Summary of Genius Sports Investor Day Conference Call Company Overview - **Company**: Genius Sports - **Industry**: Sports technology and data analytics, focusing on digital transformation in sports Key Points and Arguments 1. **Digital Transformation of Sports**: Genius Sports is positioned at the center of the ongoing digital transformation in sports, which is characterized by data-driven fan behavior and the convergence of betting, media, advertising, content, and commerce [3][4][6] 2. **Genius IQ Platform**: The company emphasizes the importance of its technology platform, Genius IQ, which serves as the operating system for modern sports, capturing real-time data and enhancing fan engagement [4][8][10] 3. **Market Position**: Genius Sports has renewed major league partnerships and expanded its media business, which has nearly tripled in size over the last four years. The technology is deployed in over 300 venues worldwide, with plans for hundreds more [6][7][35] 4. **Revenue Pathways**: The company aims to own revenue pathways in betting, media, advertising, and data, allowing it to extract value without needing to own the sports fan directly [6][7] 5. **Financial Outlook**: The company projects a revenue of $1.2 billion and an adjusted EBITDA of $365 million by 2028, with a 30% margin and 60% free cash flow conversion [9][10] Additional Important Insights 1. **Fan Engagement Strategy**: Genius Sports focuses on creating immediate, intelligent, and immersive fan experiences that are consistent across the entire fan journey, avoiding fragmented solutions [12][14][15] 2. **Technological Innovations**: The company utilizes advanced technologies such as AI, machine learning, and computer vision to enhance data collection and analysis, which is critical for modern sports [17][18][19] 3. **Applications and Experiences**: Genius Sports has developed various applications, including Genius Perform for performance analytics, Genius Bet for interactive betting experiences, and Genius Engage for enhanced media integration [23][28][29] 4. **Partnership with NFL**: The relationship with the NFL is highlighted as a key strategic partnership, focusing on enhancing fan engagement and exploring international growth opportunities [37][76] 5. **Integrity and Regulation**: The importance of maintaining integrity in sports betting and the role of regulation in creating a trusted ecosystem is emphasized [49][52] Conclusion - Genius Sports is strategically positioned to capitalize on the digital transformation of sports through its innovative technology platform, strong partnerships, and focus on enhancing fan engagement and monetization opportunities. The company is optimistic about its growth trajectory and the potential for new revenue streams in the evolving sports landscape [10][81]

Business Overview - Genius Sports has partnerships with over 400 leagues and federations, 250+ brands & advertisers, 650+ sportsbook partners, and 50+ broadcasters[17] - Genius Sports' technology platform, GeniusIQ, aims to drive monetization through personalized advertising, new viewing experiences, next-gen betting products, and deeper data[22] - Genius Sports has invested over $500 million in the past 12 years[33] Financial Performance and Projections - Genius Sports projects revenue of $1.2 billion and adjusted EBITDA of $365 million with a 30% margin by 2028[65] - The company anticipates free cash flow of $220 million by 2028, representing a 60% conversion rate[65] - Genius Sports' revenue has shown consistent growth, from $88 million in 2018 to $655 million in 2025E[35] - The company's adjusted EBITDA margin has expanded from 1% in 2018 to a projected 21% in 2025E[35] - Genius Sports' betting revenue is growing at a CAGR of 27% from 2021 to 2025E, outpacing the global online sports betting GGR growth of 19%[31, 32] Betting Market - Top 25 global customers net revenue retention is 136%[155] - Top 10 US customers net revenue retention is 137%[155] - All customers net revenue retention is 131%[155] Media and Advertising - Genius Sports aims to achieve $300 million in media revenue by 2028[183] - The total global digital ad market is approximately $700 billion, with an addressable non-walled garden ad spend of around $350 billion, and sports fan-focused spending of about $100 billion[185]