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Rush Street Interactive opened 2026 with record revenue, adjusted EBITDA and net income, then lifted its full-year outlook after stronger growth across online casino markets.
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Rush Street Interactive gave investors a stronger first quarter than expected, with revenue beating Wall Street forecasts by $39.57 million. Earnings per share reached 14 cents, two cents above estimates.
The Chicago-based online casino and sports betting operator also posted record net income of $26.2 million, up 134% from $11.2 million a year earlier. The market reacted fast, with RSI shares rising nearly 20% after hours. Before that jump, the stock had already gained 96.08% over the previous 12 months.
Player growth carried much of the quarter. Monthly active users reached about 839,000, up 51% year over year. North America had around 296,000 monthly active users, up 46%, helped by 62% growth in online casino markets. Latin America, including Mexico, reached roughly 543,000 monthly active users, up 54%.
Average revenue per monthly active user showed the gap between regions. RSI generated $317 per monthly active user in the United States and Canada, compared with $54 in Latin America. Adjusted sales and marketing costs came in at $46.2 million, or 12.5% of revenue.
Richard Schwartz, Chief Executive Officer of RSI, said:
“We are pleased to report another strong quarter of results, setting new records once again for revenue, net income and adjusted EBITDA.”
He also pointed to faster player growth and record first-time depositors during the quarter saying:
“The continued acceleration we’ve seen in revenue and player growth is particularly exciting.
“In our North American online casino markets, MAUs grew an impressive 62%, surpassing the 51% growth we achieved in the fourth quarter of 2025.”
RSI now expects full-year 2026 revenue between $1.49 billion and $1.54 billion, equal to 31% to 36% year-over-year growth. Adjusted EBITDA guidance also rose to $230 million to $250 million, implying growth of 50% to 63%.
The updated guidance only includes markets where RSI already operates, plus the expected July 2026 launch of iGaming in Alberta, Canada. It also assumes similar tax structures in existing markets, including the temporary emergency 16% tax decree in Colombia.
Schwartz said RSI kept marketing spend disciplined while improving acquisition, retention and the player experience. That balance helped the company grow users without letting promotional costs run too high.