GENI in three months: buy, wait or sell?
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Sportsbooks need live game information to set odds and accept bets as play unfolds. Genius Sports Limited supplies that data, live video and services that set and adjust odds and manage betting exposure. Customers include bet365, DraftKings and Flutter’s FanDuel. Betting services generate most of its revenue: operators pay contractual minimum fees, with additional payments based on event usage or a share of their betting revenue after player winnings and, under some agreements, other deductions.
Genius obtains data and video rights from leagues and federations, including the NFL and English Premier League. It pays for major-league rights and often supplies smaller leagues with technology and software in exchange for rights. Its GeniusIQ platform captures and analyzes play through venue cameras, supporting both league tools and betting products. A smaller but meaningful business sells advertising services to sportsbooks and other brands; its FanHub platform helps them reach sports fans through managed or self-service campaigns.
The business depends on retaining sports rights on affordable terms and keeping customers willing to pay for them. One customer supplies a meaningful share of revenue, while revenue-sharing payments also depend on sportsbook performance. Genius must maintain gambling-supplier licenses where required; losing approval can force it to stop services in a market, and local betting and advertising rules limit what it and its customers can offer.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Genius Sports also depends on securing and monetizing NFL and Football DataCo rights, while Stats Perform is another direct competitor to watch beyond this list.
Sportradar Group AG competes directly with Genius Sports for sportsbooks’ spending on live data, odds, streaming, bet management and risk controls. Watch its sports-data rights and sportsbook relationships: these help decide which provider wins business, though sportsbooks often use both.
DraftKings buys Genius Sports data to run its sportsbook, so growth in its betting revenue and event usage can lift Genius’s revenue above contract minimums. Watch what DraftKings retains from bettors’ stakes after paying winners, rather than stakes alone: Genius’s contract upside generally comes from gaming-revenue shares or extra event fees.
Flutter Entertainment, including FanDuel, pays Genius Sports for sportsbook services, so its wagering growth supports Genius’s data demand and gaming-revenue upside. Watch Flutter’s sportsbook revenue after winnings and promotional costs, because more betting does not translate one-for-one into the revenue Genius can share.
Grandstand Limited competes with Genius Sports to sell betting data and marketing services to gambling operators, but relies more on attracting consumers through websites and referring them to operators for payment—affiliate marketing. Marketing supplied 75% of Grandstand’s 2025 revenue, making that business a more relevant comparison for Genius’s marketing services than for its live-data feeds.
The Trade Desk competes with Genius Sports for advertisers’ and agencies’ spending on automated ad buying, not its core betting-data business; it charges clients a platform fee generally tied to their ad spend. This rivalry matters to Genius’s growing media business, whose 2025 revenue rose 37%, mainly through programmatic advertising growth in the Americas.
Genius Sports Limited earningsThis company
Genius Sports sells sports data, odds and betting technology to sportsbooks, and its report will show whether added customer use is bringing in more than the rights and delivery costs.
Read betting technology, content and services revenue alongside gross profit. About 60% of revenue is tied to contractual minimum guarantees, so revenue growth alone does not show that customers used more. If betting-services revenue and gross profit both rise, customer use and fees above minimum commitments are adding value after costs. If revenue rises but gross profit does not keep pace, added rights and service costs may be absorbing the gain. The test is whether betting-business growth turns into more gross profit.
Sportradar Group AG earningsSRAD
Sportradar competes directly with Genius Sports for sportsbooks’ spending on live data, odds and risk controls, and its report will show whether that market is growing or getting harder to win.
Look at whether Sportradar’s sports-data rights and sportsbook business are both holding up. Strong customer relationships and growth in that business would show sportsbooks are still spending on live data and services, supporting demand for Genius Sports’ core offering. Weakness, or growth achieved amid fiercer rights competition, would point to more pressure on Genius Sports to win and retain customers. The two providers can serve the same sportsbook, so this is not a substitute for Genius Sports’ own results.