Genius Sports Limited (GENI)
NYSE:GENI
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.06Last Year’s EPS
-0.03Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong financial momentum: robust 31% revenue growth, record 20% adjusted EBITDA margin, balanced outperformance across betting (+33%) and media (+37%), clear product traction (BetVision), and a strategic acquisition (Legend) that management expects to be immediately accretive and to materially improve scale, margins and free cash flow conversion. Notable risks were acknowledged — FY2025 free cash flow was pressured by ~ $30 million of nonrecurring litigation expenses, media revenue recognition changes that will temper reported top-line growth, ongoing litigation uncertainty, rights cost phasing, and the need for regulatory approval for Legend. On balance, positive operational and strategic developments significantly outweigh the cited challenges, though near-term cash flow and revenue-recognition shifts introduce some execution and timing risk.Company Guidance
Strong Annual Revenue Growth
Group revenue of $669 million in FY2025, up 31% year-over-year — the company's strongest annual increase since 2021.
Best-ever Adjusted EBITDA Margin
Group adjusted EBITDA of $136 million representing a 20% margin in FY2025 — the highest annual margin reported as a public company.
Betting Business Outperformance
Betting revenue grew 33% in FY2025 (strongest year since 2021), outpacing 24% global online sports betting GGR growth; growth driven by existing customers and expanded products (e.g., BetVision).
Media Business Acceleration
Media revenue increased 37% to $144 million in FY2025, strongest annual growth since 2022, with H2 2025 revenue nearly double H2 2024 (though management cautioned H2’s exceptionally high rate is not expected to continue).
Geographic Diversification
Americas growth of 41% in FY2025 and established European markets growth exceeding 20% (up from 15% in 2024), highlighting broad-based geographic expansion.
Reaffirmed 2026 Organic Guidance
Standalone 2026 organic guidance: $810–$820 million revenue (implied +22% growth) and $180–$190 million adjusted EBITDA (implied +36% growth), consistent with Investor Day expectations.
Legend Acquisition — Pro Forma Financial Upside
Post-close annualized pro forma targets: ~ $1.1 billion group revenue, $320–$330 million adjusted EBITDA, ~30% adjusted EBITDA margin, and ~50% free cash flow conversion — accelerating targets by ~two years.
Legend Strategic Rationale & Engagement Metrics
Legend provides a large, engaged audience (cited 118M users); example case: 50% revenue uplift in 6 months for an integrated partner; customers acquired via Legend show 60% higher value after one year versus other channels.
Product & Inventory Expansion (BetVision)
BetVision expanded to NFL, Serie A, FIBA and dozens of other competitions (~25,000 events today) with a stated path toward ~300,000 events (esports a major driver); in-play betting penetration noted ~30% in U.S. and 70–80% in parts of Europe.
Media Partnerships and Distribution Momentum
Key partnerships with PMG, Publicis, WPP, Magnite and NBC regional networks (AI-driven augmented ads across 600 NBA games) and Magnite integration embedding real-time sports signals into programmatic supply.
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 |
|---|---|---|---|
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% |
May 06, 2025 | $11.01 | $10.52 | -4.45% |
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 May 12, 2026, Before Open (Confirmed).
What is Genius Sports Limited (GENI) earnings time?
Genius Sports Limited (GENI) earnings time is at May 12, 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 (Q1) is -0.06.
