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Genius Sports Limited (GENI)
NYSE:GENI
Earnings Data
Report Date
May 07, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 04, 2025
|% Change Since: 33.17%
|Next Earnings Date:May 07, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance with record revenue growth, positive cash flow, and successful product innovations. However, some challenges were noted with bookmaker win margins and lower-than-expected media segment growth.Company Guidance
During the Genius Sports Fourth Quarter 2024 Earnings Call, the company provided a robust guidance for 2025, projecting a group revenue of $620 million and a group adjusted EBITDA of $125 million, marking a year-on-year increase of 20% and 46% respectively. The guidance indicates an expansion in EBITDA margin to 20%, alongside increasingly positive cash flow. In 2024, Genius Sports achieved a 24% increase in full-year group revenue to $511 million and a 2.5x rise in Q4 adjusted EBITDA to $32 million, contributing to a full-year total of $86 million. The company also reported its first year of positive net cash flow, generating $82 million in operating cash flow, a substantial increase from $15 million in 2023, leading to a year-end net cash balance of $135 million. This financial performance was driven by a 48% year-on-year increase in betting revenue in Q4 and a strong performance in the U.S. market, where revenue grew by 51%. The company highlighted the success of BetVision, which saw significant engagement, with in-play betting representing 76% of the total handle through the platform. Looking forward, Genius Sports plans to expand BetVision to other sports globally, aiming for launches in soccer and basketball in 2025, further enhancing their competitive differentiation and growth potential.Record Revenue Growth
Genius Sports reported a year-on-year group revenue growth of 38% in Q4 to $176 million, bringing the full year group revenue to $511 million, representing a 24% growth, exceeding the initial guidance of $480 million.
Strong EBITDA Performance
Group adjusted EBITDA increased by over 2.5x year-on-year to $32 million in Q4, bringing the full year EBITDA to $86 million, in line with guidance and well above expectations.
Positive Cash Flow Achieved
2024 marked the first year of positive net cash flow with $82 million in operating cash flow, increasing more than 5x from $15 million in 2023, resulting in a year-end net cash balance of $135 million.
Betting Business Growth
Betting revenue grew by 48% year-on-year in Q4, driven by contract renewals and strong momentum of in-play betting, making it the strongest quarter of growth since Q4 2021.
Successful U.S. Expansion
Total U.S. revenue increased by 51% year-on-year due to successful contract renewals with every major sportsbook, demonstrating strong commercial capabilities.
Innovative Product Development
Introduction and expansion of BetVision, which saw significant growth in viewership and engagement, with plans to introduce it to soccer and basketball.
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GENI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GENI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 04, 2025 | $8.32 | $9.31 | +11.90% |
| Nov 12, 2024 | $8.08 | $9.47 | +17.20% |
| Aug 06, 2024 | $6.00 | $6.65 | +10.83% |
| May 08, 2024 | $5.42 | $5.38 | -0.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Genius Sports Limited (GENI) report earnings?
Genius Sports Limited (GENI) is schdueled to report earning on May 07, 2025, TBA Not Confirmed.
What is Genius Sports Limited (GENI) earnings time?
Genius Sports Limited (GENI) earnings time is at May 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GENI EPS forecast?
GENI EPS forecast for the fiscal quarter 2025 (Q1) is -0.03.
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