Genius Sports Limited · NYSE:GENI
Genius Sports — Merger or Acquisition (February 2026)
21 slides from Genius Sports's merger presentation, February 2026
Slide 1: Legend to Join Genius Sports
Legend to Join Genius Sports Accelerating the Genius Sports Media Strategy February 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Important Cautionary Note About Combined Financial Information and Projections This presentation contains forward-looking statements as defined in Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, The projected financial i
Slide 3: Our Business Finished 2025 on Remarkable Footing
Our Business Finished 2025 on Remarkable Footing $669m 31% $281m FY25 Group FY25 Group FY25 Ending Revenue Revenue Growth Cash Balance $136m 20% 37% FY25 Group FY25 Group FY25 Media Adj. EBITDA Adj. EBITDA Margin Revenue Growth Note: See “Disclaimer” for important cautionary information regarding th
Slide 4: A global digital sports and gaming media network built to monetize attention
A global digital sports and gaming media network built to monetize attention 4
Slide 5: Legend Acquisition Expected to Accelerate Our Strategic and Financial Execution
Legend Acquisition Expected to Accelerate Our Strategic and Financial Execution Annualized Group Revenue ($m) Annualized Group Adj. EBITDA ($m) Adj. EBITDA Margin: ~30% ~35% ~21% $1,600 CAGR FCF Conversion1: ~50% >60% $1,100 Investor Day Target $1,200 +30% CAGR $550 $320 - 330 Investor Day Target $3
Slide 6: Structural Drivers of Genius' Media Engine
Structural Drivers of Genius’ Media Engine 01 More Data 02 More Audience FANHub 03 More Inventory More Monetization Pathways to Deliver Returns for Our Customers Unique Inventory 6
Slide 7: Performance-Driven, AI-Powered Platform
Performance-Driven, AI-Powered Platform Legend Monetization Engine Leading Owned Media Brands 800+ Operator Relationships Premium Content Partnerships Global Team Loyal Community Strong Product Set 800+ 13 3m+ ~75% AI-Driven 10,000+ Community Product Product Changes Employees Countries Return Rate1
Slide 8: Closed-Loop Monetization Driven by User Intent
Closed-Loop Monetization Driven by User Intent Premium Content Owned and partner experiences designed around Why This Scales decision-making moments 01 ✓ High Frequency Usage Data Enrichment Conversion data continuously fed back to improve targeting 05 02 Advertising Offers and placements dynamicall
Slide 9: Impressive Results Within the Legend Owned & Operated Ecosystem
Impressive Results Within the Legend Owned & Operated Ecosystem 320m+ 118m ~75% Annual Visits Unique Visitors Return Rate2 ~9 minutes $2+ Lifetime Revenue Average Site Visit Time1 Revenue per Unique Visitor Contracts Note: Statistics as of CY25, unless otherwise specified. 1 Reflects Covers average
Slide 10: Differentiated Data, Audience, & Inventory Power Growth
Differentiated Data, Audience, & Inventory Power Growth Legend Assets Massive Customer Unlock AI Content Optimization Platform Sportsbooks 25+ Owned Digital Properties 3rd Party Digital Properties 118m+ Unique Users Casino Original Content Production Intent Signals FANHub Genius Assets Prediction Ma
Slide 11: Legend Strengthens Genius From Day One
Legend Strengthens Genius From Day One Platform Impact to 01 Comprehensive Monetization of Digital Inventory Full-Stack Execution, Distribution and Optimization 02 Direct, Scalable Path to Fans Optionality in Distributing, Testing and Monetizing Exclusive GeniusIQ Content 03 Best-in-Class Technology
Slide 12: The Genius Difference
The Genius Difference Two Scaled Pillars. Powered on One Shared Data Layer Data Continuous Acquisition Monetization Sports Media Betting Data AI-Powered Activation Platform We are the only business operating at meaningful scale across both proprietary sports data and performance-driven media monetiz
Slide 13: Genius and Legend's Combined Offering
Genius and Legend’s Combined Offering Diversified & Deep Customer Pioneering Best-in- Expanding TAMs in Base, Relationships, and Class Partnerships that iGaming and Readiness Expansion Paths Align Objectives and for Emerging Market Deliver Value Opportunities Larger Share of Two-Way Revenue Synergie
Slide 14: Three Pillars of Financial Expansion
Three Pillars of Financial Expansion Revenue Margin Cash Acceleration Expansion Conversion Legend Will Arm Us with Stronger Economics to Continue Executing on Our Long-Term Strategy 14
Slide 15: Highly Accretive Financial Acquisition
Highly Accretive Financial Acquisition Annualized Revenue ($m) Annualized Adj. EBITDA ($m) Adj. EBITDA Margin: ~30% ~35% ~21% $1,600 CAGR FCF Conversion1: ~50% >60% $1,100 Investor Day Target $1,200 +30% CAGR $550 $320 - 330 Investor Day Target $365 2026E 2028E 2026E 2028E Accelerates Revenue Enhanc
Slide 16: Transaction Terms and Structure
Transaction Terms and Structure • $850m Secured Debt Issued to Fund Cash Cash Consideration $800 Portion of Upfront Consideration + Stock Consideration 100 Upfront Consideration $900 • Earnout to be Paid in Equal Installments on the One and Two-Year Anniversary of Close + Potential Earnout 300 • Pay
Slide 17: Affirming Our Balanced Approach to Capital Allocation
Affirming Our Balanced Approach to Capital Allocation Organic Mergers & Return of Reinvestment Acquisitions Capital to Shareholders 17
Slide 18: Our Key Acquisition Criteria
Our Key Acquisition Criteria ✓ Robust Strategic Fit ✓ Clear Operational Integration ✓ Accretive Economics 18
Slide 19: Cements Our Unique Position at the Center of Sports Data and Media-Driven Monetization
Cements Our Unique Position at the Center of Sports Data and Media-Driven Monetization Two Scaled Pillars. One Shared Data Layer. Endless Solutions 19
Slide 20: Q&A
Q&A 20
Slide 21: (ay, Genius
(ay, Genius SPORTS
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