Stock Market

Reddit beats Q4 estimates but shares tumble on user growth miss

Investing | Thu, Feb 13 2025 10:21 PM AEDT

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Image Source: Sivastatz

Investing.com -- Reddit Inc (NYSE:RDDT) reported better than expected fourth-quarter earnings but missed expectations for daily active unique (DAU) visitors.

The company's shares slumped more than 14% in premarket trading Thursday.

The social media platform posted earnings per share (EPS) of $0.36 for the quarter, beating analysts’ expectations of $0.25. Revenue rose to $427.7 million, up from $405.6 million a year earlier, and also above analyst expectations.

DAUs, a key metric for engagement, increased 39% year-over-year to 101.7 million, but that figure fell short of analyst expectations of 103.2 million, with the shortfall primarily driven by weaker results in the US.

Reddit projected first-quarter 2025 revenue of $360 million to $370 million, exceeding the consensus estimate of $358.44 million. The company expects adjusted EBITDA to be in the range of $80 million to $90 million.

Bank of America (NYSE:BAC) analysts said Reddit's Q4 print showed strong financial trends but the results were "less good."

"Results were quite strong vs the industry, and highlight continued sales&cost execution. Also, the growth outlook for Reddit remains strong given AI opportunity around Reddit content, rapidly growing Intl users, untapped assets&potential for higher ad pricing," BofA analysts led by Justin Post said in a note.

"However, Q4 revs. were “only” $28mn above high end of Q4 rev. guide, below historical beats since IPO, while US user miss was a surprise, so results were - less good," they added.

Pratyush Thakur contributed to this report.

This article first appeared in Investing.com

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