Jul. 15 at 5:57 PM
$GENI There will be two main drivers in the next several weeks, in my opinion.
1. The NFL strikes a deal with one of the major prediction market companies - which will almost certainly include buying official league data from GENI. I find it hard to believe the NFL will start the season without a partnership in place. There is too much money on the table. They still don't have a sportsbook partner in place for the coming season.
2. The Legend acquisition is proven to be a smart move - we should get a pretty good idea of this based on updated guidance on the earnings call. If they don't reaffirm the revenue guide they gave, that included Legend revenue, it's going to hurt. I personally believe it's going better than expected with all the prediction market spend on advertising, but who knows.
If both of the above happen, the financials should be set up pretty well for success for the remainder of the year, and into 2027.
