Financial Highlights - RSI achieved a record quarterly revenue of $278 million in 3Q25, representing a 20% year-over-year increase[8] - Adjusted EBITDA grew to $36 million in 3Q25, a 54% year-over-year increase[9] - The company raised its FY25 revenue guidance to $1.10 billion - $1.12 billion, implying a 20% year-over-year growth at the midpoint[9] - FY25 Adjusted EBITDA guidance was raised to $147 million – $153 million, implying 62% growth at the midpoint[9] - RSI ended the quarter with $273 million in unrestricted cash and no debt[11] User Growth - U S and Canada Monthly Active Users ("MAUs") increased by 34% year-over-year[10] - LATAM MAUs grew by 30% year-over-year[10] - North American MAUs in online casino markets grew 46% year-over-year[14] Revenue Growth by Market - Online Casino revenue grew 34% year-over-year[12] - US and Canadian markets launched since 2021 saw revenue growth of 41% year-over-year[13] - During the third quarter, Online Casino revenue grew 74%, 48% and 37% year-over-year in DE, MI and NJ, respectively[15] Market Positioning and TAM - The Total Addressable Market (TAM) at maturity is estimated to be ~$164 billion[18] - The U S iCasino TAM is ~$97.3 billion, Canada is ~$5.1 billion, and Latin America is ~$13.2 billion[18] - The U S OSB TAM is ~$34.3 billion, Canada is ~$1.4 billion, and Latin America is ~$12.5 billion[18]

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]