GENINYSEServices-Miscellaneous Amusement & RecreationUS GAAP · USD

Genius Sports Ltd

Genius Sports Ltd is a Guernsey-incorporated technology company serving the global sports, sports betting and sports media industries. It builds and supplies data, streaming, advertising and performance software that connect leagues, sportsbooks, media partners and advertisers across digital channels.

Revenue669m USD
+31.0 %y/y
Operating profit (EBIT)-151m USD
−158.5 %y/y
EBIT margin-22.6%
−11.1 ppy/y
Net income-112m USD
−77.0 %y/y
Free cash flow64.5m USD
−8.4 %y/y

Fiscal year 2025 · change from previous year

Development 2020–2025

-750-500-2500250500750m USD2020: 150 m USD2020: EBIT -21 m USD20202021: 263 m USD2021: EBIT -573 m USD20212022: 341 m USD2022: EBIT -183 m USD20222023: 413 m USD2023: EBIT -74 m USD20232024: 511 m USD2024: EBIT -59 m USD20242025: 669 m USD2025: EBIT -151 m USD2025669-151
RevenueOperating profit (EBIT)

Business

Share of revenue
Betting Technology, Content and Services55 %

Official data, streaming-linked products, bookmaking support and trading/risk tools for sportsbooks.

Media Technology, Content and Services25 %

Advertising technology, campaign delivery, audience engagement and digital content distribution.

Official Sports Data and Streaming Rights10 %

Licensed collection, distribution and monetization of league data and video feeds.

Sports Performance and Officiating Technology10 %

Software used for performance analysis, officiating assistance and competition administration.

Products

Reported · share of revenue
70.4%21.6%FY2025100 %
  • Betting Technology Content and Services70.4 %
  • Media Technology Content and Services21.6 %
  • Sports Technology and Services8.0 %

Source: 20-F FY2025, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.

Customers

Genius sells mainly to sportsbooks, sports leagues, federations, media companies and marketing customers that need official sports data, streaming, audience activation or operational software. Its products are used because they are embedded in live sports workflows and help customers monetize fans, run competitions and improve betting and broadcast experiences.

Sportsbooks

Buy official sports data, watch-and-bet products, trading and risk tools to run wagering offerings.

Sports leagues and federations

License data and video rights and use competition, officiating and performance software.

Media and broadcasters

Use broadcast augmentation, digital content distribution and live sports media products.

Advertisers and marketing customers

Buy targeted advertising campaigns, audience engagement and media placement services.

Sports and gaming audiences

Indirect end users reached through owned-and-operated and syndication channels.

Strategy

Genius is focused on expanding the scale and utility of its sports data, betting and media platform by embedding itself deeper into league and sportsbook workflows. It is also extending monetization across fan engagement, advertising and content distribution so the same underlying sports assets can support multiple revenue streams.

Expand sports data and betting infrastructureMedium term

More embedded data and trading tools increase customer dependence and recurring usage.

Scale media and advertising technologyMedium term

Owned media and campaign tools broaden monetization beyond pure data licensing.

Monetize league rights more fullyLong term

Exclusive or preferred data and streaming rights underpin the core competitive moat.

Geography

2025

Genius operates globally and serves partners across North America, Europe and other international markets. The business depends on cross-border licensing, so foreign exchange, local regulation and regional sports rights all affect how it operates.

Americas50 %
Europe50 %

Share of the revenue the company reports by geography.

Risks

The business depends on exclusive or preferential rights from leagues and federations, so customer concentration, contract renewal risk and partner bargaining power are central concerns. It also faces regulatory, foreign exchange and technology execution risk because its products operate across multiple jurisdictions and are integrated into live sports and betting infrastructure.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Loss or non-renewal of official data and streaming rights1Regulatory change in sports wagering and data use2Operational failure in live data or streaming services3Foreign currency exchange volatility4
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Loss or non-renewal of official data and streaming rightsImpact: HighLikelihood: Medium

    The model relies on league permissions to collect, distribute and monetize official sports content.

    Exposure: Sports leagues and federations

  2. Regulatory change in sports wagering and data useImpact: HighLikelihood: Medium

    Products are tied to betting, broadcasting and data licensing rules across multiple jurisdictions.

    Exposure: Sportsbooks and international markets

  3. Operational failure in live data or streaming servicesImpact: HighLikelihood: Medium

    Customers need reliable real-time feeds; outages can quickly damage trust and contract value.

    ExposureSportsbooksBroadcastersLeagues
  4. Foreign currency exchange volatilityImpact: MediumLikelihood: High

    Management identifies FX as the primary material market risk exposure.

    Exposure: Multi-currency international operations

Accounting

Judgemental items
Revenue recognition

Contracts span data, software, advertising and streaming rights with different performance obligations.

Impact: Timing of revenue and deferred revenue balances

Goodwill impairment

Acquisitions create goodwill that must be tested for impairment if assumptions weaken.

Impact: Potential non-cash charge to earnings

Acquired intangibles

Acquisitions can add customer relationships, content rights and software assets with finite lives.

Impact: Amortization expense and asset values

Contingent consideration

Earnouts from acquisitions are remeasured using performance assumptions and probabilities.

Impact: Earnings volatility from fair value changes

Stock-based compensation

Equity awards are a meaningful non-cash compensation expense in a growth company.

Impact: Operating expense and adjusted EBITDA reconciliation

Publicly listed companies with a comparable business focus.

Last updated: 28/09/2026

Genius Sports Ltd (GENI) Revenue, Earnings & Financials 2025 – Clarifo