Rush Street Interactive reports Q1 EPS 14c, consensus 12c

Reports Q1 revenue $370.4M, consensus $330.09M. Richard Schwartz, Chief Executive Officer of RSI, said, “We are pleased to report another strong quarter of results, setting new records once again for revenue, net income and adjusted EBITDA. The continued acceleration we’ve seen in revenue and player growth is particularly exciting. We’ve now achieved accelerating year-over-year player growth in each of the last four quarters, reflecting the strength in our business. In our North American online casino markets, MAUs grew an impressive 62%, surpassing the 51% growth we achieved in the fourth quarter of 2025. We also achieved record first-time depositors this quarter while maintaining disciplined marketing spend, showcasing our expanding brand awareness and the efficiency we’ve built into our customer acquisition and retention model. These results validate the customer-centric approach that has consistently driven our performance. The systematic enhancements we’ve made throughout the entire player journey have created a compounding dynamic where strong acquisition brings high-quality players, effective retention keeps them engaged, and exceptional experiences drive value.”