Reddit Reportedly Seeks New Deal With Google For AI Content

According to a Bloomberg report, over a year and a half after its first data-licensing contract with Google, the company is now seeking agreements that include participation in future AI training and search features.
The Reddit logo appears on the screen of a smartphone that rests on top of a laptop keyboard in Reno, United States, on November 28, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)
The Reddit logo appears on the screen of a smartphone that rests on top of a laptop keyboard in Reno, United States, on November 28, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)
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Shivani Kumaresan·Stocktwits
Updated Sep 17, 2025   |   12:47 PM GMT-04
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Reddit Inc. (RDDT) stock gained attention on Wednesday after a report stated that the company is holding preliminary discussions with Alphabet Inc. (GOOG, GOOGL) regarding a content licensing agreement. 

According to a Bloomberg report, over a year and a half after the company’s first data‑licensing contract with Google, reportedly worth $60 million, Reddit now seeks agreements that include participation in future AI training and search features.

Reddit stock inched 0.4% lower on Wednesday afternoon and became the second-most trending ticker on Stocktwits. Retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels. 

RDDT’s Sentiment Meter and Message Volume as of 12:10 p.m. ET on Sep. 17, 2025 | Source: Stocktwits
RDDT’s Sentiment Meter and Message Volume as of 12:10 p.m. ET on Sep. 17, 2025 | Source: Stocktwits

The stock saw a 118% increase in user message count over the past month. The platform continues to maintain its foundational licensing agreements with Google and OpenAI, which were established in early 2024 and have generated more than $200 million in collective value over several years, the report noted. These contracts run for two to three years, and Reddit said they are still in effect.

According to the report, Reddit proposes that its community members become more active contributors in ways that signal value to both users and AI platforms. The aim is to ensure that, as its posts are cited in AI responses or appear in search results, Reddit is compensated in proportion to the influence its content has.

Reddit is anticipating a third-quarter (Q3) revenue in the range of $535 million to $545 million, against the consensus estimate of $545.9 million, according to Fiscal AI data. The adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is expected to be in the range of $185 million to $195 million. 

Reddit stock has gained 62% in 2025 and 327% in the last 12 months. 

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