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Reddit to test a logged-in experience as search referrals fall

2 sources · 2 articlesFirst reported Updated ()1
What's new

First merged summary.

Merged summary · x-ai/grok-4.7 · rewritten as coverage arrivesSummaries by Vani AI

Reddit will test a primarily logged-in experience after flat global daily users and declines in U.S. users and search referrals.

With third-quarter 2026 earnings, Reddit said it will move toward a primarily logged-in experience as Google and AI search reduce referrals. Global daily users were flat at 130.3 million, while U.S. daily users fell to 50.7 million from 53.2 million. Search referrals dropped by more than 1 million a week on average in October, and CEO Steve Huffman said most unauthorized access is logged out. Tests begin in selected markets outside the United States in the fourth quarter, with no worldwide timeline. Revenue rose 53% to $895 million, and non-advertising revenue, including AI data licensing, grew 35% to $48 million.

Key facts
  • U.S. daily users fell from 53.2 million in Q2 to 50.7 million.
  • Global daily users were flat at 130.3 million.
  • October search referrals fell by more than 1 million a week.
  • Revenue rose 53% year over year to $895 million.
  • Non-advertising revenue, including AI licensing, grew 35% to $48 million.
  • Logged-in and app users account for over 80% of monetization.
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What each outlet adds

beyond the shared facts
  • TechCrunchGives user and revenue figures and says logged-out access is expected to remain.
  • Hacker NewsAdds unauthorized-access claim, 2024 licensing deals, and monetization share.
Products
Reddit
Organizations
RedditGoogleOpenAI
Countries
United States

Coverage

oldest first · one row per article · UTC
  1. · 1d ago TechCrunch · AIFirst report

    Reddit shifts toward a logged-in experience as search traffic falls

    Q3 global daily users were flat at 130.3 million, while U.S. daily users fell to 50.7 million.

  2. · 1d ago Hacker News · security

    Reddit will require login, testing first outside the US

    Huffman says most unauthorized access is logged out; October search referrals fell by more than 1 million a week.