Core Viewpoint - Genius Sports (GENI) is identified as a hidden gem with potential for significant value creation by 2026, having increased by 27% over the past year, indicating a promising growth trajectory [1] Company Overview - Genius Sports develops and sells technology-driven products and services for the sports and sports betting industry, operating in 150 countries with partnerships across 400 leagues and federations, 650 sportsbook partners, 250 brands and advertisers, and over 50 broadcasters [3] Financial Projections - For FY 2025, Genius Sports anticipates revenue of $655 million and an adjusted EBITDA of $136 million, resulting in an adjusted EBITDA margin of 21% [3] - The company aims for revenue of $1.2 billion by 2028, reflecting a compound annual growth rate (CAGR) of 22%, with adjusted EBITDA projected at $365 million and an EBITDA margin expansion of 900 basis points to 30% [5] Cash Flow and Revenue Stability - Genius Sports targets a free cash flow of $220 million by 2028, supported by long-term contracts that account for 70% to 80% of its revenue coming from fixed fees, enhancing cash flow visibility [6] Growth Strategy - The company is pursuing M&A opportunities to strengthen its technology platform and enhance monetization capabilities, having acquired Sports Innovation Lab in September 2025 to accelerate its media business expansion [7]

Core Insights - Boardwalktech Software Corp. is set to present at the Q4 Investor Summit Virtual on December 9, 2025, at 11 am ET, focusing on growth strategy, market positioning, and upcoming catalysts [1] Company Overview - Boardwalktech is recognized as a leading digital ledger platform and enterprise software solutions company [1] Market Context - The company highlights that over 80% of enterprise data is unstructured, indicating a significant opportunity in the market for solutions that can manage and leverage this data effectively [1]