AI scrapping Reddit’s latest earnings report revealed that content licensing agreements with artificial intelligence firms Google and OpenAI contribute approximately 10 per cent of its revenue, amounting to around $130 million.

We know Google pays Reddit $60M, and Reddit has content deals with only Google and OpenAI. That leaves OpenAI paying about $70M.

I reported last week that OpenAI was targeting a release of GPT-4.5 by the end of February, and it looks like it’s about to happen. Reddit posters have discovered references to GPT-4.5, codenamed Orion,

When it comes to anti-generative AI rules, numerous subreddits have zero-tolerance policies, while others permit posts that use generative AI if it's combined with human elements or is executed very well. These rules task mods with identifying posts using generative AI and determining if they fit the criteria to be permitted on the subreddit.

Reddit plans to launch a revamped search tool that'll help users navigate the social network but also answer 'subjective, hard, [and] interesting questions.'

Reddit has decided to take AI innovation more seriously in response to a tweak in Google’s algorithm that affected traffic to the site in 2024. In the fourth quarter of 2024, Reddit’s site averaged 101.

Reddit’s earnings reveal OpenAI paid $70M for AI content licensing. With ad revenue up 60% YoY, the platform expands AI partnerships.

Reddit turned in solid revenue growth, but investors were disappointed with its user growth. The company has a nice international opportunity in front of it. The stock looks reasonably valued if it can continue its strong growth.

AI scrapping Reddit’s latest earnings report revealed that content licensing agreements with artificial intelligence firms Google and OpenAI contribute approximately 10 per cent of its revenue, amounting to around $130 million.

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In addition to a miss on quarterly EPS, Reddit's daily active users in the December quarter hit 101.7 million, less than the 103.8 million expected.