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Genius Sports Reports 24% Group Revenue Growth, Record Group Adj. EBITDA and Increased Full-Year 2025 Guidance

  • Group Revenue of $118.7m, representing 24% growth year-over-year
  • Group Net Loss of ($53.9m) whilst Group Adj. EBITDA increased 64% year-over-year to a quarterly record of $34.2m
  • Group Revenue growth contributed to Group Adj. EBITDA at a 57% incremental margin
  • Group Adj. EBITDA margin expanded by 700 basis points year-over-year to a quarterly record of 28.8%
  • Raised 2025 Group Revenue and Adj. EBITDA guidance to $645m and $135m, respectively, representing growth of 26% and 57% and over 410 bps of margin expansion to 21%

Genius Sports Limited (NYSE:GENI) (“Genius Sports,” "Genius" or the “Group”), the official data, technology and broadcast partner that powers the global ecosystem connecting sports, betting and media, today announced financial results for its fiscal second quarter ended June 30, 2025.

“Our new partnerships with Serie A and European Leagues further demonstrate the strength of our technology and how it is fundamentally transforming the traditional rights model,” said Mark Locke, Genius Sports Co-Founder and CEO. “Additionally, our extended and expanded partnership with the NFL reinforces our confidence in the long-term model, paving the way for continued margin expansion and cash flow growth for the foreseeable future. The strong momentum and new commercial successes across Betting, Media and Sports underpin our increased full-year 2025 guidance.”

$ in thousands

 

Q225

 

 

Q224

 

 

%

Group Revenue

 

 

118,719

 

 

 

95,447

 

 

 

24.4

%

 

Betting Technology, Content & Services

 

 

87,515

 

 

 

67,124

 

 

 

30.4

%

 

Media Technology, Content & Services

 

 

18,602

 

 

 

17,953

 

 

 

3.6

%

 

Sports Technology & Services

 

 

12,602

 

 

 

10,370

 

 

 

21.5

%

 

Group Net Loss

 

 

(53,948

)

 

 

(21,792

)

 

 

(147.6

%)

 

Group Adjusted EBITDA

 

 

34,150

 

 

 

20,797

 

 

 

64.2

%

 

Group Adjusted EBITDA Margin

 

 

28.8

%

 

 

21.8

%

 

 

700

bps

 

 

 

 

 

 

 

 

 

 

 

$ in thousands

 

YTD25

 

 

YTD24

 

 

%

Group Revenue

 

 

262,710

 

 

 

215,165

 

 

 

22.1

%

 

Betting Technology, Content & Services

 

 

194,058

 

 

 

141,021

 

 

 

37.6

%

 

Media Technology, Content & Services

 

 

44,495

 

 

 

53,428

 

 

 

(16.7

%)

 

Sports Technology & Services

 

 

24,157

 

 

 

20,716

 

 

 

16.6

%

 

Group Net Loss

 

 

(62,146

)

 

 

(47,333

)

 

 

(31.3

%)

 

Group Adjusted EBITDA

 

 

53,925

 

 

 

27,675

 

 

 

94.9

%

 

Group Adjusted EBITDA Margin

 

 

20.5

%

 

 

12.9

%

 

 

760

bps

 

Q2 2025 Financial Highlights

  • Group Revenue: Group revenue increased 24% year-over-year to $118.7 million.
    • Betting Technology, Content & Services: Revenue increased 30% year-over-year to $87.5 million, driven primarily by growth in business with existing customers as a result of increased betting volume, price increases on contract renewals and renegotiations and expansion of value-added services and products.
    • Media Technology, Content & Services: Revenue increased 4% year-over-year to $18.6 million, driven by higher programmatic advertising services.
    • Sports Technology & Services: Revenue increased 22% year-over-year to $12.6 million primarily driven by an increase in sales of products built on GeniusIQ technology.
  • Group Net Loss: Group net loss was $53.9 million in the second quarter ended June 30, 2025, representing a $32.2 million deterioration compared to the $21.8 million loss in the second quarter ended June 30, 2024. This was primarily driven by a non-recurring increase in stock-based compensation related to one-time equity awards issued to management and employees as well as warrants issued to the NFL, pursuant to the extended License Agreement.
  • Group Adjusted EBITDA: Group Adjusted (non-GAAP) EBITDA was $34.2 million in the quarter, representing a 64% increase compared to the $20.8 million reported in the second quarter ended June 30, 2024, and 700 basis points of margin expansion.

Q2 2025 Business Highlights

  • Agreed to a multi-year extension and expansion of strategic technology partnership with the NFL to power the next generation of fan experiences through official data and video distribution through the 2030 Super Bowl
  • Announced addition to the broad-market Russell 3000® Index
  • Launched strategic partnership with TV measurement company, iSpot, integrating its Unified and Outcomes measurement solutions and data insights into FANHub
  • After the reporting period:
    • Secured exclusive official data and streaming rights with Serie A through 2029 to power next-generation BetVision product
    • Utilized leading technology position to secure multi-year exclusive official betting data rights for a select group of competitions within European Leagues
    • Announced new partnership with PMG, the leading independent agency representing several major brands including Nike, TurboTax, Best Western, and Beats by Dre, among others
    • Launching new partnership with Belgian Pro Leagues to provide semi-automated offsides technology solutions
    • Showcased GeniusIQ technology for the FIBA U19 Basketball World Cup, capturing optical player tracking data to power augmented broadcasts, immersive viewing experiences and rich performance insights for coaches and players
    • Appointed Bryan Castellani as Chief Financial Officer, effective October 1, 2025

Financial Outlook

Genius Sports expects to generate Group Revenue of approximately $645 million and Group Adjusted EBITDA of approximately $135 million in 2025. This implies year-over-year Group Revenue and Adj. EBITDA growth of 26% and 57%, respectively. This assumes approximately 30% growth in Betting Technology, Content & Services Revenue and at least 20% growth in Media Technology, Content & Services Revenue. Genius Sports also expects to increase its positive annual cash flow in the full year of 2025.

Appointment of new Chief Financial Officer

Genius Sports is pleased to announce the appointment of Bryan Castellani as Chief Financial Officer, effective October 1, 2025. Bryan is a seasoned financial executive with over two decades of experience with some of the world’s most recognized media organizations, including ESPN, The Walt Disney Company, and most recently, Warner Music Group, where he served as Executive Vice President and CFO. His deep financial expertise and leadership will support Genius Sports as it becomes increasingly profitable and cash generative. Outgoing Chief Financial Officer, Nick Taylor, will remain with Genius Sports during the transition to ensure a smooth and seamless handover.

 

Genius Sports Limited

Condensed Consolidated Statements of Operations

(Unaudited)

(Amounts in thousands, except share and per share data)

 

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

Revenue

 

$

118,719

 

 

$

95,447

 

 

$

262,710

 

 

$

215,165

 

Cost of revenue

 

 

109,832

 

 

 

67,079

 

 

 

218,621

 

 

 

173,990

 

Gross profit

 

 

8,887

 

 

 

28,368

 

 

 

44,089

 

 

 

41,175

 

Operating expenses:

 

 

 

 

 

 

 

 

 

 

 

 

Sales and marketing

 

 

14,299

 

 

 

9,661

 

 

 

25,712

 

 

 

18,076

 

Research and development

 

 

8,726

 

 

 

7,214

 

 

 

17,672

 

 

 

13,835

 

General and administrative

 

 

64,500

 

 

 

30,867

 

 

 

99,035

 

 

 

52,452

 

Transaction expenses

 

 

2,053

 

 

 

1,628

 

 

 

2,785

 

 

 

2,092

 

Total operating expenses

 

 

89,578

 

 

 

49,370

 

 

 

145,204

 

 

 

86,455

 

Loss from operations

 

 

(80,691

)

 

 

(21,002

)

 

 

(101,115

)

 

 

(45,280

)

Interest income, net

 

 

556

 

 

 

348

 

 

 

993

 

 

 

1,014

 

Loss on disposal of assets

 

 

(1

)

 

 

(12

)

 

 

(13

)

 

 

(19

)

Gain (loss) on foreign currency

 

 

26,992

 

 

 

(2,822

)

 

 

39,241

 

 

 

(3,909

)

Total other income (expense)

 

 

27,547

 

 

 

(2,486

)

 

 

40,221

 

 

 

(2,914

)

Loss before income taxes

 

 

(53,144

)

 

 

(23,488

)

 

 

(60,894

)

 

 

(48,194

)

Income tax (expense) benefit

 

 

(1,748

)

 

 

1,314

 

 

 

(2,290

)

 

 

214

 

Gain from equity method investment

 

 

944

 

 

 

382

 

 

 

1,038

 

 

 

647

 

Net loss

 

$

(53,948

)

 

$

(21,792

)

 

$

(62,146

)

 

$

(47,333

)

Loss per share attributable to common stockholders:

 

 

 

 

 

 

 

 

 

 

 

 

Basic and diluted

 

$

(0.21

)

 

$

(0.09

)

 

$

(0.25

)

 

$

(0.21

)

Weighted average common stock outstanding:

 

 

 

 

 

 

 

 

 

 

 

 

Basic and diluted

 

 

253,220,241

 

 

 

229,464,001

 

 

 

250,839,507

 

 

 

229,395,387

 

Genius Sports Limited

Condensed Consolidated Balance Sheets

(Amounts in thousands, except share and per share data)

 

 

(Unaudited)

 

 

 

 

 

 

June 30,

 

 

December 31,

 

 

2025

 

 

2024

 

ASSETS

 

 

 

 

 

 

Current assets:

 

 

 

 

 

 

Cash and cash equivalents

 

$

221,561

 

 

$

110,213

 

Restricted cash, current

 

 

 

 

 

25,026

 

Accounts receivable, net

 

 

83,750

 

 

 

85,491

 

Contract assets

 

 

41,470

 

 

 

30,632

 

Prepaid expenses

 

 

37,322

 

 

 

27,333

 

Other current assets

 

 

11,627

 

 

 

9,902

 

Total current assets

 

 

395,730

 

 

 

288,597

 

Property and equipment, net

 

 

24,291

 

 

 

19,016

 

Intangible assets, net

 

 

116,331

 

 

 

115,539

 

Operating lease right-of-use assets

 

 

30,408

 

 

 

7,488

 

Goodwill

 

 

326,011

 

 

 

326,011

 

Deferred tax asset

 

 

1,453

 

 

 

1,192

 

Investments

 

 

29,974

 

 

 

31,717

 

Other assets

 

 

3,580

 

 

 

2,706

 

Total assets

 

$

927,778

 

 

$

792,266

 

LIABILITIES AND SHAREHOLDERS’ EQUITY

 

 

 

 

 

 

Current liabilities:

 

 

 

 

 

 

Accounts payable

 

$

30,120

 

 

$

36,661

 

Accrued expenses

 

 

64,154

 

 

 

79,172

 

Deferred revenue

 

 

60,641

 

 

 

73,388

 

Current debt

 

 

10

 

 

 

19

 

Operating lease liabilities, current

 

 

3,757

 

 

 

3,003

 

Other current liabilities

 

 

8,946

 

 

 

9,327

 

Total current liabilities

 

 

167,628

 

 

 

201,570

 

Deferred tax liability

 

 

13,196

 

 

 

13,802

 

Operating lease liabilities, non-current

 

 

26,807

 

 

 

4,489

 

Total liabilities

 

 

207,631

 

 

 

219,861

 

Shareholders’ equity

 

 

 

 

 

 

Common stock, $0.01 par value, unlimited shares authorized, 242,547,168 shares issued and 238,441,220 shares outstanding at June 30, 2025; unlimited shares authorized, 215,261,974 shares issued and 211,156,026 shares outstanding at December 31, 2024

 

 

2,425

 

 

 

2,153

 

B Shares, $0.0001 par value, 22,500,000 shares authorized, 14,500,000 shares issued and outstanding at June 30, 2025; 22,500,000 shares authorized, 18,500,000 shares issued and outstanding at December 31, 2024

 

 

1

 

 

 

2

 

Additional paid-in capital

 

 

1,941,470

 

 

 

1,700,065

 

Treasury stock, at cost, 4,105,948 shares at June 30, 2025 and December 31, 2024

 

 

(17,653

)

 

 

(17,653

)

Accumulated deficit

 

 

(1,149,673

)

 

 

(1,087,527

)

Accumulated other comprehensive loss

 

 

(56,423

)

 

 

(24,635

)

Total shareholders’ equity

 

 

720,147

 

 

 

572,405

 

Total liabilities and shareholders’ equity

 

$

927,778

 

 

$

792,266

 

Genius Sports Limited

Condensed Consolidated Statements of Cash Flows

(Unaudited)

(Amounts in thousands)

 

Six Months Ended June 30,

 

 

 

2025

 

 

2024

 

Cash Flows from operating activities:

 

 

 

 

 

 

Net loss

 

$

(62,146

)

 

$

(47,333

)

Adjustments to reconcile net loss to net cash used in operating activities:

 

 

 

 

 

 

Depreciation and amortization

 

 

31,674

 

 

 

41,877

 

Loss on disposal of assets

 

 

13

 

 

 

19

 

Stock-based compensation

 

 

97,676

 

 

 

23,938

 

Non-cash consideration, net

 

 

 

 

 

(280

)

Non-cash lease expense

 

 

2,066

 

 

 

1,889

 

Amortization of contract costs

 

 

752

 

 

 

599

 

Deferred income taxes

 

 

(867

)

 

 

 

Allowance for expected credit losses

 

 

173

 

 

 

(411

)

Gain from equity method investment

 

 

(1,038

)

 

 

(647

)

(Gain) loss on foreign currency remeasurement

 

 

(38,976

)

 

 

3,889

 

Changes in operating assets and liabilities

 

 

 

 

 

 

Accounts receivable

 

 

1,569

 

 

 

2,439

 

Contract assets

 

 

(10,838

)

 

 

12,395

 

Prepaid expenses

 

 

(10,111

)

 

 

2,438

 

Other current assets

 

 

(2,003

)

 

 

(6,318

)

Other assets

 

 

(1,230

)

 

 

(755

)

Accounts payable

 

 

(6,541

)

 

 

(17,917

)

Accrued expenses

 

 

(15,018

)

 

 

(4,868

)

Deferred revenue

 

 

(12,747

)

 

 

(6,584

)

Other current liabilities

 

 

(381

)

 

 

(3,643

)

Operating lease liabilities

 

 

(1,790

)

 

 

(1,911

)

Net cash used in operating activities

 

 

(29,763

)

 

 

(1,184

)

Cash flows from investing activities:

 

 

 

 

 

 

Purchases of property and equipment

 

 

(8,397

)

 

 

(4,594

)

Capitalization of internally developed software costs

 

 

(28,814

)

 

 

(23,856

)

Distributions from equity method investments

 

 

2,787

 

 

 

1,561

 

Purchases of intangible assets

 

 

(449

)

 

 

 

Proceeds from disposal of assets

 

 

9

 

 

 

 

Net cash used in investing activities

 

 

(34,864

)

 

 

(26,889

)

Cash flows from financing activities:

 

 

 

 

 

 

Proceeds from issuance of common shares, net of equity issuance costs

 

 

144,000

 

 

 

 

Repayment of loans and mortgage

 

 

(11

)

 

 

(9

)

Repayment of promissory notes

 

 

 

 

 

(7,575

)

Net cash provided by (used in) financing activities

 

 

143,989

 

 

 

(7,584

)

Effect of exchange rate changes on cash, cash equivalents and restricted cash

 

 

6,960

 

 

 

2,881

 

Net increase (decrease) in cash, cash equivalents and restricted cash

 

 

86,322

 

 

 

(32,776

)

Cash, cash equivalents and restricted cash at beginning of period

 

 

135,239

 

 

 

125,793

 

Cash, cash equivalents and restricted cash at end of period

 

$

221,561

 

 

$

93,017

 

Supplemental disclosure of cash activities:

 

 

 

 

 

 

Cash paid during the period for interest

 

$

1,630

 

 

$

178

 

Cash paid during the period for income taxes

 

$

1,684

 

 

$

715

 

 

Genius Sports Limited

Reconciliation of U.S. GAAP Net loss to Adjusted EBITDA

(Unaudited)

(Amounts in thousands)

 

 

 

Three Months Ended June 30,

 

 

Six Months Ended June 30,

 

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

 

(dollars, in thousands)

 

Net loss

 

$

(53,948

)

 

$

(21,792

)

 

$

(62,146

)

 

$

(47,333

)

Adjusted for:

 

 

 

 

 

 

 

 

 

 

 

 

Net, interest income

 

 

(556

)

 

 

(348

)

 

 

(993

)

 

 

(1,014

)

Income tax expense (benefit)

 

 

1,748

 

 

 

(1,314

)

 

 

2,290

 

 

 

(214

)

Amortization of acquired intangibles (1)

 

 

2,182

 

 

 

9,024

 

 

 

4,364

 

 

 

19,228

 

Other depreciation and amortization (2)

 

 

13,486

 

 

 

12,022

 

 

 

28,062

 

 

 

23,248

 

Stock-based compensation (3)

 

 

84,991

 

 

 

17,568

 

 

 

102,303

 

 

 

25,237

 

Transaction expenses

 

 

2,053

 

 

 

1,628

 

 

 

2,785

 

 

 

2,092

 

Litigation and related costs (4)

 

 

10,547

 

 

 

1,149

 

 

 

13,915

 

 

 

2,348

 

(Gain) loss on foreign currency

 

 

(26,992

)

 

 

2,822

 

 

 

(39,241

)

 

 

3,909

 

Other (5)

 

 

639

 

 

 

38

 

 

 

2,586

 

 

 

174

 

Adjusted EBITDA

 

$

34,150

 

 

$

20,797

 

 

$

53,925

 

 

$

27,675

 

____________________

(1)

 

Includes amortization of intangible assets generated through business acquisitions (inclusive of amortization for marketing products, acquired technology, and historical data rights related to the acquisition of a majority interest in Genius in 2018).

(2)

 

Includes depreciation of Genius’ property and equipment, amortization of contract costs, and amortization of internally developed software and other intangible assets. Excludes amortization of intangible assets generated through business acquisitions.

(3)

 

Includes restricted shares, stock options, equity-settled restricted share units, cash-settled restricted share units and equity-settled performance-based restricted share units granted to employees and directors (including related employer payroll taxes) and equity-classified non-employee awards issued to suppliers.

(4)

 

Includes litigation and related costs incurred by the Company relating to discrete and non-routine legal proceedings that are not part of the normal operations of the Company’s business. For the three and six months ended June 30, 2025 and 2024, legal proceedings included Sportscastr litigation, dMY litigation and Spirable litigation (as described in Item 3.D “Risks Related to Legal Matters and Regulations” in the Company’s Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 14, 2025 (the “2024 20-F”)). All other legal proceedings are expensed as part of our on-going operations and included in general and administrative expenses.

(5)

 

Includes severance costs and non-recurring compensation payments, expenses incurred related to earn-out payments on historical acquisitions, gain/loss on disposal of assets, and professional fees for finance transformation project.

Webcast and Conference Call Details

Genius Sports management will host a conference call and webcast today at 8:00AM ET to discuss the Group’s second quarter results.

The live conference call and webcast may be accessed on the Genius Sports investor relations website at investors.geniussports.com along with Genius’ earnings press release and related materials. A replay of the webcast will be available on the website within 24 hours after the call.

About Genius Sports

Genius Sports is the official data, technology and broadcast partner that powers the global sports, betting and media ecosystem. Our technology is used in over 150 countries worldwide, creating highly immersive products that enrich fan experiences across the entire sports industry.

We are the trusted partner to over 1,000 sports organizations, including many of the world’s largest leagues, teams, sportsbooks, brands and broadcasters, such as the NFL, English Premier League, NCAA, DraftKings, FanDuel, bet365, Coca-Cola, EA Sports, CBS, NBC and ESPN.

Genius Sports is uniquely positioned through AI, computer vision and big data to power the future of sports fan experiences. From delivering augmented broadcasts and enhanced highlights, to automated officiating tools, immersive betting solutions and personalized marketing activations, we connect the entire sports value chain from the rights holder all the way through to the fan.

Non-GAAP Financial Measures

This press release includes non-GAAP financial measures not presented in accordance with U.S. GAAP. A reconciliation of the most comparable GAAP measure to its non-GAAP measure is included above.

Adjusted EBITDA

We present Group adjusted EBITDA and Group adjusted EBITDA margin, non-GAAP performance measures, to supplement our results presented in accordance with U.S. GAAP. Group Adjusted EBITDA is defined as earnings before interest, income tax, depreciation and amortization and other items that are unusual or not related to Genius’ revenue-generating operations, including but not limited to stock-based compensation expense (including related employer payroll taxes), litigation and related costs, transaction expenses and gain or loss on foreign currency.

Group Adjusted EBITDA is used by management to evaluate Genius’ core operating performance on a comparable basis and to make strategic decisions. Genius believes Group Adjusted EBITDA is useful to investors for the same reasons as well as in evaluating Genius’ operating performance against competitors, which commonly disclose similar performance measures. However, Genius’ calculation of Group Adjusted EBITDA may not be comparable to other similarly titled performance measures of other companies. Group Adjusted EBITDA and Group Adjusted EBITDA margin are not intended to be a substitute for any US GAAP financial measure.

We do not provide a reconciliation of Group adjusted EBITDA to consolidated net income/(loss) on a forward-looking basis because we are unable to forecast certain items required to develop meaningful comparable GAAP financial measures without unreasonable efforts. These items are difficult to predict and estimate and are primarily dependent on future events. The impact of these items could be significant to our projections.

Forward-Looking Statements

This press release 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 of operations or our performance. Words such as “expects,” “intends,” “plans,” “believes,” “anticipates,” “estimates,” and variations of such words and similar expressions are intended to identify such forward looking statements. Although we believe that the forward-looking statements contained in this press release are based on reasonable assumptions, you should be aware that many factors could affect our actual financial results or results of operations and could cause actual results to differ materially from those in such forward-looking statements, including but not limited to: risks related to our reliance on relationships with sports organizations and the potential loss of such relationships or failure to renew or expand existing relationships; fraud, corruption or negligence related to sports events, or by our employees or contracted statisticians; risks related to changes in domestic and foreign laws and regulations or their interpretation; compliance with applicable data protection and privacy laws; pending litigation and investigations; the failure to protect or enforce our proprietary and intellectual property rights; claims for intellectual property infringement; our reliance on information technology; elevated interest rates and inflationary pressures, including fluctuating foreign currency and exchange rates; risks related to domestic and international political and macroeconomic uncertainty; our share repurchase program; and other factors included under the heading “Risk Factors” in the 2024 20-F.

Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Although we believe that the expectations reflected in such forward-looking statements are reasonable, there can be no assurance that such expectations will prove to be correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. We undertake no obligation to publicly update or revise any forward-looking statements contained in this press release, or the documents to which we refer readers in this press release, to reflect any change in our expectations with respect to such statements or any change in events, conditions or circumstances upon which any statement is based.

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