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Second Quarter 2026 Earnings August 6 , 2026
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Disclaimer Forward-Looking Statements This presentation contains forward-looking statements as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that involve significant risks and uncertainties. All stateme nts other than statements of historical facts are forward-looking statements, including but not limited to statements relating to ou r updated financial outlook and the benefits from the acquisition of Legend (the “Transaction”) and our updated financial outlo ok. These forward-looking statements include information about our possible or assumed future results of operations or our performance. Words such as “expects,” “intends,” “plans,” “believes,” “anticipates,” “estimates,” and variations of such words and similar expressions are intended to identify such forward looking statements. Although we believe that the forward -looking statements contained in this press release are based on reasonable assumptions, you should be aware that many factors could affect our actual financial results or results of operations and could cause actual results to differ materially from those in such forward-looking statements, including but not limited to: the outcome of any legal proceedings related to the Transaction or otherwise, including the risk of shareholder litigation in connection with the Transaction, including resulting expense; the ability of the Genius to successfully manage legal, tax and regulatory risks relating to the Transaction; difficulties and delays in int egrating Legend’s business into that of Genius’ business; failing to fully realize anticipated cost savings and other anticipated bene fits of the Transaction when expected or at all; business disruptions from the Transaction that will harm Genius’ business, including current plans and operations; potential adverse reactions or changes to business relationships resulting from the completion of the Transaction or our business with prediction markets; the ability of Genius to retain and hire key personnel; uncertainty as t o the long-term value of the ordinary shares of Genius following the Transaction, including the dilution caused by Genius’ issuance of additional shares as earn-out consideration; the continued availability of capital and financing following the Transaction; the effects of global economic, political, market, and social events or other conditions; risks related to our reliance on relati onships with sports organizations and the potential loss of such relationships or failure to renew or expand existing relationships; risks related to our partnerships and business with prediction markets, including providing liquidity on prediction markets, our ab ility to realize anticipated benefits from these activities and grow related revenue, potential trading or market -making losses, and legal and regulatory uncertainty regarding the treatment of prediction markets, including sports -related event contracts, under applicable gaming, derivatives and other law; fraud, corruption or negligence related to sports events, or by our employees o r contracted statisticians; risks related to changes in domestic and foreign laws and regulations or their interpretation; comp liance with applicable data protection and privacy laws; pending litigation and investigations; the failure to protect or enforce ou r proprietary and intellectual property rights; claims for intellectual property infringement; our reliance on information tech nology; elevated interest rates and inflationary pressures, including fluctuating foreign currency and exchange rates; risks related to domestic and international political and macroeconomic uncertainty; our share repurchase program; and other factors included under the heading “Risk Factors” in our Annual Report on Form 20 -F for the year ended December 31, 2025. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Although we believe that the expectations reflected in such forward-looking statements are reasonable, there can be no assurance that such expectations will prove to be correct. These statements involve known and unknown risks and are bas ed upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. We undertake no obligation to publicly update or revise any forward-looking statements contained in this press release, or the documents or communications to which we refer readers in this press release, to reflect any change in our expectations with respect to such statements or any change in events, conditions or circumstances upon which any statement is based. Non-GAAP Financial Measures This presentation includes non-GAAP financial measures not presented in accordance with U.S. GAAP. A reconciliation of the most comparable GAAP measure to its non-GAAP measure is included in the appendix. We present Group adjusted EBITDA, Group adjusted EBITDA margin, Free Cash Flow and Free Cash Flow Conversion, non -GAAP performance measures, to supplement our results presented in accordance with U.S. GAAP. Group Adjusted EBITDA is defined as earnings befo re interest, income tax, depreciation and amortization and other items that are unusual or not related to Genius’ revenue -generating operations, including but not limited to stock-based compensation expense (including related employer payroll taxes), litigation and related costs, tr ansaction expenses and gain or loss on foreign currency. Group adjusted EBITDA margin is defined as Group adjusted EBITDA as a percenta ge of Group Revenue. Free Cash Flow is defined as Group adjusted EBITDA less capitalization of internally developed software costs, purch ases of property and equipment, changes in net working capital, and taxes. Free Cash Flow conversion is defined as Free Cash Flow as a percent age of Group adjusted EBITDA. Group Adjusted EBITDA, Group Adjusted EBITDA Margin, Free Cash Flow and Free Cash Flow Conversion are used by management to e valuate Genius’ core operating performance on a comparable basis and to make strategic decisions. Genius believes these measures are useful to investors for the same reasons as well as in evaluating Genius’ operating performance against competitors, which commonly dis close similar performance measures. However, Genius’ calculation of Group Adjusted EBITDA and Free Cash Flow may not be comparable to other similarly titled performance measures of other companies. These measures are not intended to be a substitute for any US GAAP financial measure. We do not provide a reconciliation of non -GAAP measures on a forward-looking basis because we are unable to forecast certain ite ms required to develop meaningful comparable GAAP financial measures without unreasonable efforts. These items are difficult to predict a nd estimate and are primarily dependent on future events. The impact of these items could be significant to our projections. Trademarks and Trade Names We own or have rights to various trademarks, service marks and trade names that we use in connection with the operation of ou r businesses. This presentation also contains trademarks, service marks and trade names of third parties, which are the property of their respec tive owners. The use or display of third parties’ trademarks, service marks, trade names or products in this presentation is not intended to, and does not imply, a relationship with us or an endorsement or sponsorship by us. Solely for convenience, the trademarks, service marks and trade names referred to in this presentation may appear without the ®, TM or SM symbols, but such references are not intended to indicate, in any way, t hat we will not assert, to the fullest extent under applicable law, their rights or the right of the applicable licensor to these trademarks, service marks and trade names.
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Group Revenue of $196m vs. $185m guidance Group Adj. EBITDA2 of $53m vs. $45m guidance Cash Balance of $155m vs. $140- 150m guidance Significant Gross Margin Improvement to 33% 27% Group Adj. EBITDA Margin2, 258bps better than expected Legend acquisition proving to be immediately accretive to Group Adj. EBITDA Margin2 AI increasing demand for data Official data and high-intent audiences driving outperformance for advertisers Q2 Outperformance Strong Margin Profile Power of Data Delivering Across Every Metric Genius Sports & Legend Outperforming in First Quarter as a Combined Business1 1 The acquisition of Legend closed on April 30, 2026 2 Group Adj. EBITDA and Group Adj. EBITDA Margin, non-GAAP performance measures, are used to supplement our results presented in accordance with U.S. GAAP. A reconciliation of the most comparable GAAP measure to its non-GAAP measure is included in the appendix of this presentation. | 3
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Group Adj. EBITDA Margin1 27% Group Adj. EBITDA Margin1 Beat 258bps YoY Betting Revenue Growth 28% YoY Media Revenue Growth 193% Group Revenue outperformance vs. guidance contributed to Group Adj. EBITDA1 at a 72% incremental margin $185 $196 Q2 Group Revenue vs. Guidance ($m) $45 $53 Q2 Group Adj. EBITDA1 vs. Guidance ($m) Actual Guidance Exceeded Expectations in Q2 +$11 +$8 1 Group Adj. EBITDA and Group Adj. EBITDA Margin, non-GAAP performance measures, are used to supplement our results presented in accordance with U.S. GAAP. A reconciliation of the most comparable GAAP measure to its non-GAAP measure is included in the appendix of this presentation. | 4
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Genius Sports Moment Engine Driving performance for the world’s biggest brands 174 new advertisers in Q2, including: Fan T H E R I G H T Moment T H E R I G H T Message T H E R I G H T D I S P L A Y S T R E A M I N G M O B I L E S O C I A L C O N N E C T E D T V Genius Moments | 5
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Genius Sports Moment Engine in Action Translating Moments Into Impact for a Major Consumer Brand Throughout the World Cup: 3x greater CPM Efficiency Than Planned Lowest CPC of Any Active Campaign | 6 Note: CPM (cost per thousand impressions) and CPC (cost per click) are standard digital advertising metrics. CPM measures the cost to deliver 1,000 ad impressions; CPC measures the cost incurred each time a user clicks on an ad.
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GeniusIQ: One Platform. Endless Solutions. Every Product Creates a New Way to Monetize the Platform Amazon sponsoring 3D renders for LigaMX offside decisions National League Promotion Final, with real-time insights on DAZN and brand activation for Enterprise Sky Sports News utilizing GeniusIQ tracking data ahead of the Champions League Final Launched SAOT for Brazilian Football Confederation (CBF) | 7
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Prediction Market Revenue Drivers Driving continued audience growth through player acquisition and retention services, including Legend-owned media properties Real-time official data and pricing models enable liquidity providers to make markets efficiently Real-time official data for timely and accurate contract settlement Information-sharing provisions and use of official data to enhance visibility and help safeguard the integrity of sports Player Acquisition Liquidity Data & Integrity Existing Genius Sports Infrastructure Powering Prediction Markets | 8
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Strong Performance in Betting & Media $92 $117 $27 $78 Q2 2025 Q2 2026 Group Revenue ($m) Betting Revenue ($m) Media Revenue ($m) $119 $196 $34 $53 Q2 2025 Q2 2026 Group Adj. EBITDA1 ($m) 1 Group Adj. EBITDA, a non-GAAP performance measure, is used to supplement our results presented in accordance with U.S. GAAP. A reconciliation of the most comparable GAAP measure to its non-GAAP measure is included in the appendix of this presentation. Note: totals may not sum due to rounding | 9
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Raising 2026 Guidance Q3 2026 Full Year 2026 New Prior New Group Revenue $260m $990m-1.010b $1.005-1.025b Group Adj. EBITDA1 $85m $270-280m $285-295m Group Adj. EBITDA Margin1 32.7% 27.5% 28.6% Over $100m of Total Cash Flow in 2H 2026 | 10 1 Group Adj. EBITDA and Group Adj. EBITDA Margin, non-GAAP performance measures, are used to supplement our results presented in accordance with U.S. GAAP. A reconciliation of the most comparable GAAP measure to its non-GAAP measure is included in the appendix of this presentation.
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Q&A
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Appendix
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Q2 P&L & Group Adj. EBITDA Reconciliation Condensed Consolidated Statements of Operations (Unaudited, amounts in thousands, except share and per share data) Reconciliation of U.S. GAAP Net loss to Group Adjusted EBITDA (Unaudited, amounts in thousands) Three Months Ended June 30, 2026 2025 Revenue $ 195,503 $ 118,719 Cost of revenue 131,716 109,832 Gross profit 63,787 8,887 Operating expenses: Sales and marketing 17,506 14,299 Research and development 13,385 8,726 General and administrative 59,537 64,500 Transaction-related expenses 28,924 2,053 Total operating expense 119,352 89,578 Loss from operations (55,565) (80,691) Interest (expense) income, net (13,815) 556 Loss on disposal of assets (14) (1) Loss on fair value remeasurement of contingent consideration (8,000) - Gain on foreign currency 36 26,992 Total other (expense) income (21,793) 27,547 Loss before income taxes and gain from equity method investment (77,358) (53,144) Income tax expense (341) (1,748) Gain from equity method investment 968 944 Net loss $ (76,731) $ (53,948) Loss per share attributable to common stockholders: Basic and diluted $ (0.28) $ (0.21) Weighted average common stock outstanding: Basic and diluted 278,911,851 253,220,241 Three Months Ended June 30, 2026 2025 Consolidated net loss $ (76,731) $ (53,948) Adjusted for: Net, interest expense (income) 13,815 (556) Income tax expense 341 1,748 Amortization of acquired intangibles (1) 13,543 2,182 Other depreciation and amortization (2) 19,442 13,486 Stock-based compensation (3) 25,221 84,991 Transaction-related expenses (4) 28,924 2,053 Litigation and related costs (5) 2,401 10,547 Loss on fair value remeasurement of contingent consideration 8,000 - Gain on foreign currency (36) (26,992) Expenses incurred related to acquisition related employee payments 15,478 - Other (6) 2,202 639 Group Adjusted EBITDA $ 52,600 $ 34,150 (1) Includes amortization of intangible assets generated through business acquisitions (inclusive of amortization for marketing products, acquired technology, and historical data rights related to the acquisition of a majority interest in Genius in 2018). (2) Includes depreciation of Genius’ property and equipment, amortization of contract costs, and amortization of internally developed software and other intangible assets. Excludes amortization of intangible assets generated through business acquisitions. (3) Includes stock options, equity-settled restricted share units, cash-settled restricted share units and equity-settled performance-based restricted share units granted to employees and directors (including related employer payroll taxes) and equity-classified non-employee awards issued to suppliers. (4) Includes non-recurring advisory, legal, accounting, valuation, and other professional or consulting fees in connection with Genius’ corporate development activities, as well as integration expenses related to acquisitions. (5) Includes litigation and related costs incurred by the Company relating to discrete and non-routine legal proceedings that are not part of the normal operations of the Company’s business. For the three and six months ended June 30, 2026, legal proceedings included Sportscastr litigation, dMY litigation, Sage & Thompson litigation and Volleystation litigation (as described in Note 16 – Commitments and Contingencies). For the three and six months ended June 30, 2025, legal proceedings included Sportscastr litigation and dMY litigation. All other legal proceedings are expensed as part of our on-going operations and included in general and administrative expenses. (6) Includes severance costs, tax penalties, gain/loss on disposal of assets, and professional fees for finance transformation project. | 13
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H1 P&L & Group Adj. EBITDA Reconciliation Condensed Consolidated Statements of Operations (Unaudited, amounts in thousands, except share and per share data) Reconciliation of U.S. GAAP Net loss to Group Adjusted EBITDA (Unaudited, amounts in thousands) Six Months Ended June 30, 2026 2025 Revenue $ 383,455 $ 262,710 Cost of revenue 276,344 218,621 Gross profit 107,111 44,089 Operating expenses: Sales and marketing 31,175 25,712 Research and development 24,787 17,672 General and administrative 113,452 99,035 Transaction-related expenses 36,427 2,785 Total operating expense 205,841 145,204 Loss from operations (98,730) (101,115) Interest (expense) income, net (14,743) 993 Loss on disposal of assets (87) (13) Loss on fair value remeasurement of contingent consideration (8,000) - Impairment of equity method investment (1,735) - (Loss) gain on foreign currency (9,661) 39,241 Total other (expense) income (34,226) 40,221 Loss before income taxes and gain from equity method investment (132,956) (60,894) Income tax expense (256) (2,290) Gain from equity method investment 1,011 1,038 Net loss $ (132,201) $ (62,146) Loss per share attributable to common stockholders: Basic and diluted $ (0.48) $ (0.25) Weighted average common stock outstanding: Basic and diluted 274,169,128 250,839,507 Six Months Ended June 30, 2026 2025 Consolidated net loss $ (132,201) $ (62,146) Adjusted for: Net, interest expense (income) 14,743 (993) Income tax expense 256 2,290 Amortization of acquired intangibles (1) 16,268 4,364 Other depreciation and amortization (2) 38,036 28,062 Stock-based compensation (3) 56,125 102,303 Transaction-related expenses (4) 36,427 2,785 Litigation and related costs (5) 8,438 13,915 Loss on fair value remeasurement of contingent consideration 8,000 - Impairment of equity method investment 1,735 - Loss (gain) on foreign currency 9,661 (39,241) Expenses incurred related to acquisition related employee payments 15,478 - Other (6) 3,616 2,586 Group Adjusted EBITDA $ 76,582 $ 53,925 (1) Includes amortization of intangible assets generated through business acquisitions (inclusive of amortization for marketing products, acquired technology, and historical data rights related to the acquisition of a majority interest in Genius in 2018). (2) Includes depreciation of Genius’ property and equipment, amortization of contract costs, and amortization of internally developed software and other intangible assets. Excludes amortization of intangible assets generated through business acquisitions. (3) Includes stock options, equity-settled restricted share units, cash-settled restricted share units and equity-settled performance-based restricted share units granted to employees and directors (including related employer payroll taxes) and equity-classified non-employee awards issued to suppliers. (4) Includes non-recurring advisory, legal, accounting, valuation, and other professional or consulting fees in connection with Genius’ corporate development activities, as well as integration expenses related to acquisitions. (5) Includes litigation and related costs incurred by the Company relating to discrete and non-routine legal proceedings that are not part of the normal operations of the Company’s business. For the three and six months ended June 30, 2026, legal proceedings included Sportscastr litigation, dMY litigation, Sage & Thompson litigation and Volleystation litigation (as described in Note 16 – Commitments and Contingencies). For the three and six months ended June 30, 2025, legal proceedings included Sportscastr litigation and dMY litigation. All other legal proceedings are expensed as part of our on-going operations and included in general and administrative expenses. (6) Includes severance costs, tax penalties, gain/loss on disposal of assets, and professional fees for finance transformation project. | 14
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Reconciliation of GAAP Expenses to non-GAAP Expenses (a) Amortization of acquired intangibles; (b) Other depreciation & amortization; (c) Stock-based compensation (including related employer payroll taxes); (d) Transaction expenses; (e) Litigation and related costs; (f) Expenses incurred related to acquisition related employee payments; (g) Other | 15 June 30, 2026 March 31, 2026 December 31, 2025 September 30, 2025 June 30, 2025 March 31, 2025 December 31, 2024 September 30, 2024 December 31, 2025 December 31, 2024 GAAP Operating Expenses Cost of revenue 131,716$ 144,628$ 172,063$ 124,963$ 109,832$ 108,789$ 128,081$ 80,116$ 515,647$ 382,187$ Sales and marketing 17,506 13,669 16,805 13,645 14,299 11,413 9,880 9,455 56,162 37,411 Research and development 13,385 11,402 8,472 4,943 8,726 8,946 4,893 5,848 31,087 24,576 General and administrative 59,537 53,915 63,267 45,670 64,500 34,535 40,156 30,403 207,972 123,011 Transaction-related expenses 28,924 7,503 4,497 2,667 2,053 732 (278) 432 9,949 2,246 Total Operating Expenses 251,068$ 231,117$ 265,104$ 191,888$ 199,410$ 164,415$ 182,732$ 126,254$ 820,817$ 569,431$ Non-GAAP Operating Expense Adjustments Cost of revenue (a) (13,543) (2,725) (2,517) (2,572) (2,182) (2,182) (2,183) (2,725) (9,453) (24,136) (b) (17,531) (17,576) (16,711) (15,715) (12,644) (13,623) (12,651) (12,040) (58,693) (46,135) (c) (4,280) (4,210) (4,299) (4,306) (43,919) (102) (124) (144) (52,626) (618) (f) (6,059) - - - - - - - - - (g) - - 2 (31) (92) (254) (69) (8) (375) (77) Sales and marketing (b) (445) (434) (458) (419) (448) (416) (417) (404) (1,741) (1,576) (c) (1,784) (1,806) (2,027) (1,965) (3,633) (2,109) (1,037) (997) (9,734) (4,379) (f) (1,397) - - - - - - - - - (g) (2,160) - (1,594) (129) (251) (402) 545 (1) (2,376) 545 Research and development (b) (1,050) (424) (560) (225) (216) (416) (327) (377) (1,417) (1,486) (c) (834) (1,999) (2,049) (2,532) (3,528) (2,703) (1,707) (1,390) (10,812) (6,247) (f) (2,203) - - - - - - - - - (g) (27) (296) - (223) (211) (859) (225) (4) (1,293) (290) General and administrative (b) (416) (160) (182) (160) (178) (121) (127) (125) (641) (519) (c) (18,323) (22,889) (23,952) (17,060) (33,911) (12,398) (18,230) (6,791) (87,321) (44,413) (e) (2,401) (6,037) (13,273) (9,598) (10,547) (3,368) (1,932) (3,295) (36,786) (7,575) (f) (5,819) - - - - - - - - - (g) (1) (1,045) (25) (174) (84) (420) (380) (922) (703) (1,397) Transaction-related expenses (d) (28,924) (7,503) (4,497) (2,667) (2,053) (732) 278 (432) (9,949) (2,246) Total Operating Expense Adjustments (107,197)$ (67,104)$ (72,142)$ (57,776)$ (113,897)$ (40,105)$ (38,586)$ (29,655)$ (283,920)$ (140,549)$ Non-GAAP Operating Expenses Cost of revenue 90,303 120,117 148,538 102,339 50,995 92,628 113,054 65,199 394,500 311,221 Sales and marketing 11,720 11,429 12,726 11,132 9,967 8,486 8,971 8,053 42,311 32,001 Research and development 9,271 8,683 5,863 1,963 4,771 4,968 2,634 4,077 17,565 16,553 General and administrative 32,577 23,784 25,835 18,678 19,780 18,228 19,487 19,270 82,521 69,107 Transaction-related expenses - - - - - - - - - - Total Operating Expenses 143,871$ 164,013$ 192,962$ 134,112$ 85,513$ 124,310$ 144,146$ 96,599$ 536,897$ 428,882$ Year EndedThree Months Ended
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GENI Share Count Build Total Capitalization (shares in millions) As of June 30, 2026 Ordinary shares outstanding 267.6 Additional Securities NFL Enterprises LLC vested Warrants1 14.5 NFL Enterprises LLC unvested Warrants1 5.0 Unvested equity-settled RSUs and PSUs2 24.4 Total Additional Securities 43.9 Fully Diluted Ordinary Shares Outstanding 311.5 1 Pursuant to the License Agreement dated April 1, 2021, the Company agreed to issue the NFL an aggregate of up to 18,500,000, which were fully vested as of April 1, 2023. The NFL exercised 4,000,000 warrants in the first quarter ended March 31, 2025, and 4,500,000 warrants in the fourth quarter ended December 31, 2025. On June 6, 2025, the Company extended the License Agreement through the end of the 2029 NFL season. Pursuant to the extended License Agreement, the Company issued the NFL an additional 9,500,000 warrants with each warrant entitling NFL to purchase one ordinary share of the Company for an exercise price of $0.01 per warrant share. Of such additional warrants, 4,500,000 warrants vested on June 10, 2025, and 5,000,000 will vest on April 1, 2028, unless delayed at the sole discretion of the NFL to no later than August 2, 2029. 2 Includes 1) Equity-settled Restricted Share Units (“RSUs”), 2) Cash-settled Restricted Share Units (“Cash-settled RSUs”) and 3) Equity-settled Performance-Based Restricted Share Units (“PSUs”) as part of the 2022, 2023, 2024, 2025 and 2026 Employee Incentive Plans. | 16