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  "documentTitle": "Genius Sports Limited (GENI)",
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  "authorName": "Ben Axler",
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  "presentationDate": "2021-08-05 00:00:00",
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  "notes": "The slide argues that comparing Genius to DraftKings is inappropriate due to fundamental differences in growth trajectory and business model.",
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      "text": "DKNG's growth is accelerating and outpacing Genius' which is growing off a significantly smaller base",
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      "text": "revenue growth: 114%",
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      "text": "Since its merger with a SPAC in December 2019, DraftKings (DKNG) has been a story stock fueled by the hype and momentum of sports betting. We believe it is inappropriate for investors to compare Genius to DraftKings.",
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      "text": "The increase reflects solid performance in the first quarter of 2021, continued strong user activation due to the effectiveness of our marketing spend, well-executed launches of mobile sports betting and iGaming in Michigan and mobile sports betting in Virginia, and a modest contribution from our recently completed acquisitions. — DraftKings Q1 2021 press release",
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      "text": "Source: DraftKings Q1 2021 press release",
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