Rush Street Interactive, Inc.

Rush Street Interactive, Inc. Earnings Recaps

RSI Consumer Discretionary 3 recaps
Q1 2026 May 2, 2026

Rush Street Interactive shares surged 15.2% after Q1 results, as record revenue and EBITDA growth, accelerating user metrics, and raised forward guidance significantly outpaced investor expectations.

Key takeaways
  • Q1 revenue reached a record $370 million, up 41% year-over-year.
  • Adjusted EBITDA came in at a record $60 million, marking 81% year-over-year growth.
  • Monthly active users (MAUs) in North America grew 46% to 296,000, and Latin America MAUs rose 54% to 543,000.
  • Company reported record new first-time depositors, beating its previous highs by a wide margin.
  • Management raised revenue and EBITDA guidance, now factoring in the Alberta market launch scheduled for July.
Full recap
Q3 2025 Oct 30, 2025

Rush Street Interactive reported a robust Q3 2025, achieving record revenue of $277.9 million, driven by strong growth in online casino markets and increased player engagement.

Key takeaways
  • Revenue surged 20% year-over-year, marking the 10th consecutive quarter of sequential growth.
  • Adjusted EBITDA rose by 54% year-over-year to $36 million, highlighting the company's operating leverage.
  • Monthly Active Users (MAUs) in North America increased 34% year-over-year, with a record 225,000 active users contributing to this growth.
  • Exceptional performance in online casino markets saw MAU growth of 46% year-over-year, driven by strong player acquisition and retention strategies.
  • Continued momentum in Latin America as MAUs rose 30% year-over-year, with Mexico revenue exceeding 100% growth.
Full recap
Q2 2025 Aug 1, 2025

Rush Street Interactive reported a record second quarter for 2025, achieving a 22% year-over-year revenue increase and an impressive 88% growth in adjusted EBITDA, driven by strong performance across its online casino and sports betting segments.

Key takeaways
  • Revenue hit $269 million, reflecting robust growth mainly fueled by a 25% increase in online casino revenue and a 15% jump in online sports betting.
  • Monthly active users (MAUs) surged to 197,000 in North America, a year-over-year growth of 21%, while Latin America's MAUs reached 403,000, up 42%.
  • Adjusted EBITDA margins improved significantly, underscoring operational efficiency and consistent performance across multiple markets.
  • The company is raising its full year revenue and EBITDA guidance, indicating confidence in sustained growth despite potential headwinds from higher taxes.
Full recap