Stock daily read

What happened with GENI today?

Why it moved
Explains possible causes using the day’s news and filings
Moving with the market?
Uses market moves and trading volume to assess what drove the change
What to watch next
The next thing that could change the call, and what to look for

No read yet

Uses news and trading volume to explain the day’s move and how it relates to the market.

Investment outlook

GENI in three months: buy, wait or sell?

Stop guessing. Get the call, a three-month target price, the best and worst cases, and a source for every claim.

In the report
  • Buy / Wait / Sell rating
  • 3-month target price
  • Bear · Base · Bull
  • vs. the market

Company

Company overview

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.

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Source: SEC filing

Red flags

Know what’s buried in GENI’s filings before you buy

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.

Sorted into
  • Happening now
  • Could go wrong
  • Built in

Moat

GENI says it has a moat. Does it hold up?

Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.

Each edge rated
  • Strong
  • Moderate
  • Limited
  • Unproven

Related companies

  • Competition
  • Shared drivers
  • Supplier
  • Customer

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.

Agenda

in 15 daysTue, Nov 3

  1. Time to be announced
    Major

    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.

in 16 daysWed, Nov 4

  1. Time to be announced

    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.