Genius Sports
Logotype for Genius Sports Limited

Genius Sports (GENI) investor relations material

Genius Sports M&A announcement summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Genius Sports Limited
M&A announcement summary5 Feb, 2026

Deal rationale and strategic fit

  • Acquisition accelerates growth in sports data, media, and advertising, creating a unified platform for monetizing fan engagement and attention across leagues, teams, and gaming.

  • Combines proprietary sports data with AI-driven media monetization, positioning the entity as the only scaled player across both sectors.

  • Expands addressable markets in iGaming and prediction markets, leveraging a diversified customer base and premium partnerships.

  • Legend's integration enables deeper partnerships with leagues and teams, supporting digital strategies and international expansion.

  • FANHub platform will connect a global audience and marketing technology with over 2,000 sports, media, and betting partners.

Financial terms and conditions

  • Transaction valued at up to $1.2 billion: $900 million upfront ($800 million cash, $100 million stock), plus up to $300 million earnout over two years post-closing, contingent on profitability and cash flow metrics.

  • Earnouts paid in equal installments on the first and second anniversaries of closing, payable in cash or stock, contingent on adjusted EBITDA and FCF conversion targets.

  • Funded by $850 million in secured debt/Term Loan B; pro forma leverage below 3.0x, with a clear path to rapid deleveraging by 2028.

  • Free cash flow conversion expected to reach 50% in 2026 and exceed 60% by 2028.

Synergies and expected cost savings

  • Significant revenue synergies expected from cross-selling, expanded customer base, and integration of media and data assets.

  • Combination expected to be immediately accretive to Group Adjusted EBITDA margins and Free Cash Flow conversion.

  • Modest cost synergies anticipated due to complementary business overlap.

  • Integration enables monetization of Legend's and partner inventory through a unified system, enhancing value for brands and agencies.

  • Higher performance benchmarks set for 2028, including increased revenue and EBITDA margins due to expanded scale and accelerated monetization.

Legend's 2026 EBITDA margin uplift
FANHub's role in Legend audience monetization
How will Genius Sports achieve deleveraging by 2028?
Detail 2028+ growth beyond current targets
Legend's defense against AI/search disruption
How Legend expands iGaming/prediction market TAM
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Genius Sports earnings date

Logotype for Genius Sports Limited
Q4 20256 Mar, 2026
Genius Sports
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Genius Sports earnings date

Logotype for Genius Sports Limited
Q4 20256 Mar, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Genius Sports Limited develops and sells technology-led products and services to the sports, sports betting, and sports media industries. Its products include GeniusSports, an online system that provides a range of live score data, player and team statistics, in addition to innovative visualizations of this information; and Sport .live, a data platform that enables sports fans to access real-time match data on their mobile devices. The company also offers Sportsbook Mobile, a sport betting mobile app; Fanseat Smart Stadium Experience solution; LiveScore.sports, a live score application for smartphones; BetLink, a white label solution for facilitating wagers between individual players; and other B2B solutions.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage