NYSE$RSI

Rush Street Interactive Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Rush Street Interactive's Q2 2023 revenue increased by 15% year-over-year, achieving adjusted EBITDA profitability and raising full-year revenue guidance.

Rush Street Interactive (RSI) reported a 15% increase in revenue to $165.1 million for Q2 2023, compared to $143.7 million in Q2 2022. The company achieved adjusted EBITDA profitability of $1.2 million, a significant improvement from the $18.6 million loss in the same quarter last year. RSI also raised its full-year revenue guidance to a range of $650 to $690 million.

  • Revenue increased by 15% year-over-year, reaching $165.1 million in Q2 2023.
  • Net loss decreased to $16.7 million, compared to a net loss of $28.3 million in Q2 2022.
  • Adjusted EBITDA was a positive $1.2 million, a significant improvement from the $18.6 million loss in Q2 2022.
  • Full year 2023 revenue guidance was raised to between $650 and $690 million.

Headline financials

Total Revenue

$165M

Previous: $144M+14.8%
EPS (adj)

-$0.04

Previous: -$0.11+63.6%
Capital Expenditures

-$752K

Previous: -$1.77M+57.5%
Free Cash Flow

-$5.89M

Previous: -$10.1M+41.7%
Net Income

-$5.14M

Previous: -$8.33M+38.3%
Operating Income

-$14.3M

Previous: -$25.8M+44.5%
Gross Profit

$55.2M

Previous: $38.9M+42.1%
Cash & Equivalents

$128M

Previous: $202M-36.6%
Total Assets

$295M

Previous: $347M-14.9%
Stock-Based Comp

$7.52M

Previous: $3.88M+93.8%

Revenue & EPS history

Rush Street · Revenue · Quarterly

$165M

Q2 2023+14.8%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

RSI expects revenue for the full year ending December 31, 2023 to be between $650 and $690 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.2%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+7.0%

Avg return

30 days after

50%

12 / 24 earnings

Positive

+18.6%

Q4 2023

Best reaction

-19.3%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.1%+4.3%-9.5%
Q4 2025+7.7%+8.3%+22.2%
Q3 2025-6.7%-7.6%+1.5%
Q1 2025-5.6%-5.2%+4.6%
Q4 2024-15.3%-15.1%-18.6%
Q3 2024+2.0%+2.4%+35.9%
Q2 2024+7.9%-5.0%-6.1%
Q1 2024+18.2%+30.2%+40.1%
Q4 2023+18.6%+9.7%+33.1%
Q3 2023+5.3%+12.0%+23.5%
Q2 2023+15.6%+9.6%+19.7%
Q1 2023-0.3%+2.5%+1.9%
Q4 2022-8.4%-8.8%-25.8%
Q3 2022-7.6%-6.7%-15.4%
Q2 2022-3.9%-10.0%-19.6%
Q1 2022-1.3%-19.6%-15.4%
Q4 2021-19.3%-22.7%-27.8%
Q3 2021+1.5%+3.1%-14.7%
Q2 2021+3.8%-5.0%+20.6%
Q1 2021-1.6%+3.4%+12.9%
Q4 2020+18.0%+26.9%-2.9%
Q3 2020+2.3%+25.7%+80.7%
Q2 2020+0.9%+0.7%+26.9%
Q1 2020-1.9%-1.9%-0.1%

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