The earnings call highlighted significant revenue growth, margin improvements, and strategic expansions such as the NCAA partnership and new product launches. However, some concerns were noted regarding media revenue decline and cash flow seasonality. Overall, the positive aspects significantly outweigh the negatives, indicating a strong position and optimism for future growth.

Company Guidance -

Q3 2025

In the call, Genius Sports provided detailed guidance and updates on their financial performance and strategic initiatives for the first quarter of fiscal year 2025. The company reported a 20% year-on-year increase in group revenue to $144 million, driven by a 44% growth in their betting business to $107 million. This contributed to a group adjusted EBITDA of $20 million, nearly tripling from $7 million the previous year, with a margin expansion of 800 basis points to 14%. They reiterated their 2025 guidance of at least $620 million in group revenue and $125 million in group adjusted EBITDA, reflecting 21% revenue growth and over 300 basis points of margin expansion. Additionally, Genius Sports highlighted the expansion of their NCAA partnership through 2032, securing exclusive data rights for key events without out-of-pocket costs, and the launch of their semi-automated offsite technology with the English Premier League. The company also announced a share repurchase program of up to $100 million to enhance capital allocation flexibility.

Strong Revenue Growth

Group revenue increased by 20% year-on-year to $144 million, with the betting business growing 44% year-on-year to $107 million.

Significant Margin Improvement

Group adjusted EBITDA nearly tripled from $7 million to $20 million, with a margin expansion of 800 basis points to 14%.

Expanded NCAA Partnership

Extended partnership with NCAA through 2032, securing exclusive data rights for March Madness and all post-season tournaments at no out-of-pocket cost.

Launch of New Products

Introduced semi-automated offsite technology (SAOT) with the English Premier League and expanded BetVision for soccer, expected to cover 18,000 games.

Share Repurchase Program

Announced a $100 million share repurchase program, reflecting confidence in cash flow outlook and capital allocation strategy.

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

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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)	0.02 / -	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
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%
Aug 06, 2024	$6.00	$6.65	+10.83%

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.