Investor Presentation - October 2025 - Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of The Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, statements regarding the estimated future financial performance, financial position and guidance, the business strategy, plans and objectives of management for future operations, potential market access in various jurisdictions, expectations around partnersh ...

Financial Highlights - RSI achieved record revenue of $269 million in 2Q25, up 22% year-over-year[8] - Adjusted EBITDA grew to a record $40 million in 2Q25, an 88% year-over-year increase[9] - The company is raising FY25 revenue guidance to $1.05 billion - $1.1 billion, implying 16% year-over-year growth at the midpoint[9] - FY25 Adjusted EBITDA guidance is raised to $133 million – $147 million, implying 51% growth at the midpoint[9] User Growth - U S and Canada Monthly Active Users ("MAUs") grew 21% year-over-year[10] - LATAM MAUs grew 42% year-over-year[10] Business Performance - Online Casino revenue grew 25% and OSB (Online Sports Betting) revenue grew 15% year-over-year[12] - Revenue from markets outside of Illinois and Pennsylvania reached 65% of total revenue in 2Q25, the highest since going public[15] - Delaware GGR annual run rate increased to over $146 million during 2Q25, with iCasino revenue exceeding 7x the previous operator's best quarter[13] Market Positioning - The total addressable market (TAM) is estimated to be approximately $145 billion, including ~$76 6 billion for OSB, ~$5 2 billion for Canada, and ~$14 9 billion for Latin America[18]

Core Insights - Rush Street Interactive, Inc. (RSI) has launched its online poker platform, BetRivers Poker, in Delaware, Michigan, and West Virginia, following its successful debut in Pennsylvania, marking a significant multi-state expansion [1][2] - The expansion allows for a unified cross-state player pool, enhancing the gaming experience with larger tournament prize pools and deeper cash-game fields [2][5] - BetRivers Poker was developed with input from the poker community, led by industry figures Phil Galfond and Phil Hellmuth, focusing on player experience and engagement [3][4] Company Overview - RSI is a leading online gaming and sports entertainment company operating in the U.S., Canada, and Latin America, with real-money operations in fifteen U.S. states and several international markets [9] - The company has received multiple awards for its customer service and operational excellence, including the EGR North America Awards and SBC Latinoamérica Awards [9] Product Features - BetRivers Poker offers various game formats, including cash games, Sit & Go tournaments, and Multi-Table Tournaments (MTTs), with innovative features like dynamic avatars and player-driven design [5][7] - The platform aims to expand its digital presence through content initiatives like Poker Night in America and PokerBratTV on YouTube, providing exclusive content and player engagement opportunities [5]