Reddit公布强劲的第二季度业绩，营收和每股收益均超预期，第三季度指引也高于预期。尽管股价下跌22.6%，作者认为这是错误叙事所致。
Reddit公布强劲的第二季度业绩，营收和每股收益均超预期，第三季度指引也高于预期。尽管股价下跌22.6%，作者认为这是错误叙事所致。
“$RDDT ER in a nutshell: Revenue: $804.9M vs. $730.4M (expected). EPS: $1.25 vs. ~$0.95. Net income: $252.8M vs. $196.5M Q3 guidance: Revenue: $860–870M vs. 829.1M Adjusted EBITDA: $385-395M vs. $369M Blowout financials, market always like to explain the drop 22.6% off some new BS narrative. Last quarter: "AI will disrupt Reddit causing revenue loss!" This quarter: "See, DAU fell .6%!" (proceeds to ignore any revenue/profitability growth)”原帖：X / @aleabitoreddit ↗