Reddit (RDDT): FY25 Q3 earnings call, Oct 30, 2025

Thu, Oct 30Earnings callSpeaker-labelled transcriptReddit

On its Oct 30, 2025 earnings call (FY25 Q3), Reddit said 5 of the 10 words Kalshi and Polymarket listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 5 settled yes · our count agreed on 10 of 10

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Reddit Pro 3+ timesYes66✓57%transcripts from the transcript model–
Traffic Yes410✓84%transcripts from the transcript model–
Machine Translation Yes33✓87%transcripts from the transcript model–
Game Yes33✓57%transcripts from the transcript model–
Smartly Yes11✓35%transcripts from the transcript model–
Algorithm No00✓71%transcripts from the transcript model–
Election No00✓40%transcripts from the transcript model–
OpenAI / Open AI No00✓31%transcripts from the transcript model–
Shutdown / Shut Down No00✓17%transcripts from the transcript model–
TikTok No00✓17%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Tailwind”; 1 quoted, at least 25 words apart.

Andrew Vollerocompanyprepared

…year-over-year. Second, impression growth remains our key driver, but we saw a tailwind from pricing in the quarter, a consistent trend so far this year…

Where the listed words were said

Steven Huffmancompany“Reddit Pro (3+)” · prepared

…engage directly with brands, institutions and publishers. In September, we launched new Reddit Pro tools tailored for publishers. Early adopters like the Associated Press can…

Steven Huffmancompany“Traffic” · prepared

…the U.S. and globally; increasing top-of-funnel growth by diversifying the sources of traffic, including organic, paid and publisher-driven; and, of course, scaling monetization and ad…

Steven Huffmancompany“Machine Translation” · prepared

…experience on Reddit. And third, internationalization. Our international growth continues to accelerate. Machine translation is available in 30 languages, and it's a major driver of…

Jennifer Wongcompany“Game” · prepared

…funnel and seeing encouraging results with brands like Bethesda, the mid-market video game publisher, seeing 15% higher click-through rates. We're developing interactive ads built on…

Jennifer Wongcompany“Smartly” · qa

…results that shopping or DPA delivers. And we had a partnership with Smartly that we announced and a piece of that is also just doing…

Agents: this page as TSV at /api/v1/appearances/reddit:2025-10-30:earnings_call · words: /api/v1/brief?appearance=reddit:2025-10-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP