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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.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.
- TimeTickerHeadlineOpen
- 6 FebSCW
73% revenue growth and record backlog driven by new space contracts and strategic investments. - 6 FebCDP
2025 FFO/share rose 5.8% with strong leasing and retention; 2026 guidance signals further growth. - 6 FebSCW
Revenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebISCTR
Net profit up 90% in 2025, with strong NIM, fee growth, and positive 2026 outlook. - 6 FebSCW
Q2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog. - 6 FebSCW
Q1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Q3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts.
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