Genius Sports Q4 2025 Earnings Call Summary: 31% Revenue Growth, Record 20% Adjusted EBITDA Margin, and Strong Guidance for 2026

Genius Sports Limited reported a 31% revenue growth in 2025, driven by balanced performance across betting and media segments. The company achieved a record 20% adjusted EBITDA margin and a 33% betting revenue growth, outpacing the global sports betting GGR growth. Media segment revenue increased 37% to $144 million, supported by new partner launches. The acquisition of Legend is framed as a technology play, capturing proprietary behavioral data that AI cannot commoditize. The company reaffirmed 2026 organic revenue guidance of $810 million to $820 million and adjusted EBITDA of $180 million to $190 million.