NYSE$GENI
Genius Sports Limited · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
Genius Sports Q2 2025: $119M revenue (+24%), record 28.8% adjusted EBITDA margin
Genius Sports reported second quarter 2025 group revenue of $118.7 million, up 24% year over year, with Betting Technology up 30% to $87.5 million, Media Technology up 4% to $18.6 million, and Sports Technology up 22% to $12.6 million. Group adjusted EBITDA reached a quarterly record of $34.2 million (28.8% margin), up 64% YoY with a 57% incremental margin on revenue growth. The company posted a net loss of $53.9 million, primarily from $97.7 million in H1 stock-based compensation including one-time NFL partnership warrants. Management raised full-year 2025 guidance to approximately $645 million in revenue and $135 million in adjusted EBITDA. Key partnerships included NFL extension through 2030 Super Bowl, Serie A exclusive data rights, and European Leagues betting data.
- Group revenue $118.7M (+24%); Betting segment $87.5M (+30%) on volume and contract renewals.
- Record adjusted EBITDA $34.2M at 28.8% margin (+700 bps YoY).
- Net loss $53.9M driven by stock-based comp including NFL warrants; basic EPS ($0.21).
- Raised FY2025 guidance to $645M revenue and $135M adjusted EBITDA (+26% and +57%).
- NFL partnership extended through 2030; Serie A and European Leagues exclusive data deals secured.
Headline financials
Revenue & EPS history
Genius Sports · Revenue · Quarterly
$119M
Revenue by segment
Genius Sports · $119M total across 3 segments · Q2 2025
- Betting Technology, Content & Services$87.5M—73.7%
- Media Technology, Content & Services$18.6M—15.7%
- Sports Technology & Services$12.6M—10.6%
Forward guidance
Genius Sports expects FY2025 group revenue of approximately $645M and adjusted EBITDA of approximately $135M, implying 26% revenue growth and 57% EBITDA growth with margin expansion to ~21%.
Tailwinds
- NFL and Serie A partnerships
- 57% incremental EBITDA margin on revenue growth
- Positive annual cash flow expected in 2025
Headwinds
- Large net loss from stock-based compensation
- Media segment declined 17% YTD
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2025
-0.3%
Avg return
Earnings day
-2.0%
Avg return
5 days after
+3.4%
Avg return
30 days after
46%
11 / 24 earnings
Positive
+19.5%
Q1 2022
Best reaction
-27.3%
Q3 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -2.3% | +1.1% | +34.5% | |
| Q3 2025 | +1.7% | -7.6% | +1.4% | |
| Q2 2025 | -4.7% | +2.5% | +10.5% | |
| Q1 2025 | -4.3% | -5.8% | -14.6% | |
| Q4 2024 | +11.9% | +16.8% | +14.1% | |
| Q3 2024 | +18.7% | +12.7% | +13.0% | |
| Q2 2024 | +9.7% | +13.8% | +22.7% | |
| Q1 2024 | +0.6% | -5.2% | +0.2% | |
| Q4 2023 | -10.9% | -16.3% | -12.3% | |
| Q3 2023 | -5.9% | -3.0% | +9.7% | |
| Q2 2023 | -8.8% | -16.1% | -11.6% | |
| Q1 2023 | +16.3% | +14.0% | +47.0% | |
| Q4 2022 | -18.3% | -13.5% | -14.3% | |
| Q3 2022 | +2.6% | +5.8% | -2.8% | |
| Q2 2022 | +6.8% | -3.5% | +5.5% | |
| Q1 2022 | +19.5% | +15.2% | +8.7% | |
| Q4 2021 | -13.8% | -2.8% | -15.6% | |
| Q3 2021 | -27.3% | -28.4% | -44.2% | |
| Q2 2021 | +3.8% | -1.4% | -15.4% | |
| Q1 2021 | +3.3% | +8.5% | -8.0% | |
| Q4 2020 | -1.6% | -8.9% | +13.5% | |
| Q4 2019 | -1.6% | -8.9% | +13.5% | |
| Q4 2018 | -1.6% | -8.9% | +13.5% | |
| Q3 2018 | -1.6% | -8.9% | +13.5% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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