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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Rush Street Interactive
Rush Street Interactive (RSI) investor relations material
Rush Street Interactive 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Business performance and growth drivers
Focused on delivering a premier casino experience, leveraging proprietary technology and targeting core markets for growth.
Achieved significant international expansion, with strong performance in both North and Latin America across casino, sports, and poker.
Monthly active users in North America grew 34% in Q3, with online casino markets up 46% year-over-year, marking the fastest growth in four years.
Set new records for first-time depositors in Q3, up 10% over the prior quarter, achieved without new market launches.
Marketing execution and product innovation have driven customer acquisition and retention, with reduced cost per customer.
Competitive and regulatory environment
Competitive environment is rationalizing, with some operators shifting focus to online casino due to higher player value.
Exit of ESPN BET had no meaningful impact; prediction markets are highly competitive but not affecting current core markets.
Monitoring prediction markets closely, but no plans to launch a national product; focus remains on casino growth.
Expectation of increased legislative activity around iCasino and sports betting, with states like New York, Virginia, Indiana, and Maryland showing interest.
Financial pressures on state budgets may accelerate iCasino legalization, with proven tax revenue benefits.
International and tax developments
Colombia experienced a temporary 19% deposit tax in 2025, which was bonused back to players; new 19% revenue tax effective January 1, 2026, is less punitive.
Removal of the deposit tax and reduced bonusing expected to lift revenue and profitability in Colombia.
Colombia, Mexico, and Peru are all showing strong growth, with Colombia remaining a market leader and World Cup expected to boost activity.
Rational competitive behavior observed in Colombia post-tax change, with continued bonusing for player acquisition and retention.
Regulatory changes in Colombia will increase government tax revenues, supporting public funding goals.
iCasino focus: How it shapes OSB market entry
Colombia tax: Quantify revenue and EBITDA impact?
Product innovations driving customer acquisition
Partial view of Summaries dataset, powered by Quartr API
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Next Rush Street Interactive earnings date
Q4 20255 Mar, 2026
Rush Street Interactive
Next Rush Street Interactive earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
Rush Street Interactive, Inc. operates as an online casino and sports betting company in the United States and Latin America. The company's product portfolio consists of web-based interactive games for real money, including blackjack, white label casino games using branded content from Third Party Owners, video poker and other games offered by third party game suppliers both in a downloadable format or through a Flash or HTML5 web browser. The company also offers mobile products that provide access to real money gaming on smartphones and tablets. Rush Street Interactive, Inc. is based in Chicago, Illinois.
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