Genius Sports reported fiscal third‑quarter revenue of $166.3 million, a 38% year‑over‑year increase, and adjusted EBITDA of $33.99 million, up 32% from the prior quarter. The adjusted EBITDA margin rose to 20.4%, while the company posted a net loss of $28.8 million. Consensus earnings per share for the quarter were $0.07, reflecting a modest improvement over the $0.02 estimate for the same period last year.
Revenue growth was driven by a 89% year‑over‑year increase in the Media Technology segment and a 28% rise in Betting Technology. The stronger performance in these segments helped lift the overall margin, offsetting higher operating expenses related to research and development and recent acquisitions. Management highlighted continued demand from data‑center clients and the expansion of its media rights platform as key contributors to the quarter’s results.
For the full year, Genius Sports raised its guidance to $655 million in revenue and $136 million in adjusted EBITDA, representing 26% revenue growth and 57% EBITDA growth. The company reiterated its expectation of positive annual cash flow, citing sustained momentum in its media and betting platforms and the strategic value of its proprietary data‑integrity technology. Partnerships with major leagues such as the NFL and NBA were noted as critical to maintaining market leadership.
The company operates in a competitive sports‑data sector, with rivals like Sportradar. Genius Sports’ vertical integration—controlling data generation, distribution, and monetization—supports its one‑stop‑shop positioning. Recent acquisitions, including the Sports Innovation Lab, strengthen its fan‑activation ecosystem and reinforce its strategic focus on data integrity and media rights management. While the net loss reflects investment in growth initiatives, the improved margin and raised guidance signal confidence in the company’s long‑term profitability.
Overall, the earnings release demonstrates continued growth in key business segments and a clear path toward positive cash flow, reinforcing investor confidence in Genius Sports’ strategic trajectory.
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