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]

Caesars Entertainment (CZR) Q2 2025 Earnings Call July 29, 2025 05:00 PM ET Company ParticipantsBrian Agnew - SVP - Corporate Finance, Treasurer & IRAnthony Carano - President & COOEric Hession - President - Caesars Sports & Online GamingBret Yunker - CFOTom Reeg - CEODaniel Politzer - Executive Director, Equity Research - Gaming and LodgingBrandt Montour - Director - Equity ResearchDavid Katz - Managing DirectorLizzie Dove - VP - Equity ResearchSteven Wieczynski - Managing DirectorBarry Jonas - Managing Di ...