RSI
Rush Street Interactive, Inc.19.60
+0.65+3.43%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Colombia tax details quantified
Q&A quantified Colombia's 2025 tax pain at $75M revenue from extra bonusing and $25-30M EBITDA hit, while baking in a full-year 19% revenue tax for 2026 guidance despite its suspension. Alberta launch eyes end-Q2, with profitability track record intact. Management detailed proprietary casino content rollouts this year and iCasino legalization pushes amid state tax woes. Prediction markets? No handle loss seen, just close monitoring. Answers were direct and detailed. Watch Colombia resolution and NA casino acceleration.
Key Stats
Market Cap
4.50BP/E (TTM)
75.38Basic EPS (TTM)
0.26Dividend Yield
0%Recent Filings
10-K
FY2025 results
Rush Street Interactive drove FY2025 revenue to $1.1B, up 23% y/y, fueled by 23% MAU growth to sustained highs amid Peru launch and existing-market momentum; Q4 accelerated with online casino ARPMAU stability despite new-player influx, while sports betting held steady through NFL/NBA peaks. Margins held firm at 65% costs/revenue as gaming taxes and access fees scaled linearly, but Colombia's deposit VAT crimped LatAm ARPMAU—yet U.S./Canada casino outpaced sports for balanced mix. Cash swelled to $336M on $165M operating inflows, funding $38M capex and $8M buybacks; no debt, ample runway. Intense competition threatens customer retention amid maturing markets.
8-K
RSI smashes 2025 records
Rush Street Interactive crushed 2025 with record Q4 revenue of $324.9 million, up 28% year-over-year, and full-year revenue of $1,134 million, topping guidance. Adjusted EBITDA hit $44.1 million quarterly and $153.7 million annually, soaring 44% and 66%. Cash swelled to $336 million. 2026 guidance: revenue $1,375-$1,425 million, Adjusted EBITDA $210-$230 million. Growth spans regions, yet regulatory risks linger.
10-Q
Q3 FY2025 results
Rush Street Interactive surged to $277.9M revenue in Q3 ended September 30, 2025, up 20% y/y from $232.1M, with operating income jumping to $19.5M from $6.5M on steady marketing at 14% of sales. Diluted EPS held at $0.06 despite anti-dilution from RSILP units, matching Q/Q profitability momentum while YTD net income swung to $54.9M profit from near-breakeven. Cash swelled to $273.5M, operations generated $95.9M YTD (up 19% y/y, derived), funding $7.6M stock repurchases with no debt. U.S./Canada drove 88% of revenue. Intense competition threatens customer retention.
8-K
Record Q3 revenue, raised guidance
Rush Street Interactive posted record Q3 revenue of $277.9 million, up 20% year-over-year, with net income at $14.8 million and Adjusted EBITDA surging 54% to $36 million. U.S. and Canada online casino MAUs rocketed 46% year-over-year. RSI raised full-year 2025 guidance to $1.10-1.12 billion revenue and $147-153 million Adjusted EBITDA. North America accelerates.
8-K
Sauers promoted to President
Rush Street Interactive promoted Kyle Sauers to President on October 15, 2025, alongside his ongoing CFO role since 2020. This move boosts his base salary to $650,000 and grants $1,000,000 in restricted stock units vesting over four years, while freeing CEO Richard Schwartz for innovation and regulatory advocacy. Sauers' expanded duties sharpen operational execution. Leadership continuity drives growth.
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