We saw sharp Q2 momentum, and full‑year guidance is now even stronger. The improved outlook on full‑year guidance reflects confidence in continued growth. full‑year guidance is at the centre of RSI’s update.
● Rush Street Interactive (RSI) posted better‑than‑expected second‑quarter metrics and lifted its full‑year guidance. Revenue is now forecast at $1.05 billion to $1.10 billion, and Adjusted EBITDA is upwardly revised. The full‑year guidance reflects a meaningful increase from prior levels.
● In Q2, RSI raised its full‑year guidance to $1.05–$1.10 billion for revenue and increased EBITDA targets. That represents mid‑point growth of about 16% versus previous guidance. The stronger outlook shows confidence in sustained performance heading into year‑end.
● Q2 results were underpinned by robust user growth in Latin America, where MAUs rose significantly year‑over‑year. Meanwhile, U.S./Canada MAUs also grew, and ARPMAU in North America edged up modestly. These user trends supported the full‑year guidance update.
● Operational efficiencies also stood out: sales and marketing spend grew only marginally while contributions to Adjusted EBITDA scaled strongly. RSI also executed $5.2 million of share repurchases. These actions boosted investor confidence in the revised full‑year guidance.
● CEO Richard Schwartz said, “We have started 2025 with strong momentum… Our Adjusted EBITDA reached a record $33 million, nearly double that of Q1 2024.” That quote underscores management’s belief in execution ahead of full‑year guidance delivery.
● The company reiterated the revised full‑year guidance, reinforcing that the stronger forecast is not temporary. Markets in which RSI currently operates are assumed to remain stable. That gives clarity on near‑term expectations and supports the full‑year guidance positioning.
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