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Compared to Estimates, Reddit Inc. (RDDT) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-02-06 00:30
Core Insights - Reddit Inc. reported a revenue of $725.61 million for the quarter ended December 2025, marking a year-over-year increase of 69.7% and exceeding the Zacks Consensus Estimate by 8.71% [1] - The earnings per share (EPS) for the same period was $1.24, compared to $0.36 a year ago, resulting in an EPS surprise of 29.3% over the consensus estimate of $0.96 [1] Financial Performance - Reddit's shares have declined by 40.2% over the past month, while the Zacks S&P 500 composite has increased by 0.5% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance against the broader market in the near term [3] Key Metrics - Daily Active Users (DAUq) globally reached 121.4 million, surpassing the average estimate of 120.04 million [4] - Average Revenue Per User (ARPU) globally was $5.98, exceeding the average estimate of $5.59 [4] - U.S. DAUq was 52.5 million, slightly above the average estimate of 52.05 million [4] - International DAUq was 68.9 million, also exceeding the average estimate of 67.99 million [4] - U.S. ARPU was $10.79, higher than the estimated $10.05 [4] - International ARPU was $2.31, surpassing the estimate of $2.02 [4] - Logged-in DAUq globally was 50.7 million, below the average estimate of 51.65 million [4] - Weekly Active Users (WAUq) globally reached 471.6 million, exceeding the average estimate of 456.07 million [4] - Revenue from international markets was $142.3 million, representing a year-over-year increase of 77.9% and surpassing the average estimate of $139.58 million [4] - Revenue from the United States was $583.3 million, reflecting a year-over-year increase of 67.8% and exceeding the average estimate of $529.94 million [4]