Financial Data and Key Metrics Changes - The company reported a 38% year-on-year increase in group revenue, marking the strongest quarter of revenue growth since Q1 2022 [5] - Group-adjusted EBITDA increased by 32% year-on-year to $34 million, representing a 20% margin [5][24] - Operating cash flow for the quarter was $27 million, indicating seasonality in cash flow, which typically turns positive in the second half of the year [23] Business Line Data and Key Metrics Changes - Betting revenue grew by 28% year-on-year, primarily driven by growth with existing customers [6] - Media revenue surged nearly 90% year-on-year to $42 million, setting a new quarterly record [12] - The number of sportsbook customers utilizing the BetVision product increased from six to over 100 in one year, demonstrating significant growth [11] Market Data and Key Metrics Changes - The U.S. market is driving most of the growth, with a 19% revenue increase in the more mature European business year-to-date [21][22] - In-play betting represented 30% of total NFL handle, aligning with expectations, and is expected to continue driving revenue growth [9] Company Strategy and Development Direction - The company is focused on expanding its content coverage and increasing product adoption in the online sports betting industry [25] - The strategic acquisition of Sports Innovation Lab is enhancing the company's advertising capabilities and audience understanding [15][50] - The company is optimistic about the long-term potential of its media business, with a unique set of sports data and audience insights driving superior returns for advertising partners [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to capitalize on emerging opportunities in prediction markets, contingent on regulatory developments [19][44] - The company anticipates strong growth in both betting and media segments, raising revenue guidance from $645 million to $655 million for the full year [24] - Management highlighted the importance of integrity solutions and official data in the evolving market landscape [46] Other Important Information - The company plans to provide a detailed overview of its business and strategic outlook at the upcoming Investor Day on December 3rd [5][25] - The company is experiencing a timing mismatch between expense and revenue recognition due to new contracts, which is expected to resolve in Q4 [22][30] Q&A Session Summary Question: Can you quantify the impact of the Serie A and European leagues contracts? - Management noted a revenue timing mismatch but did not provide specific quantification [31] Question: What led to the media segment's strong performance? - The growth was attributed to agency partnerships and strong returns from advertising campaigns [40] Question: How does the company view the growth of the betting tech business? - Management expects strong growth above market rates, driven by product rollout and integration [38] Question: What is the company's stance on prediction markets? - Management sees potential opportunities in prediction markets but emphasizes the need for regulatory compliance [44] Question: How is the company addressing the integrity of its data? - The focus remains on providing official data and maintaining transparency in the market [46] Question: What is the outlook for free cash flow in Q4? - Management expects strong organic growth in free cash flow, particularly in the second half of the year [64] Question: How is the company approaching the NFL advertising inventory? - Management reported that NFL ad inventory has been sold out, indicating strong demand [82]

Financial Data and Key Metrics Changes - The company reported a 38% year-on-year increase in group revenue, marking the strongest quarter of revenue growth since Q1 2022 [5] - Group-Adjusted EBITDA increased by 32% year-on-year to $34 million, representing a 20% margin [5][24] - Betting revenue grew by 28% year-on-year, driven primarily by growth with existing customers [6][24] - Media revenue surged nearly 90% year-on-year to $42 million, setting a new quarterly record [12][24] Business Line Data and Key Metrics Changes - The media sector was the largest contributor to revenue growth, with a 90% increase year-on-year [12] - The betting segment saw significant growth due to exclusive rights secured for European leagues and Serie A, enhancing the content portfolio [7][8] - The number of sportsbook customers utilizing the BetVision product increased from six to over 100 within a year, demonstrating rapid expansion [11] Market Data and Key Metrics Changes - The U.S. market is driving most of the growth, with a 19% revenue increase in the more mature European business year-to-date [21][22] - In-play betting represented 30% of total NFL handle, aligning with expectations and indicating a growing trend in the U.S. market [9][56] Company Strategy and Development Direction - The company is focused on expanding its content coverage and product adoption in the online sports betting industry, aiming for durable revenue growth [24][25] - The strategic emphasis is on leveraging unique sports data, audience data, and advertising inventory to enhance return on ad spend for partners [17][19] - The company is observing developments in prediction markets, considering them as potential growth opportunities while ensuring compliance with regulations [18][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying trends across both betting and media, with expectations for continued strong growth [24][25] - The company raised its full-year revenue guidance from $645 million to $655 million, reflecting a 28% growth expectation [24] - Management highlighted the importance of official data and integrity solutions in the evolving market landscape [44][46] Other Important Information - The company plans to provide a detailed overview of its business and strategic outlook at the upcoming Investor Day on December 3rd [5][25] - The operating cash flow for the quarter was $27 million, indicating seasonality in cash flow patterns [23] Q&A Session Summary Question: Can you quantify the revenue timing mismatch related to Serie A and European leagues? - Management indicated that the rights market is evolving positively, with rights fees coming down, allowing for better technology deployment and partnerships [28][30] Question: What is the impact of the media segment's performance on EBITDA? - The media segment's strong growth was noted, but it flows through at a lower margin compared to the betting business, with expectations for improvement in future quarters [32][34] Question: How does the company view the growth of the betting tech business? - Management expects strong growth in the betting segment, with product rollouts and integration providing significant revenue opportunities [36][38] Question: What are the implications of prediction markets for the company? - Management sees potential opportunities in prediction markets but emphasizes the need to monitor regulatory developments closely [43][44] Question: How is the company addressing the integrity aspect of its business? - The focus remains on official data and transparency, which are increasingly vital as the market evolves [46] Question: What is the outlook for the media business growth? - Management raised growth expectations for the media business to nearly 30%, driven by strong agency relationships and advertising spend [24][40] Question: How is the company planning to create more NFL ad inventory? - Management confirmed that they have successfully sold out NFL ad inventory, allowing for future inventory creation [82]

Financial Data and Key Metrics Changes - The company reported a 38% year-on-year increase in group revenue, marking the strongest quarter of revenue growth since Q1 2022 [4] - Group-adjusted EBITDA increased by 32% year-on-year to $34 million, representing a 20% margin [4][21] - Operating cash flow for the quarter was $27 million, demonstrating seasonality with cash flow typically flipping positive in the second half of the year [21] Business Line Data and Key Metrics Changes - Betting revenue increased by 28% year-on-year, driven by growth with existing customers and the acquisition of exclusive rights to European leagues and Serie A [5][11] - Media revenue surged nearly 90% year-on-year to $42 million, marking a new quarterly record and the strongest year-on-year increase since Q1 2022 [11][22] Market Data and Key Metrics Changes - The U.S. market is driving most of the growth, with a 19% revenue increase year-to-date in the more mature European business [20] - In-play betting represented 30% of total NFL handle, aligning with expectations and indicating continued growth in this segment [7][9] Company Strategy and Development Direction - The company is focused on expanding its content coverage, increasing product adoption, and leveraging favorable commercial terms to enable durable revenue growth [22][23] - The acquisition of Sports Innovation Lab enhances the company's understanding of fan engagement and advertising effectiveness, positioning it well for future growth [13][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying trends across both betting and media, with expectations for nearly 30% growth in media for the full year [22] - The company is optimistic about the long-term potential of its advertising platform, driven by unique data and inventory capabilities [16][23] Other Important Information - The company is observing developments around prediction markets, which may provide new opportunities for expanding the addressable market [17][18] - Management emphasized the importance of compliance with regulatory requirements and the need for official data as the market evolves [32] Q&A Session Summary Question: Can you quantify the impact of the Serie A and European leagues on the quarter? - Management noted a timing mismatch between expense and revenue recognition due to contracts being finalized shortly after the quarter end, but did not provide specific quantification [24][26] Question: What drove the media segment's strong performance? - The growth was attributed to agencies and strong returns from advertising products, with the combination of these factors driving outsized growth [30][31] Question: How is the company positioned regarding prediction markets? - Management sees potential opportunities in prediction markets but is closely monitoring regulatory developments [32] Question: What is the outlook for the NFL's international expansion? - The NFL is experiencing success internationally, with increased interest and betting activity in new markets [46] Question: How does the company view the balance of growth versus profitability? - The company remains focused on achieving a 30% margin target while also emphasizing cash flow conversion and sustainable growth [54][56]

Third Quarter 2025 Earnings November 4, 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 o ...

Group 1 - Genius Sports Limited (NYSE:GENI) is recognized as a promising growth stock priced under $30, with a recent expansion of its partnership with Hard Rock Bet Sportsbook aimed at enhancing data, trading, and marketing capabilities [1][2] - The expanded agreement will allow Genius Sports to provide official data and trading solutions for major leagues, including the Premier League, Serie A, European Leagues, Liga MX, and the NFL [2][3] - The introduction of the BetVision product will enable Hard Rock Bet to offer low-latency live streams, real-time stats, and augmented viewing options, enhancing the betting experience for customers [3]

Summary of Genius Sports (GENI) 2025 Conference Call Company Overview - Genius Sports is a sports technology company that partners with approximately 400 to 500 sports leagues and federations to capture and monetize data, providing a comprehensive end-to-end sports technology platform from data capture to betting and advertising [4][5][6] Core Business Insights - The company has consistently achieved over 20% annual growth since its listing in 2021, with a current guidance of 26% for the year [11][12] - Key growth drivers include: - Expansion of Total Addressable Market (TAM) in the U.S. and internationally, with new states and countries opening up for sports betting [12][13] - Shift towards in-play sports betting, which currently represents about 30% of the U.S. market but is expected to grow significantly [15][16] - Development of innovative products that enhance revenue from existing relationships, with a reported 40% year-on-year growth in the betting segment [18][19] Media Business and Advertising Strategy - The media segment is experiencing strong momentum, with a projected 60% year-on-year increase in the second half of the year [32] - Genius Sports leverages first-party data from its partnerships to target sports fans effectively, enhancing advertising opportunities for brands [30][31] - The partnership with PMG, a leading advertising agency, aims to expand the addressable market and enhance brand engagement through innovative sports advertising [38][39] Competitive Landscape - The competitive landscape has become less fragmented, with fewer players in the market, which is seen as beneficial for Genius Sports [46][47] - Long-term relationships with major sports leagues, such as the NFL and NCAA, provide a stable foundation for growth [48][49] Financial Performance and Capital Allocation - Genius Sports is now cash positive and has improved its EBITDA margin from 5% to 21% over the past three years, with a target of over 30% [62][63] - The company raised $140 million for potential M&A opportunities, focusing on high-quality sports technology and media strategies [64][65] Technology and AI Integration - GeniusIQ, the company's AI system, is central to its operations, enhancing data collection and providing innovative betting opportunities [74][75] - AI is expected to drive cost savings and improve profit margins while also creating new revenue opportunities in the sports sector [76] Leadership Transition - The CFO, Nick Taylor, will transition to Brian Castellani, who has extensive experience in the media and sports sectors, ensuring continuity and strategic focus moving forward [77][78] Additional Insights - The company is focused on engaging the next generation of sports fans through innovative technology and personalized experiences [70][71] - Genius Sports views emerging players in the prediction markets as potential opportunities rather than threats, maintaining a neutral stance on their impact [67][69]

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]

Company Overview - Genius Sports Limited (GENI) shares increased by 10.6% to $11.25 in the last trading session, with a higher-than-average trading volume, contrasting with a 0.7% gain over the past four weeks [1] - The company is experiencing growth due to expanding partnerships, innovative product launches such as BetVision and SAOT, and the integration of GeniusIQ technology across sports ecosystems [1] Earnings Expectations - Genius Sports is projected to report quarterly earnings of $0.00 per share, reflecting a year-over-year change of +100% [2] - Expected revenues are $118.04 million, which is a 23.7% increase from the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Genius Sports has been revised 145.2% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [3] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting favorable market sentiment [3] Industry Comparison - Genius Sports is part of the Zacks Internet - Content industry, where Yelp (YELP) also operates, closing 0.6% higher at $34.9, but has seen a -1.4% return over the past month [3] - Yelp's consensus EPS estimate remains unchanged at $0.48, representing an -11.1% change compared to the previous year, and it also holds a Zacks Rank of 2 (Buy) [4]