Reddit 财报超预期但股价大跌22.6%

$RDDT ER in a nutshell:

Revenue: $804.9M vs. $730.4M (expected). EPS: $1.25 vs. ~$0.95. Net income: $252.8M vs. $196.5M

Q3 guidance: Revenue: $860–870M vs. 829.1M Adjusted EBITDA: $385-395M vs. $369M

Blowout financials, market always like to explain the drop 22.6% off some new BS narrative.

Last quarter: "AI will disrupt Reddit causing revenue loss!"

This quarter: "See, DAU fell .6%!" (proceeds to ignore any revenue/profitability growth)