Question-and-Answer SessionAbsolutely. So I will give you just a little bit of color in terms of what I think is happening with investors. Like every month that goes by, we get a few more sort of inbound calls where people say hey, get me up to speed on what Genius Sports does, right? And so the investor interest just seems like it's building. But maybe we'll just start for those that are maybe uninitiated, if you can just start with just a brief overview of what your firm does and your strategy just to lev ...

Genius Sports (GENI) 2025 Conference September 05, 2025 08:50 AM ET Company ParticipantsJason Bazinet - DirectorNicholas Taylor - CFOJason BazinetVery excited to have Nick Taylor, Chief Financial Officer of Genius Sports. Nick, thanks for coming.Nicholas TaylorYeah, great to be here, Jason. Thank you for inviting us, as always.Jason BazinetAbsolutely. I will give you just a little bit of color in terms of what I think is happening with investors. Like every month that goes by, we get a few more sort of inbo ...

用户规模方面，2025年上半年，Keep平均月活跃用户和平均月度订阅会员分别为2249万和280万，均保 持稳定态势。Keep平台会员渗透率为12.4%，较2024年同期的11.1%有所提升。 8月25日，运动科技公司Keep（03650）公布了截至2025年6月30日的2025上半年业绩报告。报告期内， Keep实现营收8.22亿元（人民币，下同），非国际财报准则下经调整净利润1035万元，录得毛利4.29亿 元，毛利率由上一年度同期的46.0%提升至52.2%，实现大幅增长。 财报显示，Keep于2025年上半年实现经调整净利润(非国际财报准则)，达到人民币1035万元，对比去年 同期经调整净亏损(非国际财报准则) 1.67亿元，实现扭亏为盈。经调整净利润率达到1.3%，去年同期经 调整净亏损率为15.5%。 ...

Leveraging proprietary match data and tracking technology, Sportradar is transforming how fans watch, bet, and engage with soccer ST. GALLEN, Switzerland and FRANKFURT, Germany, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Bundesliga International is strengthening its longstanding agreement with Sportradar Group AG (NASDAQ: SRAD) to further enhance the viewing experience, accelerate innovation through new exclusive data, and deliver next-generation digital experiences for the betting and gaming market. Sportradar's pa ...

For the quarter ended June 2025, Genius Sports Limited (GENI) reported revenue of $118.72 million, up 24.4% over the same period last year. EPS came in at -$0.21, compared to -$0.09 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $118.04 million, representing a surprise of +0.58%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

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]

Second Quarter 2025 Earnings August 6, 2025 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. These forward-looking statements include information about our possible or assumed future results of ...

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 ...

Second Quarter 2025 Highlights ST. GALLEN, Switzerland, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Sportradar Group AG (NASDAQ: SRAD) ("Sportradar" or the "Company"), a leading global sports technology company focused on creating immersive experiences for sports fans and bettors, today announced financial results for its second quarter ended June 30, 2025. Carsten Koerl, Chief Executive Officer of Sportradar, said: "Our second quarter results, including record quarterly revenue, expanding operating margins and signi ...