GENI Genius Sports Limited

$GENI Genius Sports CEO says Americans are going to keep wagering on sports Genius Sports issued a note from Mark Locke, Co-Founder and CEO, which read in part, "The future of sports prediction markets is being discussed as though it hangs on a single legal answer: either today's model survives or the opportunity disappears. After 25 years across sports, betting and technology, my conclusion is different. Prediction markets will remain a meaningful part of US sports trading, but I do not expect today's structure to survive unchanged. Some current advantages will disappear, and today's winners may not be tomorrows. Prediction markets did not invent the desire to wager on a sporting outcome. They offer another way to express it, and what is durable is the demand underneath. Customers want to take positions on sporting outcomes; capital wants to provide liquidity around them; and distributors want those customers. Regulation can change the route the activity takes without removing the activity...Prediction markets have brought new liquidity into sports wagering: new customers, most of them in states that had no legal online product, and new capital committed to pricing their trades, from institutional market makers to the sportsbooks now running market-making desks of their own. That liquidity is here to stay. The prediction markets of today are very unlikely to look like the prediction markets of tomorrow: the rules on access, tax and product will move, and some of today's advantages will move with them. What is almost certain is that the liquidity will be captured, taxed and regulated under some regime, federal, state or both. That journey has started: North Carolina already taxes exchanges' net trading-fee revenue, Illinois has added a transaction levy, and the CFTC is writing its framework. [3, 9] It will take years. We are confident that Genius is well positioned to be paid at every point along it. Today we supply the exchanges, the market makers behind them and the sportsbooks competing with them for the same customer. At the endpoint we will supply whoever the rules leave in charge of the activity, and at every stage in between we will supply both sides. The route decides who pays us. The demand decides that we are paid. Americans are going to keep wagering on sports, and Genius will be paid however they do it."

$GENI Huge over reaction!! Nothing but good news lately. 3rd and 4th is typically strong quarters with lots of catalyst… thank you all, if it touches the 4$ in gong. All in!!

$GENI CEO sells less than 2.5% of his shares and the stock sells off over 10%. Makes perfect sense!

$GENI Just keep buying. E27 EV/EBITDA 5.6x for a tech company growing 50-30% p.a. Scale will increase and och prediction market request their data.

$GENI I hope Mark bought something nice. Just awful timing and awful optics. Especially after his piece on Americans gambling, and how it's so great for GENI. So GD frustrating.

$GENI Iranian sports are MASSIVE. Everyone knows that. Without them this stock is hopeless.

$GENI The NFL’s newly renewed partnerships with major sportsbooks strengthen and validate the position of Genius Sports (GENI) as an essential middleman rather than bypassing it.When the NFL extended its official sports betting partnerships with FanDuel, DraftKings, and Fanatics, Wall Street analysts and industry experts noted that the relationship between the NFL and Genius Sports was positively reinforced by these alignments.

$GENI all that talk anout nfl handle this year being flat??? new york just posted 12.7% handle growth in first week of nfl. hold was shitty but we knew that and geni gets paid minimum take!

$GENI The NFL finally announced new sportsbook deals with DraftKings and FanDuel. The ESPN article specifically mentions the importance of official league data and Genius Sports.

$GENI some chart resolution soon...current range narrowing further between the rising 20 day ma and descending channel trend top

$GENI can someone / anyone smarter then me explain what is going on ? Locke sold some shares , maybe others, too . I get it’s a bad look , but has something fundamentally changed ? Last call was the best they had imo . Now insider sharing and we are at these levels ? I am so confused and frustrated .

$GENI wow all my dunking on $DKNG for being dogshit but maybe we $GENI was the GOAT this whole time. Silver lining is 4/5 of lockes holding is uncollared. So maybe he is just a big mature father. Time will tell.

$GENI this is going to be one of the most miraculous holds or I am going to be broke. Who has a comfy couch for me and my family?

$GENI I think I am about to bail out, been here for years, my first entry was in 20s and have accumulated 15000 shares and my average is now just a little over 7, should have sold it when it was $12 few months ago. Today is not a day to sale but hope it’s gets back to 7 and I am out

$GENI one thing that’s underreported is that most of prediction markets volume is now in combos - this is where specialized data and pricing becomes truly useful.

$GENI two support zones 6.17 to 6 and 5.50 to 5.44. Will likely test at least 1 of them before heading higher

$GENI I think traders thought we might see an NFL deal before season start and high likelihood of a rate hike tomorrow. Back at 1.8b MC and a FY26 EV/EBITDA multiple of 8x. Back to being ridiculously undervalued.

$GENI | Citizens Reiterates Genius Sports at Market Outperform with $10 PT on Prediction Markets Monetization Citizens stays bullish as data supplier positioning and prediction-market monetization opportunities drive continued upside. 🔹 Follow for more analyst insights on other tickers.

$GENI keepeing an eye on this, for the ones that in what do u expect in the next 12 moths?

$GENI I asked the AI machine what the proposed Serie A's minority sale of their global media rights would mean for Geni. More and more reasons to like where Geni is sitting right now. The proposed minority interest sale of Serie A’s international media rights business is widely regarded as a net positive for Genius Sports, primarily by expanding global distribution and engagement markets through private equity investment. Because Genius Sports holds the exclusive long-term rights to distribute official data and betting streams for Serie A through the 2028/29 season, increased global reach directly scales its data monetization and BetVision platform capabilities.