Genius Sports Limited · NYSE:GENI
Genius Sports — Q1 2026 Earnings Presentation
15 slides from Genius Sports's earnings presentation, May 7, 2026
Slide 1: First Quarter 2026 Earnings
First Quarter 2026 Earnings May 7, 2026
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 | 3
Slide 4: Strong Financial and Strategic Execution to Begin 2026
Strong Financial and Strategic Execution to Begin 2026 Strong Q1 2026 ▪ Group Revenue increased 31% year-on-year to $188m Results ▪ Group Adj. EBITDA1 increased 21% year-on-year to $24m Durable & ▪ Betting Technology, Content and Services revenue increased 33% to $146m Predictable Betting ▪ Global,
Slide 5: Global & Diversified Commercial Model With Strong Visibility
Global & Diversified Commercial Model With Strong Visibility 2023-2025 CAGR: +33% 75% Industry Growth1 & Genius Betting Revenue Q1’26 Betting Revenue Growth of Q1’26 Betting Revenue vs. +2% Q1’26 US GGR Growth1 Contractually Fixed +29% Multiple Ways to Win +25% ✓ Market Expansion ✓ Increased Utiliza
Slide 6: Integrating the Moment Engine Across Advertising Ecosystem
Integrating the Moment Engine Across Advertising Ecosystem OFFICIAL LIVE DATA FEEDS CURATED INVENTORY DEAL ID Genius Live Data Moment DSP & IDENTITY Sports Fan Feed Library Graph & More Step 1 Step 2 Step 3 Step 4 Always-on official data from Contextual intelligence plus the Pre-configured Deal IDs
Slide 7: Enhancing the Fan Experience, Integrating Brands in the Moments That Matter
Enhancing the Fan Experience, Integrating Brands in the Moments That Matter | 7
Slide 8: Three Accelerants Compounding Margin Expansion
Three Accelerants Compounding Margin Expansion Legend GeniusIQ Agentic AI Immediately Margin Accretive The Operating System of Structural Cost Advantage Modern Sport • Proven high-margin business model • Automated data capture reducing costs • Reduced product development time • Expansion into new ma
Slide 9: Legend Acquisition is Immediately Accretive to 2026 Guidance
Legend Acquisition is Immediately Accretive to 2026 Guidance Q2 2026 Full Year 2026 New Prior New Group Revenue $185m $810-820m $990-1,010m Group Adj. EBITDA $45m $180-190m $270-280m Group Adj. EBITDA Margin 24% 23% 28% Note: Group Adj. EBITDA and Group Adj. EBITDA Margin, non-GAAP performance measu
Slide 10: Revenue Synergies Unlock Potential Upside
Revenue Synergies Unlock Potential Upside 01 02 Monetize Cross-Sell & Pricing Combined Power Audience Data 03 04 Deployment of Monetization of the Genius Assets Legend Engine for Across Legend Leagues Portfolio | 10
Slide 11: Q&A
Q&A
Slide 12: Appendix
Appendix
Slide 13: Genius Sports Q1 P&L & Group Adj. EBITDA Reconciliation
Genius Sports Q1 P&L & Group Adj. 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 March 31, Thre
Slide 14: Reconciliation of GAAP Expenses to non-GAAP Expenses
Reconciliation of GAAP Expenses to non-GAAP Expenses Three Months Ended Year Ended March 31, December 31, September 30, June 30, March 31, December 31, September 30, June 30, March 31, December 31, December 31, 2026 2025 2025 2025 2025 2024 2024 2024 2024 2025 2024 GAAP Operating Expenses Cost of re
Slide 15: GENI Share Count Build
GENI Share Count Build Total Capitalization (shares in millions) As of March 31, 2026 Ordinary shares outstanding 257.5 Additional Securities NFL Enterprises LLC vested Warrants1 14.5 NFL Enterprises LLC unvested Warrants1 5.0 Unvested equity-settled RSUs and PSUs2 24.5 Stock consideration for Legen