3/4/2026

speaker
Operator
Conference Call Operator

Hello, everyone. Thank you for joining us and welcome to the Genius Sports fourth quarter 2025 earnings results. After today's prepared remarks, we will host a question and answer session. If you'd like to ask a question, please press star one on your telephone keypad. To withdraw your question, please press star one again. I will now hand the call over to Brandon Buxtel, head of investor relations. Please go ahead.

speaker
Brandon Buxtel
Head of Investor Relations

Thank you and good morning. Before we begin, we'd like to remind you that certain statements made during this call may constitute forward-looking statements that are subject to risks that could cause our actual results to differ materially from our historical results or from our forecast. We assume no responsibility for updating forward-looking statements. Any such statements should be considered in conjunction with cautionary statements in our earnings release and risk factor discussions in our filings with the SEC, including our annual report on Form 20F filed with the SEC on March 14, 2025. During the call, management will also discuss certain non-GAAP measures that we believe may be useful in evaluating Genius' operating performance. These measures should not be considered in isolation or as a substitute for Genius' financial results prepared in accordance with U.S. GAAP. A reconciliation of these non-GAAP measures to the most directly comparable U.S. GAAP measures is available in our earnings press release and earnings presentation, which can be found on our website at investors.geniussports.com. With that, I'll now turn the call over to our CEO, Mark Locke.

speaker
Mark Locke
Chief Executive Officer

Good morning everyone and thank you for joining us today to discuss our Q4 results. On today's call, we'd like to cover three topics. First, we will take a moment to highlight the strong Q4 and full year results, which we pre-announced last month. There are two main takeaways from our 2025 results. Revenue growth of 31% is our strongest annual increase since 2021, and our full-year 20% adjusted EBITDA margin is our highest annual margin. second both the betting business and the media business are on great footing which enables us to reaffirm our 2026 guidance of continued top line growth and margin expansion exactly in line with what we communicated on the investor day in december and pre-announced last month and finally i want to provide additional perspective on our recently announced acquisition of legend addressing directly the key questions raised by investors and discussing the confidence we have in the financial and strategic rationale of the transaction. I will come back to this later in the call. But first, I will turn to Brian to discuss our financial results.

Disclaimer

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Investor presentation