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Reddit slows user growth as Meta and Google pressure RDDT
Reddit shares slide as daily active user growth and ad revenue slow; Meta’s rebound and loss of AI partnership with Google weigh, though executives call the Alphabet split a long-term positive.
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What stands out
The clip shows data from LikeFolio highlighting a slowdown in Reddit’s daily active users and its ad business while Meta Platforms’ advertising rebound gains traction, and it flags Reddit’s decision to end an AI tie with Alphabet. The most striking line: the user base deceleration is paired with measurable weakness in ad demand, which helps explain why Reddit’s stock hit an 18-month low during the session. The presenter frames the Alphabet split as a strategic sacrifice now for potential long-term gain, a nuance that landed amid clear near-term revenue pressure.
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