Genius Sports Limited (GENI) SEC Filings & Earnings Calls
EquiReason read 10 Genius Sports Limited SEC filings in the last 12 months. Latest: 6-K on 2026-08-06 — Genius Sports Limited reported Q2 2026 revenue of $195.5M, up 65% YoY, and gross profit of $63.8M vs $8.9M last year, indicating strong growth and margin improvement. Net loss wide.
Source: SEC EDGAR filings · read by EquiReason
- Market cap
- 1.6B
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 11 Nov, in 18 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
6 Aug 20266-KGenius Sports Limited reported Q2 2026 revenue of $195.5M, up 65% YoY, and gross profit of $63.8M vs $8.9M last year, indicating strong growth and margin improvement. Net loss widened to $76.7M due to transaction expenses.open
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $196M | +65% y/y |
| Gross profit · Q2-2026 | $64M | +618% y/y |
| Net loss · Q2-2026 | $-77M | +42% y/y |
| Cash and cash equivalents · Q2-2026 | $155M |
Risks flagged
High transaction costs and impairments impacting profitability.
“$28.9M transaction expenses and $8.0M contingent consideration loss in Q2 2026.”
Negative net income and accumulated deficit of $1.33B.
“Accumulated deficit $1,331,309 thousand as of June 30, 2026.”
7 May 20266-KRevenue grew 30.5% YoY to $188M, but net loss widened to $55.5M from $8.2M;open
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $188M | +31% y/y |
| Gross profit · Q1-2026 | $43M | +23% y/y |
| Net loss · Q1-2026 | $-55M | |
| Cash and cash equivalents · Q1-2026 | $197M |
Risks flagged
Widening operating losses and negative net income raise concerns about path to profitability.
“Loss from operations (43,165) vs (20,424) YoY; Net loss (55,470) vs (8,198) YoY”
Significant foreign exchange loss of $9.7M in Q1 2026 vs gain of $12.2M in prior year indicates currency volatility risk.
“(Loss) gain on foreign currency (9,697) 12,249” · word for word
1 May 20266-KGenius Sports completed acquisition of Zeal Ltd for $800M cash + 10.1M shares, with earn-out. Also entered $825M term loan and $220M revolver to finance the deal.acquisitionopen
Figures in the filing · each found in the filing text
| cash consideration | $800M | |
| stock consideration | 10,088,781 | |
| term loan facility | $825M | |
| revolving credit facility | $220M |
Risks flagged
Increased leverage from acquisition financing; integration risk of Zeal Ltd; potential dilution from earn-out shares.
“Credit Agreement comprises a $825 million senior secured term loan facility; additional earn-out consideration payable in cash or Ordinary Shares” · word for word
4 Mar 20266-KGenius Sports reported Q4 and FY2025 results with Group Revenue up 31% to $669.5M, Adj. EBITDA up 59% to $136.2M, margin expansion of 360bps; reaffirmed 2026 guidance and Legend acquisition outlook.open
Figures in the filing · each found in the filing text
| Group Revenue · FY2025 | $670M | +31% y/y |
| Group Revenue · Q4-2025 | $241M | +37% y/y |
| Group Net Loss · FY2025 | $112M | |
| Group Adjusted EBITDA · FY2025 | $136M | +59% y/y |
| Group Adjusted EBITDA Margin · FY2025 | 20.4% | |
| Betting Technology, Content & Services Revenue · Betting Technology, Content & Services · FY2025 | $472M | +33% y/y |
| Media Technology, Content & Services Revenue · Media Technology, Content & Services · FY2025 | $145M | +37% y/y |
| Sports Technology & Services Revenue · Sports Technology & Services · FY2025 | $54M | +6% y/y |
Guidance
Standalone 2026 guidance: ~$810-820M Group Revenue, $180-190M Group Adj. EBITDA
Reaffirmed standalone 2026 guidance; management optimistic about Media inflection point and Legend acquisition.
Risks flagged
Net loss widened to $111.6M from $63.0M due to nonrecurring stock-based compensation and litigation costs.
“Group Net Loss of $20.6m in Q4 and $111.6m in the full-year 2025, representing a year-over-year improvement of $7.6m and decline of $48.5m, respectively. This was primarily driven by a nonrecurring increase in stock-based compensation related to the warrants issued to the NFL.” · word for word
Sports Technology segment revenue declined 15% in Q4, indicating potential headwinds.
“Sports Technology & Services: Revenue of $14.9 million, primarily driven by sales of products built on GeniusIQ technology.” · word for word
5 Feb 20266-KGenius Sports Limited agrees to acquire Zeal Ltd for up to $1.2B in cash and stock, with $800M cash at close, $100M in stock, and up to $300M earn-out. Transaction expected to close H1 2026.acquisitionopen
Risks flagged
Integration risk and potential dilution from stock consideration.
“Consideration includes $100M in stock and up to $300M earn-out payable in cash or stock; lock-up agreement for six months.”
4 Nov 20256-KGenius Sports Limited reported Q3 2025 revenue of $166.3M, up 38% YoY, and net loss of $28.8M vs. net income of $12.5M in prior year. Revenue growth strong but profitability declined.open
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $166M | +38% y/y |
| Gross profit · Q3-2025 | $41M | +3% y/y |
| Net income (loss) · Q3-2025 | $-29M | |
| Cash and cash equivalents · Q3-2025 | $208M |
Risks flagged
Foreign exchange loss of $7.5M in Q3 2025 vs gain of $21.1M prior year creates earnings volatility.
“Loss on foreign currency $(7,519) thousand vs $21,099 thousand gain.”
Operating expenses grew 45% YoY, outpacing revenue growth, pressuring profitability.
“Total operating expenses $66.9M vs $46.1M.”
Genius Sports Limited — questions
- What did Genius Sports Limited file recently?
- 10 SEC filings in the last 12 months. Latest: 6-K on 2026-08-06 — Genius Sports Limited reported Q2 2026 revenue of $195.5M, up 65% YoY, and gross profit of $63.8M vs $8.9M last year, indicating strong growth and margin improvement. Net loss widened to $76.7M due to transaction expenses.
Every figure on this page comes from Genius Sports Limited's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.