"美国贴吧"Reddit二季度营收暴涨78%，盘后股价飙升19%

Core Viewpoint - Reddit's Q2 performance significantly exceeded market expectations, showcasing strong revenue growth and profitability improvements [1][2] Financial Performance - Q2 revenue reached $500 million, a 78% year-over-year increase, surpassing the expected $426 million [2] - Earnings per share (EPS) stood at $0.45, more than double the forecast [2] - Net profit turned around from a $10 million loss in the same quarter last year to a profit of $89 million [1][2] Core Business Progress - Global daily active users (DAUs) increased by 21% to 110.4 million, exceeding analyst expectations [3][5] - Average revenue per user (ARPU) reached $4.53, significantly above the expected $3.90 [6] - The weekly active users of the AI search tool "Reddit Answers" surged to 6 million, a sixfold increase from the previous quarter [3] Development Strategy - Q3 revenue guidance is set between $535 million and $545 million, exceeding expectations by approximately 15% [4][7] - The U.S. market contributed $409 million to revenue, far exceeding the anticipated $335 million, while international markets contributed $91 million [4] - The company is shifting focus away from user economy projects, previously outlined in its IPO prospectus, to concentrate on core needs [4][8] Growth and Monetization - The dual drivers of growth and monetization are evident, with a robust expansion of the user base and significant improvements in monetization efficiency [5][6] - The number of "logged-out" daily active users reached 61.1 million, a 24% increase, indicating potential for future conversion [6][7] Strategic Shift - The company is embracing AI and data monetization, with a clear focus on integrating AI tools into its core offerings [8] - Management has deprioritized several initiatives, including the "user economy" projects, opting for a more pragmatic approach focused on proven advertising and data monetization strategies [8]