Genius Sports Limited outlined its 2028 financial outlook and a comprehensive growth strategy at its recent Investor Day, projecting $1.2 billion in Group Revenue, $365 million in Group Adjusted EBITDA, and $220 million in Free Cash Flow, underpinned by its GeniusIQ data technology platform.
The company showcased GeniusIQ as the operating system for modern sport, emphasizing its role in delivering durable, high-margin growth towards these 2028 financial targets. The projected Adjusted EBITDA margin stands at 30%, with Free Cash Flow representing 60% conversion.
Mark Locke, Co-Founder and Chief Executive Officer of Genius Sports, stated that the 2028 targets build upon demonstrated growth and margin progress, rather than being mere aspirations. He highlighted Genius as a pure-play investment in the growth of digital sports consumption, driven by multiple monetization engines built on the single GeniusIQ platform infrastructure.
Bryan Castellani, Chief Financial Officer, added that Genius’ clear, diversified revenue drivers, supported by long-term contracts, a stable cost base, and scaled infrastructure, provide confidence in achieving the 2028 financial targets and generating sustained free cash flow for capital allocation.
The Investor Day also featured panel discussions with key partners on the role of Genius Sports’ data and media infrastructure within the sports, media, and advertising ecosystems. Participants included Roger Goodell, Commissioner of the National Football League; Erick Estrada, VP of Product Development at Publicis Sports & Entertainment; and Sam Bloom, Head of Partnerships at PMG.
Key highlights from the event included the strengthening of competitive advantage through GeniusIQ, which is described as an end-to-end AI platform serving as the foundational technology infrastructure for global sport. This platform captures and processes next-generation data, expanding monetization opportunities across current and future product categories.
Genius Sports also detailed its betting segment, which is positioned to outpace global market growth. This is driven by premium official content, in-play product innovation, and extensive distribution to over 650 global regulated sportsbook partners, supporting recurring and visible growth levers.
Furthermore, the company highlighted its rapidly expanding, high-margin media business. The integration of real-time game signals, FANHub audience intelligence, and exclusive inventory like BetVision and augmented ads places Genius at the center of the sports advertising ecosystem. Genius Sports technology is utilized in over 150 countries, partnering with over 1,000 sports organizations, including the NFL, English Premier League, NCAA, DraftKings, FanDuel, bet365, Coca-Cola, EA Sports, CBS, NBC, and ESPN. The company leverages AI, computer vision, and big data to power future fan experiences, from augmented broadcasts to automated officiating and personalized marketing.
