Genius Sports Limited engages in the development and sale of technology-led products and services to the sports, sports betting, and sports media industries. It offers technology infrastructure for the collection, integration, and distribution of live data of sports leagues; streaming solutions comprising technology, automatic production, and distribution for sports to commercialize video footage of their games; and end-to-end integrity services …
Full GENI analysis →
Competitive advantage assessment
Key strengths
R&D Reinvestment Supports GrowthR&D commitment is strong relative to peers (score 0.88).
Innovation Converts to OutcomesInnovation payoff is strong (score 0.83), supported by Rule of 40 and revenue compounding.
Where GENI ranks in Internet Content & Information
Genius Sports Limited ranks #36 of 78
scored companies in Internet Content & Information by moat score — the top 46%.
The widest moat in the group is Alphabet Inc. (GOOG)
at 75/100.
Moat scores for companies ranked near GENI in Internet Content & Information
How GENI scores on the Software & SaaS Specialized defenses
Pricing Power
Score 16
· 20% of the moat score
In software, pricing power is visible in gross margin: a vendor that has to discount in order to renew gives it up first.
Recurring Revenue Stickiness
Score 68
· 18% of the moat score
Recurring revenue is the model's central claim, and it is a moat only when customers renew and expand without being re-sold each year.
Innovation Engine
Score 85
· 16% of the moat score
Software is competed away rather than depreciated, so a vendor that stops investing loses its category.
Cash Scalability
Score 65
· 18% of the moat score
The test of a software business is whether growth eventually stops consuming cash.
Capital Efficiency
Score 31
· 16% of the moat score
A software platform employs very little capital, so a genuine franchise should produce high returns on it without leverage.
Balance Sheet Resilience
Score 43
· 12% of the moat score
Software companies fund years of customer acquisition before those customers pay back, which makes access to capital a strategic variable rather than a treasury detail.
Genius Sports Limited (GENI) scores 51 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #36 of 78 scored companies in Internet Content & Information, the top 46%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 77 companies in Internet Content & Information. Its strongest defense is Innovation Engine (85/100) and its weakest is Pricing Power (16/100).
How does Genius Sports Limited compare with other Internet Content & Information companies?
Genius Sports Limited ranks #36 of 78 scored companies in Internet Content & Information by moat score. The widest moat in Internet Content & Information is Alphabet Inc. (GOOG) at 75/100. The companies ranked closest are Snap Inc. (SNAP) at 52 just above it and Phoenix New Media Limited (FENG) at 49 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Software & SaaS Specialized in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 77 companies in Internet Content & Information. The defenses are then weighted to produce the overall score out of 100.
Why is Genius Sports Limited scored with the Software & SaaS Specialized template?
Software costs almost nothing to reproduce, so the entire economic question is whether customers keep paying. Revenue is a subscription rather than a sale, the cost of winning a customer is paid years before that customer becomes profitable, and margins arrive only if renewals hold. The Software & SaaS template scores retention, reinvestment, and the point at which growth turns into cash.
Which competitive defenses are measured for Genius Sports Limited?
The Software & SaaS Specialized template measures 6 defenses, and GENI scores: Pricing Power (16), Recurring Revenue Stickiness (68), Innovation Engine (85), Cash Scalability (65), Capital Efficiency (31), Balance Sheet Resilience (43). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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