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Dec 31, 2025
Rush Street Q4 2025 Earnings Report
Rush Street Interactive, Inc. reported record quarterly revenue and adjusted EBITDA, with strong growth in monthly active users across North America and Latin America.
Key Takeaways
Rush Street Interactive, Inc. announced record quarterly revenue of $324.9 million, a 28% increase year-over-year, and record quarterly Adjusted EBITDA of $44.1 million, up 44% year-over-year. Net income for the quarter was $19.1 million. The company also provided strong full-year 2026 revenue and Adjusted EBITDA guidance.
Record quarterly revenue reached $324.9 million, marking a 28% increase from the previous year.
Adjusted EBITDA hit a new quarterly record of $44.1 million, up 44% year-over-year.
Net income for the quarter was $19.1 million, compared to $6.5 million in the same period last year.
Total Monthly Active Users in the United States and Canada grew by 37% year-over-year, with online casino MAUs up 51%.
Revenue by Geographic Location
Forward Guidance
RSI is initiating full year 2026 revenue guidance between $1,375 million and $1,425 million, representing 21% to 26% year-over-year growth. Adjusted EBITDA for full year 2026 is expected to be between $210 million and $230 million, representing 37% to 50% year-over-year growth.
Positive Outlook
- Strong revenue growth projected for 2026, ranging from 21% to 26% year-over-year.
- Significant Adjusted EBITDA growth anticipated for 2026, between 37% and 50% year-over-year.
- Guidance reflects confidence in the underlying strength of the business.
- Assumes continued operations in live jurisdictions under similar tax structures.
- Management is committed to delivering exceptional player experiences and creating long-term shareholder value.
Challenges Ahead
- Guidance incorporates prudent assumptions about market maturation.
- Guidance incorporates prudent assumptions about competitive dynamics.
- Only includes operations in live jurisdictions as of today's date, excluding potential future market entries.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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