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Dec 31, 2025
Genius Sports Q4 2025 Earnings Report
Genius Sports Q4 2025 Earnings Report was released, showing significant revenue growth and improved adjusted EBITDA margins.
Key Takeaways
Genius Sports delivered a strong fourth quarter with revenue growing 37% year-over-year to $240.5 million, driven by massive growth in the Media segment. While the company remains net loss-making, it showed a year-over-year improvement in net loss and a 49% increase in Adjusted EBITDA, signaling improved operational efficiency and scale.
Group Revenue increased 37% year-over-year to $240.5 million in Q4.
Media Technology, Content & Services revenue surged 96% due to new programmatic advertising partnerships.
Adjusted EBITDA grew 49% to $48.3 million, representing a 20.1% margin.
The company announced a definitive agreement to acquire Legend, aiming to create a digital sports and gaming media powerhouse.
Revenue by Segment
Forward Guidance
Genius Sports reaffirmed its 2026 standalone guidance and provided a pro forma outlook including the Legend acquisition.
Positive Outlook
- Reaffirmed 2026 standalone revenue of $810-820 million.
- Expected 2026 standalone Adj. EBITDA of $180-190 million.
- Combined entity with Legend expected to reach $1.1 billion in revenue in 2026.
- Pro forma 2026 Adj. EBITDA expected to be $320-330 million.
- Targeting 50% Free Cash Flow conversion on a 2026 pro forma basis.
Challenges Ahead
- Acquisition of Legend is subject to regulatory approvals and closing conditions.
- Integration of Legend's business may present difficulties or delays.
- Potential dilution from issuance of additional shares as earn-out consideration.
- Reliance on maintaining relationships with major sports organizations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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