Genius Sports Set to Announce Q1 Earnings on May 7
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 39 minutes ago
0mins
Should l Buy GENI?
Source: seekingalpha
- Earnings Announcement: Genius Sports (GENI) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.01, reflecting a significant year-over-year increase of 133.3%, indicating potential improvements in profitability.
- Revenue Expectations: The anticipated revenue for Q1 stands at $170.98 million, representing an 18.7% year-over-year growth, showcasing the company's growth potential despite facing fragile economic conditions.
- Performance Beat Record: Over the past year, Genius Sports has beaten EPS estimates 25% of the time while achieving a 100% beat rate on revenue estimates, demonstrating stability in revenue management amidst market fluctuations.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates experienced two upward revisions and eight downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
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Analyst Views on GENI
Wall Street analysts forecast GENI stock price to rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 4.330
Low
13.00
Averages
16.00
High
20.00
Current: 4.330
Low
13.00
Averages
16.00
High
20.00
About GENI
Genius Sports Limited is the official data, technology and broadcast partner that powers the ecosystem connecting sports, betting and media. It operates through one segment, which consists of providing access to Betting Content Technology, Content and Services; Media Technology Content and Services; and Sports Technology and Services. It builds and supplies technology and services that allow sports leagues to collect, analyze and monetize their data with added tools to deepen fan engagement. It provides sports leagues with bespoke monitoring technology and education services to help protect their competitions and athletes from the threats of match fixing and betting-related corruption. It offers official data, outsourced bookmaking, trading/risk management services and live audio-visual game content that is derived from its streaming partnerships with sports leagues. Its offerings include Live sports data, Pre-game and in-game odds feeds, and BetVision, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Genius Sports Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Genius Sports (GENI) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.01, reflecting a significant year-over-year increase of 133.3%, indicating potential improvements in profitability.
- Revenue Expectations: The anticipated revenue for Q1 stands at $170.98 million, representing an 18.7% year-over-year growth, showcasing the company's growth potential despite facing fragile economic conditions.
- Performance Beat Record: Over the past year, Genius Sports has beaten EPS estimates 25% of the time while achieving a 100% beat rate on revenue estimates, demonstrating stability in revenue management amidst market fluctuations.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates experienced two upward revisions and eight downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
See More
Prediction Markets Surge as Genius Sports Poised for Growth
- Market Volume Milestone: Polymarket recorded a monthly trading volume of $10.57 billion in March 2026, marking the first time it surpassed the $10 billion threshold, indicating rapid growth in prediction markets that may attract more investor interest.
- Significant Quarterly Growth: The total trading volume for Polymarket in Q1 reached $26.2 billion, up over 90% from the previous quarter, suggesting strong market demand that could lead to increased institutional participation.
- Genius Sports' Market Position: Genius Sports generated $669.5 million in revenue in 2025, a 31% year-over-year increase, and projects organic revenue of $810 million to $820 million in 2026, reflecting robust performance and demand in the sports data sector.
- Enhanced Regulatory Support: The Commodity Futures Trading Commission's backing of Polymarket signals the legitimacy of official sports data in event markets, providing a favorable regulatory environment for Genius Sports that could further drive its business growth.
See More
IFC Advisors Increases Stake in Genius Sports by 676,034 Shares
- Stake Increase: According to an SEC filing dated May 4, 2026, IFC Advisors LLC increased its stake in Genius Sports by 676,034 shares, with an estimated transaction value of $4.81 million; however, the company's market value at quarter-end fell by $16.17 million due to market fluctuations, highlighting investment risks.
- Ownership Proportion: Following this increase, Genius Sports now represents 2.27% of IFC Advisors' 13F reportable assets, becoming its seventh-largest holding, reflecting IFC's continued confidence in the company despite a 59.7% decline in stock price over the past year.
- Financial Performance: Genius Sports reported a revenue of $669.49 million in 2025, a 31% increase year-over-year, yet it faced a net loss of $111.58 million, indicating that despite revenue growth, profitability remains insufficient, impacting investor confidence.
- Acquisition Activity: Genius Sports recently completed the acquisition of Legend, with a potential cost of up to $1.2 billion, requiring $850 million in borrowing; while this move may offer long-term growth prospects, it increases financial pressure in the short term, raising concerns among investors about future performance.
See More
Genius Sports Shows Significant Upside Potential Post-Legend Acquisition
- Sports Betting Moat: Genius Sports operates in a near-duopoly with Sportradar, holding exclusive data distribution rights for top leagues like the NFL and NCAA, which secures its core position in the sports betting market and is expected to enhance its competitive edge.
- Positive Profitability Outlook: Although currently unprofitable, Genius Sports saw a 31% revenue increase to $669.5 million in 2025, with projections for a 64% rise to $1.1 billion in 2026, indicating strong growth potential and a path to profitability in the near future.
- Undervalued Stock: With shares trading around $4.40 and analysts setting a 12-month price target of $11, there is significant upside potential, suggesting that the market's reaction to its Q4 earnings miss may be an overreaction, presenting a buying opportunity.
- Advertising Technology Innovation: The Moment Engine launched by Genius Sports leverages exclusive low-latency data feeds to deliver ads during key moments in games, enhancing ad precision and viewer engagement, thereby expanding its revenue streams.
See More
Genius Sports Completes $1.2B Acquisition of Legend
- Acquisition Completed: Genius Sports has finalized its $1.2 billion acquisition of the global digital sports and gaming media network Legend, establishing a unique position in both official sports data and media advertising, with immediate expected boosts to group adjusted EBITDA margins and free cash flow conversion.
- User Traffic: In 2025, Legend generated 320 million annual visits from 118 million unique visitors, with over two-thirds of users returning regularly, providing Genius Sports with a robust user base and significant market expansion opportunities.
- Financial Projections: By 2026, the combined entity is expected to achieve approximately $1.1 billion in group revenue and $320 million to $330 million in adjusted EBITDA, with around 50% free cash flow conversion, laying a solid foundation for future growth.
- Strategic Implications: CEO Mark Locke emphasized that this acquisition not only strengthens the core sports business but also expands monetization capabilities in iGaming, which is anticipated to significantly enhance the economic value of the platform and drive cash flow growth.
See More
Genius Sports Completes Acquisition of Legend, Enhancing Market Position
- Acquisition Completed: Genius Sports has successfully completed its acquisition of Legend, a global digital sports and gaming media network, which is expected to immediately enhance Group Adjusted EBITDA margins and Free Cash Flow conversion, thereby strengthening the company's financial health.
- Surge in User Visits: In 2025, Legend is projected to achieve 320 million annual visits with 118 million unique visitors, over two-thirds of whom return regularly, providing Genius Sports with a broader audience base that will drive advertising and media revenue growth.
- Market Strategy Integration: With this acquisition, Genius Sports becomes the only company operating two synergistic businesses across official sports data and media and advertising, which not only solidifies its core sports business but also expands its monetization capabilities in iGaming, increasing overall economic value.
- Future Outlook: Genius Sports plans to provide additional details and updates during its earnings call on May 7, 2026, indicating the company's confidence in future growth and commitment to transparency with investors.
See More
Genius Sports Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Genius Sports (GENI) is set to release its Q1 earnings on May 7 before market open, with a consensus EPS estimate of $0.01, reflecting a significant year-over-year increase of 133.3%, indicating potential improvements in profitability.
- Revenue Expectations: The anticipated revenue for Q1 stands at $170.98 million, representing an 18.7% year-over-year growth, showcasing the company's growth potential despite facing fragile economic conditions.
- Performance Beat Record: Over the past year, Genius Sports has beaten EPS estimates 25% of the time while achieving a 100% beat rate on revenue estimates, demonstrating stability in revenue management amidst market fluctuations.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and one downward revision, while revenue estimates experienced two upward revisions and eight downward revisions, reflecting a cautious market sentiment regarding the company's future performance.
See More
Prediction Markets Surge as Genius Sports Poised for Growth
- Market Volume Milestone: Polymarket recorded a monthly trading volume of $10.57 billion in March 2026, marking the first time it surpassed the $10 billion threshold, indicating rapid growth in prediction markets that may attract more investor interest.
- Significant Quarterly Growth: The total trading volume for Polymarket in Q1 reached $26.2 billion, up over 90% from the previous quarter, suggesting strong market demand that could lead to increased institutional participation.
- Genius Sports' Market Position: Genius Sports generated $669.5 million in revenue in 2025, a 31% year-over-year increase, and projects organic revenue of $810 million to $820 million in 2026, reflecting robust performance and demand in the sports data sector.
- Enhanced Regulatory Support: The Commodity Futures Trading Commission's backing of Polymarket signals the legitimacy of official sports data in event markets, providing a favorable regulatory environment for Genius Sports that could further drive its business growth.
See More
IFC Advisors Increases Stake in Genius Sports by 676,034 Shares
- Stake Increase: According to an SEC filing dated May 4, 2026, IFC Advisors LLC increased its stake in Genius Sports by 676,034 shares, with an estimated transaction value of $4.81 million; however, the company's market value at quarter-end fell by $16.17 million due to market fluctuations, highlighting investment risks.
- Ownership Proportion: Following this increase, Genius Sports now represents 2.27% of IFC Advisors' 13F reportable assets, becoming its seventh-largest holding, reflecting IFC's continued confidence in the company despite a 59.7% decline in stock price over the past year.
- Financial Performance: Genius Sports reported a revenue of $669.49 million in 2025, a 31% increase year-over-year, yet it faced a net loss of $111.58 million, indicating that despite revenue growth, profitability remains insufficient, impacting investor confidence.
- Acquisition Activity: Genius Sports recently completed the acquisition of Legend, with a potential cost of up to $1.2 billion, requiring $850 million in borrowing; while this move may offer long-term growth prospects, it increases financial pressure in the short term, raising concerns among investors about future performance.
See More
Genius Sports Shows Significant Upside Potential Post-Legend Acquisition
- Sports Betting Moat: Genius Sports operates in a near-duopoly with Sportradar, holding exclusive data distribution rights for top leagues like the NFL and NCAA, which secures its core position in the sports betting market and is expected to enhance its competitive edge.
- Positive Profitability Outlook: Although currently unprofitable, Genius Sports saw a 31% revenue increase to $669.5 million in 2025, with projections for a 64% rise to $1.1 billion in 2026, indicating strong growth potential and a path to profitability in the near future.
- Undervalued Stock: With shares trading around $4.40 and analysts setting a 12-month price target of $11, there is significant upside potential, suggesting that the market's reaction to its Q4 earnings miss may be an overreaction, presenting a buying opportunity.
- Advertising Technology Innovation: The Moment Engine launched by Genius Sports leverages exclusive low-latency data feeds to deliver ads during key moments in games, enhancing ad precision and viewer engagement, thereby expanding its revenue streams.
See More
Genius Sports Completes $1.2B Acquisition of Legend
- Acquisition Completed: Genius Sports has finalized its $1.2 billion acquisition of the global digital sports and gaming media network Legend, establishing a unique position in both official sports data and media advertising, with immediate expected boosts to group adjusted EBITDA margins and free cash flow conversion.
- User Traffic: In 2025, Legend generated 320 million annual visits from 118 million unique visitors, with over two-thirds of users returning regularly, providing Genius Sports with a robust user base and significant market expansion opportunities.
- Financial Projections: By 2026, the combined entity is expected to achieve approximately $1.1 billion in group revenue and $320 million to $330 million in adjusted EBITDA, with around 50% free cash flow conversion, laying a solid foundation for future growth.
- Strategic Implications: CEO Mark Locke emphasized that this acquisition not only strengthens the core sports business but also expands monetization capabilities in iGaming, which is anticipated to significantly enhance the economic value of the platform and drive cash flow growth.
See More
Genius Sports Completes Acquisition of Legend, Enhancing Market Position
- Acquisition Completed: Genius Sports has successfully completed its acquisition of Legend, a global digital sports and gaming media network, which is expected to immediately enhance Group Adjusted EBITDA margins and Free Cash Flow conversion, thereby strengthening the company's financial health.
- Surge in User Visits: In 2025, Legend is projected to achieve 320 million annual visits with 118 million unique visitors, over two-thirds of whom return regularly, providing Genius Sports with a broader audience base that will drive advertising and media revenue growth.
- Market Strategy Integration: With this acquisition, Genius Sports becomes the only company operating two synergistic businesses across official sports data and media and advertising, which not only solidifies its core sports business but also expands its monetization capabilities in iGaming, increasing overall economic value.
- Future Outlook: Genius Sports plans to provide additional details and updates during its earnings call on May 7, 2026, indicating the company's confidence in future growth and commitment to transparency with investors.
See More
