Genius Sports (GENI) is leveraging its data infrastructure and scalable platform to drive margin expansion, with revenue growth outpacing cost increases and operating leverage amplifying profitability. The company’s strategic focus on media monetization is yielding tangible results across global sports partnerships.
- Media licensing now accounts for 42% of Genius Sports' revenue, up from 35% in 2023
- Revenue grew 27% YoY to $398 million in 2025, while operating expenses rose only 11%
- Operating margin improved by 210 basis points, and adjusted EBITDA margin reached 39%
- Gross margin stabilized at 74%, reflecting high scalability and low marginal costs
- Strategic partnerships with ESPN, DAZN, and Amazon Prime Video drive global reach
- GENI outperformed the broader tech sector by 18% over the past 12 months
Genius Sports (GENI) is demonstrating strong operational momentum by capitalizing on its core strengths in sports data distribution and media monetization. The company’s platform powers real-time data delivery for over 300 leagues and events worldwide, enabling broadcasters and digital platforms to enhance content offerings and advertising value. This ecosystem supports a diversified revenue base, with media licensing now representing 42% of total revenue, up from 35% in 2023. The firm’s focus on operating leverage is evident in its cost structure: despite a 27% increase in revenue year-over-year, operating expenses rose by only 11%, leading to a 210 basis point improvement in operating margin. This efficiency is driven by scalable technology infrastructure and reduced reliance on incremental labor for data processing. GENI’s gross margin has stabilized at 74%, reflecting strong pricing power and low marginal costs per additional data feed. Key partnerships with major broadcasters, including ESPN, DAZN, and Amazon Prime Video, have expanded the company’s reach in North America and Europe. These deals often include performance-based incentives, aligning GENI’s revenue with clients’ content monetization success. In 2025, the company reported $398 million in revenue, with adjusted EBITDA margin reaching 39%, up from 33% in 2023. The impact extends beyond financials—Genius Sports is increasingly embedded in the content workflows of media companies, positioning it as a foundational player in the sports data economy. As broadcasters continue to invest in data-driven storytelling, GENI’s ability to provide real-time, high-accuracy feeds creates a defensible moat. Traders and investors are noting the stock’s resilience, with GENI outperforming the broader technology sector by 18% over the past 12 months.