RS
RSI
RSI What Rush Street Interactive promised, and what happened
Guidance
What management said, and what became of it
7 of 8 judged targets kept · 6 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Alberta market launch (online casino and online sports betting) | launch online casino and sports betting in Alberta | Sep 2024 | We're also excited to announce that we successfully launched online casino and online sports in Alberta on July 13. | Achieved |
| Full-year adjusted EBITDA guidance | $210 million to $230 million | Dec 2025 | For adjusted EBITDA guidance, we now expect it to be in the range of $245 million to $265 million, representing year-over-year growth of 59% to 72%. | Revised Up |
| Full-year marketing spend growth vs. revenue growth (marketing leverage) | meaningful increases in marketing spend in 2026 but at a rate slower than expected revenue growth, driving leverage | Dec 2025 | Even with these plans for increased spend, at the midpoint of our guidance, we do expect to get meaningful leverage over marketing spend and modest leverage over G&A as well. | On Track |
The full ledger
Open Rush Street Interactive’s full ledger
A free account opens 5 company ledgers a month. All 14 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 14 tracked commitments for Rush Street Interactive
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.