Genius Sports stock price drops over 5% due to earnings falling short of expectations, despite revenue exceeding expectations

LootboxPhobia · 2026-03-04T21:43:05+00:00

Genius Sports announced its Q4 earnings, with revenue exceeding expectations at $240.5 million, but a loss of $0.08 per share, below profit estimates. The company’s fiscal year 2025 revenue is projected at $669.5 million, with net losses widening to $111.6 million. Combined with acquisition plans, 2026 revenue is expected to fall short of market estimates.

LootboxPhobia

2026-03-04 21:43:05

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London - Genius Sports Limited (NYSE: GENI) reported its fourth-quarter earnings on Wednesday, showing profits below expectations but revenue exceeding analyst estimates.

Following the announcement, the company’s stock fell 5.56% in pre-market trading.

The sports data and technology company’s fourth-quarter loss was $0.08 per share, significantly worse than the analyst consensus of a $0.04 profit.

However, revenue reached $240.5 million, surpassing the expected $227.14 million and up 37% year-over-year from $175.5 million. The company’s adjusted EBITDA was $48.3 million, up 49% year-over-year, with profit margins expanding by 170 basis points to 20.1%.

For the full fiscal year 2025, Genius Sports achieved revenue of $669.5 million, up 31% year-over-year, with adjusted EBITDA of $136.2 million, up 59%, and a profit margin of 20.4%.

The company’s net loss widened from $63 million in 2024 to $111.6 million, mainly due to increased equity incentive expenses related to NFL rights and one-time stock awards.

Co-founder and CEO Mark Locke stated, “2025 is a record year for Genius Sports Group in revenue acceleration and adjusted EBITDA. Our betting business continues to outperform the overall industry, while our media business is reaching a clear inflection point.”

The company reaffirmed its standalone business guidance for 2026, expecting revenue of $810 million to $820 million and adjusted EBITDA of $180 million to $190 million. The midpoint of $815 million is well below the analyst consensus of $873.8 million.

Following the planned acquisition of Legend (expected to close in the second quarter), the combined entity is expected to generate approximately $1.1 billion in annualized revenue and $320 million to $330 million in adjusted EBITDA in 2026.

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