Reddit reported a 111% year-over-year increase in web visits during Q4 2025, positioning it as the fastest-growing platform in social media advertising according to LikeFolio data. Global daily active unique visitors grew 19% year-over-year to 121.4 million, slightly surpassing consensus estimates of 120 million. U.S. DAUq climbed 9% to 52.5 million, while logged-in U.S. users reached 23 million, reflecting sustained engagement from registered accounts despite a slowdown in growth rate compared with prior quarters.

In the quarter ended December 31, 2025, Reddit delivered earnings per share of $1.24, beating the consensus estimate of $0.96. Revenue rose 70% year-over-year to $726 million, topping forecasts of $665 million. Net income surged to $252 million, up nearly 255% from $71 million a year earlier. Non-GAAP results benefited from operating leverage as ad sales increased sharply across both self-serve and managed offerings.

For the first quarter of 2026, management forecast revenue between $595 million and $605 million, above Wall Street expectations of $577 million. Adjusted operating income is projected at $210 million to $220 million, ahead of StreetAccount’s $203 million estimate. The company also announced a $1 billion share repurchase program to be executed over the next 12 months, underscoring confidence in cash flow generation and long-term shareholder value creation.

Reddit’s AI-enhanced search initiatives saw weekly active search users climb 30% from 60 million to 80 million over the past year, while weekly active users of the Reddit Answers feature expanded from 1 million in Q1 2025 to 15 million by Q4. “Other” revenues, which include content licensing for AI model training, grew 8% year-over-year to $36 million in Q4 and rose 22% to $140 million for the full year, highlighting diversification beyond advertising.