Genius Sports Limited Stock Price, News & Analysis

Genius Sports (NYSE:GENI) reported strong Q2 2025 financial results with group revenue reaching $118.7 million, up 24% year-over-year. The company achieved a record quarterly Group Adjusted EBITDA of $34.2 million, representing 64% growth and a 700 basis point margin expansion to 28.8%.

Key performance highlights include Betting Technology revenue growth of 30% to $87.5 million, Media Technology revenue increase of 4% to $18.6 million, and Sports Technology revenue growth of 22% to $12.6 million. Despite posting a group net loss of $53.9 million, primarily due to non-recurring stock-based compensation, the company raised its 2025 guidance, projecting full-year revenue of $645 million and Adjusted EBITDA of $135 million.

The company secured several strategic partnerships, including a multi-year extension with the NFL through 2030, exclusive rights with Serie A through 2029, and appointed Bryan Castellani as new CFO effective October 1, 2025.

Genius Sports (NYSE:GENI) has secured exclusive rights to capture and distribute official data and betting video streams for all Serie A, Coppa Italia, and Supercoppa Italiana matches through the 2028/29 season. The landmark partnership enables Genius Sports to deliver low-latency streaming and premium data to its global sportsbook network.

The agreement includes access to Lega Serie A tracking data for media exploitation and will enhance BetVision, the company's interactive live betting product. Serie A joins Genius Sports' premium portfolio alongside the Premier League and France Ligue 1, strengthening its position as the global leader in football content for sportsbooks.

Genius Sports (NYSE:GENI) has secured a landmark multi-year partnership with the European Leagues Association, gaining exclusive rights to capture and distribute official betting data for over 8,000 matches across 46 professional football competitions in Europe. The deal encompasses 18 member leagues, including both men's and women's competitions.

The partnership features the deployment of GeniusIQ, the company's AI-powered platform, which provides innovative solutions for tracking, officiating, team performance, and fan engagement. Already implemented in leagues like the Premier League, Belgian Pro League, and Danish Superliga, this technology aims to enhance fan engagement, improve officiating accuracy, and provide performance insights.

This strategic collaboration strengthens Genius Sports' position as the leading provider of live football content to the global regulated sports betting market, adding to its portfolio that includes the Premier League and French Ligue 1.

Genius Sports (NYSE:GENI) has announced a strategic partnership with PMG, a leading independent agency representing major brands like Nike and TurboTax. The collaboration makes PMG a founding agency partner of FANHub, Genius Sports' premier fan activation platform.

The multi-year partnership focuses on three key areas: next-generation ad formats including Augmented Ads and contextual sports placements, measurement innovation for sports advertising accountability, and early access to emerging technologies. Additionally, Genius Sports will enhance PMG's AI-driven marketing system, Alli, to help brands connect with fans during live cultural and sports moments.

Genius Sports (NYSE:GENI) has scheduled its second quarter 2025 financial results announcement for August 6, 2025. The company will release its earnings report before 8:00 AM ET, followed by a conference call at 8:00 AM ET to discuss the results.

The earnings release and related materials will be accessible through the company's investor relations website at investors.geniussports.com. A replay of the webcast will be made available within 24 hours after the call.

Genius Sports (NYSE:GENI) has been added to the Russell 3000® Index, effective June 30, 2025, as part of the annual Russell indexes reconstitution. This inclusion automatically places GENI in either the large-cap Russell 1000® Index or small-cap Russell 2000® Index.

The Russell 3000® Index captures the 4,000 largest US stocks by market capitalization as of April 30. Approximately $10.6 trillion in assets are benchmarked against Russell US indexes as of June 2024. CEO Mark Locke highlighted this milestone as enhancing the company's visibility and reach with institutional investors.

The NFL has extended and expanded its strategic partnership with Genius Sports (NYSE:GENI) through the 2029 NFL season. Genius Sports will remain the NFL's exclusive distributor of real-time official data, including play-by-play statistics, Next Gen Stats, and sports betting data feeds globally. The expanded partnership includes exclusive rights to in-game advertising inventory and distribution of watch and bet low-latency live games to sportsbooks. The collaboration will continue developing innovative solutions like BetVision, the first immersive sports betting streaming solution, and the EA SPORTS Madden NFL Cast. Genius Sports will also maintain its role in providing integrity services for NFL games and continue as an official reseller of NFL's international advertising inventory through their FANHub platform.

Genius Sports (NYSE:GENI) reported strong Q1 2025 financial results with Group Revenue reaching $144m, up 20% year-over-year. The company significantly reduced its net loss to $8.2m from $25.5m in Q1 2024, while Group Adj. EBITDA nearly tripled to $20m. Betting Technology segment led growth with a 44% increase to $106.5m, while Media Technology declined 27% to $25.9m. The company maintains its 2025 outlook, expecting revenue of $620m and Adj. EBITDA of $125m. Notably, the Board authorized a $100m share repurchase program, demonstrating confidence in future profitability. Key business highlights include becoming the exclusive NCAA data provider through 2032 and launching new technologies like BetVision for Soccer and Data Zone for Ligue 1 McDonald's.

PlayersTV and Genius Sports (NYSE: GENI) announced they will co-host their 2025 NewFront event on May 8 in New York City. The event will showcase PlayersTV+, a new subscription-based streaming platform for athlete-driven content, alongside innovative advertising solutions. The partnership leverages Genius Sports' technology including the FANHub Activation Platform and Augmented Advertising capabilities. PlayersTV, backed by over 70 athlete investors including Chris Paul and Travis Kelce, reaches 300M+ U.S. household device owners. The platform will reveal six new original shows and introduce advertiser integration opportunities across Players Media Group's ecosystem. Major brands like UBS, Meta, Sony, and Walmart are already engaged for media buying and content partnerships.