"美国贴吧"Reddit二季度营收暴涨78%，盘后股价飙升19%

Core Insights - Reddit's Q2 earnings report exceeded expectations, with revenue of $500 million, a 78% year-over-year increase, and a net profit of $89 million, reversing a loss of $10 million from the previous year [1][4]. Financial Performance - Revenue of $500 million surpassed the expected $426 million, marking the largest positive surprise since its IPO [4]. - Earnings per share (EPS) reached $0.45, more than double the expected figure [4]. - The U.S. market contributed $409 million to revenue, significantly exceeding the anticipated $335 million [2]. - International revenue was $91 million, contributing to overall growth [2]. - Global daily active users (DAUs) reached 110.4 million, a 21% increase year-over-year, slightly above analyst expectations [5]. User Engagement and Monetization - The number of "logged-out" daily active users grew by 24% to 61.1 million, indicating potential for future conversion [3]. - Average revenue per user (ARPU) increased to $4.53, exceeding the expected $3.90, reflecting improved monetization efficiency [5]. Strategic Direction - Reddit's Q3 revenue guidance is set between $535 million and $545 million, exceeding market expectations by approximately 15% [6]. - The company is shifting focus towards AI and data monetization, with the AI-driven tool "Reddit Answers" seeing a sixfold increase in weekly active users to 6 million [7]. - Reddit has deprioritized its "user economy" initiatives, which included plans for gaming and marketplace features, in favor of concentrating resources on proven advertising and data monetization strategies [8].