Jun 2026 (Q2 FY26) — Jul 29, 2026
Rush Street Interactive Q2 FY26 — Record Revenue & EBITDA Driven by Casino-First Strategy and LatAm Growth
Read the full callRush Street Interactive (RSI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Rush Street Interactive earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 394 | +46.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.7 | +2.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 11.5 | −30.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
1 of Rush Street Interactive, Inc.'s 14 targets was missed. See which ones, and which are quietly gone. The 3 above are the free sample; 11 more targets are in the full ledger.
Claimed
- Generated record revenue of $393.8 million, up 46% year-over-year, marking the fastest quarterly revenue growth in over 4 years.
- Achieved record adjusted EBITDA of $64.6 million, up 61% year-over-year, with a 16.4% margin.
- North America Monthly Active Users (MAUs) grew 51% year-over-year to over 296,000, with online casino MAUs up 64% YoY.
- Latin America MAUs grew 62% year-over-year to over 652,000, with strong World Cup acquisition and cross-sell to casino products.
- Successfully launched online casino and sports in Alberta, tracking at approximately twice the first-time depositors and daily active users seen in Ontario at the same point post-launch.
Qualified
- North American Average Revenue Per Monthly Active User (ARPMAU) was $320, down 18% year-over-year, reflecting the impact of newer player cohorts starting at lower values.
- Q3 EBITDA is expected to be the low quarter of the year due to increased marketing investments, particularly related to the Alberta launch and overall efficiency-driven spend.
Price
$18.96 +2.54% · +$0.47
Performance −4.3% 1Y
1Y: $19.82 on 14 Oct 2025 → $18.96. High $34.52 (20 Jul 2026), low $15.89 (12 Feb 2026).
- Previous close
- $18.49
- 52-week range
- $15.89 – $34.52
- One year
- −7.29%
Overview
- Symbol
- RSI
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Generated record revenue of $393.8 million, up 46% year-over-year, marking the fastest quarterly revenue growth in over 4 years.
- Achieved record adjusted EBITDA of $64.6 million, up 61% year-over-year, with a 16.4% margin.
- North America Monthly Active Users (MAUs) grew 51% year-over-year to over 296,000, with online casino MAUs up 64% YoY.
- Latin America MAUs grew 62% year-over-year to over 652,000, with strong World Cup acquisition and cross-sell to casino products.
- Successfully launched online casino and sports in Alberta, tracking at approximately twice the first-time depositors and daily active users seen in Ontario at the same point post-launch.
Qualified
- North American Average Revenue Per Monthly Active User (ARPMAU) was $320, down 18% year-over-year, reflecting the impact of newer player cohorts starting at lower values.
- Q3 EBITDA is expected to be the low quarter of the year due to increased marketing investments, particularly related to the Alberta launch and overall efficiency-driven spend.
The full ledger
Open Rush Street Interactive, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 14 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
Rush Street Interactive Q1 FY26 — Record Revenue & Adjusted EBITDA, Strong MAU Growth
Read the full callEvery analysed call
Rush Street Interactive earnings calls (RSI)
Financials
What the filings say
Net profit, year on year: −31% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 232 | 254 | 262 | 269 | 278 | 325 | 370 | 394 |
| Expenses | 226 | 242 | 247 | 245 | 258 | 296 | 328 | 348 |
| Operating profit | 6 | 12 | 15 | 24 | 19 | 29 | 43 | 46 |
| Operating margin | 2.8% | 4.8% | 5.7% | 9.0% | 7.0% | 8.8% | 11.6% | 11.7% |
| Profit before tax | 9 | 14 | 16 | -86 | 22 | 37 | 46 | 50 |
| Tax rate | 62.0% | 53.9% | 31.1% | 133.4% | 32.6% | 48.0% | 42.7% | 41.0% |
| Net profit | 1 | 2 | 5 | 17 | 6 | 5 | 9 | 12 |
| EPS ($ per share) | 0.01 | — | 0.06 | 0.18 | 0.06 | — | 0.09 | 0.10 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Reserves | 0 | -62 | -81 | -120 | -138 | -136 | -103 |
| Total liabilities | 29 | 576 | 101 | 159 | 152 | 181 | 355 |
| Fixed assets | 1 | 2 | 5 | 7 | 5 | 3 | 2 |
| Investments | — | — | — | 0 | 3 | 4 | 6 |
| Total assets | 25 | 309 | 409 | 350 | 319 | 379 | 659 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -2 | 16 | -48 | -60 | -6 | 106 | 165 |
| Cash from investing | -6 | -6 | -37 | -29 | -34 | -33 | -37 |
| Cash from financing | 16 | 241 | 126 | -1 | -1 | -3 | -37 |
| Net cash flow | 7 | 252 | 38 | -94 | -35 | 62 | 108 |
| Capital expenditure | -0 | -2 | -4 | -4 | -1 | -1 | -1 |
| Free cash flow | -3 | 14 | -52 | -64 | -7 | 106 | 164 |
RSI revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +46.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
RSI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | 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.
Revenue by region
Q2 FY2026 · share of revenue
- United States and Canada 73% ↓ 13 pt
- Latin America 27% ↑ 13 pt
As RSI cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
196 filings between Nov 3, 2025 and Oct 5, 2026.
Open market
decisions to buy or sellPurchases
$29.0K
1 purchase by 1 insider
Sales
$360.75M
81 sales by 7 insiders
85% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 19
- Award — granted as compensation
- 4
- Option exercise — converted options into shares
- 10
- Tax withheld — shares kept back by the company to cover tax
Also filed: 38 conversions, 38 dispositions to the issuer, 5 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BLUHM NEIL | — | $262.38M | May 6, 2026 |
| SCHWARTZ RICHARD TODD | — | $68.71M | Oct 1, 2026 |
| STETZ MATTIAS | — | $15.91M | Oct 1, 2026 |
| Sauers Kyle | — | $7.67M | Oct 5, 2026 |
| GOLD JUDITH | — | $2.53M | Apr 29, 2026 |
| WIERBICKI PAUL | — | $2.53M | Jun 25, 2026 |
| YIH DANIEL W | — | $1.01M | Mar 9, 2026 |
| Markell Jack A. | $29.0K | — | Sep 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 5, 2026 | Sauers Kyle Chief Financial Officer | Sale 10b5-1 plan | 23,000 | $467.1K |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 47,222 | $0 |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,555 | $0 |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 47,222 | $0 |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,555 | $1.10M |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,555 | $1.10M |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,555 | $0 |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,555 | $0 |
| Oct 1, 2026 | STETZ MATTIAS Chief Operating Officer | Sale 10b5-1 plan | 20,000 | $397.5K |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,555 | $0 |
| Oct 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 47,222 | $938.6K |
| Sep 25, 2026 | Markell Jack A. Director | Purchase | 1,500 | $29.0K |
| Sep 22, 2026 | BLUHM NEIL Executive Chairman | Gift | 380,000 | $0 |
| Sep 22, 2026 | BLUHM NEIL Executive Chairman | Gift | 380,000 | $0 |
| Sep 3, 2026 | Sauers Kyle Chief Financial Officer | Sale 10b5-1 plan | 23,000 | $610.9K |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,555 | $0 |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 47,222 | $1.21M |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,555 | $1.43M |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,555 | $0 |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,555 | $0 |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 47,222 | $0 |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,555 | $0 |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,555 | $1.43M |
| Sep 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 47,222 | $0 |
| Sep 1, 2026 | STETZ MATTIAS Chief Operating Officer | Sale 10b5-1 plan | 20,000 | $513.6K |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,556 | $0 |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 47,222 | $0 |
| Aug 3, 2026 | Sauers Kyle Chief Financial Officer | Sale 10b5-1 plan | 23,000 | $613.0K |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,556 | $0 |
| Aug 3, 2026 | STETZ MATTIAS Chief Operating Officer | Sale 10b5-1 plan | 20,000 | $560.6K |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,556 | $0 |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,556 | $1.56M |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,556 | $1.56M |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,556 | $0 |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 47,222 | $0 |
| Aug 3, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 47,222 | $1.32M |
| Jul 6, 2026 | Sauers Kyle Chief Financial Officer | Sale 10b5-1 plan | 23,000 | $725.2K |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 47,222 | $0 |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 47,222 | $0 |
| Jul 1, 2026 | STETZ MATTIAS Chief Operating Officer | Sale 10b5-1 plan | 20,000 | $624.4K |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 47,222 | $1.47M |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,556 | $1.73M |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,556 | $0 |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,556 | $0 |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Conversion 10b5-1 plan | 55,556 | $0 |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Sale 10b5-1 plan | 55,556 | $1.73M |
| Jul 1, 2026 | SCHWARTZ RICHARD TODD Chief Executive Officer | Disposition to issuer 10b5-1 plan | 55,556 | $0 |
| Jun 25, 2026 | Sauers Kyle Chief Financial Officer | Option exercise | 46,728 | $153.3K |
| Jun 25, 2026 | WIERBICKI PAUL Chief Legal Officer | Option exercise | 3,074 | $17.8K |
| Jun 25, 2026 | WIERBICKI PAUL Chief Legal Officer | Sale | 10,000 | $301.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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