RSI

EX-99.1

2 rsi-20260331exhibit991.htm

EX-99.1

Document

Exhibit 99.1

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RUSH STREET INTERACTIVE ANNOUNCES FIRST QUARTER 2026 RESULTS AND RAISES FULL YEAR GUIDANCE

- Record Quarterly Revenue of $370.4 Million, up 41% Year-over-Year -

- Record Quarterly Net Income of $26.2 Million, up 134% Year-over-Year -

- Record Quarterly Adjusted EBITDA of $60.2 Million, up 81% Year-over-Year -

- Monthly-Active-User Growth of 62% in North American Online Casino Markets -

- Raising Full Year 2026 Revenue and Adjusted EBITDA Guidance -

CHICAGO – April 28, 2026 – Rush Street Interactive, Inc. (NYSE: RSI) (“RSI”), a leading online casino and sports betting company in the United States and the rest of the Americas, today announced financial results for the first quarter ended March 31, 2026.

First Quarter 2026 Highlights

•Revenue was $370.4 million, a new quarterly record and an increase of 41%, compared to $262.4 million during the first quarter of 2025.

•Net income was $26.2 million, a new quarterly record and an increase of 134%, compared to $11.2 million during the first quarter of 2025.

•Adjusted EBITDA1 was $60.2 million, a new quarterly record and an increase of 81%, compared to $33.2 million during the first quarter of 2025.

•Adjusted sales and marketing expense1 was $46.2 million, representing 12.5% of revenue.

•Monthly Active Users (“MAU”) totaled approximately 839,000, an increase of 51% compared to the first quarter of 2025.

◦MAUs in North America were approximately 296,000, an increase of 46% year-over-year, driven by 62% year-over-year growth in online casino markets.

◦MAUs in Latin America (which includes Mexico) were approximately 543,000, an increase of 54% year-over-year.

•Average Revenue per Monthly Active User (“ARPMAU”) in the United States and Canada was $317 during the first quarter of 2026 while ARPMAU in Latin America was $54.

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.”

“The continued acceleration we've seen in revenue and player growth is particularly exciting. We've now achieved accelerating year-over-year player growth in each of the last four quarters, reflecting the strength in our business. In our North American online casino markets, MAUs grew an impressive 62%, surpassing the 51% growth we achieved in the fourth quarter of 2025. We also achieved record first-time depositors this quarter while maintaining disciplined marketing spend, showcasing our expanding brand awareness and the efficiency we've built into our customer acquisition and retention model. These results validate the customer-centric approach that has consistently driven our performance. The systematic enhancements we've made throughout the entire player journey have created a compounding dynamic where strong

1 This is a non-GAAP financial measure. Please see “Non-GAAP Financial Measures” for more information about this non-GAAP financial measure and “Reconciliations of GAAP to Non-GAAP Financial Measures” for any applicable reconciliation of the most comparable measure calculated in accordance with GAAP to this non-GAAP financial measure.

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acquisition brings high-quality players, effective retention keeps them engaged, and exceptional experiences drive value.”

“Looking ahead, we have tremendous confidence in our trajectory. We're executing well, growing our player base rapidly and profitably, and preparing for an exciting new market launch in Alberta. We remain committed to delivering exceptional player experiences while creating long-term value for our shareholders.”

Guidance

The Company is raising its Revenue and Adjusted EBITDA1 guidance for the full year ending December 31, 2026.

Revenue for full year 2026 is now expected to be in the range of $1,490 and $1,540 million, representing year-over-year growth of 31% to 36%.

Adjusted EBITDA for full year 2026 is now expected to be in the range of $230 and $250 million, representing year-over-year growth of 50% to 63%.

These guidance ranges reflect our confidence in the underlying strength of our business, while incorporating prudent assumptions about market maturation and competitive dynamics. Additional assumptions include that (i) only operations in live jurisdictions as of today’s date and the expected July 2026 launch of Alberta are included, and (ii) RSI continues to operate in markets in which it is live today under similar tax structures, including the temporary emergency 16% tax decree in Colombia.

Earnings Conference Call and Webcast Details

RSI will host a conference call and audio webcast to discuss the first quarter 2026 financial results today at 6:00 p.m. Eastern Time (5:00 p.m. Central Time). A question-and-answer session will follow the prepared remarks.

The conference call may be accessed by dialing 1-833-444-1612 (Toll Free) or 1-206-407-3770 (Local). For international callers, please

rsi-202602170001793659FALSE00017936592026-02-172026-02-17

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): February 17, 2026

RUSH STREET INTERACTIVE, INC.

(Exact name of registrant as specified in its charter)

Delaware001-3923284-3626708 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

900 N. Michigan Avenue, Suite 950 Chicago, Illinois 60611 (Address of principal executive offices, including zip code) Registrant’s telephone number, including area code: (773) 893-5855 Not Applicable (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Class A common stock, par value $0.0001 per shareRSIThe New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02    Results of Operations and Financial Condition.

On February 17, 2026, Rush Street Interactive, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the fourth quarter and year ended December 31, 2025. A copy of the Company’s press release is attached hereto as Exhibit 99.1 and is hereby incorporated by reference in this Item 2.02. The information and exhibit contained in this Item 2.02 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits. (d) Exhibits

Exhibit No.Description 99.1 Press Release, dated February 17, 2026, reporting financial results for the fourth quarter and year ended December 31, 2025.

104Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

RUSH STREET INTERACTIVE, INC.

By:/s/ Kyle Sauers Name: Kyle Sauers Title: President and Chief Financial Officer

Dated: February 17, 2026

rsi-202510290001793659FALSE00017936592025-10-292025-10-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): October 29, 2025

RUSH STREET INTERACTIVE, INC.

(Exact name of registrant as specified in its charter)

Delaware001-3923284-3626708 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

900 N. Michigan Avenue, Suite 950 Chicago, Illinois 60611 (Address of principal executive offices, including zip code) Registrant’s telephone number, including area code: (773) 893-5855 Not Applicable (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Class A common stock, par value $0.0001 per shareRSIThe New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 2.02    Results of Operations and Financial Condition.

On October 29, 2025, Rush Street Interactive, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended September 30, 2025. A copy of the Company’s press release is attached hereto as Exhibit 99.1 and is hereby incorporated by reference in this Item 2.02. The information and exhibit contained in this Item 2.02 is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits. (d) Exhibits

Exhibit No.Description 99.1 Press Release, dated October 29, 2025, reporting financial results for the third quarter ended September 30, 2025.

104Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

RUSH STREET INTERACTIVE, INC.

By:/s/ Kyle Sauers Name: Kyle Sauers Title: President and Chief Financial Officer

Dated: October 29, 2025