Genius Sports Limited (GENI)
NYSE:GENI
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.21Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operational and financial metrics (31% revenue growth, 21% adjusted EBITDA growth, Betting +33%, Media +22%), the strategic and immediately accretive Legend acquisition (raising 2026 EBITDA margin guidance from 23% to 28%), rapid product traction (Moment Engine, GeniusIQ, AI efficiencies) and defined guidance for 2026. Near-term headwinds include expected H1 cash outflows, one-time acquisition costs, regulatory uncertainty around prediction markets, and early-stage integration/synergy realization. Overall, positive execution and high growth metrics materially outweigh the near-term cash and regulatory challenges, while management provided a clear path to margin expansion and cash conversion in the back half and beyond.Company Guidance
Strong Top- and Bottom-Line Growth
Group revenue grew 31% year-over-year and adjusted EBITDA grew 21% in Q1, driven by balanced contributions across Betting and Media segments.
Robust Segment Performance
Betting revenue increased 33% and Media revenue increased 22% in the quarter, with geographic revenue growth of over 25% across Europe, the Americas and Rest of World.
Legend Acquisition Closed and Immediately Accretive
Legend acquisition closed; financing completed with an $825M Term Loan A (SOFR + 350bps). Management states the combined company increases the 2026 adjusted EBITDA margin expectation from 23% to 28%, pulling long-term margin targets forward by two years.
Clear 2026 Financial Guidance for Combined Company
Q2 combined guidance: group revenue ~ $185M and group adjusted EBITDA $45M. Full-year 2026 guidance: revenue $990M–$1.01B and adjusted EBITDA $270M–$280M.
High Customer Retention and Large Audience Assets
Net revenue retention remains in the 120%–130% range for Sportsbook customers; company partners with ~500 licensed sportsbook brands globally; FANHub:ID graph covers ~250M consumers; Legend brings 118M unique users with >2/3 returning regularly.
Product and AI Momentum Driving New Revenue Streams
Launch and rapid adoption of the Moment Engine (integrated with partners representing ~90% of programmatic market) and GeniusIQ; Agentic AI cut feature development time by >50% and AI-driven automation expected to span entire data rights portfolio by end of next year.
Early Commercial Wins and Advertiser Upside
Nearly 70 new advertisers at NewFront; strategic partners include Publicis, WPP, DoorDash and Samsung — Samsung increased spend by 220% from test to recent booking; Legend customers delivered 60% higher yield for operators after one year.
Cash Flow Conversion Targets and Path to Profitability
Management expects the combined business to generate ~ $100M total cash flow in H2 2026 (~50%–55% conversion of ~ $200M adjusted EBITDA in that period) and anticipates free cash flow conversion approaching at least 60% unlevered by 2028; 2027 expected to transition to sustained positive GAAP net income.
GENI Earnings History
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 |
|---|---|---|---|
May 07, 2026 | $4.40 | $4.78 | +8.64% |
Mar 04, 2026 | $6.47 | $6.04 | -6.65% |
Nov 04, 2025 | $11.07 | $11.25 | +1.63% |
Aug 06, 2025 | $12.22 | $11.67 | -4.50% |
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.
FAQ
When does Genius Sports Limited (GENI) report earnings?
Genius Sports Limited (GENI) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Genius Sports Limited (GENI) earnings time?
Genius Sports Limited (GENI) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GENI EPS forecast?
GENI EPS forecast for the fiscal quarter 2026 (Q2) is -0.08.
