Reddit (RDDT): FY25 Q4 earnings call, Feb 5, 2026
On its Feb 5, 2026 earnings call (FY25 Q4), Reddit said 16 of the 21 words Kalshi and Polymarket listed; Parrot’s count agreed with all 21 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
21 words · 16 settled yes · our count agreed on 21 of 21- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Logged-in | Yes | 10 | 10 | ✓ | 79%transcripts from the transcript model | – |
| Yes | 4 | 4 | ✓ | 93%transcripts from the transcript model | – | |
| OpenAI | Yes | 4 | 4 | ✓ | 41%transcripts from the transcript model | – |
| International | Yes | 3 | 3 | ✓ | 91%transcripts from the transcript model | – |
| Traffic | Yes | 3 | 3 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Reddit Answers | Yes | 3 | 3 | ✓ | 85%transcripts from the transcript model | – |
| Reddit Pro | Yes | 2 | 2 | ✓ | 84%transcripts from the transcript model | – |
| Developer | Yes | 2 | 2 | ✓ | 61%transcripts from the transcript model | – |
| OpenAI / Open AI | Yes | 2 | 4 | ✓ | 18%n=1+tx from settlement history blended with transcripts | – |
| Machine Translation | Yes | 1 | 1 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Licensing | Yes | 1 | 1 | ✓ | 88%transcripts from the transcript model | – |
| Translation | Yes | 1 | 1 | ✓ | 86%transcripts from the transcript model | – |
| Smartly | Yes | 1 | 1 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| Algorithm | Yes | 1 | 1 | ✓ | 45%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 1 | 1 | ✓ | 27%transcripts from the transcript model | – |
| Citation | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Game | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Anthropic | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Dynamic Pricing | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Emplifi | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| TikTok | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
1 match for “Licensing”; 1 quoted, at least 25 words apart.
…of the ad funnel. Other revenue, which includes revenue from our content licensing business, reached $36 million, up 8%. U.S. revenues were up 68%. International…
Where the listed words were said
…think about our product and users must evolve too. We've historically reported logged-in versus logged-out users, as some of our work to streamline onboarding, instant…
…if you could talk a little bit about the AI deals with Google and OpenAI. How are they using their data? And you think it's…
…Justin. So on the AI deals, really, our partnerships with Google and OpenAI I think we can see the growing importance of Reddit, Inc. Reddit,…
…And fourth, we saw strength across geographies. U.S. Revenue grew 68% and international revenue grew 78% year over year. Our ML and signals optimization efforts…
…was our Q4 beta launch of campaign budget optimization for the mid-funnel traffic objective. CBO dynamically allocates budgets and reduces manual adjustments, to maximize performance…
…In Q4, we made significant progress in unifying our core search with Reddit Answers, our AI-powered search feature. Together, they drive more search volume and…
…product launches and events, including live streams and AMAs. To expand our Reddit Pro tools, we launched verified profiles, that empower businesses and professional entities…
…of Reddit, Inc., we want those basically to be part of our developer program apps. And so we do see things like this on Reddit,…
…lots of things there. I like the bigger one. On Google and OpenAI, how we feel about the citations, look, I think there's a lot…
…be additive? Well, look, Depending on how you look at it, right, machine translation is AI-generated content. So there's certainly a role for using like,…
…connection to global brands and businesses. Building on our API partnerships with Smartly and WooCommerce, we are expanding our partner ecosystem to scale audience reach,…
…We're now operating in a fundamentally different Internet. One shaped by opaque algorithms, generative content, and growing distrust. And yet, amid this shift, more people…
Agents: this page as TSV at /api/v1/appearances/reddit:2026-02-05:earnings_call · words: /api/v1/brief?appearance=reddit:2026-02-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP