Genius Sports Limited · NYSE:GENI
Genius Sports — Investor Day (December 2025)
113 slides from Genius Sports's investor day presentation, Dec 3, 2025
Slide 1: Investor Day 2025
Investor Day 2025 December 3, 2025
Slide 2: Disclaimer
Disclaimer Forward - Looking Statements Adjusted EBITDA and Free Cash Flow This p res entation contains forward-looking statements as defined in Section 27 A of the Securitie s Act of 1 933 , as amend ed, and Sectio n 2 1E o f the Securities Exchang e Act W e p res ent Group adjusted EBITDA, Group a
Slide 3: Genius Sports
(ag, Genius SPORTS
Slide 4: Leagues, Sportsbook Partners, Brands & Advertisers
400+ Leagues & Federations 250+ Brands & Advertisers 650+ Sportsbook Partners 50+ Broadcasters 4
Slide 5: Leagues, Sportsbook Partners, Brands & Advertisers
400+ Leagues & Federations 650+ Sportsbook Partners 250+ Brands & Advertisers 50+ Broadcasters 5
Slide 6: The digitization of sports is happening now
The digitization of s ports is happening now 6
Slide 7: GeniusIQ: A Single Connected Technology Platform
GeniusIQ : A Single Connected Technology Platform Data Collection Media Insights Officiating Broadcast Performance Analysis Sponsorship Activation Sports Betting 7
Slide 8: Strategic Execution Creates Powerful Flywheel Effect
Strategic Execution Creates Leagues & Teams Powerful Flywheel Effect 1 Drive Monetization via Deeper, Richer Data Personalized Advertising Brands 4 2 Sportsbooks New Viewing Experiences Next - Gen Betting Products 3 Content Distributors 8
Slide 9: Renewed and Expanded Key League Partnerships
Renewed and Expanded Key League Partnerships Cumulative Remaining Contract Duration for Select League Partners Years 31 14 9 10 8 4 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 9
Slide 10: Media Business Transformation
Media Business Transformation $135 $105 $83 $92 $48 FY21 FY22 FY23 FY24 FY25E Genius Sports Media Revenue ($m) 10
Slide 11: Global Distribution of GeniusIQ
Global Distribution of GeniusIQ >300 Stadium Installations ~60 Countries >400 Additional Installations Planned 11
Slide 12: Genius Sports Has Outpaced the Betting Market
Genius Sports Has Outpaced the Betting Market 2021 - 2025E +27% +19% CAGR Genius Sports Global Online Betting Revenue Sports Betting GGR 12
Slide 13: Invested Ahead of the Curve
Invested Ahead of the Curve >$500m Invested over the past >12 years 13
Slide 14: Consistent Growth and Margin Expansion
Consistent Growth and Margin Expansion Revenue ($m) and Adj. EBITDA Margin 21% EBITDA Margin 17% $655 13% 5% $511 1% $413 $341 $263 $115 $150 $88 2018 2019 2020 2021 2022 2023 2024 2025E YoY % chg. +31% +31% +75% +30% +21% +24% +28% 14
Slide 15: Our vision and mission
Our vision To be everywhere in sports, redefining experiences through technology. Our mission To become the operating system of modern sports. 15
Slide 16: The Operating System of Modern Sports
The Operating System of Modern Sports Performance Studio BetVision ProView3D FANHub Broadcast Augmentation SAOT Genius Reels Augmented Advertising 16
Slide 17: Genius Sports management team
Mark Locke Bryan Castellani Jack Davison Josh Linforth Chief Executive Officer Chief Financial Officer Chief Commercial Officer Chief Revenue Officer Matt Fleckenstein Steven Bornstein Gina Waldhorn Chief Product & Technology Officer President, North America SVP, Marketing & Advertising 17
Slide 18: Guest speakers
Roger Goodell Sam Bloom Erick Estrada Commissioner Head of Partnerships VP of Product Development 18
Slide 19: Agenda
Agenda One System. Panel Discussion Betting Overview Media & Endless with NFL & Prediction Advertising Solutions Markets Update Overview Panel Discussion Financial Closing Q&A with PMG and Outlook Remarks Publicis Groupe 19
Slide 20: GeniusIQ is the Operating System of Modern Sports
01 GeniusIQ is the Operating System of Modern Sports • Unlocks next generation data • The only end - to - end platform • Strengthens competitive differentiation 20
Slide 21: GeniusIQ Opens New Revenue Pathways
02 GeniusIQ Opens New Revenue Pathways • Single platform • Multiple products • Monetize the entire fan journey 21
Slide 22: Confidence and Predictability in 2028
03 Confidence and Predictability in 2028 Financial Outlook • Revenue: $1.2B • Adj. EBITDA: $365M - 30% margin • Free Cash Flow: $220M - 60% conversion 22
Slide 23: The digital transformation of sports
The digital transformation of sports 23
Slide 24: One System. Endless Solutions.
One System. Endless Solutions. 24
Slide 25: ‘edi Sinsation: Baye
‘edi Sinsation: Baye yesion Kelly Sttegy 25
Slide 26: POSSESSION
56% POSSESSION 44% -1 Drm | cose = _ © 23'Messi © 36'DiMaria | r} a an Ya: ene a @ tas ~<—\ ee — ¢ Tgp, a Say way 26
Slide 27: How can technology amplify what fans already love about sports?
How can technology amplify what fans already love about sports? 27
Slide 28: Immediate
Immediate 28
Slide 29: Immediate
Immediate 29
Slide 30: Intelligent
Intelligent 30
Slide 31: Intelligent
ii CUP #@ Emirates FA CUP # Emirates FA CUP # Emirates FA CUP ® Emirate 31
Slide 32: Immersive
Immersive 32
Slide 33: Immersive
ii HOU / Formation / Gun @ spitciose Spit Twins Stack Deuce Cee Wing storeet QUMERENIINY tontvon tonvorwk Fovoncee Y@ 12 Plays 2 Se es a on 3 wo o , Ser Sar = o my — o Te a) wy A wousionnwns mm A = cmowustcnwsimss aay ES caus/oo nes © Fk Jet Y Wheel © RPO Glance Post @ Redzone Scissors Gun Normal Y
Slide 34: Sports Fan Behavior is Changing
Sports Fan Behavior is Changing Gen Z Millennials Gen X Boomers 50% 25 % Real-time Different Watching from Co-viewing with Integrated Integrated Shopping Statistics & Analysis Camera Angles Athlete’s POV friends & family Betting Capabilities Capabilities Source: Deloitte Center for Technology, Media
Slide 35: 35,
35,
Slide 36: GeniusIQ – Our data & AI layer
GeniusIQ – Our data & AI layer Mesh Tracking Auto Eventing Auto Video 3D Digital Twin 36
Slide 37: A Single In-Venue System
A Single In - Venue System iPhones enable camera & compute on single device Scalable Affordable Easily Upgradable 37
Slide 38: Mesh Tracking, Auto-Eventing, Auto-Produced Video, Digital Twin
Mesh Tracking Auto - Eventing Auto - Produced Video Digital Twin 38
Slide 39: Genius Sports Sees What Others Can't: Mesh Tracking
Genius Sports Sees What Others Can’t Mesh Tracking 39
Slide 40: Genius Sports Sees What Others Can't: Auto-Eventing
Genius Sports Sees What Others Can’t Auto-Eventing 40
Slide 41: Genius Sports Sees What Others Can't: Auto-Produced Video
Genius Sports Sees What Others Can’t Auto-Produced Video 41
Slide 42: Genius Sports Sees What Others Can't: Digital Twin
Genius Sports Sees What Others Can’t Digital Twin 42
Slide 43: Genius Perform
Genius Perform Apps & Experiences Perform PERFORMANCE STUDIO SAOT 43
Slide 44: Perform
Perform Technology that drives performance. On and off the pitch. 44
Slide 45: Perform: Faster, richer performance analysis
Perform PERFORMANCE STUDIO Faster, richer performance analysis Now featuring Deep-dive video analysis – from single ProView3D moments to long-term trends. See through any player’s perspective. Explore tactically significant angles and unlock deeper Save time with automated playlist understanding of
Slide 46: yahoo:
yahoo: 46
Slide 47: ProView3D
ProView3D 47
Slide 48: SAOT
SAOT G Genius SPORTS SAOT
Slide 49: Genius Bet
Genius Bet Apps & Experiences Bet BETVISION 49
Slide 50: Bet
Bet Premium content, services and immersive betting experiences for regulated sportsbook operators. 50
Slide 51: Bet: First-of-its-kind watch & bet experience
Bet BETVISION First - of - its - kind watch & bet experience BetVision is the world’s first interactive in-play betting experience. Redefining monetization of data and video rights. Drives deeper fan engagement Future opportunity to extend into fantasy sports Winner Winner Industry innovation Sports
Slide 52: Genius Engage
Genius Engage Apps & Experiences Engage AUGMENTATION REELS 52
Slide 53: Engage
Engage Innovative ways to engage, monetize and grow a fan base 53
Slide 54: ‘STATISTIOUES DU MATCH
‘STATISTIOUES DU MATCH rf STATS JOUEURS 54
Slide 55: Augmentation Achievements
Augmentation Achievements AS SEEN ON Premier League DataZone NFL RomoVision Premier League Productions CBS Sports NFL MaddenCast NBA Marvel Arena of Heros NBC Sport ESPN 3 Sports Sports Business Journal NBA Team IBC Content Broadcast Sport Awards Emmy Awards Best in Sports Tech Innovation Award Inno
Slide 56: Since the beginning of sports broadcasts
Since the beginning of sports broadcasts 56
Slide 57: 57
57
Slide 58: Genius Sports
(agg Genius SPORTS
Slide 59: Global Distribution of GeniusIQ
Global Distribution of GeniusIQ >300 Stadium Installations ~60 Countries >400 Additional Installations Planned 59
Slide 60: Genius Sports
(agg Genius SPORTS
Slide 61: Betting Overview & Prediction Markets Update
Betting Overview & Prediction Markets Update 61
Slide 62: Four Pillars of Success
Four Pillars of Success 01 Quality of Content 02 Product Strength 03 Scaled Distribution 04 Market Growth 62
Slide 63: Quality Content Portfolio
Quality Content Portfolio Powered by Data and Services for 300k events per year 63
Slide 64: Product Strength
Product Strength We Increase Handle We Improve Margins We Engage & Retain Players Increase from 97% +23% 6.2m to 11.1m Market Uptime Margin Improvement Unique Devices 97% +19% +32% Market Uptime Margin Improvement Increase in Unique Plays 95% All Soccer +16% +62% Market Uptime Margin Improvement Inc
Slide 65: Scaled Distribution
Scaled Distribution Licensed Sportsbook Customers 650+ in Global Regulated Markets 65
Slide 66: Revenue Models
Revenue Models 70 - 80% 20 - 30% Fixed Fee Revenue Share Percentage of ✓ Fixed Minimum Guarantees Share of In - Play Handle ✓ Betting Revenue ✓ Contractual Price Escalators Share of In - Play GGR ✓ ✓ Additional Content & Services Share of In - Play NGR ✓ ✓ Geographic Expansion Share of Pre - Match ✓
Slide 67: Genius Sports Revenue
Contractual Minimum Variable Contract Structure De - Risks Volatility Revenue Share Illustrative Revenue Model with US Sportsbooks Total GENI Revenue Genius Sports Revenue Below Avg Hold Below Avg Hold Above Avg Hold Above Avg Hold 67
Slide 68: Consistent Growth: Net Revenue Retention
Consistent Growth Net Revenue Retention 2023 2024 2025E Top 25 Global Customers 128% 146% 136% Top 10 US Customers 124% 163% 137% All Customers 122% 127% 131% Customers <$1m 136% 177% 183% 68
Slide 69: Consistently Outpace Growth of the Industry
Consistently Outpace Growth of the Industry Global Betting Revenue CAGR vs. Global GGR US Betting Revenue CAGR vs. US GGR 51% 30% 25% 31% 2023-2025E CAGR 2023-2025E CAGR Global GGR Genius Sports Betting Revenue US GGR Genius Sports US Betting Revenue Note: GGR Growth sourced from H2 Gambling Capital
Slide 70: Market Growth
US Rest of World Market Growth Global Regulated Online Sports Betting GGR ($b) $118 $111 $102 $91 $33 $80 $30 $32 $69 $26 $56 $22 $45 $18 $36 $15 $85 $11 $72 $79 $7 $58 $65 $51 $34 $41 $29 2022 2023 2024 2025E 2026E 2027E 2028E 2029E 2030E Source: H2 Gambling Capital as of November 2025 Source: H2 G
Slide 71: In-Play Betting Continuing to Increase in the US
In-Play In- Play Betting Continuing to Increase in the US 60%+ 32% 30% 28% 26% US Market Evolution Genius Sports currently earns 21% ~3x higher revenue share vs. Pre - Match In - Play Product 2021 2022 2023 2024 2025E At Maturity 71
Slide 72: Illustrative US Prediction Market and UK Environment
Illustrative US Prediction Market UK Environment Platform Robinhood Polymarket DraftKings Predict Betfair CFTC Betfair Exchange Kalshi Polymarket Railbird Licence Holder Technology $ Professional Sportsbook Liquidity Consumers Liquidity Market Makers Hedging 72
Slide 73: Illustrative US Prediction Market
Illustrative US Prediction Market Platform Robinhood Polymarket DraftKings Predict CFTC Kalshi Polymarket Railbird Licence Holder $ Professional Sportsbook Liquidity Consumers Market Makers Hedging Current Genius Future Genius Marketing Data Customers Data Customers Customer (where regulated) (where
Slide 74: Prediction Market Evolution
Prediction Market Evolution Prediction Markets vs. OSB Benefit to Genius • Low single digit market share • Larger TAM • Low single digit commission vs. double • Additive revenue opportunities digit OSB margins • New customers across Genius • Customer LTV 15% vs OSB product set • Little customer over
Slide 75: In Every Scenario, Genius Wins
In Every Scenario, Genius Wins 01 Prolonged Uncertainty 02 Fragmentation 03 Federal Clarity 04 Accelerated OSB Regulation 75
Slide 76: Multiple Sustainable Revenue Growth Drivers
Multiple Sustainable Revenue Growth Drivers Growth of Total Increasing Mix Cross - Sell of Addressable Market of In - Play Additional Betting Volume Content, Products and Services New Price Increases From Customer Wins Contract Renewals and Renegotiations 76
Slide 77: Media & Advertising Overview
Media & Advertising Overview 77
Slide 78: Media Agenda
Media Agenda 01 02 03 Market O ur Right $300m of Media Trends to Win Revenue by 2028 78
Slide 79: 90% of top US broadcasts are sports
90% 80% 90 of top 100 US Sports fans spend 80% broadcasts are sports more on retail streaming and entertainment than the average consumer 79
Slide 80: Sizing the Opportunity
Sizing the Opportunity Total Global Digital Ad Market ~$700B Total Global Addressable ~$700B Digital Ad Market Non - Walled Garden Ad Spend ~$350B Sports or Fan Addressable Non - Walled ~$350B Garden Ad Spend Focused Spending ~$100B Sports Fan ~$100B Focused Spending Source: eMarketer and statista 8
Slide 81: Only Genius Sees the Game and the Fan
Only Genius Sees the Game and the Fan 300k 200m Games Sports Fans 81
Slide 82: 82
82
Slide 83: Live Game Engagement
Live Game Engagement Game Watching: Green Bay Packers vs Detroit Lions Score: 14- 24 Match State: Packers Offense Propensity to Purchase: High 83
Slide 84: Live Game Engagement
Favorite League Favorite Team Xavier McKinney Favorite Player Game Watching: Green Bay Packers vs Detroit Lions Score: 14- 24 Live Game Engagement Match State: Packers Offense Propensity to Purchase: High 84
Slide 85: Live Game Engagement
Favorite League Favorite Team Xavier McKinney Favorite Player Platform Point Spreads Bet Type Weekly Bet Frequency $50 15% Average Bet Size 2nd Quarter Most Engaged Game Watching: Green Bay Packers vs Detroit Lions Score: 14- 24 Live Game Engagement Match State: Packers Offense Propensity to Purchas
Slide 86: Live Game Engagement
Favorite League Where They Eat Where They Fly Favorite Team Where They Stay Xavier McKinney Favorite Player What Brands They Buy Platform Which Casual Dining Point Spreads Bet Type What They Wear Weekly Bet Frequency Where They Stream $50 Average Bet Size Newsletter The Athletic 2nd Quarter Most Eng
Slide 87: Live Game Engagement
Favorite League Where They Eat Where They Fly Favorite Team Where They Stay Xavier McKinney Favorite Player What Brands They Buy Platform Which Casual Dining Point Spreads Bet Type What They Wear Weekly Bet Frequency Where They Stream $50 Average Bet Size Newsletter The Athletic 2nd Quarter Most Eng
Slide 88: Data-Driven Campaigns Serving the Right Fans in the Key Moments
Data - Driven Campaigns Serving the Right Fans in the Key Moments 120% Lift in view - through rates 88
Slide 89: Revolutionizing Sports Advertising with Immersive In-Play Inventory
Revolutionizing Sports Advertising with Immersive In - Play Inventory Unique Genius Sports Inventory Immersive Ads Without Interruption Optimizing The Moments that Matter Maximizing Brand Impact 89
Slide 90: Augmented Ads Create New Branding Opportunities for Sponsors
Augmented Ads Create New Branding Opportunities for Sponsors 90
Slide 91: peacock
peacock QMADDEN CAST 91
Slide 92: 92
92
Slide 93: High-Impact Advertising Inventory on BetVision
High - Impact Advertising Inventory on BetVision ✓ Millions of unique devices ✓ Expanding content coverage ✓ Increasing sportsbook adoption globally ✓ New streaming platform for advertisers 93
Slide 94: 94
94
Slide 95: The FANHub Umbrella
AdTech Dependency The FANHub Umbrella Inventory & Data Our Media business is the monetization of all GeniusIQ products Inventory Widgets & Visualizations Genius Reels 04 05 GeniusIQ BetVision 03 06 Augmentation Fan Engagement Virtual (F2P) 02 07 Signage GeniusIQ GeniusIQ Mesh Data 01 08 Digital Twin
Slide 96: Two Monetization Models
Two Monetization Models Managed Spend Self - Serve Managing campaigns on behalf of advertisers Providing curated packages of unique data & inventory Genius allocates spend across distribution channels Integration with top existing DSPs and SSPs Real-time campaign management & measurement Access larg
Slide 97: Increasing Total Ad Spend Expected to Utilize the Self-Serve Model
Increasing Total Ad Spend Expected Managed Spend Self-Serve to Utilize the Self - Serve Model ~$500m Total Ad Spend Self - Serve Model Unlocks Greater Access More Brands & Agencies ~$135m ~$100m Higher Spend 2024 2025E 2028E 97
Slide 98: Growth Driven by Expanding Brand & Agency Curated Deals
Growth Driven by Expanding Brand & Agency Curated Deals Advertising Agency Customers Direct Brand Customers 98
Slide 99: Genius Sports
(agg Genius SPORTS
Slide 100: Financial Outlook
Financial Outlook 100
Slide 101: Core Value Drivers
Core Value Drivers 01 02 Disciplined Sustainable Capital Revenue Allocation Growth Drivers 03 Predictable Cost Base 04 Margin Expansion & Cash Flow Growth 101
Slide 102: Strong Track Record of Financial Execution
Strong Track Record of Financial Execution Group Revenue ($m) Group Adj. EBITDA ($m) $ 655 $ 136 $ 511 $ 413 $ 86 $ 341 $ 263 $ 53 $ 16 $2 2021 2022 2023 2024 2025E 2021 2022 2023 2024 2025E 1% 5% 13% 17% 21% Group Adj. EBITDA Margin 102
Slide 103: Balanced Growth Driving ~26% Group Revenue CAGR
Balanced Growth Driving ~26% Group Revenue CAGR By Region ($m) By Product ($m) $655 $655 23% CAGR 11% CAGR Rest of World Sports 46% CAGR 29% CAGR Americas $263 Media $263 14% CAGR 27% CAGR Europe Betting 2021 2025E 2021 2025E 103
Slide 104: Multi-Faceted Revenue Growth Algorithm
Multi - Faceted Revenue Growth Algorithm Betting Revenue Group Revenue ($m) • Expanding Global TAM • Price Increases • Increasing In-Play Mix • New Customer Wins • Additional Products & Services $ 1,200 Media Revenue • New Customer Wins • Gaming Operators • Agencies • New Unique Inventory $ 655 • Di
Slide 105: Predictable Cost Profile With High Operating Leverage
Predictable Cost Profile With High Operating Leverage Target % of 2028 Revenue Rights Fees 35% Cost of Revenue Media Direct Costs 10% Other Direct Costs 10% Sales & Marketing 3% R&D 2% G&A 10% 105
Slide 106: Clear Path for Long-Term Value
Clear Path for Long - Term Value 2025E 3- year growth 2028E Group Revenue $655m +22% CAGR $1.2B Group Adj. EBITDA $136m +39% CAGR $365m Group Adj. EBITDA Margin 21% +900bps 30% $220m Free Cash Flow (60% conversion) 106
Slide 107: Continued Organic Investment and 60% Free Cash Flow Conversion
Continued Organic Investment and 60% Free Cash Flow Conversion $365m 15- 20% Available for further capital 5- 10% allocation 10% 5% $220m Group Adj. EBITDA Cap Software Capex (GeniusIQ Install) Tax Working Capital Free Cash Flow 107
Slide 108: Capital Allocation Priorities
Capital Allocation Priorities Organic Mergers & Share Reinvestment Acquisitions Repurchase • GeniusIQ distribution • Strategic acquisitions to • Authorized to repurchase up • Continued technology and strengthen technology to $100m of ordinary shares product development platform and expand • Ability
Slide 109: Multiple Opportunities for Potential Upside in 2028 and Beyond
Multiple Opportunities for Potential Upside in 2028 and Beyond Group Revenue ($m) Group Adj. EBITDA ($m) $1,200 Online Sports Betting Expansion & In- Play Betting Growth Genius Media Network Upside $655 Third - Party Applications Built on GeniusIQ Data Platform $365 $136 Cost Efficiencies from Autom
Slide 110: Appendix
Appendix
Slide 111: FY2021 and FY2022 P&L and Group Adj. EBITDA Reconciliation
FY2021 and FY2022 P&L and 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) Year Ended December 31, Year E
Slide 112: FY2023 and FY2024 P&L and Group Adj. EBITDA Reconciliation
FY2023 and FY2024 P&L and 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) Year Ended December 31, Year E
Slide 113: 2025YTD P&L and Group Adj. EBITDA Reconciliation
2025YTD P&L and 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) Nine Months Ended September 30, Nine Mon