RSI Rush Street Interactive (RSI) Q2 FY26 earnings call
Rush Street Interactive delivered a robust second quarter, driven by its casino-first strategy and strong execution across North and Latin America, resulting in record revenue and adjusted EBITDA. The company successfully leveraged the World Cup for player acquisition and cross-sell, while also launching in Alberta with promising early results. Strategic increases in marketing spend are planned for the second half, reflecting confidence in player economics and continued market share gains, despite a temporary dip in North American ARPMAU from new player cohorts.
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RSI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Monthly active users North America | 296KMonthly active users in North America grew 46% year-over-year to 296,000, while Latin America MAUs increased 54% to 543,000.Source: earnings call transcript | 296K+Monthly active users in North America grew 51% year-over-year to over 296,000, with growth in our North American online casino market reaching 64% year-over-year.Source: earnings call transcript | — |
| Monthly active users Latin America | 543KMonthly active users in North America grew 46% year-over-year to 296,000, while Latin America MAUs increased 54% to 543,000.Source: earnings call transcript | 652K+In Latin America, which includes Mexico, MAUs grew 62% year-over-year to over 652,000.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.