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Genius Sports (GENI) investor relations material
Genius Sports Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic vision and technology platform
GeniusIQ is positioned as the foundational technology layer for the digital transformation of sport, enabling real-time data capture, AI-driven insights, and immersive fan experiences across betting, media, and advertising.
The platform is now deployed in over 300 venues globally, with 400 more planned, and is designed to be the operating system for leagues, broadcasters, sportsbooks, and advertisers.
Over $500 million invested in technology and infrastructure over the past 12 years, with installations in more than 60 countries.
Partnerships renewed and expanded with major leagues and federations, including NFL, FIBA, NCAA, Premier League, and Serie A, with contract durations extending up to 2035.
GeniusIQ's mesh data, auto-eventing, auto-produced video, and digital twins enable next-generation applications for performance analytics, officiating, betting, and fan engagement.
Business model, growth drivers, and financial outlook
The business is now cash flow positive, with expanding margins and a shift from heavy investment to scalable, high-margin growth.
2028 financial targets include $1.2 billion in group revenue, $365 million in adjusted EBITDA (30% margin), and $220 million in free cash flow (60% conversion), driven by sustainable 20%+ revenue growth.
Revenue is primarily generated through fixed-fee and revenue-share models with over 650 sportsbook customers, and increasingly through high-margin media and advertising products.
Net revenue retention rates remain strong, with top 25 global customers at 136% and all customers at 131% for 2025E.
Capital allocation priorities are organic reinvestment in GeniusIQ, disciplined M&A, and up to $100 million authorized for share repurchases.
Product innovation, media, and market opportunities
BetVision, an integrated watch-and-bet product, has scaled to 20,000+ events annually, driving significant increases in user engagement and monetization.
The Genius Media Network, powered by FanHub and GeniusIQ, leverages real-time data and audience intelligence to deliver personalized, measurable advertising at scale, targeting $300 million in media revenue by 2028.
Unique ad inventory and self-serve ad models are projected to unlock greater access and higher spend, with total ad spend expected to reach $500 million by 2028.
Digital twins and mesh data are unlocking new forms of content, advertising inventory, and fan experiences, with agency partnerships accelerating creative use cases.
The platform’s open ecosystem approach enables third parties to build on GeniusIQ, expanding monetization opportunities beyond internal product development.
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