Core Insights - Genius Sports Limited reported revenue of $118.72 million for the quarter ended June 2025, reflecting a year-over-year increase of 24.4% [1] - The earnings per share (EPS) was -$0.21, a decline from -$0.09 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $118.04 million by 0.58%, while the company did not meet the EPS consensus estimate of $0 [1] Revenue Breakdown - Revenue from Betting Technology, Content & Services was $87.52 million, surpassing the average estimate of $85.53 million from three analysts [4] - Revenue from Media Technology, Content & Services was $18.6 million, below the estimated $20.35 million from three analysts [4] - Revenue from Sports Technology & Services was $12.6 million, slightly above the estimated $12.23 million from three analysts [4] Stock Performance - Shares of Genius Sports Limited have increased by 17.1% over the past month, compared to a 0.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Financial Data and Key Metrics Changes - The company achieved a 24% growth in group revenue, reaching a record high adjusted EBITDA margin of 29% in Q2 [5][27] - Full year guidance has been raised to $645 million in revenue and $135 million in adjusted EBITDA, reflecting continued momentum in the underlying business [5][27] Business Line Data and Key Metrics Changes - Betting revenue increased by 30% year-on-year to $88 million, driven by price increases from contract renewals and expansion of value-added services like BetVision [22][23] - Media revenue returned to growth, increasing by 4% year-on-year to $19 million, with expectations for stronger growth in the second half of the year [23][25] - Sports tech revenue grew by 22% year-on-year to $13 million, as leagues and federations increasingly utilize Genius IQ technology [25] Market Data and Key Metrics Changes - The company has secured exclusive data and streaming rights to Serie A, the top professional soccer league in Italy, enhancing its position in the European market [9][10] - The exclusive rights to the European leagues from IMG Arena have been acquired, providing access to thousands of top-tier soccer events across Europe [11][12] Company Strategy and Development Direction - The company aims to distribute its technology globally, focusing on partnerships with leagues and federations to modernize sports through AI and machine learning [7][9] - The strategy includes leveraging technology to secure rights deals at reduced costs, thereby deepening the competitive moat and paving the way for future technological advancements [13][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's long-term financial success, citing the certainty of fixed costs over a multi-year period and a clear path for continued EBITDA margin expansion [19][29] - The company is well-positioned for continued growth, particularly as it enters the peak sporting calendar [29] Other Important Information - A transition in the CFO position was announced, with Brian Castellani joining as the new CFO, bringing extensive experience from media organizations [20][21] - The company has maintained a disciplined approach to managing cash operating expenses, despite a one-time increase in stock-based compensation related to the NFL partnership [26] Q&A Session Summary Question: Impact of ESPN and NFL partnership on technology offerings - Management views the ESPN and NFL partnership positively, expecting it to enhance technology offerings and drive engagement through products like BetVision [32][34] Question: Revenue potential of Fanhub marketing platform - Management believes the media business could eventually exceed the size of the betting business, with strong growth expected in the coming years [36][38] Question: Financial expectations for new contracts in European leagues - Management confirmed that new contracts are expected to generate positive returns and contribute to EBITDA growth [42][44] Question: Guidance increase related to new league partnerships - The guidance increase incorporates new partnerships and underlying business momentum, with expectations for continued growth in both media and betting segments [50][56] Question: Market share increase with new partnerships - Management indicated that market share is increasing, particularly in European soccer, with plans to roll out Genius IQ technology across numerous stadiums [94][96] Question: Incremental revenue opportunities from Genius IQ - The technology offers multiple use cases, and the company is focused on strategically rolling it out to capture significant market share in European soccer [100][101]

Financial Data and Key Metrics Changes - The company achieved a 24% growth in group revenue, reaching a record high adjusted EBITDA margin of 29% in the second quarter [4][25] - Full year guidance has been raised to $645 million in revenue and $135 million in adjusted EBITDA, reflecting continued business momentum [4][25] Business Line Data and Key Metrics Changes - Betting revenue increased by 30% year-on-year to $88 million, driven by price increases from contract renewals and expansion of value-added services like BetVision [22] - Media revenue returned to growth, increasing 4% year-on-year to $19 million, with expectations for stronger growth in the second half of the year [22][27] - Sports tech revenue grew by 22% year-on-year to $13 million, as leagues utilize Genius IQ for various applications [23] Market Data and Key Metrics Changes - The company secured exclusive data and streaming rights to Serie A, enhancing its position in the European market, which is the largest in terms of annual gross gaming revenue [9][11] - The exclusive rights to the European leagues from IMG Arena were acquired, giving the company a leading position in European soccer [10][11] Company Strategy and Development Direction - The company aims to distribute its technology globally across stadiums and leagues, focusing on enhancing fan engagement and monetization opportunities [5][12] - Recent partnerships and technology deployments are expected to create a sustainable long-term model with high barriers to entry [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to maintain consistent long-term revenue growth and margin expansion, targeting at least a 30% EBITDA margin [18][27] - The evolving rights market is seen as shifting competitive dynamics in favor of the company, validating its strategic approach [12][17] Other Important Information - A transition in the CFO position was announced, with Brian Castellani joining as the new CFO, bringing extensive media experience [19][20] - The company is exploring potential M&A opportunities while maintaining a disciplined approach to cash management [82][85] Q&A Session Summary Question: Impact of ESPN and NFL tie-up on technology offerings - Management views the ESPN and NFL partnership positively, expecting it to enhance media technology offerings [30][32] Question: Revenue potential of Fanhub and marketing platform - Management believes the media business could eventually exceed the size of the betting business in the long term [34][36] Question: Financial expectations for new contracts in European leagues - Management confirmed that new contracts are expected to generate positive returns and are immediately accretive to EBITDA [39][41] Question: Guidance increase related to new league partnerships - The guidance increase incorporates both new partnerships and organic growth trends in the betting segment [53][55] Question: Market share increase with new partnerships - Management indicated that market share is increasing, particularly in European soccer, with a strong position in the market [90][94] Question: Incremental revenue opportunities from Genius IQ - The technology deployed in Genius IQ offers various use cases, which are expected to capture significant parts of the European soccer market [96]

Financial Performance - Group revenue increased by 24% year-on-year to $119 million in Q2 2025, driven by 30% growth in Betting revenue[12] - Group Adjusted EBITDA reached a record $34 million in Q2 2025, a 64% increase year-on-year[12] - Group Adjusted EBITDA margin reached a record 29% in Q2 2025, representing a 700 bps expansion year-on-year[12] - The company is raising 2025 Group Revenue guidance from $620 million to $645 million, implying year-on-year growth of 26%[12] - The company is raising 2025 Group Adjusted EBITDA guidance from $125 million to $135 million, implying 57% year-on-year growth and ~410 bps of margin expansion to 21%[12] Business Expansion and Partnerships - The company expanded and extended its exclusive NFL partnership through the 2030 Super Bowl[12] - The company secured exclusive data & streaming rights to Serie A, previously held by Stats Perform[12] - The company secured exclusive data rights to the European Leagues, previously held by IMG Arena[12] Technology and Innovation - The company showcased cutting-edge GeniusIQ technology for the FIBA U19 Basketball World Cup[12] - The company is launching a new partnership with the Belgian Pro League to provide semi-automated offsides technology[12]

Q2 2025 EARNINGS | August 5, 2025 DISCLAIMER Certain statements in this presentation may constitute "forward-looking" statements and information within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 that relate to our current expectations and views of future events, including, without limitation, statements regarding future financial or operating performa ...

Core Insights - Sportradar Group AG reported record quarterly revenue of €318 million for Q2 2025, reflecting a 14% year-over-year increase, driven by growth in Betting Technology & Solutions and Sports Content, Technology & Services [5][7][10] - The company achieved a profit of €49 million, a significant turnaround from a loss of €2 million in the same quarter last year, with a profit margin of 15.5% [5][12] - Adjusted EBITDA rose by 31% to €64 million, with an adjusted EBITDA margin of 20.1%, indicating strong operational efficiency [5][13] - The company raised its full-year revenue outlook to at least €1,278 million, representing a growth of at least 16% [5][19] Financial Performance - Total revenue for the second quarter was €318 million, up €39 million or 14% year-over-year, with notable contributions from various segments [4][7] - Revenue from Betting Technology & Solutions was €259 million, up 12% year-over-year, while Sports Content, Technology & Services saw a 22% increase to €59 million [8][9] - The United States market experienced a 30% revenue increase, now accounting for 28% of total company revenue, up from 24% in the prior year [10][11] Profitability Metrics - Profit for the period increased to €49 million, compared to a loss of €2 million in the same quarter last year, driven by strong operating results and a foreign currency gain of €54 million [5][12] - Adjusted EBITDA for the quarter was €64 million, reflecting a 31% increase compared to the same quarter last year, largely due to revenue growth [5][13] Cash Flow and Liquidity - Net cash generated from operating activities increased by 14% to €97 million, with free cash flow for the six months ending June 30, 2025, at €84 million, up from €59 million in the prior year [5][17][29] - The company had cash and cash equivalents of €312 million as of June 30, 2025, down from €348 million at the end of 2024, but maintained total liquidity of €532 million [17][18] Strategic Developments - Sportradar strengthened its partnership with the German Bundesliga and expanded its soccer offerings with exclusive global betting rights for the FIFA Club World Cup [16] - The company won two awards at the SBC Americas Awards for its innovative products, enhancing its reputation in the sports technology sector [16]

Financial Data and Key Metrics Changes - Total revenue grew by 19% year over year, reaching USD 116.5 million, reflecting significant scale of the business [4] - Annualized contract value (ACV) grew by 18% year over year, exceeding USD 100 million for the first time, reaching USD 101.2 million [4] - Management EBITDA improved to 13%, with an USD 11 million year over year improvement [4] - Free cash flow nearly doubled, reaching USD 8.6 million, an increase of USD 4 million from FY 2024 [5] - Incremental profit margins reached a record 65%, indicating sustainable operating leverage [5] Business Line Data and Key Metrics Changes - The number of professional teams using more than one Catapult solution grew by 53% in FY 2025, with nearly 300 new multi-vertical teams added [6] - ACV per protein (ARPU measure) rose by 12% year over year to almost USD 27,000, accelerating from a 7% growth in FY 2024 [6] Market Data and Key Metrics Changes - Catapult serves over 4,600 teams across 40 sports and more than 100 countries, an increase of nearly 400 teams year over year [3][4] - The professional sports technology market is projected to exceed USD 71 billion by 2030, doubling in the next five years [13] Company Strategy and Development Direction - The company aims to continue focusing on profitable growth, consistent with outcomes delivered in FY 2025 [12] - Catapult's unified SaaS platform is designed to help teams make faster, smarter decisions, providing a competitive edge [13] - The company plans to continue widening its competitive moat based on its one-stop platform and proprietary data stack [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the future trajectory and vital role in helping professional sports teams achieve peak performance [15] - The integration of the recently acquired Perch is going well, with positive expectations for future growth [11][12] Other Important Information - The company is transitioning to a new name, Catapult Sports Limited, to align with how it is known in the market [68] - The company has a strong focus on governance and improving gender diversity within its leadership [50][54] Q&A Session Summary Question: How does the company generate its revenue? - The company is predominantly a SaaS business, with around 95% of subscription revenue coming from elite professional teams, retaining a 96% retention rate [34][35][36] Question: How scalable is the business? - The company has built a scalable business model, retaining 65% of incremental revenue as profit, indicating strong operating leverage [37][38][39] Question: Comments on the 17% protest vote against the remuneration report? - Three out of four proxy advisors recommended favorable resolutions, and the company is committed to transparency and governance improvements [46][48] Question: Comments on the 13.8% proxy vote against the reelection of the Executive Chairman? - The company acknowledges the importance of gender diversity and is committed to improving governance over time [49][50][54] Question: Comments on reliance on big global technology companies? - The company uses various cloud providers and does not anticipate significant impacts from potential price increases from suppliers [62][63] Question: Commitment to adding more female directors to the Board? - The company is focused on improving gender representation and governance practices, with ongoing efforts to enhance diversity [65][66][67] Question: Why change the company name? - The name change aims to eliminate confusion and align the formal name with how the company is known in the market, enhancing brand equity [68]

Financial Data and Key Metrics Changes - Total revenue grew 19% year over year, reaching USD 116.5 million, reflecting significant scale of the business [4] - Annualized contract value (ACV) grew by 18% year over year, exceeding USD 100 million for the first time, reaching USD 101.2 million [4] - Management EBITDA improved to 13%, with an USD 11 million year over year improvement [4] - Free cash flow nearly doubled, reaching USD 8.6 million, an increase of USD 4 million from FY 2024 [5] - Incremental profit margin reached a record 65%, indicating sustainable operating leverage [5] Business Line Data and Key Metrics Changes - ACV retention rate was an impressive 96%, comparable to leading enterprise software companies [6] - ACV per protein (ARPU) rose 12% year over year to almost USD 27,000, accelerating from 7% growth in FY 2024 [6] - The number of pro teams using more than one Catapult solution grew 53% in FY 2025, with nearly 300 new multi-vertical teams added [6] Market Data and Key Metrics Changes - The professional sports technology market is projected to exceed USD 71 billion by 2030, doubling in the next five years [12] - Catapult serves over 4,600 teams across 40 sports and more than 100 countries, an increase of nearly 400 teams year over year [3][4] Company Strategy and Development Direction - Catapult aims to continue focusing on profitable growth, consistent with outcomes delivered in FY 2025 [11] - The company is positioned as a global category leader in performance technology for professional sports, leveraging its unified SaaS platform [12] - The acquisition of Perch is progressing well, with integration expected to enhance future growth [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's future trajectory and its vital role in helping professional sports teams achieve peak performance [14] - The company reaffirmed guidance for strong ACV growth with low churn and higher free cash flow as the business scales [11] Other Important Information - The company plans to change its name to Catapult Sports Limited to align with its branding and market recognition [30][68] - The company has a strong focus on governance and improving gender diversity within its board and executive team [49][56] Q&A Session Summary Question: How does the company generate its revenue? - The company is predominantly a SaaS business, with around 95% of subscription revenue coming from elite sporting teams, retaining a 96% retention rate [34] Question: How scalable is the business? - The company has achieved significant scalability, retaining 65% of incremental revenue as profit, indicating strong operating leverage [37][39] Question: Why were items four and five put up for approval? - The company aims for transparency in capital raising and does not currently need to raise capital, but seeks shareholder input on these resolutions [41][42] Question: What is the company's stance on gender diversity on the board? - The company acknowledges the importance of gender diversity and is committed to improving governance practices over time [49][56] Question: Why change the company name? - The name change aims to eliminate confusion and align the formal name with how clients and employees refer to the company, enhancing brand equity [68]

Core Insights - Garmin Ltd. has acquired MYLAPS, a Dutch company specializing in integrated timing, live tracking, and performance analysis tools for sports [1][2] - The acquisition aims to enhance the competitive experience for athletes and spectators by combining Garmin's technology with MYLAPS' expertise [2] Company Overview - MYLAPS has been a leader in sports technology since 1982, known for inventing automatic sports timing and transforming performance measurement [2] - MYLAPS operates globally with over 200 full-time employees and has a presence in North America, Europe, Asia, and Australia [1][2] Strategic Implications - The acquisition is expected to set a new standard for performance-focused training and race-day technology, benefiting Garmin's extensive customer base [2] - Garmin's commitment to innovation in various markets, including fitness and outdoor activities, aligns with MYLAPS' capabilities in enhancing sports experiences [3]

Company Overview - Sportradar Group AG (NASDAQ: SRAD) is a leading global sports technology company founded in 2001, providing immersive experiences for sports fans and bettors [3] - The company operates at the intersection of sports, media, and betting industries, offering a range of solutions to sports federations, news media, consumer platforms, and sports betting operators [3] - Sportradar covers over a million events annually across all major sports and has partnerships with organizations like ATP, NBA, NHL, MLB, NASCAR, UEFA, FIFA, and Bundesliga [3] Upcoming Financial Results - Sportradar will release its financial and operating results for the second quarter ended June 30, 2025, on August 5, 2025 [1] - An earnings call via webcast will be held at 8:30 a.m. Eastern time on the same day to discuss the results [1] Investor Relations - Interested parties can access the earnings webcast through Sportradar's Investor Relations website [2] - A replay of the webcast will be available on the Investor Relations website for one year after the event [2]