Genius Sports Stock Rallies on PMG Sports Advertising Deal
Posted on: July 30, 2025, 01:52h.
Last updated on: July 30, 2025, 02:33h.
- Genius stock extends 2025 rally on sports advertising agreement
- PMG will be a founding agency partner for FANHub
Shares of Genius Sports (NYSE: GENI) surged Wednesday after the sports betting data provider unveiled a deal with advertising agency PMG, making the creative firm a founding agency partner of FANHub.
In midday trading, shares of Genius were higher by more than 11% on volume that was more than 60% above the daily average, extending a rally that’s seen the stock climb 31.10% year to date. The agreement with PMG, which represents brands including Nike, TurboTax, Best Western, and Beats by Dre, was likely greeted favorably by investors because it’s the latest sign of Genius’s artificial intelligence (AI) capabilities gaining traction and another example of the company garnering business outside of the sports betting industry.
The multiyear partnership will focus on innovative brands within PMG’s portfolio that are looking to reach passionate and loyal sports audiences. The partnership will also see Genius Sports help enrich Alli, PMG’s proprietary AI-driven marketing operating system,” according to a press release.
PMG’s Alli is a tech-centric platform that leverages real-time data to activate media and foresee trends around live pop culture and sports moments. That data can be used to help advertising clients better serve prospective customers. Financial terms of the accord with Genius weren’t disclosed.
Genius Growing its Advertising Exposure
It’s clear that Genius is growing its total addressable market (TAM), and that impresses some analysts. A significant portion of the company’s growth outside its core business of providing data to sportsbook operators is attributable to advertising.
Last month, Genius announced an expanded agreement with the NFL under which the tech company “will now exclusively represent the in-game advertising inventory,” according to a statement. A year ago, Genius struck a deal with social media platform X for its “Trend Genius” product.
Trend Genius is designed to deliver advertisements pertinent to real-time conversations taking place on X. In a hypothetical example, an active, robust conversation with multiple participants on “sports betting X” could be served ads from gaming companies.
With an investment from PMG, Genius’s FANHub platform, which was acquired four years ago, will be bolstered. With FANHub, the potential exists for Genius to assist PMG in helping advertisers better target ads while driving higher return on investment.
“PMG’s investment reflects the growing recognition that sports advertising requires specialized technology and expertise,” said Josh Linforth, chief revenue officer at Genius Sports, in the statement.
Genius Spreading its Wings Beyond Sports Betting
Genius expanding its revenue stream beyond sports wagering is among the reasons why the stock is beloved on Wall Street. Of the 17 analysts covering the name, 16 rate the equivalents of “strong buy” or “buy.”
Via access to new technologies, improved measurement innovation, and use of next-generation ad platforms, PMG could play an important role in ushering in another growth wave at Genius Sports.
“PMG will pilot innovative advertising solutions, including immersive experiences such as Augmented Ads and contextual sports placements that integrate within live game content,” according to the statement. ” PMG clients will gain early access to FANHub’s latest innovations and platform capabilities, ensuring they remain ahead of industry trends.”
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