RSI · Rush Street Interactive, Inc.

Rush Street Interactive delivered exceptional first quarter 2026 results, achieving record revenue of $370.4 million, up 41% from $262.4 million in Q1 2025, fueled by robust player growth including 51% year-over-year increase in monthly active users to 839,000. North American online casino markets saw particularly strong 62% MAU growth to 296,000, while Latin America contributed 543,000 MAUs, up 54%. ARPMAU remained strong at $317 in the US and Canada versus $54 in Latin America, reflecting higher-value players in regulated North American markets. Net income surged 134% to a record $26.2 million, and Adjusted EBITDA climbed 81% to $60.2 million, demonstrating improved profitability and operational leverage. Adjusted sales and marketing expense of $46.2 million represented 12.5% of revenue, indicating marketing efficiency amid record first-time depositors. CEO Richard Schwartz highlighted accelerating player growth over four quarters, enhanced player journey, and disciplined spending, validating the customer-centric model. The company raised full-year 2026 guidance to $1,490-$1,540 million in revenue (31-36% growth) and $230-$250 million in Adjusted EBITDA (50-63% growth), incorporating the expected July 2026 Alberta launch and current tax structures like Colombia's 16% decree. This reflects confidence in sustained momentum across 15 U.S. states, Ontario, Colombia, Mexico, and Peru, positioning RSI for continued market share gains and shareholder value creation.