Genius Sports (GENI) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, March 4, 2026 astatine 10:56 AM CST 32 min read

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Wednesday, March 4, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Mark Locke

• Chief Financial Officer — Bryan Castellani

• [Role not explicitly stated] — Josh

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Mark Locke: On today's call, we would similar to screen 3 topics. First, we volition instrumentality a infinitesimal to item the beardown Q4 and full-year results, which we preannounced past month. There are 2 main takeaways from our 2025 results. Revenue maturation of 31% is our strongest yearly summation since 2021, and our full-year 20% EBITDA borderline is our highest yearly margin. Second, some the betting concern and the media concern are connected large footing, which enables america to reaffirm our 2026 guidance of continued top-line maturation and borderline expansion, precisely successful enactment with what we communicated connected the Investor Day successful December and preannounced past month.

And finally, I privation to supply further position connected our precocious announced acquisition of Legend, addressing straight the cardinal questions raised by investors and discussing the assurance we person successful the fiscal and strategical rationale of the transaction. I volition travel backmost to this aboriginal successful the call. But first, I volition crook to Bryan to sermon our fiscal results.

Bryan Castellani: Thank you, Mark. First, we achieved radical gross of $669 cardinal successful 2025, representing 31% growth, arsenic Mark said, our strongest yearly summation since 2021. This translated to $136 cardinal of radical adjusted EBITDA, representing a 20% margin, also, arsenic Mark highlighted, our highest yearly borderline arsenic a nationalist company. Group gross maturation was good balanced crossed betting and media. Betting gross accrued 33% successful 2025, marking its strongest twelvemonth since 2021, our archetypal twelvemonth with exclusive NFL information rights.

Our beardown betting gross was chiefly driven by maturation with existing customers, who payment from the expanding suite of innovative products specified arsenic BetVision, which is present disposable for NFL, Serie A, FIBA Basketball, and dozens of different soccer, tennis, and esports competitions. BetVision is consistently expanding engagement and driving greater in-play wagering for our sportsbook partners, truthful we are excited to proceed expanding our coverage. 2025 marked different beardown illustration of our quality to outpace the 24% maturation of planetary online sports betting GGR, further demonstrating our accordant and predictable commercialized model. Our Media concern delivered a beardown show successful 2025, expanding 37% to $144 million.