Genius Group (NYSEAMERICAN:GNS) used its investor call to discuss full-year 2025 results and outline its operating plan and targets for 2026, with founder and CEO Roger James Hamilton and CFO Gaurav Dama highlighting a restructuring-driven shift toward “high-tech, high-touch” education offerings, recent acquisitions, and guidance calling for revenue growth and positive EBITDA.
2025 recap: restructuring, acquisitions, and a shift toward premium experiences
Hamilton said 2025 was a “year of restructuring,” during which the company defended itself through corporate and legal actions while consolidating operations around a model emphasizing free courses that feed into paid mentoring and in-person experiences. He said the shift resulted in a 10x increase in average revenue per student and that the company is now focused on building on what it described as a profitable model.
Financial results: audited vs. pro forma figures
Dama said the company is filing its Form 20-F for the year ended Dec. 31, 2025, and presented both audited and pro forma financials to reflect a full-year contribution from two acquisitions completed during the year: Entrepreneur Resorts (acquired in July/August 2025, as described on the call) and Pro Education (a 51% stake acquired in mid-November 2025).
- Audited 2025 revenue: $8.4 million, up from $7.6 million in 2024.
- Pro forma 2025 revenue: $13.6 million, which management described as an 80% year-over-year increase after incorporating a full year of contributions from the acquisitions.
- Pro forma gross profit: $4.9 million, up 110% year-over-year, according to Dama.
- Adjusted EBITDA loss: about $13.1 million for 2025.
- Net loss: $56 million, including $42.9 million in non-cash items, which management said were mainly tied to impairment from discontinued operations, restructuring provisions, and share-based compensation.
- Cash used in operations: $10.6 million in 2025, down from $46.3 million in 2024, which Dama attributed to tighter operational discipline and the elimination of extraordinary costs that occurred in 2024.
- Total assets: $136.9 million, up 37% year-over-year.
- Shareholders’ equity: $96.6 million.
Dama also said total students increased to 6.1 million in 2025 from 5.8 million in 2024. Revenue per paying student rose to $1,856 in 2025 from $161 in 2024, which the company framed as a key indicator of its shift toward premium offerings.
Business unit highlights and 2026 operating targets
Hamilton and Dama outlined how the company expects each unit to contribute in 2026, with the overall strategy centered on scaling education content through AI-driven personalization and monetizing through mentoring and in-person programs.
Genius School. Hamilton said Genius Group completed the acquisition of a 51% majority stake in Pro Education in Bali, operating under the Cambridge International Education System, and is integrating its model built on the World Economic Forum’s “8 future skills” framework. For 2026, management said Genius School is targeting profitable operations with revenue of over $6 million, including the launch of “Genius School Space Capsules,” described as Starlink-enabled modular learning pods intended to be deployable across the Asia-Pacific region.
Genius Academy. Management described Genius Academy as an AI-powered lifelong learning platform focused on entrepreneur, investor, AI, and Bitcoin education. Hamilton said the company has shifted toward a “freemium to premium” pathway and expects online content to become increasingly free, with monetization driven by mentoring and live experiences such as workshops and retreats. For 2026, management is targeting profitable operations with revenue of over $6 million, with plans to expand investor and entrepreneur academies globally and launch “GEM-powered” community features. GEM was described as an in-house credit system called Genius Education Merits.
Genius Resorts. Hamilton said the company acquired Entrepreneur Resorts in August 2025, adding Tau Game Lodge and Matla Game Lodge in South Africa as well as Vision Villas and the Genius Café Beach Club in Bali. Management said Genius Resorts generated $2.2 million in audited revenue from August through December 2025. For 2026, the company is targeting over $8 million in revenue, supported by a full year of operations and the start of phase one development work related to the Bali “Genius City” project.
Genius City development plans in Bali
Hamilton said the company signed and closed a joint venture for its first Genius City at Nuanu Creative City in Bali in November 2025. He described Nuanu as a 44-hectare oceanfront creative community and said Genius City Nuanu would be a fully integrated living and learning campus near existing Pro Education school campuses.
Management outlined a development plan including a 100-key MICE hotel (for meetings, incentives, conferences, and exhibitions), an 800-seat multipurpose dome, and a future high school. Hamilton said the project is planned on 15,500 square meters of land with a projected cost of $28.3 million, a target three-year revenue of $19.8 million per year, and operating profit of $5.8 million annually. He said the project’s targeted enterprise value is $46.4 million and is intended to be funded through a “non-dilutive RWA” (real-world asset) blockchain-based property fund. Construction is slated to begin in 2026, with completion targeted by the end of 2027.
Legal matters, corporate actions, and shareholder programs
Hamilton said the company continued to pursue multiple legal actions and corporate steps during 2025. He said the company executed share buybacks with shareholder approval and that directors and officers purchased shares in the open market. He also said the company successfully released liens on its assets related to earlier debt agreements that were repaid in full.
On legal proceedings, Hamilton said the company obtained a stay—via an appeals court filing—on a preliminary injunction that affected its ability to sell shares, raise financing, and buy Bitcoin, pending completion of arbitration with LGI. In that arbitration, he said the company is seeking to recover 7.4 million Genius shares and $6.6 million in funds paid to LGI. He added that while a ruling had been expected by the end of January, the ICC extended the date for a final ruling to the end of March.
Hamilton also said the company filed a RICO complaint and a class action lawsuit against various parties, collectively seeking $1 billion in damages, and that the cases remain in progress.
Regarding shareholder rewards, Hamilton said the company announced a $0.10-per-share Bitcoin loyalty payment program for shares held in book entry form at transfer agent Vstock from Nov. 28, 2025, through May 28, 2026. He said Entrepreneur Resorts Limited (ERL) began distributing GNS shares to ERL shareholders on Feb. 15, 2026, with many of those shares expected to benefit from the loyalty program. Hamilton said 17.3 million shares are currently held at Vstock as part of the reward program. He also said a share count initiated Feb. 15 is still being finalized and will be reported once data collection is complete.
Dama added that subsequent to year-end the company sold approximately 102.6 Bitcoin at an average price of $71,035 per Bitcoin for total proceeds of $7.3 million, which he said reduced its Bitcoin-backed loan from $8.5 million to $3.3 million.
2026 guidance. Dama said the company is guiding to revenue of $20 million to $22 million in 2026 and positive EBITDA of $1.5 million to $2 million, with all three business units expected to achieve profitable operations.
About Genius Group (NYSEAMERICAN:GNS)
Genius Group Ltd, trading on the NYSE American under the symbol GNS, is a global education technology company focused on entrepreneurial learning and development. Headquartered in Singapore, the company designs and delivers digital platforms, content and community experiences aimed at helping individuals and small businesses grow their skills, networks and ventures. Through its flagship learning ecosystem, Genius Group provides on-demand courses, coaching programs and live events that span topics from startup fundamentals and digital marketing to leadership and personal well-being.
At the core of the business is GeniusU, an online learning and networking platform that connects entrepreneurs with tailored educational pathways, mentor support and peer groups.
