Reddit: remaining performance obligations (contracts over one year, mainly content licensing), as of September 30, 2026
$62.4 million of contracted revenue still to be recognised on contracts longer than one year, mostly content licensing. Expected to be recognised: $31.9 million in the remainder of 2026 and $30.5 million in 2027, so the contracts counted run out by the end of 2027. At 30 June 2026 the figure was $92.1 million ($62.0 million in the rest of 2026 and $30.1 million in 2027): $29.7 million less in one quarter, while the 2027 part rose by $0.4 million (arithmetic on the two filings' figures). The 10-Q announces no renewal and names no new licensing partner.
Dated 30 Sep 2026Source checked 30 Oct 2026Basis: stated
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“As of September 30, 2026, the aggregate amount of remaining performance obligations in contracts with an original expected duration exceeding one year was $62.4 million. This amount consists primarily of long-term content licensing ... contracts and excludes deferred revenue related to short-term advertising contracts and Reddit Premium subscriptions. We expect to recognize $31.9 million in the remainder of 2026 and $30.5 million in 2027.”
- Reddit other revenue (mostly data licensing, plus products sold directly to users), third quarter of 2026, all licensees
- Reddit: other revenue, Q3 2026
- Reddit: licensing contracts: the two partners that hold the contract value, and where their terms stand, as of 30 Sep 2026
- Reddit's contracted revenue still to be recognised on contracts longer than one year, mainly content licensing, was $62.4 million at 30 September 2026, down from $92.1 million at 30 June 2026. $31.9 million falls in the rest of 2026 and $30.5 million in 2027. The same 10-Q says substantially all of the licensing contract value comes from two partners whose agreements are approaching the end of their current terms.
- A data licence is a run-off asset: the contracted revenue stops when the term does, so the renewal is where the price is set
It is shown on its own, not counted into a figure.
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