Hello, everyone!

I have been VERY busy with my available data and I pulled it 3 times just to make sure the numbers are correct and I’m not somehow tanking the stock (I know that investment companies are looking at my website wink wink). Why I waited this long- Reddit has been very productive in terms of banning spam/ bot accounts and that is what actually triggered my data to be skewed in a certain direction which will also be reflected in the post.

For those who are not aware, I’m posting Reddit advertising insights, news and changes. Couple of months ago I made Reddit audience insights and because of the demand, I’m continuing the series. Here is the previous post- https://www.reddit.com/r/redditstock/comments/1vki4ed/reddit_advertisers_insights_leaking_reddit/

Before I’m starting with the numbers, I’m working on list of companies who probably are spamming/ botting Reddit. ;) I still haven’t figured exactly what I want to do with those numbers/ company names but if you have an idea- let me know (more at the bottom).

DISCLAIMER: This is not financial advice. I am not a financial advisor. Everything in this post reflects my personal analysis, opinions, calculations and interpretation of various data points and assumptions. The data used for this analysis was obtained legitimately. It was not stolen, leaked or provided to me by anyone internally at Reddit. Always do your own research before making investment decisions. I take no responsibility for any financial decisions, gains, or losses resulting from the information shared in this post.

Note: We are comparing my previous “monthly” data was actually “28 day period” while the new data is an actual “30 day period”.

Compared with previou data point, we see that the monthly user activity has been slowed down. Don't panic sell- I think this is mainly because of the summer holidays.

Audience location by region/ country. The biggest and mot noteworthy thing to consider is "Asia and Middle East". Explanation of this is actually simple- bots and new entrepreneurs. Last month alone I was receiving 2-3 LinkedIn cold outreach messages and about 5-10 connection request per week. Either Asia (India mainly) is picking up or they are

Gender split by regions. Of course whole Reddit is huge sausage fest, but Reddit recent

Age split by regions. Again- this data does not include people who's age we have no knowledge about (which is around 65% of total users).

Device split by regions. I'd say that there has been a drop a significant drop in phone usage (mainly for iphone users). Most interestingly there is significant increase in adroid usage in Asia which again might be a good indicator about bot activities.

This is probably the best news in total- while app users did drop, but they didn't drop as significantly as browser users. This might be because of 2 reasons- either more existing browser user converted to app or app users use the app more actively.

As previously mentioned- i checked multiple times and India and Pakistas were the reasons why I didn't publish this data faster. In other words- i'm very certain that both of these countries has been increasing their bot activities and this is confirmed by my personal experience of users cold-outreaching me to offer Reddit bots, data and even HIGH android web app activity.

Again with the biggest increase and drops based on each country.

In the next 3 slides are the estimated DAU of population. Note that since the last data pull, there were certain countries that were simply too small to get a read on, but hopefully we can see them back. :D

Personally this period's data show me that bots probably are the biggest threat to both AI slop on Reddit and biggest obstacle in the future - even though we'd love to blame mods and Reddit team, but they are acting in that way because of these companies/ agencies. Right now I can't really draw other conclusions besides seasonality and high bot activity/ interest. If you can see something extra- let me know.

Again- these are MY estimates and what I can see so let's wait Q3 results.

Bot finder is my personal vendetta against these agencies and companies. They are not only messing with the communities but also have gone after some of my clients (don't ever f*cking touch my clients and their reputation). There was a subreddit dedicated to calling out these companies but they got banned... so I'll probably not going to do that and I don't want to get sued so I need to be smart how or where I post these. If you have an idea who I should contact or you are someone who could go after these companies- let me know because I'd love to get their asses. If you know or are moderators for big niche communities and suspect bots- let me know, I'll might give you the names
YES, I will post the data about these bot farms.

Peace out
Ksaize

I clicked on a reddit ad and bought something. Will be roughly $500 annually but when you have a problem and someone has a solution I will spend the money.

Edit: this is the first ad I've ever clicked and bought something this big. I might have bought stuff after watching stuff on youtube but this is the first click ad. Full disclosure im long 200 shares rddt about 3% of portfolio so a big overweight vs sp500.

Anyone else notice Reddit is no longer in the top results for Googles regular or AI search results? Instead I see this segment “Trending discussions”. When I click on it, it favors traditional media outlets and X before showing Reddit posts.

What is going on with Google Play downloads in America - look how much they shift week to week

iPhone downloads also vary a lot, and show a similar pattern, albeit less aggressive shifts

Is Reddit turning the dial by forcing users to download the app / then easing up?

Any thoughts on this? I am unfamiliar

Temporary bear here. Not knocking the company, but the stock is priced for a perfect print. Don’t need to get into the insider shit. The 10yr hit 5% and RDDT is still ~36x earnings. It keeps getting rejected at the 200 day, and if 140 breaks there's little support until the 120s.
The bar is high too. Four straight 25%+ EPS beats, and the street is already above the guide. It sold off after the Q2 beat, so beat-and-raise is priced in. Meta better not miss wednesday or else ⚰️ Disclaimer: I have a fuck ton of puts

Hello RDDT investors,

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We held better against the bleeding of the market this week than I expected. Who fucking knows if the bubble will burst in the next few weeks or not, but if it does we need very strong financials to oppose the pullback! Bad results would be killer, but I really doubt we will see that, all information points to a strong quarter ( finger crossed for strong DAU )

Where’s my downside shills tonight!?!? I got nothing to do tonight, come at me bots, the fearful, and the deadbeats!

My wife is out of town with her bf this weekend and me and the kids just door dashed some McDonald’s.

This week was total shakeout. I might be with the “something is going on guy”

See the pic here. Some voodoo astrologists might call that a… say it with me now… inverse head and shoulders. Ask chatgpt to learn more if you’re not familiar.

Now that shit isn’t confirmed at all, anything can happen.

But, if on Monday or Tuesday it hikes back up to and holds the 163.50 area, we looking at possibly a quick breakout up to the 178 area ahead of earnings.

(All bets off if we lose 150 and break 147 with sustained volume.)

So, if you’re long shares you’re long. We all know to check back in 18mo or whatever for our sick gains.

If you’re long calls next week, fucking hold those calls if you’ve got the stones. Make those market makers respect every inch of delta and take no prisoners. The bulls will win this stock here soon enough.

Does anyone have any news related to it?

To da moon

u/Spez is a GOATED CEO

Long term, serious shareholders will be rewarded tremendously

S-tier social network and my favourite app on the planet

"I want to buy Reddit. I think the stock is inexpensive." - Jim Cramer

Hello RDDT investors,

Feel free to comment below about today’s activity, price movements, news, speculation, thoughts, and anything in between. You can also use this thread for any ideas you have for us mods that could improve the subreddit. We want this to be the best possible place for all users interested in RDDT.

Please stick to Reddiquette and our subreddit rules.

I think Reddit investors should seriously question whether Drew Vollero is the right CFO to take Reddit to the next level.

1. His track record at Snap

Vollero was Snap's CFO during its disastrous 2017 IPO, when the company recorded a staggering $2.6 billion in SBC. He left in 2018, but excessive SBC and shareholder dilution continued to hunt on Snap's shareholder returns. Now the same problems appear to be emerging at Reddit.

2. Now Reddit is repeating some of the same mistakes

Reddit spent $235M repurchasing shares in Q2 2026, nearly 90% of its quarterly free cash flow. Yet diluted shares outstanding still increased 0.3% sequentially. Despite aggressive share buybacks, their primary purpose is to offset SBC dilution, with ZERO return of capital to shareholders or improvement in EPS. Given his track record and his troubling reputation among Wall Street and past shareholders, investors have every reason to question his credibility as Reddit's CFO.

3. Why this hurts investor confidence

Steve Huffman and Jen Wong have built an exceptionally profitable, fast-growing business. Yet shareholders are seeing hundreds of millions spent merely offsetting dilution.

Why should Wall Street reward Reddit with a premium valuation when management cannot demonstrate meaningful share count reduction despite substantial buybacks?

I think this capital allocation approach risks undermining the tremendous work Steve and Jen have done.

My question for Drew Vollero at the upcoming earnings AMA:

Your tenure at Snap coincided with extraordinary shareholder dilution, and now Reddit is spending heavily on buybacks without meaningfully reducing its diluted share count. What have you learned from Snap? Why should investors trust you to guide Reddit into a mature, shareholder-friendly company? When can shareholders expect meaningful share count reduction rather than buybacks that merely offset SBC? Why not shift toward higher cash compensation and lower SBC to reduce dilution? And how will you balance attracting and retaining talent with protecting shareholder value?

What exactly will you do to regain the trust of Wall Street and investors and repair your troubling reputation as a CFO?

Revenue growth alone doesn't create shareholder value. Per-share value creation does.

This kind of stuff turns away hardcore users like this woman who was unjustly auto banned for being flagged as a sex worker... For wearing caramel color pants that I'm guessing was flagged for being nude. It's already hard enough to attract new users, but can't Reddit work on a real fix for mods so we actually can keep those said users?

I imagine the core of the negotiations is around "Google needs the data, Reddit needs the traffic, how can we make it work for both?".

In the short-term, I would love to see a big number announced for a data deal.

But with Reddit's strategy being laser-focused on user capture and retention to fuel ads revenue, I assume the traffic coming from Google is currently more valuable than the money from selling the data. So I wouldn't be surprised if the deal involved no $ at all, just traffic for data.

If Reddit can secure a steady stream of traffic from google for a few more years, and then retain those users, we might become mainstream enough to be fully independent from it. Like Facebook, Instagram and YouTube are. Then, the sky will be the limit. We would have both the ads and data revenue without having to bend over to Google or anyone else for traffic ever again.

From Google's perspective, they should just buy Reddit and secure the data and finally a strong presence on social media, which they been trying and failing for decades (orkut, google+, etc).

Couple of updates happened today.

1. Google changed the AI Mode and AI overviews with clearer inline links and context about sources. Very good for Reddit for their referral traffic.

Link to Google Blog: https://blog.google/products-and-platforms/products/search/updates-ai-mode-overviews-explore-web/

1. Reuters reported today that CNN signed a multiyear partnership granting Google enhanced content rights for experimental AI features. Financial terms were not disclosed.

I would assume we are getting closer our news.

Link to Reuters article: https://www.reuters.com/business/media-telecom/cnn-signs-multi-year-ai-partnership-with-google-2026-10-15/

Hello RDDT investors,

Feel free to comment below about today’s activity, price movements, news, speculation, thoughts, and anything in between. You can also use this thread for any ideas you have for us mods that could improve the subreddit. We want this to be the best possible place for all users interested in RDDT.

Please stick to Reddiquette and our subreddit rules.

Reddit (RDDT) still not officially announced its Q3 2026 earnings date. This is unusual compared with its recent announcement pattern.

They usually announced it on 9th of the earning's month, except for full-year result. The upcoming is Q3 not Q4, so I asked AI.

AI said:

Possibility: Something material is being finalized

Reddit could theoretically be working through a significant accounting matter, commercial licensing agreement or other development.

source

Bruh. Can reddit make this themselves I want to talk to Snoo via reddit Snoo is so cute ...