Great write-up! As you probably know I have been an early $RDDT investor and it is scary to see that an algorithm change from Google impacts the US DAU so much.
Apparently they figured out a way to be back to the top of searches during Q1. Nevertheless, it shows they have to grow fast in order to reach critical mass.
They also need to increase the number of logged-in users as opposed to logged out ones usually just looking for an answer to a Google search.
Profitability was through the roof and international is growing better than expected thanks to MML translation of English content to local languages (French…)