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Side-by-side financial comparison of Genius Sports Ltd (GENI) and VNET Group, Inc. (VNET). Click either name above to swap in a different company.

Genius Sports Ltd is the larger business by last-quarter revenue ($510.9M vs $362.7M, roughly 1.4× VNET Group, Inc.). VNET Group, Inc. runs the higher net margin — -10.7% vs -12.3%, a 1.7% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $-193.1M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 17.4%).

Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.

VNET Group, Inc. is a leading neutral internet data center service provider operating primarily in China. It offers cloud computing infrastructure, colocation services, managed network solutions, and hybrid cloud support to enterprise clients across technology, finance, and retail sectors, enabling stable, high-performance digital operation foundations for domestic and global businesses expanding in the Chinese market.

GENI vs VNET — Head-to-Head

Bigger by revenue
GENI
GENI
1.4× larger
GENI
$510.9M
$362.7M
VNET
Higher net margin
VNET
VNET
1.7% more per $
VNET
-10.7%
-12.3%
GENI
More free cash flow
GENI
GENI
$262.7M more FCF
GENI
$69.6M
$-193.1M
VNET
Faster 2-yr revenue CAGR
GENI
GENI
Annualised
GENI
129.2%
17.4%
VNET

Income Statement — Q4 FY2025 vs Q3 FY2025

Metric
GENI
GENI
VNET
VNET
Revenue
$510.9M
$362.7M
Net Profit
$-63.0M
$-38.7M
Gross Margin
25.2%
20.9%
Operating Margin
-11.5%
0.5%
Net Margin
-12.3%
-10.7%
Revenue YoY
Net Profit YoY
EPS (diluted)

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
GENI
GENI
VNET
VNET
Q4 25
$510.9M
Q3 25
$335.4M
$362.7M
Q2 25
$215.2M
Q1 25
$119.7M
$309.5M
Q4 24
$413.0M
Q3 24
$285.8M
$302.2M
Q2 24
$184.1M
$274.4M
Q1 24
$97.2M
$262.9M
Net Profit
GENI
GENI
VNET
VNET
Q4 25
$-63.0M
Q3 25
$-38.7M
Q2 25
$-47.3M
Q1 25
$-25.5M
$-2.4M
Q4 24
$-85.5M
Q3 24
$-47.1M
$-2.1M
Q2 24
$-35.5M
$-1.1M
Q1 24
$-25.2M
$-22.0M
Gross Margin
GENI
GENI
VNET
VNET
Q4 25
25.2%
Q3 25
24.2%
20.9%
Q2 25
19.1%
Q1 25
10.7%
25.2%
Q4 24
16.7%
Q3 24
20.5%
23.2%
Q2 24
18.6%
21.3%
Q1 24
9.8%
21.6%
Operating Margin
GENI
GENI
VNET
VNET
Q4 25
-11.5%
Q3 25
-15.3%
0.5%
Q2 25
-21.0%
Q1 25
-20.3%
0.1%
Q4 24
-18.0%
Q3 24
-13.9%
24.5%
Q2 24
-16.8%
0.2%
Q1 24
-23.7%
0.2%
Net Margin
GENI
GENI
VNET
VNET
Q4 25
-12.3%
Q3 25
-10.7%
Q2 25
-22.0%
Q1 25
-21.3%
-0.8%
Q4 24
-20.7%
Q3 24
-16.5%
-0.7%
Q2 24
-19.3%
-0.4%
Q1 24
-25.9%
-8.4%

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
GENI
GENI
VNET
VNET
Cash + ST InvestmentsLiquidity on hand
$280.6M
$492.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$724.5M
$890.8M
Total Assets
$1.1B
$6.1B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
GENI
GENI
VNET
VNET
Q4 25
$280.6M
Q3 25
$110.2M
$492.1M
Q2 25
$110.2M
Q1 25
$110.2M
$544.3M
Q4 24
$100.3M
Q3 24
$100.3M
$219.5M
Q2 24
$100.3M
$247.2M
Q1 24
$100.3M
$246.9M
Total Debt
GENI
GENI
VNET
VNET
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
$1.2B
Q2 24
Q1 24
Stockholders' Equity
GENI
GENI
VNET
VNET
Q4 25
$724.5M
Q3 25
$572.4M
$890.8M
Q2 25
$572.4M
Q1 25
$572.4M
$927.8M
Q4 24
$573.0M
Q3 24
$573.0M
$902.9M
Q2 24
$573.0M
$900.6M
Q1 24
$573.0M
$895.1M
Total Assets
GENI
GENI
VNET
VNET
Q4 25
$1.1B
Q3 25
$792.3M
$6.1B
Q2 25
$792.3M
Q1 25
$792.3M
$5.4B
Q4 24
$775.7M
Q3 24
$775.7M
$4.3B
Q2 24
$775.7M
$4.0B
Q1 24
$775.7M
$3.9B
Debt / Equity
GENI
GENI
VNET
VNET
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
1.28×
Q2 24
Q1 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
GENI
GENI
VNET
VNET
Operating Cash FlowLast quarter
$81.9M
$113.8M
Free Cash FlowOCF − Capex
$69.6M
$-193.1M
FCF MarginFCF / Revenue
13.6%
-53.2%
Capex IntensityCapex / Revenue
2.4%
84.6%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$33.5M
$-589.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
GENI
GENI
VNET
VNET
Q4 25
$81.9M
Q3 25
$-4.8M
$113.8M
Q2 25
$-1.2M
Q1 25
$-14.6M
$27.0M
Q4 24
$14.9M
Q3 24
$-9.2M
$108.3M
Q2 24
$55.8M
Q1 24
$37.1M
Free Cash Flow
GENI
GENI
VNET
VNET
Q4 25
$69.6M
Q3 25
$-14.2M
$-193.1M
Q2 25
$-5.8M
Q1 25
$-16.0M
$-220.0M
Q4 24
$11.3M
Q3 24
$-11.6M
$-95.0M
Q2 24
$-81.6M
Q1 24
$-102.2M
FCF Margin
GENI
GENI
VNET
VNET
Q4 25
13.6%
Q3 25
-4.2%
-53.2%
Q2 25
-2.7%
Q1 25
-13.4%
-71.1%
Q4 24
2.7%
Q3 24
-4.1%
-31.4%
Q2 24
-29.8%
Q1 24
-38.9%
Capex Intensity
GENI
GENI
VNET
VNET
Q4 25
2.4%
Q3 25
2.8%
84.6%
Q2 25
2.1%
Q1 25
1.2%
79.8%
Q4 24
0.9%
Q3 24
0.9%
67.3%
Q2 24
50.1%
Q1 24
53.0%

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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