Genius Sports’ Q2 Profitability Soars 64% as Margins Hit Record 29%

A Financial Power Play

Genius Sports delivered impressive top-line growth in the second quarter of 2025. The company pulled in $118.7 million in revenue, a solid 24% increase compared to the same period last year. This growth was powered by its core Betting Technology, Content & Services segment, which saw revenues jump by an impressive 30%.

The real headline, however, was profitability. The company achieved a record $34.2 million in Group Adjusted EBITDA, a massive 64% surge from the prior year. This demonstrates significant operational leverage, as its Adjusted EBITDA margin expanded by 7 percentage points to a record 29%. For every new dollar of revenue, Genius Sports is keeping more as profit, a clear sign of a maturing and efficient business model.

For the first half of 2025, the trend continued. Revenue grew 22% to $262.7 million, while Group Adjusted EBITDA nearly doubled, climbing 95% to $53.9 million.

The Bottom Line: Explaining the Net Loss

While the profitability metrics were strong, the company reported a Group Net Loss of $53.9 million for the quarter. This figure, while on the surface appearing negative, was primarily driven by a significant one-time, non-cash expense.

The loss was largely due to an increase in stock-based compensation. This included one-time equity awards for executives and employees, as well as warrants issued to the NFL as part of the newly extended partnership agreement.

This kind of expense is common for growing tech companies solidifying long-term strategic deals and does not reflect a downturn in day-to-day operational performance.

The Crown Jewel: Securing the NFL Partnership

The cornerstone of the company’s recent success is its relationship with the National Football League. Genius Sports announced it has extended and expanded its exclusive partnership to distribute official NFL data and “watch & bet” video streams through Super Bowl 2030.

This deal is critical. It makes Genius the sole provider of the NFL’s official, real-time data to sportsbooks around the world. It also powers the innovative BetVision product, which allows users to watch games and place bets within a single, integrated viewing experience.

“Across data, video, advertising, and integrity services, Genius has proven to be an important strategic partner,” said Brent Lawton, a Vice President at the NFL. “We are excited to extend and expand our partnership.”

The value of this partnership is already clear. Genius announced that it has sold out all advertising inventory within its NFL BetVision product for the upcoming 2025 season in advance, pointing to strong media revenue growth in the second half of the year.

Beyond the Gridiron: Global Expansion and Tech Innovation

While the NFL deal is central, Genius Sports is flexing its muscles on the global stage. The company secured exclusive data and streaming rights with Italy’s Serie A soccer league through 2029, which will also be integrated into its BetVision platform. It also won exclusive data rights from the European Leagues, a package previously held by a competitor, IMG Arena.

Underpinning this expansion is a commitment to technology. The company showcased its advanced GeniusIQtechnology at the FIBA U19 Basketball World Cup. This system uses optical tracking to provide real-time player data, enabling everything from advanced team analytics for coaches to enriched broadcasts for fans.

“Our new partnerships with Serie A and European Leagues further demonstrate the strength of our technology and how it is fundamentally transforming the traditional rights model,” said Mark Locke, Co-Founder and CEO of Genius Sports.

A New Leader and Market Confidence

To guide its next phase of growth, Genius Sports announced the appointment of a new Chief Financial Officer. Bryan Castellani is set to take over the role on October 1, 2025.

The market has also taken notice of the company’s progress. Genius Sports was recently added to the Russell 3000® Index, a broad market index that serves as a benchmark for institutional investors. This inclusion reflects the company’s growth and increasing relevance in the public markets.

Locke expressed deep confidence in the company’s direction. “Our extended and expanded partnership with the NFL reinforces our confidence in the long-term model, paving the way for continued margin expansion and cash flow growth for the foreseeable future,” he stated.

With its most vital partnership secured for years to come and a clear path to sustained profitability, Genius Sports has cemented its position as an indispensable engine for the modern sports and betting industries.