Todd Shriber, The Motley Fool
Sat, April 25, 2026 astatine 10:25 AM CDT 4 min read
Sometimes, companies and investors ought to beryllium cautious astir what they privation for. Genius Sports (NYSE: GENI) and Sportradar (NASDAQ: SRAD) are arguably bully examples of that sentiment.
At their cores, Genius and Sportradar are sportsbook information providers. Still, implicit the years, immoderate analysts person argued the shares should beryllium treated much similar SaaS stocks and little similar accepted gaming equities. Well, the duo is getting the not-so-royal attraction arsenic "SaaSpocalypse" fears person Sportradar down 45% year-to-date.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »
Shares of Genius are adjacent worse for the deterioration arsenic the bundle calamity, coupled with fears the institution is overpaying for an acquisition combined to nonstop the banal little by much than 59% since the commencement of 2026. On Wall Street, there's immoderate sentiment that Genius is simply a babe being thrown retired with the bathwater, and that the concern assemblage isn't afloat appreciating this company's accidental acceptable successful prediction markets.
For those caller to Genius and Sportradar, these names aren't sports betting stocks successful the accepted sense. Unlike DraftKings or Flutter Entertainment's FanDuel, Genius doesn't publication bets. Rather, Genius and its rival supply the information sportsbooks request to contiguous wagers to consumers.
That includes everything from modular pre-game wagers to higher borderline fare, specified arsenic in-game wagering and parlays (multi-leg bets), including same-game parlays. That is to say, Genius and Sportradar are the picks-and-shovels players of the sports wagering universe, and that's pertinent due to the fact that it indicates these companies person the acquisition and infrastructure needed to perchance capitalize connected the prediction markets boom.
Consider the following. Last week, Bernstein issued a study that made waves, indicating measurement connected yes/no exchanges could swell to $1 trillion by 2030. The probe steadfast besides estimates that sports derivatives presently relationship for 60% of that turnover (some estimates peg that percent acold higher) and that it could autumn to 30% arsenic prediction markets' usage cases expand.
Even if that happens, sports volition stay large concern for operators specified arsenic Kalshi and Polymarket. Those companies and immoderate rivals are often updating their sports menus and person been venturing into "combos," oregon parlays, successful prediction marketplace lingo. So they request information conscionable similar DraftKings and FanDuel do. Genius has it. In fact, determination are already nascent signs that marketplace makers progressive with yes/no exchanges are seeking entree to Genius data.

1 hour ago
1





English (CA) ·
English (US) ·
Spanish (MX) ·