Inferra AI / Company / RDDT

Reddit

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

Revenue · Q3 2026
$3B
EX-99 · Oct 29, 2026
EPS · Q3 2026
$1.40
EX-99 · Oct 29, 2026
Net income · Q3 2026
$283M
EX-99 · Oct 29, 2026
RoW revenue · Q3 2026
$895M
EX-99 · Oct 29, 2026

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

MetricQ3 2026Prior qtrYear ago
RoW revenue$895 million——
Net income$283 million$253 million$89 million
EPS$1.40$1.25$0.45
Growthup 70%up 106%—
Revenue$3B$805 million—
Fundamentals Total revenue53%——
Ad revenue54%64%84%

EX-99 · Oct 29, 2026

Guidance · company-stated

Revenue$1,000 million
Adjusted EBITDA

“2 in the range of $480 million to $510 million”

Midpoint vs latest-quarter revenue-66.7%computed from stated figures

Guidance stated in the release for the fourth quarter of 2026; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

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
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Filings

27 documents

Earnings releases

23 documents

Presentations

0 documents

No presentations for Reddit are held in this edition of the library.

Transcripts

0 documents

No transcripts for Reddit are held in this edition of the library.

Mentioned by

6 companies

Other 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.

See also the earnings calendar for every tracked company’s next earnings date.