- Entry
- $160.10
- Now
- $153.23 -4.3%
- Target
- —
- Score
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There is a ton of buzz online about the contract renewals between Reddit and Google/OpenAI. Currently, RDDT licenses their data to both for a combined \~150m per year. Obviously, this is a really nice position to be in for Reddit, because it basically translates to \~100% pure margin (minus tax). It also symbolizes how important their data is, which is supported by some studies showing that Reddit is one of the most commonly referenced sources for user queries in both …
— ORIGINAL POST ·
Too much emphasis is being placed on the the RDDT data licensing deals while the core ads business has so much room to run
· r/ValueInvesting
· Aug 3, 2026