ChatGPT’s user growth has slowed, report finds https://t.co/4IS3OjaUuv ...

How many people use Poly Market today. >> I mean there's tens of millions of people who are looking at the odds and it's mid hundreds of thousands of people who are trading. >> But for you the goal is a billion people.>> Yeah. >> So will Poly Market reach a billion people >> in 5 years. Yes or no.>> It's a great question. >> What are the odds on it. >> I love it.Uh a billion people is a lot. There's going to be a lot that we have to get right. The thing that drives me is that there are billions of people wh ...

Core Insights - Roblox has regained attention in 2025 due to its strong growth and renewed investor confidence [1][2] Growth Momentum - Roblox reported $1.4 billion in revenue for the most recent quarter, marking a 48% year-over-year increase, with bookings surging by 70% [3] - Daily active users (DAU) increased by 70% year-over-year to 151.5 million, and engagement hours reached 39.6 billion, a 91% rise from the previous year [4] - The user base is expanding into new age groups and regions, with users aged 13 and older growing by 89% year-over-year [5] Monetization Strategy - Roblox is evolving its monetization strategy beyond in-game currency, Robux, by implementing regional pricing strategies for Game Passes and Marketplace items [7][8] - A partnership with Google Ad Manager aims to enhance ad monetization, with 18,000 creators using traffic-driving ads in Q3, a 27% increase from Q2 [9] Investor Sentiment - The stock has more than doubled in 2025, trading at 19 times sales, but remains unprofitable due to high infrastructure and safety costs [12] - The contrasting views among investors highlight strong growth potential versus concerns over valuation and profitability [13] Future Outlook - The company is in a transition phase, aiming to align engagement, monetization, and operating leverage to achieve profitability [15][16]

RT Bullpen (@BullpenFi)Bullpen is currently Top 5 in 30-Day Revenue across all @HyperliquidX Builder CodesUser growth: +180%Revenue growth: +239%Volume growth: +301%probably nothing. https://t.co/yY6Omm1JJZ ...

Core Insights - Spotify forecasts fourth-quarter profit exceeding Wall Street expectations, driven by strong user growth and price hikes during the holiday season [1][2] - The company anticipates operating income of 620 million euros ($723.04 million) for Q4, slightly above estimates [2] - Spotify's premium subscribers increased by 12% to 281 million, with total monthly active users reaching 713 million, surpassing expectations [4] Financial Performance - Q4 revenue forecast is 4.5 billion euros, aligning with estimates of 4.57 billion euros, following a 7% rise in Q3 revenue [5] - The company reported a strong Q3 performance, beating earnings expectations [2][5] Strategic Initiatives - Investment priorities focus on user acquisition in emerging markets and expanding content offerings, including podcasts, videos, and audiobooks [3] - Spotify has introduced high-quality streaming options and expanded its audiobook catalog to 500,000 titles, significantly increasing listener engagement [3] Competitive Landscape - The forecast for premium subscribers in Q4 is 289 million, slightly below the estimate of 290.9 million, amid competition from Apple and Amazon [4] - Monthly active users forecast for Q4 is 745 million, exceeding the estimate of 737.3 million [5]

Financial Data and Key Metrics Changes - Reddit reported total revenue of $585 million for Q3 2025, representing a 68% year-over-year increase [3][11][17] - The company achieved a net income of $163 million, with a net margin of 28%, an improvement of $133 million from the previous year [3][17][24] - Adjusted EBITDA margin reached 40%, marking the first time this profitability goal set at IPO was achieved [3][17][24] - Average revenue per user (ARPU) grew 41% year-over-year to $5.04 [19] Business Line Data and Key Metrics Changes - Advertising revenue grew 74% year-over-year to $549 million, driven by broad-based strength across objectives, verticals, and geographies [11][19] - Other revenue, including data licensing, reached $36 million, up 7% year-over-year [19] - The total active advertiser count expanded by over 75% year-over-year in Q3 [11] Market Data and Key Metrics Changes - Revenue growth in the U.S. was 67% year-over-year, while international revenue grew 74% [19] - The company reported 116 million daily active users (DAUQ) and 444.444 million weekly active users (WAUQ), both growing around 20% year-over-year [3] Company Strategy and Development Direction - Reddit's strategy focuses on enhancing user experience through product improvements, search capabilities, and international growth [5][8] - The company aims to grow app users by improving retention and diversifying traffic sources, including organic, paid, and publisher-driven [8] - Investments in advertising solutions and unique ad formats are intended to drive performance and efficiency for advertisers [12][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operating environment, noting stability but low visibility due to external factors like tariffs [72] - For Q4 2025, revenue is estimated to be between $655 million and $665 million, representing 53% to 55% year-over-year growth [24] - The company aims for a North Star adjusted EBITDA margin of over 50% in the medium term [75] Other Important Information - Reddit is focusing on improving onboarding experiences to enhance user engagement and retention [27][50] - The company is investing in tools for moderators to help grow and strengthen communities [5][6] Q&A Session Summary Question 1: User growth trends and traffic diversification - Management noted that product initiatives, including machine translation, were significant contributors to user growth, with a focus on improving the first session user experience [31][32] Question 2: Revenue opportunity from Reddit Pro - Reddit Pro is seen as a way to bring value to the platform by increasing engagement and potentially converting that into revenue [36][38] Question 3: Marketing spend and user acquisition - The company is currently spending low to mid-single digits as a percentage of revenue on marketing, with a focus on quality user acquisition [40] Question 4: Engagement of users acquired through performance ads - Management highlighted that brand campaigns have led to increased app installs and awareness, providing a foundation for future performance [44][46] Question 5: Simplified onboarding flow results - Early results from the simplified onboarding flow are expected soon, with a focus on streamlining the user experience [50] Question 6: LLM licensing and data value - Management stated that relationships with LLM companies are healthy, focusing on mutual benefits and enhancing user experiences [53][66]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production [5]

Core Insights - Reddit (RDDT) is experiencing significant user growth, with a 21% year-over-year increase in daily active users, reaching 110 million globally in Q2 2025, indicating potential for further business performance improvement [1][9] User Growth and Engagement - The platform's search functionality is crucial for user growth, with 70 million weekly users utilizing the core search product and Reddit Answers, an AI-powered tool, growing from 1 million to 6 million users in Q2 2025 [2] - International expansion is a key driver of user growth, with machine translation available in 23 languages, enhancing access for users in Asia, Europe, and Latin America [3] - New profile customization features rolled out in June 2025 allow users to curate their profiles, enhancing user engagement and satisfaction [4] Competitive Landscape - RDDT faces competition from Pinterest (PINS) and Snap (SNAP), both of which are expanding their advertising efforts in the digital ad market [5] - Pinterest reported an 11% year-over-year growth in global monthly active users, reaching 578 million, while Snapchat's daily active users increased by 8.6% year-over-year to 469 million [5][6] Financial Performance - RDDT shares have increased by 22.9% year to date, outperforming the broader Zacks Computer & Technology sector and the Internet - Software industry [7] - The forward 12-month Price/Sales ratio for RDDT is 14.36X, significantly higher than the sector's 6.83X, indicating potential overvaluation [10] - The consensus earnings estimate for 2025 is $1.87 per share, reflecting a 156.16% year-over-year growth [12]

The Founder Who Runs A Billion User Company With 40 People (And No Phone) https://t.co/PCOqH8M45a ...

Core Insights - JD.com's accelerating user growth is a significant driver for its core Retail business and New Businesses like Food Delivery, leading to a 20.6% growth in Retail revenue and a 199% increase in the new business segment in Q2 2025 [1][4] User Growth and Engagement - The 618 Grand Promotion marked a pivotal moment for JD, with 2.2 billion orders and over 100% year-over-year growth in purchasing users, while quarterly active customers (QAC) grew over 40% [2][9] - JD Plus members demonstrated strong loyalty, with shopping frequency increasing by over 50%, indicating a willingness to spend more frequently [2][9] Food Delivery as a Growth Driver - Food Delivery is becoming increasingly important for JD, with high-frequency use enhancing engagement and supporting Retail spending [3][4] - The company is investing in logistics and technology, including the launch of JoyExpress in Saudi Arabia and plans to double overseas warehouses by 2025 to maintain this momentum [3] Competitive Landscape - Alibaba has rapidly expanded its user engagement through Taobao Instant Commerce, achieving 300 million monthly active consumers by August 2025, a 200% increase since April [5] - PDD Holdings has also seen strong user growth through Pinduoduo and Temu, often surpassing JD in attracting incremental users, particularly in lower-income and international segments [6] Financial Performance and Valuation - JD.com's shares have gained 1.3% year-to-date, underperforming the Zacks Retail and Wholesale sector's rise of 8.6% and the Zacks Internet-Commerce industry's growth of 12.2% [7] - The company is trading at a forward 12-month price-to-earnings ratio of 10.35X, significantly lower than the industry's 24.7X, and carries a Value Score of A [10] - The Zacks Consensus Estimate for JD's earnings is $2.72 per share for 2025, reflecting a year-over-year decline of 36.15%, with a projected growth of 31.74% to $3.58 per share in 2026 [13]