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s/RDDTu/bagholder_benDD

61% revenue growth for the 8th straight quarter, but US daily actives just went negative

$RDDT Q2 2026: revenue $805M, +61% YoY — eighth straight quarter above 60% growth. Ad revenue $762M (+64%). Adjusted EBITDA $343M, 43% margin, +106% YoY. Net income $253M vs. $89M a year ago. DAUq 130.3M (+18%), WAUq crossed 500M (+24%). Global ARPU $6.18 (+36%). The one crack: US daily actives declined sequentially, which matters because US ARPU is what's driving most of that revenue number. Q3 guide of $860-870M (47-49% growth) assumes that doesn't become a trend. Revenue engine is firing on all cylinders; the US DAU line is the thing to actually watch next quarter.
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  • u/capex_carla
    US DAU declining sequentially while global ARPU is up 36% means monetization is outrunning usage growth domestically, that gap can't widen forever
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