Inferra AI / Company / RDDT
RDDT · Communication Services
Last earnings Oct 29, 2026
Key results
RoW revenuequarter
$895 million
RoW Revenue of $895 million grew 53% year-over-year
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net incomequarter
$283 million
Net income of $283 million, 32% of revenue, and
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
EPSquarter
$1.40
Diluted EPS of $1.40, both up over 70% year-over-year Adj.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Growthquarter
up 70%
EBITDA 1 of $402 million, 45% of revenue, up 70% year-over-year
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Operating cash flow of $364 million, 41% of revenue, up 96% year-over-year SAN FRANCISCO, Calif.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Revenuequarter
$3B
Surpassing $3B of revenue over the last 12 months shows Reddit s strength as a destination and the differentiated value of our platform.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Fundamentals Total revenuequarter
53%
Fundamentals Total revenue increased 53% year-over-year to $895 million,
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Ad revenuequarter
54%
Ad revenue increased 54% year-over-year to $847 million, and
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
AI analysis
Q3 2026 · reported Oct 29, 2026
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Oct 29, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| RoW revenue | $895 million | — | — |
| Net income | $283 million | $253 million | $89 million |
| EPS | $1.40 | $1.25 | $0.45 |
| Growth | up 70% | up 106% | — |
| Revenue | $3B | $805 million | — |
| Fundamentals Total revenue | 53% | — | — |
| Ad revenue | 54% | 64% | 84% |
Guidance · company-stated
“2 in the range of $480 million to $510 million”
Guidance stated in the release for the fourth quarter of 2026; figures as stated.
Capital allocation
Additionally, we believe that Free Cash Flow is an important measure since we use third-party infrastructure partners to host our services and therefore we do not incur significant capital expenditures to support revenue generating activities.
year-over-year year-over-year 36% 96% year-over-year SHARES REPURCHASED ( 000s) -- 35 1,489 670-- Financial outlook The guidance provided below is based on Reddit s current estimates and is not a guarantee of future performance.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -66.7% computed from stated figures
Event summary
Reddit Q3 2026 — RoW Revenue of $895 million grew 53% year-over-year
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Revenue: “Revenue in the range of $1,000 million to $1,030 million”
Adjusted EBITDA: “Adjusted EBITDA 2 in the range of $480 million to $510 million”
Revenue (“the fourth quarter of 2026”)
“In the fourth quarter of 2026, we estimate Revenue in the range of $1,000 million to $1,030 million Adjusted EBITDA 2 in the range of $480 million to $510 million Earnings Conference Call Information and Community Update Reddit will host a conference call to discuss the results for the third quarter of 2026 on Thursday, October 29, 2026, at 1 30 p.”
Adjusted EBITDA (“the fourth quarter of 2026”)
“In the fourth quarter of 2026, we estimate Revenue in the range of $1,000 million to $1,030 million Adjusted EBITDA 2 in the range of $480 million to $510 million Earnings Conference Call Information and Community Update Reddit will host a conference call to discuss the results for the third quarter of 2026 on Thursday, October 29, 2026, at 1 30 p.”
Guidance stated in the release for the fourth quarter of 2026; figures as stated.
Capital allocation
Additionally, we believe that Free Cash Flow is an important measure since we use third-party infrastructure partners to host our services and therefore we do not incur significant capital expenditures to support revenue generating activities.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
year-over-year year-over-year 36% 96% year-over-year SHARES REPURCHASED ( 000s) -- 35 1,489 670-- Financial outlook The guidance provided below is based on Reddit s current estimates and is not a guarantee of future performance.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Strategy & priorities
In some cases, you can identify forward-looking statements because they contain words such as may, will, should, expects, plans, anticipates, going to, could, intends, target, projects, contemplates, believes, estimates, predicts, potential or continue or the negative of these words or other similar terms or expressions that concern Reddit's expectations, strategy, priorities, plans or intentions.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
We use these non-GAAP financial measures to facilitate reviews of our operational performance and as a basis for strategic planning.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
So, as we look ahead, our strategy to make Reddit a direct daily habit for more people is simple: make Reddit awesome, grow community and belonging, and bring in new audiences.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
The 15-second strategy drove stronger video completion and efficiency and delivered positive lifts across brand outcomes Huntress used community and multi-placement targeting to reach niche IT and security decision-makers across the funnel.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Lisa Schroder, Vice President, JCPenney Integrated Marketing This strategy allowed us to nurture early engagement and interest into a significant pipeline of qualified leads, driving tangible business growth 40% of our sales-qualified accounts sourced from Reddit this year have now converted into opportunities.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Risks & headwinds
This guidance is subject to significant risks and uncertainties that could cause actual results to differ materially, including the risk factors discussed in Reddit s reports on file with the Securities and Exchange Commission (the SEC ).
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
GAAP equivalent measures for our non-GAAP guidance due to uncertainty regarding, and the potential variability of, reconciling items.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Reddit's expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected, including those more fully described under the caption Risk Factors and elsewhere in documents that Reddit files with the SEC from time to time, including Reddit s Quarterly Report on Form 10-Q for the quarter ended September 30, 2026, which is being filed with the SEC at or around the date hereof.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
We have not provided a reconciliation to the forward-looking GAAP equivalent measures for our non-GAAP guidance due to uncertainty regarding, and the potential variability of, reconciling items.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
What changed vs prior quarter
Net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Growth — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Reddit — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
27 documents- Q3 2026
- 8-KRDDT
Oct 29, 2026
- Q2 2026
- 8-KRDDT
Aug 12, 2026
- 10-QRDDT
Jul 31, 2026
- 8-KRDDT
Jul 30, 2026
- Q1 2026
- 8-KRDDT
Jun 10, 2026
- 10-QRDDT
May 1, 2026
- 8-KRDDT
Apr 30, 2026
- Q4 2025
- 10-KRDDT
Feb 6, 2026
- 8-KRDDT
Feb 5, 2026
- Q3 2025
- 10-QRDDT
Oct 31, 2025
- 8-KRDDT
Oct 30, 2025
- Q2 2025
- 10-QRDDT
Aug 1, 2025
- 8-KRDDT
Jul 31, 2025
- 8-KRDDT
Jul 2, 2025
- Q1 2025
- 8-KRDDT
Jun 10, 2025
- 10-QRDDT
May 2, 2025
- 8-KRDDT
May 1, 2025
- Q4 2024
- 10-KRDDT
Feb 13, 2025
- 8-KRDDT
Feb 12, 2025
- Q3 2024
- 10-QRDDT
Oct 30, 2024
- 8-KRDDT
Oct 29, 2024
- Q2 2024
- 10-QRDDT
Aug 7, 2024
- 8-KRDDT
Aug 6, 2024
- Q1 2024
- 10-QRDDT
May 8, 2024
- 8-KRDDT
May 7, 2024
- Q4 2023
- 8-K/ARDDT
Mar 26, 2024
- 8-KRDDT
Mar 25, 2024
Earnings releases
23 documents- Q3 2026
- EX-99RDDT
Oct 29, 2026
- EX-99RDDT
Oct 29, 2026
- Q2 2026
- EX-99RDDT
Jul 30, 2026
- EX-99RDDT
Jul 30, 2026
- Q1 2026
- EX-99RDDT
Apr 30, 2026
- EX-99RDDT
Apr 30, 2026
- Q4 2025
- EX-99RDDT
Feb 5, 2026
- EX-99RDDT
Feb 5, 2026
- Q3 2025
- EX-99RDDT
Oct 30, 2025
- EX-99RDDT
Oct 30, 2025
- Q2 2025
- EX-99RDDT
Jul 31, 2025
- EX-99RDDT
Jul 31, 2025
- Q1 2025
- EX-99RDDT
May 1, 2025
- EX-99RDDT
May 1, 2025
- Q4 2024
- EX-99RDDT
Feb 12, 2025
- EX-99RDDT
Feb 12, 2025
- Q3 2024
- EX-99RDDT
Oct 29, 2024
- EX-99RDDT
Oct 29, 2024
- Q2 2024
- EX-99RDDT
Aug 6, 2024
- EX-99RDDT
Aug 6, 2024
- Q1 2024
- EX-99RDDT
May 7, 2024
- EX-99RDDT
May 7, 2024
- Q4 2023
- EX-99RDDT
Mar 25, 2024
Presentations
0 documentsNo presentations for Reddit are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Reddit are held in this edition of the library.
Mentioned by
6 companiesOther tracked companies whose held documents mention Reddit by name or ticker. A mention is counted once per document, from the document text the library holds.
Advanced Energy Industries Inc. (AEIS)
“ not incur significant capital expenditures to support revenue generating activities. 6 Reddit, Inc. Key Operating Metrics by Geography (in … … third-party infrastructure partners to host our services and therefore we do not incur significant capit”
“ not incur significant capital expenditures to support revenue generating activities. 5 Reddit, Inc. Key Operating Metrics by Geography (in … … third-party infrastructure partners to host our services and therefore we do not incur significant capit”
“ not incur significant capital expenditures to support revenue generating activities. 5 Reddit, Inc. Key Operating Metrics by Geography (in … … third-party infrastructure partners to host our services and therefore we do not incur significant capit”
“…Theta. Date: March 2026. Third party validation of Reddit’s impact Reddit shoppers generate higher post acquisition value across CPG categoriesE ML-driven performance across the ad stack ~50% 2X+ of US shoppers ”
“ not incur significant capital expenditures to support revenue generating activities. 5 Reddit, Inc. Key Operating Metrics by Geography (in … … third-party infrastructure partners to host our services and therefore we do not incur significant capit”
“ <$15M 2025 CapEx 1 has >90% 2025 Gross Margin Reddit is a 1 of 1 Company 6 Reddit search enables community… … year 2 Basic and diluted earnings per share were $1.07 and $1.01, up over 650% from the prior year Capital expenditures were ”
See also the earnings calendar for every tracked company’s next earnings date.