Rush Street Interactive Inc (NYSE:RSI)

Q1 2026 Rush Street Interactive Inc Earnings Call Transcript

Apr 28, 2026 / 10:00 PM GMT

Release Date Price: $24 (-1.15%)

Transcript 10-Q8-K

Key Points

Positve

Rush Street Interactive Inc (RSI) reported record revenue of $370 million for Q1 2026, marking a 41% year-over-year increase.
The company achieved a record adjusted EBITDA of $60 million, representing an 81% year-over-year growth.
Monthly active users (MAUs) in North America grew by 46% year-over-year, with Latin America MAUs increasing by 54%.
RSI's casino-first strategy continues to drive higher player engagement, retention, and lifetime value.
The company raised its full-year 2026 revenue guidance to $1.49 billion to $1.54 billion, reflecting a 31% to 36% year-over-year growth.

Negative

The average revenue per monthly active user (ARPMOP) in North America declined by 14% year-over-year due to the influx of new players.
RSI anticipates a temporary 16% tax on gross gaming revenue in Colombia, which could impact profitability.
The company expects increased marketing and G&A expenses, partly due to the upcoming Alberta launch.
Despite strong growth, RSI's market share in some regions remains relatively small compared to dominant competitors.
The competitive environment in new markets like Alberta is expected to be challenging, with existing gray market operators.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RSI.N - Rush Street Interactive Inc
Q1 2026 Rush Street Interactive Inc Earnings Call
Apr 28, 2026 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day, ladies and gentlemen.

Thank you for standing by. Welcome to the Rush Street Interactive First Quarter 2026 Earnings Conference Call.

All participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation. Please note that this conference call is being recorded today, April 28th, 2026.

I will now turn the call over to Kyle Sowers, President and Chief Financial Officer. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, operator, and good afternoon.

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.