0001793659-26-000050
SEC filingRSI三季度营收3.859亿美元同比增39%、净利增93%，在线博彩与拉美扩张驱动经营杠杆持续释放。
| 指标 | 本期 | 去年同期 | 同比 |
|---|---|---|---|
| Revenue | $385.9M | $277.9M | +39% |
| Gross Margin | — | — | — |
| Operating Income | $42.7M | $19.5M | — |
| Net Income | $28.7M | $14.8M | +93% |
| Diluted EPS (GAAP) | $0.10 | $0.06 | — |
| Adjusted EBITDA (Non-GAAP) | $62.2M | $36.0M | +73% |
| Adjusted EPS (Non-GAAP) | $0.15 | $0.09 | — |
| Monthly Active Users | 907,881 | — | +42% |
| 期间 | 指标 | 指引 | 口径 |
|---|---|---|---|
| FY2026 | Revenue | $1.56–$1.60 billion | N/A |
| FY2026 | Adjusted EBITDA | $245–$265 million | Non-GAAP |
Q3营收$385.9M同比增39%，净利$28.7M同比增93%，Adjusted EBITDA $62.2M同比增73%，利润增速显著快于收入，经营杠杆持续释放。在线赌场仍是盈利引擎，营销投入加大（Adjusted sales and marketing expense $54.7M，占营收14.2%）但回报良好；GAAP经营利润$42.7M较去年同期$19.5M接近翻倍，成本端规模效应明显。
用户端MAU达907,881同比增42%，北美300,572增34%创季度新高，拉美607,308增46%；ARPMAU北美$309、拉美$58，拉美用户基数大但变现水平仍低，是后续增长空间所在。管理层重申FY2026营收$1.56–1.60B（增38%–41%）与Adjusted EBITDA $245–265M（增59%–72%）指引，假设仅含当前已开市辖区并延续哥伦比亚16%临时紧急税令；Alberta爬坡预计渐进。九个月经营现金流$143.3M，期末现金$381.9M，期内回购并注销Class A股$28.8M、回购$13.5M，资产负债表支撑后续灵活投入。