Reddit Inc. (RDDT) reported $725.61 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 69.7%. EPS of $1.24 for the same period compares to $0.36 a year ago.
The reported revenue represents a surprise of +8.71% over the Zacks Consensus Estimate of $667.48 million. With the consensus EPS estimate being $0.96, the EPS surprise was +29.3%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Reddit Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- DAUq (Daily Active Uniques) - Global: 121.4 million compared to the 120.04 million average estimate based on eight analysts.
- ARPU - Global: $5.98 versus the eight-analyst average estimate of $5.59.
- DAUq (Daily Active Uniques) - U.S.: 52.5 million versus the seven-analyst average estimate of 52.05 million.
- DAUq (Daily Active Uniques) - International: 68.9 million compared to the 67.99 million average estimate based on seven analysts.
- ARPU - U.S.: $10.79 versus $10.05 estimated by six analysts on average.
- ARPU - International: $2.31 versus $2.02 estimated by six analysts on average.
- Logged-in DAUq - International: 27.7 million versus 28.27 million estimated by four analysts on average.
- Logged-in DAUq - Global: 50.7 million versus the four-analyst average estimate of 51.65 million.
- Logged-in DAUq - U.S.: 23 million versus 23.39 million estimated by four analysts on average.
- WAUq - Global: 471.6 million versus 456.07 million estimated by three analysts on average.
- Revenue- International: $142.3 million versus the six-analyst average estimate of $139.58 million. The reported number represents a year-over-year change of +77.9%.
- Revenue- United States: $583.3 million versus the six-analyst average estimate of $529.94 million. The reported number represents a year-over-year change of +67.8%.
View all Key Company Metrics for Reddit Inc. here>>>
Shares of Reddit Inc. have returned -40.2% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
