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Reddit Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise

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Key Takeaways

  • Reddit posted Q3 earnings of $0.80 per share, up sharply from $0.16 a year earlier.
  • Revenues jumped 68% year over year to $584.91 million, led by strong ad performance.
  • Daily Active Uniques rose 19% to 116 million, driving ARPU up 41% to $5.04.

Reddit (RDDT - Free Report) reported third-quarter 2025 earnings of 80 cents per share, which beat the Zacks Consensus Estimate by 50.94%. The company reported earnings of 16 cents per share in the year-ago quarter.

Revenues of $584.91 million surpassed the Zacks Consensus Estimate by 6.31%. The reported figure surged 68% year over year.

RDDT shares gained 11.14% in the pre-market trading after the company delivered impressive third-quarter results.

RDDT’s Q3 Top-Line & Metrics in Detail

For the reported quarter, U.S. revenues (contributing 82% to revenues) surged 66.7% year over year to $480 million. International revenues (18% of revenues) soared 75% year over year to $105 million.

Reddit Inc. Price, Consensus and EPS Surprise

Reddit Inc. Price, Consensus and EPS Surprise

Reddit Inc. price-consensus-eps-surprise-chart | Reddit Inc. Quote

Advertising revenues surged 74% year over year to $549 million, and Other revenues increased 7% year over year to $36 million.

Daily Active Uniques (DAUq) jumped 19% year over year to 116 million. U.S. DAUq increased 7% year over year to 51.6 million, whereas International DAUq grew 31% to 64.4 million.

Weekly Active Uniques (WAUq) rose 21% year over year to 443.8 million. U.S. WAUq increased 6% year over year to 187.8 million, whereas International WAUq climbed 37% to 256 million.

Average revenue per unique (ARPU) moved up 41% year over year to $5.04. U.S. ARPU increased 54% to $9.04, whereas International ARPU climbed 39% on a year-over-year basis to $1.84.

RDDT Operating Details

Reddit reported a GAAP gross margin of 91%, expanding 90 bps on a year-over-year basis.

Sales and marketing expenses increased 72.7% year over year to $128.7 million. Research and development expenses rose 17.8% year over year to $196.4 million, while General and Administrative expenses increased 4.8% year over year to $68.8 million.

Third-quarter 2025 adjusted EBITDA was $236 million, up from $94 million reported in the year-ago quarter. In the reported quarter, the adjusted EBITDA margin was 40.3%.

RDDT’s Balance Sheet & Cash Flow

As of Sept. 30, 2025, Reddit had cash and cash equivalents, including marketable securities, of $2.22 billion compared with $2.06 billion as of June 30, 2025.

In the third quarter, the company generated $185 million in cash from operating activities compared with $111 million in the previous quarter. Reddit reported a free cash flow of $183 million compared with $111 million in the previous quarter.

Reddit Initiates Q4 Guidance

For the fourth quarter of 2025, RDDT expects revenues between $655 million and $665 million. 

RDDT expects adjusted EBITDA between $275 million and $285 million for the fourth quarter.

Zacks Rank & Other Stocks to Consider

Currently, Reddit sports a Zacks Rank #1 (Strong Buy).

BILL Holdings (BILL - Free Report) , Advanced Energy (AEIS - Free Report) , and Akamai Technologies (AKAM - Free Report) are some other top-ranked stocks that investors can consider in the broader sector. Each stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

BILL is set to report its first-quarter fiscal 2026 results on Nov. 6. Bill Holdings’ shares have plunged 42.2% in the year-to-date period. 

Advanced Energy is set to report third-quarter 2025 results on Nov. 4. Advanced Energy shares have surged 77.8% year to date.

Akamai Technologies is set to report its third-quarter of 2025 results on Nov. 6. Akamai Technologies shares have plunged 22.7% year to date.

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