US · Communication Services · Internet Content & Information
EPS came in at -0.28 against a street estimate of -0.13 — a miss of 115.4%.
Analysts rate Genius Sports Ltd a strong buy (18 buy, 3 hold, 0 sell out of 21) with an average price target of $10.76.
CONFIDENT Genius beat Q2 guidance on revenue ($196M, +65% YoY), EBITDA ($53M), and cash. Legend acquisition delivering ahead-of-schedule synergies. Prediction markets emerging as major growth driver alongside core betting and media expansion. Q2 2026 Business geographically diversified; prediction market expansion particularly active in Argentina and Mexico partnerships. Analysts pressed on Legend integration speed, OSB volume risk, and prediction market monetization scale. Management consistently answered: synergies ahead-of-schedule, business model insulated by fixed fees, and upside unquantified but significant—particularly around NFL, which remains withheld from 2026 guidance. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.39% |
| RIMA MANAGEMENT, LLC | 5.93% |
| Glenview Capital Management LLC | 5.04% |
| Hood River Capital Management LLC | 4.83% |
| Stephens Inv Mgmt Group LLC | 4.00% |
| Shapiro Capital Management Co Inc | 3.69% |
| Frontier Capital Management CO Inc | 3.52% |
| Discovery Capital Management LLC | 2.70% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Second-quarter 2026 revenue was $195,503, up from $118,719 in the second quarter of 2025. • Six-month 2026 revenue was $383,455, | 2026-08-06 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • Q1 2026 revenue was $187.952 million, up from $143.991 million in Q1 2025, an increase of approximately 31%. • Gross profit rose | 2026-05-07 |
| Current report (6-K) · Q2 2026 HEADLINE NUMBERS • Genius Sports Limited entered a Lock-Up and Orderly Sell-Down Agreement dated April 30, 2026 with Epos Capital Ltd, Nicholas Kisbe | 2026-05-01 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Genius Sports Limited filed its Form 20-F for the fiscal year ended December 31, 2025. • The company had 246,306,291 outstanding | 2026-03-17 |
| Quarterly results (6-K) · Q4 2025 HEADLINE NUMBERS • FY2025 revenue was $669.5m, up 31% from $510.9m in FY2024. • Q4 2025 revenue was $240.5m, up 37% year over year. • FY2025 Adjust | 2026-03-04 |
| Current report (6-K) · Q1 2026 OTHER NOTABLE POINTS • Certain members of Genius Sports’ management team and Board of Directors purchased approximately 1.4 million ordinary shares d | 2026-02-13 |
| Current report (6-K) · Q1 2026 HEADLINE NUMBERS • Genius Sports agreed to acquire Legend, a digital sports and gaming media network, for up to $1.2 billion. • Consideration includ | 2026-02-05 |
| Current report (6-K) · Q4 2025 HEADLINE NUMBERS • Genius Sports held its 2025 Annual General Meeting on December 10, 2025. • 195,422,891 ordinary shares were present in person or | 2025-12-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.