Sportradar Group (SRAD) Investor Day 2025 summary

Strategic Vision and Market Positioning

• Focuses on leveraging proprietary AI-driven data and technology to drive innovation, hyper-personalization, and global expansion in sports, betting, and media, with a 20-year track record of industry leadership.

• Serves over 2,100 clients globally, including 800+ betting operators, 900 media companies, and 400 leagues/teams, with a presence in over 100 countries.

• Maintains high barriers to entry through proprietary content, resilient technology, and integrated client workflows.

• Recent acquisition of IMG Arena, expected to close in Q4 2025, will strengthen the content portfolio, expand rights, and accelerate revenue growth, especially in soccer, tennis, and basketball.

• Strategic focus on regulated markets and growth opportunities in APAC, Middle East, North America, Latin America, and adjacent markets like iGaming.

Product Innovation and Technology

• Over 10 years of AI adoption, with 150+ AI scientists and 100+ use cases, powering hyper-personalization, predictive capabilities, and operational efficiency.

• AI and computer vision automate data collection for over 50% of live matches, reducing costs by up to 90% and increasing data volume 100x.

• Launch of the Sportradar Brain, a generative AI platform integrating large language models with proprietary data for conversational betting, content creation, and operational efficiency.

• Modular APIs and unified integration accelerate client onboarding and product adoption, supporting scalability and rapid time to revenue.

• Product suite spans betting technology, streaming, managed services, marketing, integrity, and sports performance, supporting upsell and cross-sell across the value chain.

Financial Guidance and Growth Outlook

• Targets 15% revenue CAGR through 2027, aiming for €1.7 billion in revenue and Adjusted EBITDA margin expansion from 20% to 27%.

• Adjusted EBITDA expected to reach €455 million by 2027, with free cash flow of approximately €275 million and conversion of at least 60%.

• Maintains a strong balance sheet with ~€1 billion available capital targeted by 2027 and no debt.

• Fixed, variable, and hybrid revenue models provide strong visibility, with multi-year contracts and ~€2 billion revenue backlog.

• Upside potential from new adjacencies (iGaming, marketing services), cross-selling, and further market expansion not fully included in guidance.