Genius Sports Study Reveals Live Sports Inflection Points Double Ad Recall
A joint study by Genius Sports and MediaScience found that ads shown immediately after emotionally intense moments in live sports lead to double the unaided brand recall. The research highlights "The Live Moment Effect," demonstrating that the emotional state of a fan during a game significantly influences an ad's effectiveness, challenging traditional linear media value assumptions. Genius Sports plans to commercialize these findings with its new Moment Engine technology, which identifies key game inflection points to dynamically tailor advertising.
Glenview (GENI) discloses 13.8M-share, 5.2% passive stake in Genius Sports
Glenview Capital Management and Larry Robbins have disclosed a passive 5.2% stake in Genius Sports Ltd., amounting to 13,795,208 ordinary shares. This ownership is distributed across two Glenview funds—Glenview Capital Master Fund and Glenview Offshore Opportunity Master Fund—with shared voting and dispositive power. The disclosure, filed via a Schedule 13G, indicates the shares were held as of April 30, 2026, and primarily for investment purposes rather than control.
The Live Moment Effect: Genius Sports and MediaScience Study Finds Specific Moments in Live Sports Can Double Unaided Brand Recall
A new study by Genius Sports and MediaScience reveals that advertising effectiveness in live sports can significantly increase when ads are shown immediately after emotionally heightened moments. The research, titled "The Live Moment Effect," found that unaided brand recall can double under these conditions, suggesting a paradigm shift from traditional media buying to activating specific, high-impact moments for advertisers. This approach, which Genius Sports is implementing via its Moment Engine, emphasizes aligning ad delivery and messaging with real-time game context to optimize campaign outcomes.
The Live Moment Effect: Genius Sports and MediaScience Study Finds Specific Moments in Live Sports Can Double Unaided Brand Recall
A new study by Genius Sports and MediaScience, titled "The Live Moment Effect," reveals that displaying ads immediately after emotionally heightened moments in live sports can double unaided brand recall. The research highlights that a viewer's emotional state significantly influences advertising effectiveness, advocating for a shift from traditional media buying to real-time, moment-based ad activation. Genius Sports plans to implement these findings through its Moment Engine, enabling advertisers to align campaigns with peak emotional engagement during live games.
The Live Moment Effect: Genius Sports and MediaScience Study Finds Specific Moments in Live Sports Can Double Unaided Brand Recall | News
New research by Genius Sports and MediaScience reveals that advertisements shown immediately after emotionally heightened moments in live sports can significantly increase unaided brand recall, potentially doubling it compared to baseline conditions. The study, "The Live Moment Effect," emphasizes that the viewer's emotional state before an ad profoundly impacts its effectiveness, suggesting a shift from simply buying media to activating specific, high-intensity moments. Genius Sports is implementing these findings through its Moment Engine, which uses real-time game data to align ad delivery and messaging with peak fan attention.
Genius Sports (NYSE:GENI) - Stock Analysis
Genius Sports (NYSE:GENI) is currently trading 86.6% below its estimated fair value, with earnings projected to grow by 77.77% per year. The company recently finalized an $800 million acquisition of Legend, a digital sports and gaming media network, and raised its 2026 revenue outlook to $1 billion. Despite strong growth forecasts and strategic acquisitions, analysts have pushed back Genius Sports' breakeven date to 2027, citing increased costs and leverage.
ISL clubs propose club-led model in collaboration with Genius Sports, AIFF for operations, commercialisation
Indian Super League (ISL) clubs have proposed a new operational and commercialization model, advocating for a club-led approach in collaboration with data technology company Genius Sports and the All India Football Federation (AIFF). This initiative aims to enhance the league's growth and financial stability through a more unified and stakeholder-driven framework.
How Investors Are Reacting To Genius Sports (GENI) Raising 2026 Guidance Despite Wider Quarterly Loss
Genius Sports Limited reported increased first-quarter 2026 sales but a wider net loss, while also completing the Legend acquisition and raising its 2026 group revenue guidance to US$990 million to US$1.01 billion. The article explores how this raised guidance, backed by the Legend acquisition, could influence Genius Sports' investment narrative, emphasizing the company's reliance on enlarged scale and digital reach despite ongoing losses and execution risks related to rising costs.
How Investors Are Reacting To Genius Sports (GENI) Raising 2026 Guidance Despite Wider Quarterly Loss
Genius Sports reported a wider net loss in Q1 2026 but raised its 2026 revenue guidance to US$990 million to US$1.01 billion, driven by the Legend acquisition and increased digital reach. The company's investment narrative focuses on leveraging data and media technology to scale, with the main risk being rising costs outpacing revenue growth. Analysts have varied opinions on the company's future, with some expecting significant revenue and earnings growth by 2029.
Wellington Group (GENI) holds 1.55M shares; shared voting power 1.38M
Wellington Management Group LLP and its affiliates have filed an amended Schedule 13G/A, reporting beneficial ownership of 1,545,484 shares of Genius Sports Limited (NASDAQ: GENI), which represents 0.63% of the common stock. The filing states that the shares are held by clients of Wellington investment advisers and that no single client holds more than five percent of the class. This disclosure outlines their shared voting power of 1,380,263 shares and shared dispositive power of 1,545,484 shares.
ISL clubs propose club-led model in collaboration with Genius Sports, AIFF for operations, commercialisation
ISL clubs, excluding East Bengal, have proposed a club-led model for future league operations and commercialization, partnering with Genius Sports as their Data and Technology Partner. This proposal, sent to AIFF and the Ministry of Youth Affairs and Sports, suggests forming a separate entity with AIFF holding a 10% ownership and the clubs retaining 90%, while covering the financial implications for AIFF. The clubs argue their local market knowledge will lead to better efficiency and cost optimization compared to a foreign commercial entity.
Genius Sports reports 31% revenue growth in its Q1 2026 results
Genius Sports reported a 31% increase in revenue to $187.9 million for Q1 2026, alongside a 21% rise in Adjusted EBITDA to $24.0 million. The company's performance was driven by its Betting Technology, Content and Services, and Media Technology, Content and Services segments, further bolstered by the acquisition of Legend. Genius Sports has raised its full-year guidance, expecting significant revenue and Adjusted EBITDA, while acknowledging risks associated with integration costs and regulatory uncertainty.
Genius Sports Patent Suit Says SportsCastr Infringed Video Tech
Genius Sports SS LLC has filed a lawsuit against SportsCastr Inc., alleging infringement of three patents related to video augmentation technology through SportsCastr's PANDA Studio software. The patents at the center of the dispute were acquired by Genius Sports when its parent company, Genius Sports Ltd., purchased Second Spectrum in 2021. Genius Sports claims to have integrated Second Spectrum's advanced sports analytics technology, which was developed for major leagues like the NBA, into its own ecosystem.
Deutsche Bank resumes Genius Sports stock rating at buy on growth
Deutsche Bank has resumed coverage on Genius Sports Ltd. (NYSE:GENI) with a buy rating and a $10.00 price target, citing growth potential despite a significant year-to-date stock drop. The company exceeded first-quarter 2026 revenue and adjusted EBITDA expectations, updated its 2026 guidance positively, and recently completed the acquisition of Legend, a digital sports and gaming media network. Analysts predict profitability for the company this year.
Genius Sports (GENI) Valuation Check After Q1 2026 Guidance Lift And Legend Acquisition
Genius Sports (GENI) revealed strong Q1 2026 revenue of US$187.95 million amidst a wider net loss, followed by a significant guidance increase after its Legend acquisition. Despite the stock experiencing a 55.66% year-to-date decline, Simply Wall St estimates it to be 57% undervalued, with a fair value of $11.12 against its current $4.78. The valuation is based on rapid adoption of sports content and technology, which are expected to drive high-margin, recurring revenue, though risks like data rights pressure and high tech spending could impact margins.
Genius Sports (NYSE:GENI) Rating Lowered to "Strong Sell" at Wall Street Zen
Wall Street Zen has downgraded Genius Sports (NYSE:GENI) from "sell" to "strong sell," despite the broader analyst consensus remaining a "Moderate Buy" with a $11.78 price target. The company recently reported mixed earnings, with quarterly revenue beating estimates at $187.95 million, but missing EPS expectations with a $0.21 loss per share. GENI's stock fell 8.1% to $4.39, trading significantly below its 200-day moving average and near its 12-month low, though institutional ownership remains noted.
GENI Slides As Genius Sports Misses Earnings And Faces Target Cut
Genius Sports Limited (GENI) stock dropped by 7.5% after missing Q1 earnings expectations and receiving a target cut from Stifel. The company reported a wider-than-expected loss of $0.21 per share and continues to show deeply negative profitability, despite a solid balance sheet. Analysts maintain a neutral sentiment, with critical resistance around $5.00 and support at $4.00, as the market demands proof of improved operating leverage and profitability.
Genius Sports: The Data Provider Behind Kalshi, Polymarket, and Sports Betting Growth - News and Statistics
This article highlights Genius Sports (NYSE: GENI) as a key data provider for the growing prediction market and sports betting industries, including platforms like Kalshi and Polymarket. Genius Sports, which operates as a mini-conglomerate with partnerships across major sports leagues, saw significant revenue growth in its betting technology and media segments. The company recently acquired Legends for $1.2 billion and forecasts substantial future revenue and adjusted EBITDA, potentially making its stock an attractive investment given its current market capitalization.
Genius Sports Limited (NYSE:GENI) Q1 2026 Earnings Call Transcript
Genius Sports Limited (NYSE: GENI) reported strong Q1 2026 results, with group revenue up 31% and adjusted EBITDA up 21%, driven by significant contributions from both its Betting and Media segments. The company successfully closed the Legend acquisition, which is expected to accelerate its path to long-term revenue and margin targets by two years, raising the 2026 adjusted EBITDA margin expectation from 23% to 28%. Executives highlighted the reliability of their compounding business model, the potential of prediction markets, and the strong adoption of their new Moment Engine in advertising, while also affirming confidence in their full-year guidance and deleveraging strategy.
Genius Sports (GENI) Q1 Loss Widening To US$55 Million Tests Bullish Profitability Narratives
Genius Sports (GENI) recorded a Q1 2026 loss of US$55 million despite revenue growth to US$188 million, causing concern for immediate profitability. While analysts forecast a swing to profit by 2029, the widening quarterly losses challenge bullish narratives and highlight the ongoing struggle to convert top-line growth into sustainable earnings. Investors are left to weigh the optimistic long-term projections against the current financial performance and valuation metrics.
Citigroup Issues Pessimistic Forecast for Genius Sports (NYSE:GENI) Stock Price
Citigroup has lowered its price target for Genius Sports (NYSE:GENI) from $9 to $8, though it maintains a "buy" rating, indicating substantial potential upside. This adjustment reflects a trend among other analysts who have also trimmed targets while largely remaining bullish. The company's latest earnings report showed robust revenue growth of 30.5% year-over-year but a larger-than-expected loss, impacting profitability.
Needham & Company LLC Issues Pessimistic Forecast for Genius Sports (NYSE:GENI) Stock Price
Needham & Company LLC has cut its price target for Genius Sports (NYSE:GENI) from $14.00 to $10.00 but maintained a "buy" rating, indicating a potential upside of 109.86%. Other analysts have also adjusted their targets, leading to a consensus "Moderate Buy" rating and an average target price of $12.17 for the stock. Genius Sports recently missed its Q1 earnings per share estimates but exceeded revenue expectations, with several institutional investors increasing their stakes in the company.
Genius Sports Touts Prediction Market Growth, Raises Outlook
Genius Sports reported a significant increase in Q1 revenue and adjusted EBITDA, driven by its betting technology segment. The company raised its 2026 guidance following the acquisition of Legend, forecasting higher adjusted EBITDA and revenue. Prediction markets are highlighted as a key new growth area, with Genius Sports applying its proven sportsbook model to this emerging category.
Genius Sports Ltd. (GENI) PT Lowered to $10 at Needham
Needham analyst Bernie McTernan has lowered the price target for Genius Sports Ltd. (GENI) to $10. This article is a premium content piece from StreetInsider.com, requiring a membership to read the full details of the analyst's report. The updated price target was announced on May 8, 2026.
Genius Sports Is Maintained at Buy by BTIG
BTIG has reiterated its Buy rating on Genius Sports. This indicates a continued positive outlook from the firm regarding the company's stock performance.
Genius Sports Stock: A Data Provider Poised to Benefit from Prediction Markets Growth - News and Statistics
Genius Sports (NYSE: GENI) is positioned to benefit from the growth in online prediction markets due to its role as a key data provider for sports betting and wagering platforms. The company collects real-time on-field data and sells it to sportsbooks, with its betting technology segment showing significant revenue growth. Despite prediction markets operating in a legal gray area, analysts project a substantial increase in Genius Sports' stock price.
Does Liga MX GeniusIQ Rollout And Wider Losses Change The Bull Case For Genius Sports (GENI)?
Genius Sports Limited reported increased first-quarter 2026 sales to US$187.95 million, but net losses widened to US$55.47 million. Simultaneously, the company rolled out its GeniusIQ data and AI platform across all Liga MX stadiums, integrating its technology into Mexican soccer's infrastructure. This expansion is central to Genius Sports' growth thesis, aiming to turn deep league integrations into a scalable, higher-margin platform despite current losses and the new US$825 million term loan that introduces new risks.
Genius Sports Reports 200.0% Wider Q1 2026 Loss at -$0.21/Share
Genius Sports Limited (NYSE:GENI) reported a Q1 2026 loss of $0.21 per share, significantly wider than the anticipated $0.07 loss, despite a 31.0% year-over-year revenue increase to $188.0M. The company's aggressive investments in its betting technology platform outpaced revenue growth, leading to a net loss of $55.5M. While revenue momentum remains strong, particularly in the Betting Technology, Content & Services segment, the critical question for investors is the path to profitability, as reflected in the full-year revenue guidance of $990.0M to $1.01B.
Genius Sports Limited (GENI) Reports Q1 Loss, Beats Revenue Estimates
Genius Sports Limited (GENI) reported a Q1 loss of $0.21 per share, missing the Zacks Consensus Estimate of a $0.09 loss. Despite the loss, the company surpassed revenue expectations with $187.95 million, beating the consensus by 11.85%. Investors are looking to management's upcoming earnings call for insight into the stock's future, as GENI shares have declined by 60.1% year-to-date.
UBS Group AG Increases Position in Genius Sports Limited $GENI
UBS Group AG significantly increased its stake in Genius Sports Limited by 45.1% in Q4, acquiring an additional 1.23 million shares, bringing its total to nearly 4 million shares valued at $43.8 million. Several other institutions also boosted their holdings, leading to institutional ownership of approximately 81.91%. Despite the increased institutional interest, Genius Sports reported a Q1 EPS miss of -$0.21, though revenue beat estimates at $187.95 million, and the stock carries a consensus "Moderate Buy" rating with an average price target of $12.50.
Earnings Flash (GENI) Genius Sports Posts Q1 Loss $0.21 a Share, vs. FactSet Est of $0.07 Loss
Genius Sports Limited (GENI) reported a Q1 net loss of $0.21 per share, which is significantly higher than the FactSet estimate of a $0.07 loss per share. This financial result indicates that the company underperformed analyst expectations regarding its profitability for the first quarter.
(GENI) Genius Sports Expects 2026 Revenue Range $990M to $1.01B, vs. FactSet Est of $832.4M
Genius Sports Limited (GENI) has provided a 2026 revenue forecast ranging from $990 million to $1.01 billion, significantly surpassing FactSet's estimated revenue of $832.4 million. The news was published on May 7, 2026, and indicates a strong outlook for the company, which primarily operates as an official data, technology, and broadcast partner for sports, betting, and media ecosystems. Genius Sports also reported its Q1 2026 results, including a loss of $0.21 per share and revenue of $188.0 million, which also exceeded FactSet's estimates of $0.07 loss per share and $170.6 million revenue.
Genius Sports Posts Higher Q1 2026 Revenue and Files Interim 6-K
Genius Sports Limited reported a significant increase in Q1 2026 revenue, reaching $187.9 million, up from $144.0 million in the previous year. The company also filed an interim 6-K, detailing its unaudited financial statements for the quarter ended March 31, 2026, and confirming its foreign private issuer status. Despite strong top-line growth and reduced liabilities, Genius Sports faces ongoing net losses and weak technical momentum, prompting a "Neutral" rating from TipRanks’ AI Analyst, Spark.
GENIUS SPORTS LIMITED ($GENI) Releases Q1 2026 Earnings
GENIUS SPORTS LIMITED ($GENI) reported its Q1 2026 earnings, posting a loss of -$0.21 per share, which missed analyst estimates, but revenue reached $187,950,000, surpassing expectations. The article also details significant hedge fund activity, with a mix of institutional investors increasing and decreasing their positions, and provides recent analyst ratings and price targets for the stock.
Genius Sports Targets 28% Adjusted EBITDA Margin by 2026 After Legend Acquisition
Genius Sports reported significant financial growth with a 31% revenue increase and a 21% rise in Adjusted EBITDA. Following the acquisition of Legend, the company has updated its 2026 guidance, aiming for a 28% Adjusted EBITDA margin. This revised forecast highlights the company's confidence in sustained growth and profitability, largely attributed to Legend's integration into its operations.
Genius Sports Reports 31% Revenue Growth and 21% Adjusted EBITDA Growth; Raises 2026 Guidance, Targeting 28% Adjusted EBITDA Margin Following Legend Acquisition
Genius Sports announced strong financial results for Q1 2026, with a 31% year-over-year revenue growth to $188.0 million and a 21% increase in Adjusted EBITDA to $24.0 million. Following the acquisition of Legend, the company raised its 2026 guidance, now targeting Group Revenue of $990 million to $1.01 billion and Adjusted EBITDA of $270 to $280 million, aiming for a 28% Adjusted EBITDA Margin. The acquisition is expected to expand their platform into fan engagement and enhance monetization.
Genius Sports set to report earnings with Legend synergies in focus
Genius Sports Ltd is scheduled to report first-quarter earnings, with analysts expecting a loss of 7 cents per share on revenue of $171.18 million. The market is particularly focused on the impact of the recent $800 million Legend acquisition, which includes Covers.com and Casino.org, and the growth of the Moment Engine advertising platform. Despite projected losses and a significant stock drop, Wall Street maintains a bullish outlook with a high price target.
Genius Sports signs technology and AI deal with Mexico’s Liga MX
Genius Sports has partnered with Mexico’s Liga MX to integrate its GeniusIQ data and AI platform into every stadium. This agreement aims to elevate the league's standards by enhancing fan engagement, sponsorship opportunities, and performance solutions. The deal also includes the use of Semi-Automated Offside Technology (SAOT) and augmented altcasts to provide real-time game insights for broadcasts.
Genius Sports and Liga MX strike landmark technology and AI partnership to drive future of Mexican soccer
Genius Sports has partnered with Liga MX, Mexico's top professional football league, in a landmark agreement focused on leveraging technology and AI to advance Mexican soccer. This collaboration aims to modernize the sport through advanced data analytics and artificial intelligence, following similar partnerships Genius Sports has established with other major sports entities. This strategic alliance underscores a growing trend in sports towards integrating cutting-edge technology for performance analysis, fan engagement, and overall league development.
Genius Sports Announces Availability of Its 2025 Annual Report on Form 20-F
Genius Sports Limited announced the filing of its Annual Report on Form 20-F for the fiscal year ended December 31, 2025, with the Securities and Exchange Commission. Shareholders can access the report on the Company’s Investor Relations website or the SEC’s website, and request a hard copy free of charge. Genius Sports provides data, technology, and broadcast services for the global sports, betting, and media ecosystem.
What Analysts Think About Genius Sports Limited (GENI)
Analysts are largely optimistic about Genius Sports Limited (GENI) despite recent price target cuts. Truist reiterated a Buy rating, while Citizens maintained a Market Outperform rating, citing positive handle dynamics and cost-efficiency initiatives. Benchmark also sees the company exceeding estimates due to strong performance in its Betting and Media segments.
Genius Sports enters a new era after it closes on its $1.2B acquisition of Legend
The article reports that Genius Sports has finalized its $1.2 billion acquisition of Legend. This strategic move marks a new era for Genius Sports, significantly expanding its market presence and capabilities in the sports data and technology sector. The acquisition is expected to enhance Genius Sports' offerings and solidify its position in the industry.
Is It Time To Revisit Genius Sports (GENI) After This Year’s Sharp Share Price Slide?
Genius Sports (GENI) has experienced a significant share price decline of 59.6% year-to-date, prompting a re-evaluation of its stock. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by 85.2%, with an estimated intrinsic value of US$29.42 per share compared to its current US$4.35. Conversely, its Price/Sales ratio of 1.60x is considered fairly priced when compared to its "Fair Ratio" of 1.56x, indicating a mixed valuation picture depending on the assessment method.
Genius Sports (NYSE:GENI) Lowered to "Sell" Rating by Wall Street Zen
Wall Street Zen downgraded Genius Sports (NYSE:GENI) to a "sell" rating, although the consensus among analysts remains a "Moderate Buy" with an average target price of $12.50. The company recently missed quarterly EPS expectations, reporting a loss of $0.08 per share against an expected $0.02, despite a 37% year-over-year increase in revenue to $240.5 million. Genius Sports' stock is currently trading near $4.36, with a market capitalization of $1.07 billion.
Genius Sports Closes Legend Acquisition and Secures $1.05 Billion Debt Package
Genius Sports (GENI) has completed the acquisition of Legend business, a digital sports and gaming media network, for $800 million in cash and over 10 million shares. To finance this and other corporate needs, Genius Sports secured a new $1.05 billion credit facility. The acquisition is expected to enhance Adjusted EBITDA margins and free cash flow conversion by integrating Genius Sports' data operations with Legend's media platform.
Genius Sports Closes Legend Acquisition to Expand Media Platform
Genius Sports Limited (NYSE: GENI) has completed its acquisition of Legend, integrating a global digital sports and gaming media network into its portfolio. This move expands Genius Sports beyond its core real-time sports data business, positioning it to operate both official sports data services and media/advertising. The acquisition is expected to strengthen its core sports business and create new monetization opportunities in iGaming by leveraging Legend's significant user base and marketing capabilities.
Genius Sports enters a new era after it closes on its $1.2B acquisition of Legend (GENI:NYSE)
Genius Sports Limited (GENI) has finalized its $1.2 billion acquisition of Legend, a global digital sports and gaming media network. This strategic move aims to enhance Genius Sports' market position by integrating official sports data with Legend's media and advertising platform, expecting immediate accretion to adjusted EBITDA margins and free cash flow. The combination is projected to result in approximately $320M–$330M group adjusted EBITDA and around 50% free cash flow conversion on a pro forma basis, leveraging Legend's ad-tech and audience data to expand monetization opportunities.
Genius Sports (NYSE: GENI) closes Legend deal, secures $1.0B credit lines
Genius Sports Limited (NYSE: GENI) has completed its acquisition of Legend, a global digital sports and gaming media network that generated 320 million annual visits in 2025. To finance the acquisition and support liquidity, Genius Sports secured new credit facilities: an $825 million senior secured term loan and a $220 million senior secured revolving credit facility, both maturing on April 30, 2031. The company expects the acquisition to be immediately accretive to its Group Adjusted EBITDA margins and free cash flow conversion.
Genius Sports Announces Close of Acquisition of Legend
Genius Sports has announced the successful completion of its acquisition of Legend, creating a significant digital sports and gaming media powerhouse. This news follows a definitive agreement to acquire Legend that was initially announced on February 5, 2026. The acquisition further solidifies Genius Sports' position in reaching and activating sports audiences.
Genius Sports Announces Close of Acquisition of Legend
Genius Sports has completed its acquisition of Legend, a global digital sports and gaming media network known for properties like Covers.com and Casino.org. This acquisition is expected to immediately enhance Genius Sports' Adjusted EBITDA margins and Free Cash Flow, positioning the company with two synergistic businesses in official sports data and media/advertising. Genius Sports aims to further monetize new audiences in iGaming, leveraging Legend's 320 million annual visits and expanding its platform's economic value.
