Dave Mazza previews Reddit’s (RDDT) earnings before they report postmarket. He discusses their partnerships with OpenAI and Google, making the company a possible A.I. play, and its ad business. “40% of traffic to Reddit now comes from Google,” he adds, looking at the quality of the posts and how Reddit is beginning to monetize its communities. “The challenge is, it’s moved so much so fast, expectations are going to be that much higher.”
Next Gen Investing
12 Feb 2025
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