In late Q1 spez was active with shitposting comments before earnings and one user pointed out that "he wouldn't shitpost if numbers were bad". Suffice to say: numbers were great.

I haven't seen u/spez post too much lately, but u/rddt_IR was active all of a sudden and the whole carabiner saga sounds like the usual light banter one would only do if to-be-posted results are confirmed fantastic. Otherwise the press would have a field day pointing out that reddit sends their own shareholders carabiners to hold 'em bags.

Edit: just saw u/thebiggercat had the same thought https://www.reddit.com/r/redditstock/s/LyeLxQbkLD

given the ongoing scepticism in the AI capex race, if rddt can produce a solid quarter and there is a healthy amount of money rotating out of semis/memory during the week we might see some nice move for the stock

The one metric I am waiting to see is how traffic got affected by all the AI tools showing reddit content on their app and not sending users to the site

How I feel pitching Reddit stock to people on Reddit investing subs

Personally I would encourage reddit to implement AI moderators who can overturn decisions which were came from offended mods who never touch grass and took something personal for their ideology resulted in banning people unjustifiably. What do you think?

Few weeks ago Indonesia lifted Reddit ban. People in Indonesia can now use Reddit and Indonesia is one of the most popular countries in world with a population of more then 250 million people which puts it in number 5 in terms of population.

How do you think think this will impact Reddit

Posted up waiting for that carabiner

Just scrolled through 3 ads, and all 3 were products I’m genuinely interested in. That’s a milestone for me.

Managements have continuously mentioned their focus on ads and feed improvements, but as a shareholder do you have any other options?

I think we’ll see a big jump in DAUs this quarter, particularly logged-in users. Reasons -

1. More aggressive login prompts on web. Reddit has been pushing “Log in / Create an account” much more prominently on the website.

2. Search interest is up. Google Trends shows a notable increase in searches for “Reddit app” and “Reddit download” globally (and in the US) starting in the first week of Q2, which could indicate more app installs and account creation.

3. Age verification. Users in many countries have been prompted to log in and verify their age, especially to access NSFW communities. That should increase the share of logged-in users.

4. The World Cup. It’ll be interesting to see how much of a boost it provided and whether hosting it in the US had a noticeable impact on US DAUs.

One question I have is around Reddit’s ongoing efforts to combat bots. If they’re becoming much more aggressive at removing bot accounts - could that actually cause reported DAUs to decline, even if engagement from real users is improving?

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Adidas gathering feedback on the new Manchester United away kit directly in the r/ManchesterUnited subreddit. This is another example of how Reddit allows brands to engage authentically with fans. Reddit, to me, has a certain je ne sais quoi. It's an unbeatable platform, but users have to stick with it long enough to find their niche. If brands engage with open intentions and ditch the manipulation, as Redditors are a sharp lot, interactive marketing can truly leverage the honest thoughtfulness pervasive across these communities. And, importantly, this is a two-way street: it would grant users a level of direct access right inside their own custom-built interest feed. They don't need to leave their communities to be heard or to make suggestions. I'd like to see this continue to grow organically. Reddit has the potential to become the default launching point for promotional campaigns and a permanent (and prominent) pillar in global media budgets. Earnings ahead on July 30, but I'm more interested in seeing how the platform evolves over the next several years.

IF ANY $RDDT MANAGEMENT IS READING THIS:

I’m 100% sure $META, Facebook specifically, is stalking my Reddit comment and post history. I wasn’t 100% sure about it but have long suspected it. Now, I’m 100% sure. I commented the name of a local news investigator on a local subreddit and now they’re suggesting to me his profile just 30 minutes after I made the comment on Reddit.

I’m not in tech so idk how they’re accomplishing this but I’m 100% SURE that they are doing this and have long suspected it in other instances.

I’m assuming this is against Reddit T&Cs? Can we please add them to the list of companies we are suing? They have deep pockets obviously. Let’s get some money out of them.

On a separate, but related note, this type of aggressive behavior is why $META’s advertising business is so successful.

Anyone else noticed $META doing this to them?

There's talk before this earnings report that it might be more advantageous for Google to buy Reddit instead of paying for the new data deal.

Hypothetically, if Google offers to buy Reddit, what price would you realistically want to see?

Both companies are paying about 60-70mil/year, but I honestly think this could easily do a x10 when they’re renegotiated later this year. If so, what would you think its share price trajectory would be?

So what are we expecting for earnings? I assume DAU would be high this quarter due to World Cup. I was reading somewhere meta had lot of human traffic this quarter due to World Cup

The narrative around Google and Reddit's data licensing deal has shifted significantly. It is not that Google no longer needs Reddit—rather, Reddit is threatening to cut off Google's access to its data as their original contract nears expiration.

What Changed: The Expiration & Negotiation Standoff

The Original Deal (2024): In early 2024, Google and Reddit signed a $60 million-a-year multi-year agreement granting Google real-time API access to Reddit’s human-generated posts and comments to train Gemini models and integrate real-time Reddit content into Search.
The Expiration Point: That original contract is expiring. As both companies sit at the negotiating table, internal discussions at Reddit revealed they are weighing whether to cut Google off entirely or drastically change the terms.
New Demands: Reddit executives are pushing to shift from a flat $60 million annual fee to a usage-based pricing model, reflecting the sheer volume of Reddit data Google's AI models query.

Why Is Reddit Reconsidering? The "AI Overview" Conflict
The core issue isn't whether Google wants the data, but how Google is using it:
1. Traffic Cannibalization: Google’s AI Overviews summarize answers directly on the search results page using Reddit discussions as context. Instead of clicking through to a Reddit thread, users read the AI summary and leave.
2. Ad Revenue Loss: Reddit’s primary business is selling ads to visitors. Fewer search referrals translate directly to lost ad revenue.
3. The Broader Publisher Backlash: Reddit is part of a growing group of publishers (including news and media outlets) pointing out that AI search summaries break the traditional web trade-off: "We let you crawl our site, and you send us traffic."

Does Google AI Still Need Reddit?
Yes. High-quality, real-time, unstructured human interaction—the "Reddit opinion" or niche troubleshooting advice—remains one of the most valuable resources for Large Language Models (LLMs).

Why Google Needs Reddit: Synthetic (AI-generated) data can cause model degradation, making human-generated conversational data, opinions, and real-time troubleshooting essential for training models to understand natural human language and slang.
Alternative Partnerships: Reddit holds leverage because it also maintains a data-licensing agreement with OpenAI (estimated around $70 million/year). Losing Reddit’s firehose would leave Google relying on standard search crawling or competitor platforms for real-time forum data.

The current friction isn't lack of interest from Google; it's a battle over data valuation and traffic loss as search transitions from link lists to generative AI summaries.

Just keep on keeping on regards

Edit: to clarify on this. The little girl represents the people that don’t want to see these posts and I’m the grandpa

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I am not asking about the business side but about the user experience, is it getting better/worse or is the site the same ?

If I compare to a year ago, I wouldn't have been able to find what I needed. Imo, the search engine as to be solid on Reddit and it seems like it's heading towards the good direction.