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.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaOfficial data, streaming-linked products, bookmaking support and trading/risk tools for sportsbooks.
Advertising technology, campaign delivery, audience engagement and digital content distribution.
Licensed collection, distribution and monetization of league data and video feeds.
Software used for performance analysis, officiating assistance and competition administration.
Tuotteet
Raportoitu · osuus liikevaihdosta- Betting Technology Content and Services70,4 %
- Media Technology Content and Services21,6 %
- Sports Technology and Services8,0 %
Lähde: 20-F FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
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.
Buy official sports data, watch-and-bet products, trading and risk tools to run wagering offerings.
License data and video rights and use competition, officiating and performance software.
Use broadcast augmentation, digital content distribution and live sports media products.
Buy targeted advertising campaigns, audience engagement and media placement services.
Indirect end users reached through owned-and-operated and syndication channels.
Strategia
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.
More embedded data and trading tools increase customer dependence and recurring usage.
Owned media and campaign tools broaden monetization beyond pure data licensing.
Exclusive or preferred data and streaming rights underpin the core competitive moat.
Maantiede
2025Genius 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.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
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.
- Loss or non-renewal of official data and streaming rightsVaikutus: KorkeaTodennäköisyys: Kohtalainen
The model relies on league permissions to collect, distribute and monetize official sports content.
Kohdistuu: Sports leagues and federations
- Regulatory change in sports wagering and data useVaikutus: KorkeaTodennäköisyys: Kohtalainen
Products are tied to betting, broadcasting and data licensing rules across multiple jurisdictions.
Kohdistuu: Sportsbooks and international markets
- Operational failure in live data or streaming servicesVaikutus: KorkeaTodennäköisyys: Kohtalainen
Customers need reliable real-time feeds; outages can quickly damage trust and contract value.
Kohdistuu - Foreign currency exchange volatilityVaikutus: KeskitasoTodennäköisyys: Korkea
Management identifies FX as the primary material market risk exposure.
Kohdistuu: Multi-currency international operations
Kirjanpito
Harkinnanvaraiset erätContracts span data, software, advertising and streaming rights with different performance obligations.
Vaikutus: Timing of revenue and deferred revenue balances
Acquisitions create goodwill that must be tested for impairment if assumptions weaken.
Vaikutus: Potential non-cash charge to earnings
Acquisitions can add customer relationships, content rights and software assets with finite lives.
Vaikutus: Amortization expense and asset values
Earnouts from acquisitions are remeasured using performance assumptions and probabilities.
Vaikutus: Earnings volatility from fair value changes
Equity awards are a meaningful non-cash compensation expense in a growth company.
Vaikutus: Operating expense and adjusted EBITDA reconciliation
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