driven by growth in betting markets and new customer acquisitions [52] - Major Technology Content and Services revenue more than doubled year-over-year to $9.4 million, fueled by increased advertising spend from sportsbooks [53] - Sports Technology and Services revenue rose by 42% to $5.4 million, primarily due to expanded services to existing sports league customers [53] Market Data and Key Metrics Changes - The company has grown its portfolio to over 185,000 events under official rights, with 112,000 being exclusive, reflecting a 25% year-on-year increase [17][56] - The company is positioned to capitalize on the expanding legalized US betting market, with partnerships established in 13 US states and three tribal jurisdictions [25][26] Company Strategy and Development Direction - The company aims to be the official data and technology partner in the sports ecosystem, focusing on monetizing audiences through various channels beyond sports betting, including ticketing and merchandising [9][10] - The recent exclusive six-year partnership with the NFL is expected to enhance the company's capabilities in data distribution, media engagement, and advertising [12][30] - Strategic acquisitions of Second Spectrum and FanHub are intended to strengthen the company's core offerings and expand its market reach [42][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of the sports betting market and the value of official data as more sports leagues engage with betting [16][19] - The company anticipates that the NFL partnership will lead to increased revenue and customer acquisition opportunities, particularly during the NFL season [66][89] - Management expects the NFL deal to be breakeven in 2021 and cash-generating thereafter, with profitability anticipated over the life of the contract [89][118] Other Important Information - The company is committed to official data, which is increasingly valuable as live betting markets grow [15][16] - The company plans to invest $15 million in discretionary investments in 2021 to capture long-term streaming rights [62] Q&A Session Summary Question: How can Genius benefit from more content going streaming? - Management indicated that the convergence of streaming, sports betting, and fan engagement allows for targeted offerings and enhanced customer acquisition [73][74] Question: Will there be more media opportunities around connected TV and OTT advertising? - The company is focused on optimizing the use of underlying data across various platforms, including connected TV and performance marketing [76][77] Question: How does the NFL deal impact EBITDA guidance? - The NFL deal is included in the core numbers and is expected to be breakeven in 2021, contributing positively thereafter [87][89] Question: How sticky is the NFL deal moving forward? - The NFL partnership is viewed as foundational and transformational, with a long-term vision aligned between the company and the NFL [106][108] Question: What is the expected revenue ramp from the NFL deal? - Revenue growth is anticipated to come from increased partnerships, content provision, and market size growth, with monetization expected to begin immediately [120]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(B) OR 12(G) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIE ...