Genius Sports Limited · NYSE:GENI
Genius Sports — Q3 2025 Earnings Presentation
22 slides from Genius Sports's earnings presentation, Nov 4, 2025
Slide 1: Third Quarter 2025 Earnings
Third Quarter 2025 Earnings November 4, 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: Strong Momentum Across Genius Sports
Strong Momentum Across Genius Sports ▪ +38% Group Revenue growth YoY to $166m ▪ Betting revenue increased by +28% YoY to $110m Strong Q3 ▪ Media revenue increased by +89% YoY to $42m, representing a quarterly record Financial Results ▪ Group Adj. EBITDA increased +32% YoY to $34m, representing 20% m
Slide 6: +28% YoY Growth in Genius Sports Q3 Betting Revenue
Continued Execution with Sportsbook Partners Expanded Sportsbook Additional Content Industry Tailwinds in Q3 Partnerships +16% YoY US GGR Growth Strengthening the Highest Quality BetVision for NFL, Serie A, and 30% Portfolio of European Football thousands of other soccer and In-Play Handle as % of T
Slide 7: BetVision is Redefining the NFL Watch & Bet Experience
BetVision is Redefining the NFL Watch & Bet Experience +50% 74% Annual increase in number of North In-Play handle as a percentage of American sportsbook customers total handle2 +25% +35% Annual increase in average time Annual increase in number of spent on BetVision1 unique devices1 1 Represents dat
Slide 8: BetVision Expansion to New Sports Highlights Distribution and Scale
BetVision Expansion to New Sports Highlights Distribution and Scale Rapid Expansion of Coverage >23k >200 Global Events Per Year Global Leagues / Competitions # of BetVision Sportsbook Customers 120 100 80 60 40 20 0 2023 2024 2025
Slide 9: +89% YoY Growth in Genius Sports Q3 Media Revenue
Unique Data and Inventory Driving Media Revenue Growth 01. ▪ Advertising content triggered by real-time sports data 01. ▪ AI-powered data unlocks deeper understanding of most engaging moments ▪ Acquired Sports Innovation Lab ▪ Proprietary Fluid Fan identity graph built on billions of transactional d
Slide 10: Sports Innovation Lab Deepens Our Understanding of Sports Fans
Sports Innovation Lab Deepens Our Understanding of Sports Fans What Other Platforms Call a Soccer Fan What We Call a Soccer Fan AGE 25 INCOME $65,000 LIVES IN Multi Family Dwelling EDUCATION College Degree The Fluid Fan Identity Graph
Slide 11: New Inventory Created More Ways for Brands to Reach Sports Fans
New Inventory Created More Ways for Brands to Reach Sports Fans 8/17 Fever vs. Sun: execution for NBA 2K 8/31 Fever vs. Valkyries: execution for Shopify
Slide 12: Financial Results & Outlook
Financial Results & Outlook
Slide 13: Revenue Growth Across Each Product Group
Revenue Growth Across Each Product Group Q3 Revenue ($m) YTD Revenue ($m) $110 +28% $304 +34% Betting Betting $86 $227 $42 +89% $86 +14% Media Media $22 $76 $14 +16% $39 +17% Sports Sports $12 $33 2025 2024 2025 2024
Slide 14: Revenue Growth Across Each Geography
Revenue Growth Across Each Geography Q3 Revenue ($m) YTD Revenue ($m) Europe $78 +15% Europe $216 +19% $68 $182 Americas $78 +77% Americas $184 +39% $44 $132 Rest of World $10 +28% Rest of World $29 +36% $8 $21 United States $67 +91% United States $159 +53% (incl. in Americas) $35 (incl. in Americas
Slide 15: Growth in Group Adj. EBITDA
Growth in Group Adj. EBITDA Q3 Group Adj. EBITDA ($m) YTD Group Adj. EBITDA ($m) +65% +32% $88 $53 $34 $26 2024 2025 2024 2025 Note: Group Adj. EBITDA and Group Adj. EBITDA Margin, non-GAAP performance measures, are used to supplement our results presented in accordance with U.S. GAAP. A reconciliat
Slide 16: Raising 2025 Group Revenue and Adj. EBITDA Guidance
Raising 2025 Group Revenue and Adj. EBITDA Guidance $655m 28% 59% FY 2025E Group FY 2025E Group Adj. FY25 Group Revenue Revenue Growth EBITDA Growth $136m 21% ~400bps FY25 Group Adj. FY 2025E Group Adj. FY 2025E Group Adj. EBITDA EBITDA Margin EBITDA Margin Expansion vs. FY 2024 Expecting positive c
Slide 17: Q&A
Q&A
Slide 18: Appendix
Appendix
Slide 19: Genius Sports Q3 P&L & Group Adjusted EBITDA Reconciliation
Genius Sports Q3 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 September
Slide 20: Genius Sports YTD P&L & Group Adjusted EBITDA Reconciliation
Genius Sports YTD 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) Nine Months Ended September
Slide 21: Reconciliation of GAAP Expenses to non-GAAP Expenses
Reconciliation of GAAP Expenses to non-GAAP Expenses Three Months Ended Year Ended September 30, June 30, March 31, December 31, September 30, June 30, March 31, December 31, September 30, December 31, December 31, 2025 2025 2025 2024 2024 2024 2024 2023 2023 2024 2023 GAAP Operating Expenses Cost o
Slide 22: GENI Share Count Build
GENI Share Count Build Total Capitalization (shares in millions) As of September 30, 2025 Ordinary shares outstanding 238.7 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 29.0 Total Additi