Every material Form 8-K Reddit filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Reddit, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting $895 million in revenue and $283 million in net income, alongside significant growth in daily and weekly active users. However, the company also disclosed that search referral traffic declines have continued into the fourth quarter, which could potentially impact future user metrics. Shareholders also received guidance for fourth-quarter revenue between $1.0 billion and $1.03 billion.
Revenue increased 53% year-over-year to $895 million for the quarter ended September 30, 2026.
Net income reached $283 million, with diluted earnings per share at $1.40.
Global Daily Active Uniques grew 12% year-over-year to 130.3 million.
Fourth-quarter 2026 revenue is estimated to be in the range of $1,000 million to $1,030 million.
Reddit's Chief Legal Officer and Corporate Secretary, Benjamin Lee, notified the company on August 12, 2026 that he will step down effective September 14, 2026. Reddit expects to appoint Paul Cappuccio to succeed him in both roles, and Lee will stay on as an employee through September 25, 2026 to help with the transition.
Benjamin Lee steps down as Chief Legal Officer and Corporate Secretary effective September 14, 2026
Lee remains an employee through September 25, 2026 to assist with the transition
Reddit expects to appoint Paul Cappuccio as Chief Legal Officer and Corporate Secretary
Reddit reported second-quarter 2026 revenue of $805 million, up 61% from a year earlier, with net income of $253 million and diluted EPS of $1.25 versus $0.45 a year ago. The company also estimated third-quarter 2026 revenue of $860 million to $870 million and Adjusted EBITDA of $385 million to $395 million, and repurchased $235 million of Class A stock during the quarter.
Revenue of $805 million rose 61% year-over-year; advertising revenue was $762 million, up 64%
Net income was $253 million and diluted EPS was $1.25, compared with $89 million and $0.45 a year earlier
Adjusted EBITDA was $343 million (43% margin) and free cash flow was $261 million
Third-quarter 2026 estimates: revenue of $860 million to $870 million and Adjusted EBITDA of $385 million to $395 million
Reddit reported first-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 69% year-over-year to $663 million and net income of $204 million, compared with $26 million a year earlier. Diluted earnings per share were $1.01, against $0.13 in the prior-year quarter. The company also projected second-quarter 2026 revenue of $715 million to $725 million and Adjusted EBITDA of $285 million to $295 million.
Revenue of $663 million, up 69% year-over-year; advertising revenue of $625 million, up 74%
Net income of $204 million and diluted EPS of $1.01, versus $26 million and $0.13 a year earlier
Operating cash flow of $312 million; Adjusted EBITDA of $266 million, a 40% margin
Q2 2026 guidance: revenue of $715 million to $725 million and Adjusted EBITDA of $285 million to $295 million
Reddit reported fourth-quarter 2025 revenue of $726 million, up 70% year over year, and net income of $252 million, compared with $71 million a year earlier. The company also gave first-quarter 2026 estimates of $595 million to $605 million in revenue and $210 million to $220 million in Adjusted EBITDA, and its board authorized up to $1 billion in Class A share repurchases, which the company may suspend or discontinue at any time.
Q4 2025 revenue was $726 million, up 70% year over year; ad revenue was $690 million, up 75%.
Q4 2025 net income was $252 million, an improvement of $181 million; Adjusted EBITDA was $327 million.
Q1 2026 estimates: revenue of $595 million to $605 million and Adjusted EBITDA of $210 million to $220 million.
Board authorized a share repurchase program of up to $1 billion of Class A common stock with no expiration date.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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