NYSE$RSI

Rush Street Interactive Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Rush Street Interactive reported Q4 2025, revenue of $324.9M, net income of $19.1M.

For Q4 2025, Rush Street Interactive reported revenue of $324.9M, net income of $19.1M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $324.9M.
  • Net income $19.1M.
  • Rush Street Interactive highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$325M

Previous: $254M+27.8%
EPS (adj)

$0.08

Previous: $0.07+14.3%
Adjusted Sales & Marketing Expense

$45.4M

No prior period
Adjusted EBITDA

$44.1M

Previous: $30.6M+44.1%
US & Canada Monthly Active Users

278.0K

Previous: 202.9K+37.0%
US & Canada ARPMAU

$331.00

No prior period
Latin America Monthly Active Users

493.0K

Previous: 335.4K+47.0%
Latin America ARPMAU

$32.00

No prior period
US & Canada Online Casino MAU Growth

51.0%

No prior period
Net Income

$19.1M

Previous: $6.49M+194.4%
Operating Income

$28.7M

Previous: $12.1M+137.0%

Revenue & EPS history

Rush Street · Revenue · Quarterly

$325M

Q4 2025+27.8%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The release discusses Rush Street Interactive's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Rush Street Interactive cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+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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