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Rush Street Interactive (RSI)
NYSE:RSI
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.11Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial picture: record revenue, substantial adjusted EBITDA and net income growth, broad-based MAU expansion, improved operating leverage and a confident 2026 guidance range. The primary negatives are regulatory and tax-related uncertainty in Colombia (which materially affected 2025 via $75M of bonusing and is assumed conservatively in 2026 guidance), ARPMAU dilution from rapid new-user growth, and evolving competitive/regulatory dynamics around prediction markets. Overall, the positives (strong growth, profitability, cash generation and clear growth initiatives) materially outweigh the manageable but notable risks, leading to a constructive outlook.Company Guidance
Record Annual Financial Performance
Full year 2025 revenue of $1.13 billion, up 23% year-over-year, exceeding the high end of raised guidance; adjusted EBITDA of $153.7 million, up 66% YoY and above guidance; net income of $74 million vs $7.2 million in 2024.
Strong Fourth Quarter Results and Revenue Momentum
Q4 2025 revenue of $324.9 million, up 28% YoY, marking the 11th consecutive quarter of sequential revenue growth; Q4 adjusted EBITDA of $44.1 million, up 44% YoY and a new quarterly record.
Robust User Growth and Engagement
North America MAUs grew 37% YoY to over 278,000 in Q4; North American online casino MAUs grew 51% YoY in Q4; Latin America MAUs grew 47% YoY to over 493,000 in Q4, demonstrating broad-based user expansion.
Improving Operating Leverage and Margins
Full-year gross margin of 34.6% (Q4 34.4%) while marketing spend as a percentage of revenue declined ~290 basis points YoY; marketing was 14% of revenue (Q4 marketing $45.4 million, +5% YoY) and G&A improved to 7.1% of revenue for the year (down from 8.1%).
Successful Navigation and Market Share Gains in Colombia
Despite temporary VAT on deposits in 2025, company achieved Colombia GGR growth of 66% for the year and increased MAUs by 34% while strategically absorbing much of the tax impact via bonusing to preserve engagement and share.
Solid Balance Sheet and Cash Generation
Ended the year with $336 million in cash on hand and generated $142 million of cash during 2025 net of stock repurchases; $42 million remaining on the $50 million share repurchase program.
Confident 2026 Guidance and Growth Outlook
2026 guidance: revenue $1.375–1.425 billion (21%–26% YoY growth) and adjusted EBITDA $210–230 million (37%–50% YoY growth); management expects revenue and EBITDA cadence to improve through the year and modest gross margin improvement.
Product and Market Expansion Initiatives
Plans to increase investment in differentiated casino content; anticipated Alberta launch potentially late Q2/early Q3 2026; poker expansion—launched in 4 states with plans for a 5th—to enhance retention and cross-sell.
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 |
|---|---|---|---|
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% |
Apr 30, 2025 | $12.13 | $11.45 | -5.61% |
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 May 06, 2026, TBA (Confirmed).
What is Rush Street Interactive (RSI) earnings time?
Rush Street Interactive (RSI) earnings time is at May 06, 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 (Q1) is 0.11.