Hodges Makes Significant Investment in Genus Sports (GENI) with Purchase of 883,376 Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 09 2025
0mins
Should l Buy GENI?
Source: NASDAQ.COM
Hodges Capital Management's Investment: Hodges Capital Management increased its stake in Genius Sports Limited by acquiring 883,376 shares, raising its total holdings to 1,854,611 shares valued at $22.96 million, which now represents 1.96% of the fund's assets under management.
Genius Sports Performance: Despite a strong year with a 38% increase in third-quarter sales year-over-year, Genius Sports reported a net loss of $28.8 million, leading to a 24.5% decline in stock price from its peak in late September 2025.
Company Overview: Genius Sports is a prominent provider of sports data technology and integrity solutions, focusing on real-time data, streaming, and analytics to enhance operational efficiency and regulatory compliance for sports leagues and betting operators.
Market Insights: The article highlights the significant growth potential for Genius Sports, with management projecting a 28% revenue increase for the year, reaching $655 million, despite recent stock performance challenges.
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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: 4.540
Low
13.00
Averages
16.00
High
20.00
Current: 4.540
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.
Pac-12 Signs Comprehensive Deal with Genius Sports
- Pac-12 Partnership: The Pac-12 has signed a comprehensive deal with Genius Sports aimed at enhancing the viewer experience through data analytics and technological support, thereby strengthening the league's competitive position in the sports market.
- FIFA and YouTube Collaboration: FIFA has partnered with YouTube to make it the preferred streaming platform for the 2026 World Cup, which is expected to attract a younger audience and enhance the global visibility of the event.
- NHL Technology Upgrade: The NHL will install Cosm's C360 high-resolution cameras in all team venues, which will improve broadcast quality and provide viewers with a more immersive experience during games.
- Market Impact Analysis: These partnerships and technological investments not only enhance the market influence of each brand but may also drive future revenue growth by increasing viewer engagement and satisfaction.
See More
Lawsuit Filed Against Online Sports Betting Industry for Addiction Risks
- Lawsuit Background: The Public Health Advocacy Institute (PHAI) has filed a lawsuit against companies like DraftKings, FanDuel, and Genius Sports, alleging that their online sports betting platforms promote addiction through micro-betting, leading to significant consumer harm.
- NFL's Role: The lawsuit highlights that the NFL is not only a major shareholder in Genius Sports but also profits from licensing data, encouraging more individuals to engage in online betting, exacerbating addiction issues, with the NFL being the largest shareholder from 2021 to 2025 and currently the second-largest.
- Addiction Impact: The complaint states that online gambling is classified as an addiction similar to heroin, cocaine, and tobacco, with the U.S. sports betting market skyrocketing from $430 million in 2018 to $16.96 billion in 2025, underscoring the severity of gambling addiction.
- Legal Basis: Plaintiffs are suing under Pennsylvania's Unfair Trade Practices and Consumer Protection Law, holding DraftKings and FanDuel accountable for failing to warn the public about the dangerous nature of their products, emphasizing the need for consumer protection.
See More
Genius Sports Unveils Moment Engine to Enhance Brand Engagement
- Product Launch: Genius Sports will unveil its Moment Engine at the NewFront event on March 26, a groundbreaking solution that transforms live sports into an instantly addressable media channel, expected to significantly enhance brand engagement with audiences.
- Technological Integration: Moment Engine combines official league data and real-time signals, having been deployed at scale during major events like the Super Bowl, helping brands optimize advertising campaigns around key moments to improve commercial conversion rates.
- Industry Partnerships: Genius Sports collaborates with global brands such as WPP Media and Publicis Sports, leveraging its technology to support over 1,000 sports organizations, further solidifying its leadership position in the sports data and media ecosystem.
- Market Outlook: CEO Mark Locke stated that Moment Engine will fundamentally shift how sports media is bought and activated, enabling brands to respond to audience attention in real-time, which is expected to drive the digital transformation of sports marketing in the future.
See More
Genius Sports Files Annual Report for 2025
- Annual Report Submission: Genius Sports announced today that it has filed its Annual Report on Form 20-F for the fiscal year ending December 31, 2025, reflecting the company's ongoing commitment to transparency and compliance, ensuring investors have access to the latest financial information.
- Financial Information Access: Shareholders can access the annual report, which includes complete audited financial statements, through the company's Investor Relations website or the SEC's website, further enhancing trust between the company and its shareholders.
- Global Business Coverage: Genius Sports operates in over 150 countries, providing data, technology, and broadcasting services, establishing itself as the operating system of modern sports and driving digital transformation in the sports industry while enhancing fan experiences.
- Partner Network: The company has established partnerships with over 1,000 sports organizations, including the NFL, English Premier League, and NCAA, demonstrating its core position in the sports, betting, and media ecosystem, thereby solidifying its market leadership.
See More
Genius Sports Partners with Pac-12 for Data and AI Integration
- Data Platform Deployment: Genius Sports will deploy its data and AI platform, GeniusIQ, across all Pac-12 football and basketball venues, creating an intelligent infrastructure for real-time data tracking and video capture, thereby enhancing event analysis and commercial activation capabilities to improve viewer experience.
- Integrity Safeguard Program: Through the new Authorized Gaming Operator (AGO) framework, Genius Sports will be responsible for distributing official data from Pac-12 competitions to licensed sportsbooks worldwide, ensuring the elimination of risky bets and promoting information sharing to protect student-athletes' interests.
- Real-Time Advertising Activation: Genius Sports' Moment Engine will enable brands to activate advertising in real-time around key moments in Pac-12 games, transforming live sports data into programmable advertising opportunities, helping advertisers precisely capture important moments and enhance brand visibility and market impact.
- Advanced Performance Analysis: This partnership will provide Pac-12 schools with the most advanced performance analysis platform globally, utilizing GeniusIQ's Performance Studio to equip coaches and athletes with cutting-edge analytics and video tools used by NBA and WNBA teams, driving improvements in athletic performance.
See More
Granahan Investment Management Reduces Magnite Stake by $12.57 Million
- Stake Reduction Details: Granahan Investment Management disclosed a sale of 757,249 shares of Magnite (NASDAQ:MGNI) during Q4 2025, with an estimated transaction value of $12.57 million, indicating a potential decrease in confidence in the company.
- Ownership Proportion Shift: Following the sale, Magnite now represents only 2.17% of Granahan's reportable U.S. equity AUM, reflecting a diminished relative importance within the investment portfolio.
- Financial Performance Overview: Magnite reported a total revenue of $714 million for 2025, marking a 7% increase year-over-year, with Q4 revenue reaching $205.4 million, showcasing its ongoing growth potential in the digital advertising market.
- Market Competitiveness Analysis: Despite a 6% rise in Magnite's stock price over the past year, it significantly underperformed the S&P 500's 21% gain, indicating that the company faces competitive pressures in the rapidly evolving ad tech landscape.
See More
Pac-12 Signs Comprehensive Deal with Genius Sports
- Pac-12 Partnership: The Pac-12 has signed a comprehensive deal with Genius Sports aimed at enhancing the viewer experience through data analytics and technological support, thereby strengthening the league's competitive position in the sports market.
- FIFA and YouTube Collaboration: FIFA has partnered with YouTube to make it the preferred streaming platform for the 2026 World Cup, which is expected to attract a younger audience and enhance the global visibility of the event.
- NHL Technology Upgrade: The NHL will install Cosm's C360 high-resolution cameras in all team venues, which will improve broadcast quality and provide viewers with a more immersive experience during games.
- Market Impact Analysis: These partnerships and technological investments not only enhance the market influence of each brand but may also drive future revenue growth by increasing viewer engagement and satisfaction.
See More
Lawsuit Filed Against Online Sports Betting Industry for Addiction Risks
- Lawsuit Background: The Public Health Advocacy Institute (PHAI) has filed a lawsuit against companies like DraftKings, FanDuel, and Genius Sports, alleging that their online sports betting platforms promote addiction through micro-betting, leading to significant consumer harm.
- NFL's Role: The lawsuit highlights that the NFL is not only a major shareholder in Genius Sports but also profits from licensing data, encouraging more individuals to engage in online betting, exacerbating addiction issues, with the NFL being the largest shareholder from 2021 to 2025 and currently the second-largest.
- Addiction Impact: The complaint states that online gambling is classified as an addiction similar to heroin, cocaine, and tobacco, with the U.S. sports betting market skyrocketing from $430 million in 2018 to $16.96 billion in 2025, underscoring the severity of gambling addiction.
- Legal Basis: Plaintiffs are suing under Pennsylvania's Unfair Trade Practices and Consumer Protection Law, holding DraftKings and FanDuel accountable for failing to warn the public about the dangerous nature of their products, emphasizing the need for consumer protection.
See More
Genius Sports Unveils Moment Engine to Enhance Brand Engagement
- Product Launch: Genius Sports will unveil its Moment Engine at the NewFront event on March 26, a groundbreaking solution that transforms live sports into an instantly addressable media channel, expected to significantly enhance brand engagement with audiences.
- Technological Integration: Moment Engine combines official league data and real-time signals, having been deployed at scale during major events like the Super Bowl, helping brands optimize advertising campaigns around key moments to improve commercial conversion rates.
- Industry Partnerships: Genius Sports collaborates with global brands such as WPP Media and Publicis Sports, leveraging its technology to support over 1,000 sports organizations, further solidifying its leadership position in the sports data and media ecosystem.
- Market Outlook: CEO Mark Locke stated that Moment Engine will fundamentally shift how sports media is bought and activated, enabling brands to respond to audience attention in real-time, which is expected to drive the digital transformation of sports marketing in the future.
See More
Genius Sports Files Annual Report for 2025
- Annual Report Submission: Genius Sports announced today that it has filed its Annual Report on Form 20-F for the fiscal year ending December 31, 2025, reflecting the company's ongoing commitment to transparency and compliance, ensuring investors have access to the latest financial information.
- Financial Information Access: Shareholders can access the annual report, which includes complete audited financial statements, through the company's Investor Relations website or the SEC's website, further enhancing trust between the company and its shareholders.
- Global Business Coverage: Genius Sports operates in over 150 countries, providing data, technology, and broadcasting services, establishing itself as the operating system of modern sports and driving digital transformation in the sports industry while enhancing fan experiences.
- Partner Network: The company has established partnerships with over 1,000 sports organizations, including the NFL, English Premier League, and NCAA, demonstrating its core position in the sports, betting, and media ecosystem, thereby solidifying its market leadership.
See More
Genius Sports Partners with Pac-12 for Data and AI Integration
- Data Platform Deployment: Genius Sports will deploy its data and AI platform, GeniusIQ, across all Pac-12 football and basketball venues, creating an intelligent infrastructure for real-time data tracking and video capture, thereby enhancing event analysis and commercial activation capabilities to improve viewer experience.
- Integrity Safeguard Program: Through the new Authorized Gaming Operator (AGO) framework, Genius Sports will be responsible for distributing official data from Pac-12 competitions to licensed sportsbooks worldwide, ensuring the elimination of risky bets and promoting information sharing to protect student-athletes' interests.
- Real-Time Advertising Activation: Genius Sports' Moment Engine will enable brands to activate advertising in real-time around key moments in Pac-12 games, transforming live sports data into programmable advertising opportunities, helping advertisers precisely capture important moments and enhance brand visibility and market impact.
- Advanced Performance Analysis: This partnership will provide Pac-12 schools with the most advanced performance analysis platform globally, utilizing GeniusIQ's Performance Studio to equip coaches and athletes with cutting-edge analytics and video tools used by NBA and WNBA teams, driving improvements in athletic performance.
See More
Granahan Investment Management Reduces Magnite Stake by $12.57 Million
- Stake Reduction Details: Granahan Investment Management disclosed a sale of 757,249 shares of Magnite (NASDAQ:MGNI) during Q4 2025, with an estimated transaction value of $12.57 million, indicating a potential decrease in confidence in the company.
- Ownership Proportion Shift: Following the sale, Magnite now represents only 2.17% of Granahan's reportable U.S. equity AUM, reflecting a diminished relative importance within the investment portfolio.
- Financial Performance Overview: Magnite reported a total revenue of $714 million for 2025, marking a 7% increase year-over-year, with Q4 revenue reaching $205.4 million, showcasing its ongoing growth potential in the digital advertising market.
- Market Competitiveness Analysis: Despite a 6% rise in Magnite's stock price over the past year, it significantly underperformed the S&P 500's 21% gain, indicating that the company faces competitive pressures in the rapidly evolving ad tech landscape.
See More
