Core Insights - The importance of timing in reaching sports fans is emphasized, as moments in sports are integral to the overall experience [1][2] - Genius Sports aims to be the operating system of modern sports by partnering with leagues and distributing real-time data globally [2] Company Strategy - Genius Sports has developed the Genius Fan Graph, which provides a comprehensive understanding of sports fans beyond demographics, focusing on behaviors and intentions [2] - The introduction of FANHub combines official game data with deep fan intelligence to enhance engagement [2] Industry Trends - The sports industry is shifting towards a model that prioritizes meaningful engagement with fans at the right moments [2] - Companies must adapt to this change to effectively reach and resonate with sports audiences [1][2]

Core Insights - Sportradar AG has expanded its multi-year partnership with Hard Rock Bet, introducing new features such as 3D shot tracking and real-time UFC strike analytics for U.S. bettors [3][4][5] Company Developments - The partnership now includes official PGA TOUR and UFC data, enhancing in-play betting capabilities and offering dynamic micro markets like hole winner and hole score [3][4] - Hard Rock Bet will provide users with advanced visualizations, including a real-time leaderboard and automated insights during PGA TOUR events [4] - For UFC events, users will have access to in-play micro markets, including statistics on strikes attempted and landed, as well as a live match tracker [5] Industry Impact - Sportradar aims to enhance the live sports experience for Hard Rock Bet's customers, promoting deeper fan engagement through its comprehensive data and AV portfolio [6][7] - Hard Rock Bet is recognized as the highest-rated real money sports betting app in the U.S., with a rating of 4.9 stars in the App Store, indicating strong user satisfaction [7]

Core Insights - Sportradar Group AG has launched Playradar, a new brand aimed at creating a fully-integrated ecosystem of cross-vertical gaming experiences for global operators, marking a significant evolution in its iGaming business [1][10] Company Strategy - The appointment of Edo Haitin as the head of the iGaming business is expected to accelerate growth, leveraging his 20 years of experience in iGaming operations and live casino development [2] - Playradar will utilize Sportradar's extensive live and historical sports data, along with casino games, to develop unique hybrid products [2][3] Market Positioning - Sportradar is well-positioned to scale its iGaming business due to its existing game studio, sports data expertise, streaming capabilities, and global distribution network [3] - The company’s marketing and retention technologies provide deep insights into player behavior, enhancing relationships with sportsbook and casino operators [3] Product Offering - Playradar will operate exclusively in regulated markets, focusing on responsible gaming and integrity in its product offerings [4] - The initial product range will include classic table games, arcades, slots, and virtual sports, with game releases planned throughout 2026 [4] Vision and Goals - The CEO of Sportradar emphasized that iGaming is a natural extension of the business, aimed at increasing player value and session length, which are crucial for operational sustainability [5] - The EVP of iGaming highlighted the goal of creating hybrid content that combines live sports events with innovative gaming mechanics, capitalizing on the growing popularity of sports casino consumption [5][8]

Core Insights - Sportradar Group AG is a leading global sports technology company focused on creating immersive experiences for sports fans and bettors [2] - The company will participate in the 38th Annual Roth Conference on March 24, 2026, with CFO Craig Felenstein speaking at 1:30 pm eastern time [1] Company Overview - Founded in 2001, Sportradar operates at the intersection of sports, media, and betting industries, providing a range of solutions to sports federations, news media, consumer platforms, and sports betting operators [2] - Sportradar is a trusted partner for major organizations such as ATP, NBA, WNBA, NHL, MLB, MLS, PGA TOUR, UEFA, FIFA, CONMEBOL, AFC, and Bundesliga, covering over a million events annually across all major sports [2] - The company also emphasizes safeguarding sports through its Integrity Services division, advocating for an integrity-driven environment [2]

Core Viewpoint - Signing Day Sports and BlockchAIn Inc. are transitioning their stock trading symbols as part of a business combination approved by stockholders, with Signing Day Sports continuing to trade under "SGN" until March 16, 2026, and BlockchAIn Inc. expected to begin trading under "AIB" on March 17, 2026 [1][2][3] Group 1: Business Combination Details - The business combination between Signing Day Sports and BlockchAIn LLC is set to close on March 16, 2026, making them operating subsidiaries of BlockchAIn Inc. [2] - Following the completion of the business combination, BlockchAIn Inc.'s common stock will start trading on the NYSE American under the ticker symbol "AIB" on March 17, 2026, at 9:30 a.m. EDT [3] - The new CUSIP number for BlockchAIn Inc.'s common stock will be 093919108 [3] Group 2: Leadership Statements - Daniel Nelson, CEO of Signing Day Sports, emphasized the importance of providing stockholders with a clear update on the trading schedule and expressed appreciation for their support [4] - Jerry Tang, CEO of BlockchAIn, expressed excitement about the transaction and the potential for the combined company to meet the growing demand for AI and high-performance computing infrastructure [4] Group 3: Company Profiles - BlockchAIn LLC focuses on developing digital infrastructure for high-performance computing and AI hosting, with plans for data center expansions in 2026 and 2027 [6] - In 2024, BlockchAIn LLC generated approximately $22.9 million in revenue and approximately $5.7 million in net income from its existing 40 MW data center facility in South Carolina [6] - Signing Day Sports aims to assist student-athletes in achieving their college sports goals through a recruitment app that allows them to create profiles with video-verified metrics and academic information [7]

Core Insights - Genius Sports reported strong full-year performance for 2025, with a revenue increase of 31% to $669 million and an adjusted EBITDA margin of 20%, marking its best annual performance since 2021 [2][6] - The company emphasized the growth of its BetVision product, which is available for various sports and is a key driver of engagement and in-play wagering [1][6] - Management reaffirmed guidance for 2026, projecting organic revenue of $810–$820 million and adjusted EBITDA of $180–$190 million, indicating continued growth and margin expansion [4][12] Financial Performance - Betting revenue increased by 33% in 2025, attributed to expansion with existing customers and a growing product suite [2][6] - The media segment saw a 37% revenue increase to $144 million, with significant growth in the second half of 2025 [7][8] - Genius generated group revenue of $669 million and group adjusted EBITDA of $136 million in 2025, with a balanced growth across betting and media segments [2][6] 2026 Outlook - The company expects 22% revenue growth and 36% adjusted EBITDA growth for 2026, consistent with previous guidance [12] - Changes in revenue recognition will shift some media revenue from gross to net reporting, which is expected to improve margins [9][12] Legend Acquisition - Genius Sports is planning to acquire Legend, positioning it as a technology-driven audience and monetization platform rather than a traditional affiliate business [3][5] - The acquisition is expected to be immediately accretive, with a pro forma revenue of approximately $1.1 billion and adjusted EBITDA of $320–$330 million [5][18] - Management highlighted four immediate revenue synergy opportunities post-acquisition, including cross-selling and technology integration [19][23] Technology and Partnerships - The company is focusing on enhancing its media ecosystem through partnerships with major agencies and platforms, embedding real-time sports signals into advertising workflows [10][11] - Genius's technology, including the Moment Engine, is expected to optimize in-play outcomes and enhance audience engagement [19][23] - The acquisition of Legend is seen as a way to leverage its technology for better audience monetization and engagement [14][16]

Core Insights - Genius Sports Limited reported $240.5 million in revenue for Q4 2025, marking a 37% year-over-year increase and a 2.12% surprise over the Zacks Consensus Estimate of $235.52 million [1] - The company reported an EPS of -$0.03, which is unchanged from the same period last year, while the consensus EPS estimate was $0.02, resulting in a -228.76% surprise [1] Revenue Breakdown - Revenue from Betting Technology, Content & Services was $167.46 million, exceeding the average estimate of $162.84 million by five analysts, representing a year-over-year increase of 30.6% [4] - Revenue from Media Technology, Content & Services reached $58.18 million, surpassing the estimated $54.43 million and showing a significant year-over-year increase of 95.5% [4] - Revenue from Sports Technology & Services was $14.85 million, below the estimated $17.28 million, reflecting a year-over-year decrease of 15.4% [4] Stock Performance - Over the past month, shares of Genius Sports Limited have declined by 21.3%, compared to a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Data and Key Metrics Changes - The company achieved group revenue of $669 million in 2025, representing a 31% growth, the strongest annual increase since 2021 [7] - Adjusted EBITDA reached $136 million, translating to a 20% margin, marking the highest annual margin as a public company [7] - The betting revenue increased by 33% in 2025, driven by growth with existing customers and innovative products [7][8] - The media business revenue grew by 37% to $144 million, supported by strong execution in the second half of the year [8] Business Line Data and Key Metrics Changes - Betting revenue growth was primarily driven by the introduction of products like BetVision, which increased engagement and in-play wagering [7][8] - The media business's strong performance was attributed to new partner launches and favorable market conditions, although exceptionally high growth rates are not expected to continue [8][9] Market Data and Key Metrics Changes - The Americas accounted for most of the company's growth in 2025, with a 41% increase, while established European markets also performed well with growth exceeding 20% [10] - The company expects organic business revenue to generate between $810 million and $820 million in 2026, representing growth of 22% [11] Company Strategy and Development Direction - The company reaffirmed its 2026 guidance of continued top-line growth and margin expansion, aligning with previous communications [5] - The acquisition of Legend is seen as a strategic move to enhance audience monetization and improve engagement through technology [12][13] - The company plans to report revenue across two product groups, betting and media, starting in 2026, to better reflect operational structure [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the financial and strategic rationale behind the acquisition of Legend, emphasizing its technology and audience engagement capabilities [12][13] - The company anticipates that the addition of Legend will be immediately accretive to guidance post-close, with expectations of achieving $1.1 billion in group revenue and $320 million to $330 million in Adjusted EBITDA on an annualized basis [12][21] Other Important Information - The company is transitioning some media segment revenue recognition from gross to net reporting, which will impact reported top-line growth rates but is expected to improve margin profiles [9] - The company has partnered with major advertising agencies and platforms to enhance its media offerings and drive advertising spend [9][10] Q&A Session Summary Question: Free cash flow concerns and investment impacts - Management noted that free cash flow was impacted by non-recurring legal expenses, with a $30 million swing due to these costs [30][31] Question: Media business growth contributions - Management indicated that new media agreements had a muted impact on growth in the second half of the year as they were still ramping up [32] Question: Update on media partner conversations post-acquisition - Management reported positive progress in conversations with media partners and agencies, with expectations of increased advertising spend around prediction markets [39][40] Question: Advertising inventory adequacy - Management stated that while more unique inventory is always desired, it is not necessary to achieve financial targets at this time [83][86] Question: BetVision event growth potential - Management indicated that BetVision could grow significantly, with a target of reaching 300,000 events, particularly through esports competitions [88] Question: Engagement metrics from the NFL season - Management reported a 32% increase in unique plays on NFL and a 62% increase across football, indicating strong engagement [92] Question: Reaction of league partners to the Legend acquisition - Management highlighted that league partners are attracted to the potential for wider viewership and messaging through the company's audience reach [99][100]

Financial Data and Key Metrics Changes - The company achieved group revenue of $669 million in 2025, representing a 31% growth, the strongest annual increase since 2021 [6][4] - Adjusted EBITDA was $136 million, translating to a 20% margin, marking the highest annual margin as a public company [6][4] - The betting revenue increased by 33% in 2025, driven by growth with existing customers and innovative products [6][7] - The media business revenue grew by 37% to $144 million, supported by strong execution in the second half of the year [6][7] Business Line Data and Key Metrics Changes - Betting revenue growth was primarily driven by the introduction of products like BetVision, which increased engagement and in-play wagering [6][7] - The media segment is transitioning some revenue recognition from gross to net reporting, which will impact reported growth rates but improve margin profiles [9] - The second half of 2025 saw nearly double the revenue compared to the second half of 2024, although such high growth rates are not expected to continue [7][9] Market Data and Key Metrics Changes - The Americas accounted for most of the growth, up 41%, while established European markets also performed well with growth exceeding 20% in 2025 [10] - The company expects organic business revenue to generate between $810 million and $820 million in 2026, representing growth of 22% [11] Company Strategy and Development Direction - The company reaffirmed its 2026 guidance of continued top-line growth and margin expansion, aligning with previous communications [4] - The acquisition of Legend is seen as a strategic move to enhance audience monetization and leverage technology for better engagement [13][14] - The company plans to report revenue across two product groups, betting and media, starting in 2026, to better reflect operational structure [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the financial and strategic rationale behind the acquisition of Legend, emphasizing its technology and audience engagement capabilities [13][14] - The company anticipates that the combined entity will achieve group revenue of $1.1 billion and Adjusted EBITDA of $320 million to $330 million post-acquisition [12] - Management highlighted the importance of owning environments for user engagement, stating that proprietary behavioral data is a competitive advantage [19] Other Important Information - The company is embedding its real-time sports signals into major advertising platforms, enhancing its position in the advertising ecosystem [9] - The integration of Legend's technology is expected to optimize existing products like BetVision, potentially increasing in-play betting revenue [24][75] Q&A Session Summary Question: Free cash flow and one-time costs - Management noted that free cash flow was impacted by non-recurring legal expenses, with a $30 million swing due to these costs [28][30] Question: Media business growth from new agreements - The impact of new media agreements on total growth was described as muted, as these agreements take time to ramp up [31] Question: Update on partner conversations post-acquisition - Management indicated that conversations with media partners are progressing well, with expectations of increased advertising spend around prediction markets [34][36] Question: Advertising inventory adequacy - Management stated that while more unique inventory is always desired, it is not necessary to achieve financial targets [78] Question: BetVision event growth potential - The company aims to grow BetVision events significantly, with a target of reaching 300,000 events, particularly in esports [85] Question: Engagement metrics from the NFL season - Year-over-year engagement improvements were noted, with a 32% increase in unique plays on NFL and a 62% increase across football [89]

Fourth Quarter 2025 Earnings March 4, 2026 Disclaimer Forward-Looking Statements This presentation contains forward-looking statements as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that involve significant risks and uncertainties. All statements other than statements of historical facts are forward-looking statements, including but not limited to statements relating to the proposed acquisition of Legend and the result ...