Rush Street Interactive (RSI)
NYSE:RSI
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Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational momentum and financial outperformance: record revenue and adjusted EBITDA, accelerating user growth, improved gross margins, and an upgraded full-year outlook. Management acknowledged near-term headwinds — chiefly regulatory uncertainty in Colombia, dilution-driven ARPMAU decline as a function of rapid new-player additions, and launch/investment costs for Alberta — but characterized these as anticipated or manageable trade-offs for long-term growth. On balance, the positive operating and financial developments materially outweigh the highlighted challenges.Company Guidance
Record Revenue Growth
First quarter revenue of $370.4 million, up 41% year-over-year — the fastest growth rate in over four years and a record for the company.
Record Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $60.2 million, up 81% year-over-year, representing over 16% adjusted EBITDA margin and demonstrating strong operating leverage.
Improved Gross Margin and Marketing Efficiency
Gross margin improved to 35.7%, an 80 basis point year-over-year increase. Marketing expense grew 19% to $46.2 million but declined as a percent of revenue to 12.5% (from 14.8%), indicating improved customer acquisition efficiency.
Accelerating User Growth and Record New Depositors
Monthly active users (MAUs) expanded meaningfully: North America MAUs rose 46% YoY to 296,000, Latin America MAUs rose 54% YoY to 543,000, and North American online casino MAU growth reached 62% YoY. Company also reported record first-time depositors (third consecutive quarter of records).
Strong Product & Market Execution
Online casino revenue grew 39% and online sports betting revenue grew 47% in Q1. Company highlighted improving market share in North American iCasino markets (estimated ~90 basis points sequential share gain) and sustained outperformance in Latin America.
Material Guidance Raise
Full-year 2026 revenue guidance raised to $1.49B–$1.54B (31%–36% YoY growth). Adjusted EBITDA guidance raised to $230M–$250M (50%–63% YoY growth). Midpoint revenue ($1.515B) is $115M above prior guidance; midpoint EBITDA ($240M) is $20M above prior guidance.
Strong Balance Sheet
Cash on hand of $331 million as of March 31 and zero debt, preserving financial flexibility for launches and investments.
Latin America Momentum (Colombia & Mexico)
Latin America revenue grew 134% YoY. Colombia showed fastest MAU growth in four quarters and benefitted from regulatory developments reducing prior-year bonusing drag; Mexico revenue has grown over 100% in each of the last four quarters and is ramping as a meaningful revenue and profit contributor.
RSI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $24.00 | $27.98 | +16.58% |
Feb 17, 2026 | $16.94 | $18.18 | +7.32% |
Oct 29, 2025 | $18.17 | $16.96 | -6.66% |
Jul 30, 2025 | $16.06 | $20.16 | +25.53% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rush Street Interactive (RSI) report earnings?
Rush Street Interactive (RSI) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Rush Street Interactive (RSI) earnings time?
Rush Street Interactive (RSI) earnings time is at Aug 05, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RSI EPS forecast?
RSI EPS forecast for the fiscal quarter 2026 (Q2) is 0.15.