$RDDT (+0,46 %)

🔹 Revenue: $726M (Est. $667M) 🟢; +70% YoY

🔹 EPS: $1.24 (Est. $0.93) 🟢

🔹 DAUq: 121.4M (Est. 120.15M) 🟢; +19% YoY

🔹 ARPU: $5.98 (Est. $5.56) 🟢; +42% YoY

🔹 Adj. EBITDA: $327.0M (Est. $286.1M) 🟢

Q1 Guide:

🔹 Revenue: $595M–$605M (Est. $577M) 🟢

🔹 Adj. EBITDA: $210M–$220M (Est. $203.2M) 🟢

Other Metrics:

🔹 Ad Revenue: $690M (Est. $630.3M) 🟢; +75% YoY

🔹 Other Revenue: $36M (Est. $35.8M) 🟢; +8% YoY

🔹 US DAU: 52.5M (Est. 52.65M) 🔴; +9.4% YoY

🔹 International DAU: 68.9M (Est. 67.47M) 🟢; +28% YoY

🔹 US ARPU: $10.79 (Est. $10.01) 🟢; +53% YoY

🔹 International ARPU: $2.31 (Est. $2.02) 🟢; +38% YoY

Financials:

🔹 Gross Margin: 91.9%

🔹 Net Income: $252M (Est. $193.6M) 🟢; 35% of revenue

🔹 Operating Cash Flow: $267M

🔹 Free Cash Flow: $264M

🔹 Cash, Cash Equivalents, and Marketable Securities: $2,477M

Capital Return:

🔹 Authorization: $1B share repurchase program

Commentary:

🔸 “We’re entering the next era of Reddit—defined by sharper execution, global expansion, and product innovation that puts real people and conversations at the center.”

🔸 “Our focus is on turning Reddit’s authenticity into even more everyday utility.”

Grateful for the >50% overall return from my Interactive Brokers stock portfolio (>90% gain for holdings held since Q3/Q4 2024, excluding new stocks added this 2025). Hoping for higher returns in the longer term 🙏

Top fave holdings $NBIS (-1,37 %)
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$SPOT (-2,17 %)
$APP (-1,11 %)
$RDDT (+0,46 %)
$SNOW (-0,51 %)

$RDDT (+0,46 %) is reportedly in early discussions with Google $GOOG (-0,66 %) for a fresh AI content agreement, according to Bloomberg. Unlike their previous $60M licensing deal, this time Reddit is aiming for deeper integration and a dynamic pricing model tied to the growing importance of its data for training AI systems.

If finalized, the deal could strengthen Google’s AI ecosystem while giving Reddit a more strategic role — and potentially higher revenues — in the rapidly expanding generative AI market.

$RDDT (+0,46 %) To me seems quite an underrated pick at the moment.

What do you think?

$RDDT (+0,46 %)

🔹 Revenue: $499.6M (Est. $427M) 🟢; UP +78% YoY

🔹 EPS (Diluted): $0.45 (Est. $0.20) 🟢

🔹 DAUq: 110.4M; UP +21% YoY

Q3 Guidance

🔹 Revenue: $535M–$545M (Est. $472.7M) 🟢

🔹 Adj EBITDA: $185M–$195M (Est. $159.5M) 🟢

Q2 Revenue Breakdown

🔹 U.S. Revenue: $409M; UP +79% YoY

🔹 International Revenue: $91M; UP +71% YoY

🔹 Ad Revenue: $465M; UP +84% YoY

🔹 Other Revenue: $35M; UP +24% YoY

Other Key Q2 Metrics:

🔹 Net Income: $89M vs. $(10)M YoY

🔹 Gross Margin: 90.8%; UP +130 bps YoY

🔹 Adjusted EBITDA: $167M; UP +127M YoY

🔹 Operating Cash Flow: $111M; UP +83M YoY

🔹 Free Cash Flow: $111M; UP +84M YoY

🔹 Fully Diluted Shares: 206.6M; UP +0.3% QoQ

CEO Commentary

🔸 “Reddit is built for this moment. In a world where connection is increasingly rare, our communities show how valuable human conversation and knowledge really are.”

🔸 “We’re focused on growing globally, scaling sustainably, and making Reddit the most trusted place on the internet.”