Genius Sports Limited · NYSE:GENI
Genius Sports — Q2 2025 Earnings Presentation
20 slides from Genius Sports's earnings presentation, Aug 6, 2025
Slide 1: Second Quarter 2025 Earnings
Second Quarter 2025 Earnings August 6, 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Non-GAAP Financial Measures This presentation contains forward-looking statements as defined in Section 27A of the Securities Act of 1933, as amended, and This presentation includes non-GAAP financial measures not presented in accordance with U.S. GAAP. A reconc
Slide 3: Contents
Contents 01 02 03 Business Updates Financial Results & Outlook Appendix
Slide 4: Business Updates
Business Updates
Slide 5: Consistent Execution and Technology Expansion
Consistent Execution and Technology Expansion ▪ Group Revenue increased 24% year-on-year to $119m, driven by Betting revenue growth of 30% Record ▪ Group Revenue growth contributed to Group Adj. EBITDA at a 57% incremental margin Group Adj. EBITDA ▪ Record Group Adj. EBITDA of $34m in Q2, up 64% yea
Slide 6: GeniusIQ Powering the Future of Basketball
GeniusIQ Powering the Future of Basketball Showcased cutting-edge technology for FIBA U19 Basketball World Cup ▪ In-game Optical Tracking Data for Real-Time Player & Team Insights ▪ Augmented Broadcasts to Deliver Immersive Viewing Experiences for Fans ▪ Rich Performance insights for Coaches and pla
Slide 7: Secured Leading Position in European Soccer
Secured Leading Position in European Soccer Technology-led approach to rights acquisition
Slide 8: Extended and Expanded Exclusive Partnership with the NFL
Extended and Expanded Exclusive Partnership with the NFL 01 02 03 2-year extension Exclusive distributor of Advertising inventory through 2030 Super Bowl official data feeds and within BetVision and NFL watch & bet, powering owned & operated digital BetVision product1 platforms, available through FA
Slide 9: FANHub Momentum Positions Genius Sports for Strong 2H 2025 Media Revenue Growth
FANHub Momentum Positions Genius Sports for Strong 2H 2025 Media Revenue Growth Product Advancements Industry Marketing New Ad Agency Partnership In-game advertising inventory on NFL BetVision Select clients include: was fully sold upfront for the 2025 season Genius Sports NewFront in NYC Integrated
Slide 10: Financial Results & Outlook
Financial Results & Outlook
Slide 11: Balanced Growth Across Each Geography and Product
Balanced Growth Across Each Geography and Product Q2 Revenue ($m) Q2 Revenue ($m) $73 +26% Europe $88 +30% $58 Betting $67 $35 +17% Americas $30 $19 +4% Media $18 $10 +43% Rest of World $7 $13 +22% United States $26 +30% Sports $10 (incl. in Americas) $20 2025 2024 2025 2024
Slide 12: >20% Group Revenue Growth and >55% Incremental Group Adj. EBITDA Margins through 1H 2025
>20% Group Revenue Growth and >55% Incremental Group Adj. EBITDA Margins through 1H 2025 57% 55% Incremental Margin Incremental Margin in Q2 2025 through 1H 2025 Group Revenue ($m) Group Adj. EBITDA ($m) Group Revenue ($m) Group Adj. EBITDA ($m) $47.5 +22% growth $23.3 $262.7 +24% growth $118.7 $215
Slide 13: Resulting in Record Group Adj. EBITDA Profitability in Q2
Resulting in Record Group Adj. EBITDA Profitability in Q2 Quarterly Group Adj. EBITDA ($m) Quarterly Group Adj. EBITDA Margin $34 $32 29% $26 22% 21% $21 18% 17% 18% $20 $18 $16 14% $12 9% 8% $8 $7 6% 2023 2024 2025 2023 2024 2025 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 1 Group Adj. EBITDA and Group Adj. EBITDA Mar
Slide 14: Raising 2025 Guidance
Raising 2025 Guidance $645m 26% 57% FY 2025E Group FY 2025E Group Adj. FY25 Group Revenue Revenue Growth EBITDA Growth $135m 21% ~410bps FY25 Group Adj. FY 2025E Group Adj. FY 2025E Group Adj. EBITDA EBITDA Margin EBITDA Margin Expansion vs. FY 2024 Expecting increased positive cash flow in FY25
Slide 15: Q&A
Q&A
Slide 16: Appendix
Appendix
Slide 17: Genius Sports Q2 P&L & Group Adjusted EBITDA Reconciliation
Genius Sports Q2 P&L & Group Adjusted EBITDA Reconciliation Condensed Consolidated Statements of Operations Reconciliation of U.S. GAAP Net loss to Group (Unaudited, amounts in thousands, Adjusted EBITDA except share and per share data) (Unaudited, amounts in thousands) Three Months Ended June 30, T
Slide 18: Genius Sports 1H P&L & Group Adjusted EBITDA Reconciliation
Genius Sports 1H P&L & Group Adjusted EBITDA Reconciliation Condensed Consolidated Statements of Operations Reconciliation of U.S. GAAP Net loss to Group (Unaudited, amounts in thousands, Adjusted EBITDA except share and per share data) (Unaudited, amounts in thousands) Six Months Ended June 30, Six
Slide 19: Reconciliation of GAAP Expenses to non-GAAP Expenses
Reconciliation of GAAP Expenses to non-GAAP Expenses Three Months Ended Year Ended June 30, March 31, December 31, September 30, June 30, March 31, December 31, September 30, June 30, December 31, December 31, 2025 2025 2024 2024 2024 2024 2023 2023 2023 2024 2023 GAAP Operating Expenses Cost of rev
Slide 20: GENI Share Count Build
GENI Share Count Build Total Capitalization (shares in millions) As of June 30, 2025 Ordinary shares outstanding 238.4 Additional Securities Options <1.0 NFL Enterprises LLC vested Warrants1 19.0 NFL Enterprises LLC unvested Warrants1 5.0 Unvested equity-settled RSUs and PSUs2 29.3 Total Additional