AI Earnings Predictions for Rush Street Interactive Inc. (RSI)

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RUSH STREET INTERACTIVE ANNOUNCES THIRD QUARTER 2026 RESULTS AND REITERATES FULL YEAR GUIDANCE

- Quarterly Revenue of $385.9 Million, up 39% Year-over-Year -

- Quarterly Net Income of $28.7 Million, up 93% Year-over-Year -

- Quarterly Adjusted EBITDA of $62.2 Million, up 73% Year-over-Year -

- Record Quarterly Monthly-Active-Users in North America -

- Reiterating Full Year 2026 Revenue and Adjusted EBITDA Guidance -

CHICAGO – October 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 third quarter ended September 30, 2026.

Third Quarter 2026 Highlights

•Revenue was $385.9 million, an increase of 39%, compared to $277.9 million during the third quarter of 2025.

•Net income was $28.7 million, an increase of 93%, compared to $14.8 million during the third quarter of 2025.

•Adjusted EBITDA1 was $62.2 million, an increase of 73%, compared to $36.0 million during the third quarter of 2025, demonstrating continued operating leverage.

•Adjusted sales and marketing expense1 was $54.7 million, representing 14.2% of revenue.

•Monthly Active Users (“MAU”) totaled 907,881, an increase of 42% compared to the third quarter of 2025.

◦MAUs in North America were 300,572, an increase of 34% year-over-year.

◦MAUs in Latin America (which includes Mexico) were 607,308, an increase of 46% year-over-year.

•Average Revenue per Monthly Active User (“ARPMAU”) in North America was $309 during the third quarter of 2026 while ARPMAU in Latin America (which includes Mexico) was $58.

Richard Schwartz, Chief Executive Officer of RSI, said, “Our third quarter results demonstrated the scale we’ve built into our business model. We grew revenues 39% while demonstrating continued operating leverage, even as we invested more in marketing where we saw attractive returns. Online casino remains the engine of our profitability, and we’re pleased to have reached a new quarterly record this period for monthly active users in North America.

“In Latin America, revenue growth continues to be strong on both a gross and net basis, and we are encouraged that customers who joined us during the World Cup continue to play across our products. In Alberta, we are now more than three months into our launch, and while we expect the ramp to be gradual, we’re excited about the opportunities in this new market.

“We enter the fourth quarter with a strong balance sheet, a scalable profitability model, continued marketing efficiency, and the flexibility to be opportunistic on how we invest in long-term growth.”

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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Guidance

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

Revenue for full year 2026 is expected to be in the range of $1.56 and $1.60 billion, representing year-over-year growth of 38% to 41%.

Adjusted EBITDA for full year 2026 is expected to be in the range of $245 and $265 million, representing year-over-year growth of 59% to 72%.

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 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 third 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 1-833-461-5787 (Toll Free) or 1-585-542-9983 (Local). For international callers, please reference https://help.events.q4inc.com/eahc/international-dial-in-numbers. The conference call access code is 667719786

A live audio webcast of the earnings conference call may be accessed on RSI’s website at ir.rushstreetinteractive.com, along with a copy of this press release and an investor slide presentation. The audio webcast and investor slide presentation will be available on RSI’s investor relations website until at least November 30, 2026.

About Rush Street Interactive

RSI is a trusted online gaming and sports entertainment company focused on markets in the United States, Canada and Latin America. Through its brands, BetRivers, Play

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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