The call highlighted significant growth in revenue and EBITDA, successful acquisition of major rights deals, and the expansion of key platforms, leading to raised guidance. While there were some challenges, such as increased stock-based compensation and initial media growth below expectations, the overall sentiment was positive, driven by strong financial performance and strategic achievements.

Company Guidance -

Q3 2025

During the Genius Sports Second Quarter 2025 Earnings Results Call, the company reported a 24% increase in group revenue and a record high adjusted EBITDA margin of 29%. The company raised its full-year guidance, projecting group revenue of $645 million and an adjusted EBITDA of $135 million, driven by recent strategic partnerships and strong business momentum. Key highlights included winning exclusive data and streaming rights to Serie A and the European leagues, expanding its partnership with the NFL, and signing a major deal with PMG for advertising opportunities. The company expects media revenue growth of at least 20% for the year, up from initial estimates of low to mid-teens growth, and betting revenue to grow by about 30%. Genius Sports anticipates continued margin expansion and cash flow growth, targeting a long-term EBITDA margin of at least 30%.

Strong Financial Performance

Achieved a 24% growth in group revenue and a record high group adjusted EBITDA margin of 29% in Q2 2025. Raised full-year guidance to $645 million in revenue and $135 million in adjusted EBITDA.

Major Rights Deals and Partnerships

Secured exclusive data and streaming rights to Serie A and European leagues, extending partnerships with the NFL, and signed a deal with Belgium Pro League for semi-automated offside technology.

Growth in Betting and Media Segments

Betting revenue increased 30% year-on-year to $88 million, while media revenue returned to growth, increasing 4% year-on-year to $19 million. Full-year media revenue growth is now expected to be at least 20%.

Expansion of GeniusIQ Platform

GeniusIQ platform showcased at the FIBA under 19 Basketball World Cup and expanded to soccer, providing solutions for leagues, teams, broadcasters, and advertisers.

CFO Transition

Announced the transition of CFO Nicholas Taylor and the appointment of Bryan Castellani, who brings experience from ESPN, Walt Disney Group, and Warner Music Group.

Genius Sports Limited (GENI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GENI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	0.01 / -	0.05	―	―	―
Aug 06, 2025	2025 (Q2)	-0.01 / -0.21	-0.09	-133.33% (-0.12)
May 06, 2025	2025 (Q1)	-0.04 / -0.03	-0.11	72.73% (+0.08)
Mar 04, 2025	2024 (Q4)	0.01 / -0.12	-0.17	29.41% (+0.05)
Nov 12, 2024	2024 (Q3)	-0.01 / 0.05	-0.06	183.33% (+0.11)
Aug 06, 2024	2024 (Q2)	-0.03 / -0.09	-0.05	-80.00% (-0.04)
May 08, 2024	2024 (Q1)	-0.10 / -0.11	-0.12	8.33% (<+0.01)
Mar 06, 2024	2023 (Q4)	-0.07 / -0.17	-0.63	73.02% (+0.46)
Nov 13, 2023	2023 (Q3)	-0.04 / -0.06	-0.04	-50.00% (-0.02)
Aug 07, 2023	2023 (Q2)	-0.05 / -0.05	-0.02	-150.00% (-0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GENI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$12.22	$11.67	-4.50%
May 06, 2025	$11.01	$10.52	-4.45%
Mar 04, 2025	$8.32	$9.31	+11.90%
Nov 12, 2024	$8.08	$9.47	+17.20%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.