Lucide Ledger

A filing-first public record from Lucide House.

Issue 001 | U.S. Pilot | US

GENI

Genius Sports Ltd

Screen state: Passing Source state: Verified 20-F | 2026-03-17 Filing currency: USD
Open Filing Back to Register Report a correction
Internal NCAV Discount 57.0%

GNNI internal NCAV discount calculation. Market context inputs are retained internally and are not displayed.

Current Assets
549,683,000USD
Total Liabilities
405,812,000USD
NCAV
143,871,000USD
Cash
280,559,000USD
NCAV per share
0.26USD/share
Evidence
18 annual | 5 quarterly

Mary filing review

Financial Statement Evidence

Deterministic observations from the frozen Mary Reason Card. They annotate filing evidence and do not determine screen inclusion.

Not captured in this issue’s Mary run.

This archived issue is not backfilled with observations from a later screening run.

Business Profile

Checklist-driven facts extracted from filing text. Missing fields stay visible in the details.

business_profile_v1

Business profile: 0 of 12 fields established by the current extractor.

Business Profile Field Details

Business Description

Missing Source

Not established by the current extractor from the selected filing context.

Revenue Model

Missing Source

Not established by the current extractor from the selected filing context.

Customers And Channels

Missing Source

Not established by the current extractor from the selected filing context.

Segments And Geography

Missing Source

Not established by the current extractor from the selected filing context.

Tangible Operations Assets

Missing Source

Not established by the current extractor from the selected filing context.

Value Chain

Missing Source

Not established by the current extractor from the selected filing context.

Competition Positioning

Missing Source

Not established by the current extractor from the selected filing context.

Business Lifecycle Cyclicality

Missing Source

Not established by the current extractor from the selected filing context.

Strategy And Capital Allocation

Missing Source

Not established by the current extractor from the selected filing context.

Management Governance Signals

Missing Source

Not established by the current extractor from the selected filing context.

Disclosed Risks

Missing Source

Not established by the current extractor from the selected filing context.

Known Unknowns

Missing Source

Not established by the current extractor from the selected filing context.

Business Profile Sources
Source Filing Date Type Status Provenance
S1 0001193125-26-110749 2026-03-17 20-F Verified Data Vault | sec/cleaned/cik=0001834489/accession=0001193125-26-110749/parser=html-cleaner-v1/full.txt
Share Count & Per-Share Comparability

Data Vault has not published the normalized share-count artifact for this company.

Known Unknowns

Only 5 quarterly periods available from Data Vault for this company.

Medium | Share Count

The current U.S. Pilot does not yet evaluate share-count trends or post-filing dilution beyond Mary's screening flags.

Low | Classification

U.S. Pilot rows are surfaced for source inspection and may still need manual business classification review.

Annual Financials

Latest annual periods, newest first. Missing cells render as n/a.

Metric
2025-12-31
20-F
USD
2024-12-31
20-F
USD
2023-12-31
20-F
USD
2022-12-31
20-F
USD
2021-12-31
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2021-04-20
20-F
USD
2020-12-31
20-F
USD
Revenue 669,489,000 510,894,000 412,977,000 341,029,000 262,735,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 149,739,000
Operating Income -151,328,000 -58,537,000 -74,158,000 -182,872,000 -573,292,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a -21,038,000
Net Income -111,581,000 -63,040,000 -85,534,000 -181,636,000 -592,753,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a -30,348,000
Cash From Operations 86,395,000 81,861,000 14,876,000 -3,455,000 -63,308,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 17,073,000
Capex -21,851,000 -11,391,000 -3,569,000 -5,967,000 -6,417,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a -1,464,000
Free Cash Flow 64,544,000 70,470,000 11,307,000 -9,422,000 -69,725,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 15,609,000
Cash And Equivalents 280,559,000 110,213,000 100,331,000 122,715,000 222,378,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 11,781,000
Accounts Receivable 130,340,000 85,491,000 71,088,000 33,378,000 48,819,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 24,776,000
Inventory 284,000 482,000 347,000 283,000 530,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 384,000
Total Current Assets 549,683,000 288,597,000 244,781,000 236,517,000 324,683,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 61,336,000
Total Assets 1,130,287,000 792,266,000 775,724,000 773,337,000 887,084,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 391,005,000
Total Current Liabilities 352,883,000 201,570,000 182,914,000 171,140,000 152,812,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 85,348,000
Total Liabilities 405,812,000 219,861,000 202,705,000 196,521,000 180,906,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 179,757,000
Shareholders Equity 724,475,000 572,405,000 573,019,000 576,816,000 706,178,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a -139,427,000
Shares Outstanding 10,000,000 18,500,000 18,500,000 18,500,000 18,500,000 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 1
Shares Outstanding Diluted n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a
Weighted Avg Shares Diluted 254,757,802 211,009,169 208,121,980 198,939,079 150,912,333 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 1,873,423
Weighted Avg Shares Basic 254,757,802 211,009,169 208,121,980 198,939,079 150,912,333 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a 1,873,423
Net Share Count Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Ownership Claim Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Quarterly Financials

Latest quarterly periods, newest first. Periods are shown only when Data Vault has them.

Only 5 quarterly periods available from Data Vault for this company.

Metric
2023-06-30
6-K/A
USD
2023-03-31
6-K/A
USD
2022-12-31
6-K/A
USD
2022-06-30
6-K/A
USD
2022-03-31
6-K/A
USD
Revenue 184,076,000 n/a 341,029,000 157,040,000 n/a
Operating Income -30,871,000 n/a -182,872,000 -104,696,000 n/a
Net Income -35,466,000 -25,168,000 -181,636,000 -44,953,000 -40,198,000
Cash From Operations -22,710,000 n/a -3,455,000 -2,186,000 n/a
Capex -1,002,000 n/a -5,967,000 -2,232,000 n/a
Free Cash Flow -23,712,000 n/a -9,422,000 -4,418,000 n/a
Cash And Equivalents 89,812,000 n/a 122,715,000 n/a n/a
Total Current Assets 222,225,000 n/a 236,517,000 n/a n/a
Total Liabilities 167,536,000 n/a 196,521,000 n/a n/a
Shares Outstanding n/a n/a 18,500,000 n/a n/a
Shares Outstanding Diluted n/a n/a n/a n/a n/a
Weighted Avg Shares Diluted 208,505,216 n/a 198,939,079 198,347,397 n/a
Weighted Avg Shares Basic 208,505,216 n/a 198,939,079 198,347,397 n/a
Net Share Count Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Ownership Claim Change (Normalized) Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence Insufficient evidence
Audit Trail

NCAV Audit

Official-source inputs remain linked to filing provenance. Derived values are labeled as such.

Input Value Source concept Filing period Confidence Provenance
Current Assets 222,225,000USD us-gaap:AssetsCurrent 2023-06-30 1.00 Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Total Liabilities 167,536,000USD us-gaap:Liabilities 2023-06-30 1.00 Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Cash 89,812,000USD us-gaap:CashAndCashEquivalentsAtCarryingValue 2023-06-30 1.00 Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Shares Outstanding 208,505,216 us-gaap:WeightedAverageNumberOfDilutedSharesOutstanding 2023-06-30 1.00 Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
NCAV 54,689,000USD derived 2023-06-30 n/a company-evidence-v1 | total_current_assets - total_liabilities
NCAV per share 0.26USD derived 2023-06-30 n/a company-evidence-v1 | NCAV / shares_outstanding
Internal NCAV Discount 57.0% derived 2023-06-30 n/a gnni_publication_pack | internal_discount

NCAV = total_current_assets - total_liabilities | NCAV per share = NCAV / weighted_avg_shares_diluted

Source Provenance

Data Source
Data Vault
Data Vault Root
Local evidence | The Data Vault
CIK
0001834489
Company ID
n/a
Selected Annual Source
Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Selected Quarterly Source
Data Vault | sec/companyfacts/cik=0001834489/companyfacts.json
Statement Extractor
companyfacts-screener-v1
View Extractor
companyfacts-screener-v1
Source Accession Count
7
Imported At
2026-08-15T12:52:02+00:00
Rendered At
2026-08-16T03:29:38+00:00

Run Audit

Mary Run
7597e71d9e0c42a48d3fa1ce89682485
Mary As Of
2026-07-11
Accession
0001193125-26-110749
CIK
0001834489
Mary Filing Date
2026-03-17
Filing Currency
USD
Internal Discount
57.0%
Source State
Verified
Market Context
Not Displayed
Market Policy
internal_only_not_redistributed
Share Trend
Not Evaluated
Dilution
Needs Review

mary_run=7597e71d9e0c42a48d3fa1ce89682485; mary_as_of=2026-07-11; mary_filing_date=2026-03-17; mary_accession=0001193125-26-110749; mary_cik=0001834489; gnni_supporting_filing_date=2026-03-17; internal_discount=0.569753; mary_reason=Mary's deterministic net-net screen flagged this candidate. The internal discount is shown; raw market-data fields are not published in this pilot.

Back to Register Report a correction Archive