NYSE$RSI

Rush Street Interactive Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second quarter 2024 results and raised full year guidance.

Rush Street Interactive reported a revenue of $220.4 million for the second quarter of 2024, a 34% increase compared to the same period in 2023. The company's net loss was $0.3 million, significantly improved from a $16.7 million loss in the previous year. Adjusted EBITDA exceeded $21 million, and the full year Adjusted EBITDA guidance was raised by 24% at the midpoint.

  • Revenue increased by 34% year-over-year, reaching $220.4 million.
  • Net loss significantly improved to $0.3 million from $16.7 million year-over-year.
  • Adjusted EBITDA exceeded $21 million, showcasing operating momentum.
  • Full year 2024 Adjusted EBITDA guidance raised by 24% at the midpoint, with a revised range of $64 to $72 million.

Headline financials

Total Revenue

$220M

Previous: $165M+33.5%
EPS

$0.00

Previous: -$0.04+100.0%
Adjusted EBITDA

$21.4M

No prior period
US & Canada Monthly Active Users

162.8K

No prior period
Latin America Monthly Active Users

283.8K

No prior period
Latin America ARPMAU

$38.00

No prior period
Capital Expenditures

-$630K

Previous: -$752K+16.2%
Free Cash Flow

-$730K

Previous: -$5.89M+87.6%
Net Income

-$100K

Previous: -$5.14M+98.1%
Operating Income

$4.2M

Previous: -$14.3M+129.3%
Gross Profit

$75.9M

Previous: $55.2M+37.5%

Revenue & EPS history

Rush Street · Revenue · Quarterly

$220M

Q2 2024+33.5%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

RSI expects revenue for the full year ending December 31, 2024, to be between $860 and $900 million, representing a 27% year-over-year growth at the midpoint. Adjusted EBITDA is expected to be between $64 and $72 million for the same period.

Tailwinds

  • Revenue expected to be between $860 and $900 million.
  • Midpoint revenue of $880 million represents 27% year-over-year growth.
  • Adjusted EBITDA expected to be between $64 and $72 million.
  • Midpoint Adjusted EBITDA of $68 million compares to $8.2 million in 2023.
  • Guidance based on operations in live jurisdictions and continued operation in current markets.

Headwinds

  • Guidance excludes operations in jurisdictions not live as of the report date.
  • Assumes continued operation in current markets.
  • Future results may differ due to changes in laws and regulations.
  • Growth management and sustainability are critical.
  • Potential adverse effects of economic conditions, inflation, and interest rates.

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 2024

Historical avgQ2 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro