GENI
Internet Content & Information · Communication Services
Analyst
Stifel
Equibles does not estimate personal net worth.
Jeff Stanchel is recorded as Analyst at Stifel. Jeff Stanchel has spoken on 15 earnings calls across 12 companies, most recently for Rush Street Interactive, Inc. on October 28, 2026. Those appearances were for Genius Sports Ltd (GENI), Pursuit Attractions & Hospitality, Inc. (PRSU), Churchill Downs Inc (CHDN), Rush Street Interactive, Inc. (RSI), Brightstar Lottery PLC (BRSL) and 7 other companies. The companies whose calls Jeff Stanchel spoke on are classified in the Communication Services, Consumer Cyclical and Technology sectors.
“Maybe starting on Brazil, you know, obviously you weren't involved there directly, thankfully, when the ban was announced.”
“Maybe starting off on the betting business, Mark, could you just update us on some of the upcoming renewals for customer contracts in particular? What's in the pipeline in the U.S. ahead of NFL season and maybe how you're thinking about that in the context of guidance?”
“Maybe starting off on the quarter, a really strong same-store metrics and revenue growth. The flow through on that was a little bit light compared to historical.”
“Max, Jim, thanks for taking our questions. And maybe just starting off on the Italian business, Vince, appreciate the update earlier on some of the milestones here for the B2C initiative.”
“It looks like NGR growth for my casino stepped down a bit, quarter-on-quarter 9% versus you grew that business closer to 20% in 2025. Can you just sort of help us think about some of the drivers of this deceleration and whether there's anything sort of one-time in nature that contributed as well?”
Stifel
Analyst
Transcript header (unverified)
GENI
Internet Content & Information · Communication Services
Travel Services · Consumer Cyclical
CHDN
Gambling · Consumer Cyclical
DKNG
Gambling · Consumer Cyclical
SRAD
Software - Application · Technology
MTN
Resorts & Casinos · Consumer Cyclical
BALY
Resorts & Casinos · Consumer Cyclical