Report
EUR 9212.00 For Business Accounts Only

Reddit (RDDT, Hold, $54 Target) Quick Thoughts Ahead of Tuesday’s Print

Ahead of Tuesday PM’s earnings report, we review key controversies for RDDT, including:
1. How sustainable is accelerating DAUq growth?
2. Potential Open AI deal announcement, and a broader look at the data licensing landscape
3. New gen AI tools to help SMB advertiser growth, dynamic product ads launch too
We also review what to listen for on the earnings call, our top questions for management, potential positive and negative catalysts for RDDT.
Underlying
Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
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  • Asian Internet
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  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Dan Salmon

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