Genius Sports Limited announced its Investor Day on December 3, 2025, where executives presented a detailed outlook for 2028 and outlined the company’s technology strategy centered on the GeniusIQ platform.
The company set 2028 targets of $1.2 billion in group revenue, $365 million in adjusted EBITDA—representing a 30 % margin—and $220 million in free cash flow. These figures are driven by the expansion of BetVision and FanHub, the scaling of GeniusIQ across global sports leagues, and the company’s focus on high‑margin monetization engines.
In FY 2024, Genius Sports reported a net loss of $63 million, a narrowing from $85 million in FY 2023, and an adjusted EBITDA of $86 million, up 61 % year‑over‑year. The improvement underscores the company’s ability to convert revenue growth into profitability as it expands its platform footprint.
Segment revenue in FY 2024 was $354.9 million for Betting Technology, Content & Services; $105.3 million for Media Technology, Content & Services; and $50.7 million for Sports Technology & Services. The shift toward higher‑margin betting and media segments supports the projected 30 % EBITDA margin for 2028.
CEO Mark Locke emphasized that the 2028 targets are grounded in demonstrated growth and margin progress, while CFO Bryan Castellani highlighted a stable cost base, long‑term contracts, and scalable infrastructure as key enablers of the company’s confidence in its financial outlook.
The Investor Day was well received by investors, reflecting confidence in Genius Sports’ platform strategy and its ability to capture growth in betting, media, and data services.
Headwinds noted by management include regulatory changes, competitive pressure, and economic uncertainty, while opportunities arise from expanding betting markets, AI‑driven data monetization, and new partnerships with major sports leagues.
The event signals a clear trajectory for Genius Sports, positioning the company as a leading infrastructure provider in the modern sports ecosystem and reinforcing its long‑term growth strategy.
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