Rush Street Interactive reported record second-quarter revenue of $393.8 million, a 46% year-over-year increase, and lifted its full-year guidance. This strong performance, aligning with consensus EPS, indicates robust user engagement and market share gains, potentially signaling continued growth for the online gaming operator.

Key Highlights

  • Record Q2 Revenue of $393.8 Million
  • Rush Street Interactive reported record quarterly revenue of $393.8 million and record Adjusted EBITDA of $64.6 Million for the second quarter.
  • Monthly active users grew by 58% year-over-year to approximately 949,000, with notable expansion in both North American and Latin American markets.

Rush Street Interactive, Inc. The company posted a record quarterly revenue of $393.8 million, marking a substantial 46% increase compared to the same period in 2025. This strong financial delivery aligns with analyst expectations.

Record Performance Continues

The online gaming firm’s strong operational execution translated into significant gains across its key financial metrics. Net income reached a new quarterly record of $29.3 million. Adjusted EBITDA also hit a record $64.6 million, an impressive 61% increase over the prior-year quarter.

These results underscore the company's ability to drive profitability while expanding its market presence, with adjusted sales and marketing expenses representing 12.3% of revenue, totaling $48.6 million for the period. Richard Schwartz, RSI’s Chief Executive Officer, highlighted the continued success of its strategy, noting that online casino operations generated 72% of the company’s revenue this quarter.

Expanding User Base and Engagement

RSI demonstrated considerable success in growing its customer base and engagement metrics. Monthly Active Users (MAUs) surged by 58% year-over-year to approximately 949,000 across its platforms. This growth was particularly strong in core markets, with North American MAUs increasing by 51% year-over-year to approximately 296,000.

Latin American markets also saw strong participation, with MAUs in the region reaching approximately 653,000, a 62% increase from the prior year. The average revenue per monthly active user stood at $320 in North America and $55 in Latin America, indicating varied but effective monetization strategies in different geographic segments.

Elevated Outlook and Market Context

Following its strong second-quarter performance, Rush Street Interactive has raised its financial outlook for the full year.

Forward-Looking Strategy and Upcoming Events

RSI's updated guidance incorporates its confidence in the business's foundational strength, alongside careful considerations for market maturity and competitive dynamics. Investors will be keen to hear further insights during the company's earnings conference call. This call will offer additional details on RSI's strategic priorities and operational expectations for the remainder of the year.

The conference call access code is 182025772.

Peers Moving on This News

  • Flutter Entertainment PLC (FLUT) little changed
  • Draftkings Inc (DKNG) down 0.9%
  • MGM Resorts International (MGM) little changed

Analysis based on the Form 8-K filed 29 July 2026; figures verified against the filing and live market data.

This article is for informational purposes only and does not constitute financial advice. Please consult a licensed financial adviser before making investment decisions.