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.

10 matches for “Traffic”; 5 quoted, at least 25 words apart.

Steven Huffmancompanyprepared

…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…

Ronald Joseyanalystqa

…think you said on the call, we're increasing top-of-funnel growth by diversifying traffic. So any insights on, call it, immediate term or near-term trends on…

Naved Khananalystqa

…that effort is going? And then maybe just another one on referral traffic from AI chatbots. Just trying to understand how meaningful is that in…

Steven Huffmancompanyqa

…there, but we're excited about where that can go. Second question on traffic from chatbots. They're not a traffic driver today. I think our relationships…

Steven Huffmancompanyqa

…work on these things with these partners, but they're not a major traffic driver today. But I think there's plenty of opportunity there as we…

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“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