Key Highlights

  • Genius Sports will publish third quarter 2026 figures on November 5, 2026, having guided to roughly USD 260 million in Revenue and about USD 85 million of adjusted EBITDA.
  • Second quarter 2026 revenue reached USD 195.5 million, a 64.7% rise, and adjusted EBITDA climbed 54% to USD 52.6 million, helped by the Legend acquisition.
  • The loss grew to USD 76.7 million from USD 53.9 million, and published market data shows a one-year EPS change of 110.37% that conflicts with that trend.
  • Full-year 2026 guidance moved up, with revenue projected between USD 1.005 billion and USD 1.025 billion and adjusted EBITDA between USD 285 million and USD 295 million.

Third-Quarter Preview Built on Guidance, Not Reported Figures

Genius Sports (NYSE:GENI) sells data products, technology and content to leagues, sportsbooks and media firms. Its client roster includes the NFL, the English Premier League, DraftKings and FanDuel. The release is slated for November 5, 2026, and management has signaled third quarter revenue of around USD 260 million, roughly 33% above the second quarter by simple arithmetic. Guided adjusted EBITDA near USD 85 million works out to a Margin around 33%, a figure derived from the guidance itself. Results have not been released, so this is a preview. No options-implied move or consensus figure was verified, so none is offered, and the guidance represents company expectations rather than analyst estimates.

The 110.37% EPS Screen Figure Against GAAP Losses and Acquired Growth

The 110.37% one-year EPS change is published market data and has not been verified. GAAP results do not support a simple reading: the quarter's net loss widened to USD 76.7 million, weighed down by Legend deal costs of USD 28.9 million, net interest of USD 13.8 million and an USD 8.0 million charge tied to contingent consideration. Growth rates measured from a negative or moving base tend to look inflated, and adjusted or trailing figures can diverge from GAAP, so this number cannot stand in for evidence of profit growth. Acquired operations drove a 192.8% jump in media technology revenue, which reached USD 78.2 million for the quarter. Betting technology, content and services climbed 27.5% to USD 117.4 million, indicating a large share of the expansion came through Acquisition instead of internal growth.

Leverage, Liquidity and Sportsbook Exposure

At the end of June 2026, cash stood at USD 155.1 million, against USD 280.6 million at year-end 2025, while borrowings came to roughly USD 785.3 million following a USD 825 million long-dated issue earlier this year. Management anticipates year-end cash near USD 260 million. Following the quarter, the company disclosed tie-ups with Polymarket and Kalshi. Results could move the shares either way, since guidance depends on sportsbook clients, regulatory conditions and integration of Legend. The second quarter adjusted EBITDA margin of 26.9% slipped from 28.8% a year earlier, so reaching the roughly 33% margin implied for the third quarter would be a telling check. The August guidance raise makes the November report a higher bar.

Where Things Stand

The evidence does not support that reading yet. That 110.37% number has no verified basis and sits at odds with a larger GAAP loss in the second quarter, so it cannot be called confirmed growth. Genius Sports (NYSE:GENI) posts fast revenue growth, a lifted guidance range and a strong adjusted EBITDA figure, though acquisitions and borrowing helped deliver them. The November 5 release is the test: investors will check revenue against roughly USD 260 million, adjusted EBITDA against about USD 85 million, and then net loss, cash and debt.