Genius Sports Limited · NYSE:GENI
Genius Sports — Q2 2026 Earnings Presentation
16 slides from Genius Sports's earnings presentation, Aug 6, 2026
Slide 1: Second Quarter 2026 Earnings
Second Quarter 2026 Earnings August 6, 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Non-GAAP Financial Measures This presentation contains forward-looking statements as defined in Section 27A of the Securities Act of 1933, as amended, and This presentation includes non-GAAP financial measures not presented in accordance with U.S. GAAP. A reconc
Slide 3: Delivering Across Every Metric
Delivering Across Every Metric Genius Sports & Legend Outperforming in First Quarter as a Combined Business1 Q2 Outperformance Strong Margin Profile Power of Data Group Revenue of $196m vs. $185m Significant Gross Margin AI increasing demand for data guidance Improvement to 33% Official data and hig
Slide 4: Exceeded Expectations in Q2
Exceeded Expectations in Q2 Q2 Group Revenue vs. Guidance ($m) $196 27% 258bps Group Adj. EBITDA Group Adj. EBITDA $185 +$11 Margin1 Margin1 Beat Q2 Group Adj. EBITDA1 vs. Guidance ($m) 28% 193% YoY Betting YoY Media Revenue Growth Revenue Growth $53 $45 +$8 Group Revenue outperformance vs. guidance
Slide 5: Genius Sports Moment Engine
MOBILE Genius Sports Moment Engine THE RIGHT Fan Driving performance for the world’s biggest brands DISPLAY CONNECTED TV 174 new advertisers in Q2, including: Genius Moments THE RIGHT THE RIGHT Moment Message STREAMING SOCIAL | 5
Slide 6: Genius Sports Moment Engine in Action
Genius Sports Moment Engine in Action Translating Moments Into Impact for a Major Consumer Brand Throughout the World Cup: 3x greater CPM Efficiency Than Planned Lowest CPC of Any Active Campaign Note: CPM (cost per thousand impressions) and CPC (cost per click) are standard digital advertising metr
Slide 7: GeniusIQ: One Platform. Endless Solutions.
GeniusIQ: One Platform. Endless Solutions. Every Product Creates a New Way to Monetize the Platform Amazon sponsoring Sky Sports News utilizing National League Promotion Launched SAOT for Brazilian 3D renders for LigaMX GeniusIQ tracking data ahead Final, with real-time insights on Football Confeder
Slide 8: Prediction Market Revenue Drivers
Prediction Market Revenue Drivers Existing Genius Sports Infrastructure Powering Prediction Markets Player Acquisition Liquidity Data & Integrity Driving continued audience growth Real-time official data and pricing Real-time official data for timely through player acquisition and models enable liqu
Slide 9: Strong Performance in Betting & Media
Strong Performance in Betting & Media Group Revenue ($m) Group Adj. EBITDA1 ($m) $196 $78 $119 $27 $117 $53 $92 $34 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Betting Revenue ($m) Media Revenue ($m) 1 Group Adj. EBITDA, a non-GAAP performance measure, is used to supplement our results presented in accordance w
Slide 10: Raising 2026 Guidance
Raising 2026 Guidance Q3 2026 Full Year 2026 New Prior New Group Revenue $260m $990m-1.010b $1.005-1.025b Group Adj. EBITDA1 $85m $270-280m $285-295m Group Adj. EBITDA Margin1 32.7% 27.5% 28.6% Over $100m of Total Cash Flow in 2H 2026 1 Group Adj. EBITDA and Group Adj. EBITDA Margin, non-GAAP perfor
Slide 11: Q&A
(Cy, Genius SPORTS Q8A
Slide 12: Appendix
(Cy, Genius SPORTS Appendix
Slide 13: Q2 P&L & Group Adj. EBITDA Reconciliation
Q2 P&L & 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) Three Months Ended June 30, Three Months Ended
Slide 14: H1 P&L & Group Adj. EBITDA Reconciliation
H1 P&L & 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) Six Months Ended June 30, Six Months Ended June
Slide 15: Reconciliation of GAAP Expenses to non-GAAP Expenses
Reconciliation of GAAP Expenses to non-GAAP Expenses Three Months Ended Year Ended June 30, March 31, December 31, September 30, June 30, March 31, December 31, September 30, December 31, December 31, 2026 2026 2025 2025 2025 2025 2024 2024 2025 2024 GAAP Operating Expenses Cost of revenue $ 131,716
Slide 16: GENI Share Count Build
GENI Share Count Build Total Capitalization (shares in millions) As of June 30, 2026 Ordinary shares outstanding 267.6 Additional Securities NFL Enterprises LLC vested Warrants1 14.5 NFL Enterprises LLC unvested Warrants1 5.0 Unvested equity-settled RSUs and PSUs2 24.4 Total Additional Securities 43