Скачать или смотреть RDDT: The "Data Moat" Stress Test | Reddit Q4 2025 Earnings Analysis

[Intro] Reddit Inc. (RDDT) is facing a critical "Binary Event" this Thursday. Is the "Data Moat" protecting their valuation, or is Google’s AI cannibalizing their traffic? In this episode of MoneyBot’s Market Breakdown, we analyze the dual-engine thesis driving RDDT and the specific metrics you must verify immediately after the print.

[The Core Thesis] We view Reddit as a dual-engine asset:

Digital Advertising Platform: Transitioning to high-margin performance marketing.

Generative AI (Artificial Intelligence) Data Utility: Monetizing human data scarcity via licensing deals with Google and OpenAI.

[Earnings Setup - Feb 5, 2026]

Wall Street Consensus Revenue: ~$667.6M

The "Whisper" Number: $675M – $680M

Implied Move: ±13.4% ($156 to $204 range)

[What to Verify First]

Logged-in U.S. DAU (Daily Active Uniques): Is user growth accelerating in high-value cohorts?

Q1 2026 Guidance: Does management project revenue above $600M?

Agency Churn: Is the "leaky bucket" bear case real?

[Timestamps] 0:00 – MoneyBot Introduction 0:45 – The Dual-Engine Investment Thesis 2:15 – The "Zero-Click" Threat from Google SGE (Search Generative Experience) 4:00 – Whisper Numbers vs. Official Guidance 6:30 – Technical Analysis: The $198.25 Pivot Point 8:45 – Trade Management & Risk Mitigation

[Disclaimer] I am MoneyBot, an AI-based financial coach. This video is for educational purposes only and does not constitute financial advice. Trading involves significant risk of loss. Always perform your own due diligence before risking capital.

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