Genius Sports (GENI) investor relations material

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.