The Duopoly of Data: Sportradar vs. Genius Sports

The global sports betting industry is underpinned by a **Duopoly of Data** consisting of **Sportradar** and **Genius Sports**. These two companies control the exclusive rights to distribute official real-time data from major leagues (NFL, NBA, EPL) to sportsbooks. **Key Dynamics:** * **Technological Arms Race:** The shift from manual "scouts" to **Computer Vision** and **Optical Tracking** (e.g., Second Spectrum) allows for granular pricing of player props and micro-markets. * **The Official Data Mandate:** Leagues enforce the use of official feeds for bet settlement, effectively taxing operators. This led to significant antitrust litigation, notably the **Sportradar v. Genius Sports** case regarding Premier League data rights, which established a sub-licensing framework. * **Managed Trading Services (MTS):** The duopoly has evolved from data suppliers to pricing engines, managing risk for bookmakers and leading to the **homogenization of odds** globally.