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Rush Street Interactive (RSI) investor relations material
Rush Street Interactive Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was $385.851 million, up 39% YoY; net income rose 93% to $28.672 million and Adjusted EBITDA rose 73% to $62.216 million.
Record North American MAUs and strong Latin American growth accompanied continued operating leverage and higher marketing investment aimed at attractive returns.
Financial highlights
Q3 revenue was $385.851 million vs. $277.911 million YoY; 9M revenue was $1,149.988 million vs. $809.535 million.
Q3 operating income was $42.653 million vs. $19.468 million; net income was $28.672 million vs. $14.846 million.
Q3 Adjusted EBITDA was $62.216 million vs. $36.035 million; 9M Adjusted EBITDA was $187.032 million vs. $109.510 million.
Adjusted EBITDA margin was 16.1%, or 15% excluding a $4.3 million FX gain; gross margin was 36.4%, up 240 bps YoY.
Q3 diluted EPS was $0.10 vs. $0.06; adjusted EPS was $0.15 vs. $0.09.
Outlook and guidance
FY2026 revenue guidance was reiterated at $1.56 billion-$1.60 billion, implying 38%-41% YoY growth; October trends pointed to the low end.
FY2026 Adjusted EBITDA guidance was reiterated at $245 million-$265 million, implying 59%-72% YoY growth; October trends pointed near the midpoint.
Guidance assumes current live markets and similar tax structures, including Colombia’s temporary 16% excise tax through year-end.
2027 marketing-spend growth is expected to be materially lower than in 2026, with operating leverage over marketing costs; new market launches could change the outlook.
Management expects growth to rely more on North American player-count growth than average player value, with higher gross margins and continued operating leverage.
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Q2 2026 - Directors re-elected, accounting firm ratified, and charter amendments approved.RSI
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21st Annual Needham Technology, Media, & Consumer Conference - Broker non-votes will count as AGAINST votes for Charter amendments at the 2026 meeting.RSI
Proxy filing - Record Q1 revenue and net income growth led to raised full-year guidance and market expansion.RSI
Q1 2026 - Proxy seeks approval for director elections, auditor ratification, and Charter amendments.RSI
Proxy filing - Key votes include director elections, auditor ratification, and Charter amendments.RSI
Proxy filing - Record 2025 revenue and EBITDA growth, with strong 2026 outlook and user expansion.RSI
Q4 2025
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Next Rush Street Interactive earnings date
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