--- title: "Why Reddit Wants A New 'Dynamic' Pricing Model From Google" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/257782409.md" description: "Reddit is in talks with Google to renegotiate its content-sharing agreement, aiming for a new pricing model that reflects the value of its data for AI applications. After a $60 million deal, Reddit seeks deeper integration with Google's AI, linking traffic to user engagement. The platform's licensing agreements are valued at $203 million. Despite a 61% stock surge this year, Reddit faces challenges converting Google referrals into long-term users. Analysts predict profitability by 2025, driven by user growth and ad momentum, while RDDT shares recently fell 3.25%." datetime: "2025-09-17T18:48:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/257782409.md) - [en](https://longbridge.com/en/news/257782409.md) - [zh-HK](https://longbridge.com/zh-HK/news/257782409.md) --- > 支持的语言: [English](https://longbridge.com/en/news/257782409.md) | [繁體中文](https://longbridge.com/zh-HK/news/257782409.md) # Why Reddit Wants A New 'Dynamic' Pricing Model From Google **Reddit** RDDT is in early discussions with **Alphabet's** GOOGL GOOG **Google** to renegotiate its content-sharing agreement, seeking a structure that better captures the growing value of its data for search and generative artificial intelligence applications. More than 18 months after signing its first data-licensing deal with Google, reportedly valued at $60 million, Reddit is now exploring deeper integration with Google's AI products, Bloomberg reported, citing people familiar with the matter. Executives told the outlet they want a new framework that links Google-driven traffic to user engagement, encouraging visitors to join discussions and generate fresh material for AI training. **_Also Read: Reddit Partnerships With OpenAI, Google And Sprinklr Drive Upside: Analysts_** Reddit confirmed in its January 2024 IPO filings that it had licensing agreements worth $203 million over two to three years with Google, **OpenAI**, and other partners. Management is now weighing a dynamic pricing model that scales payouts as Reddit's content becomes more essential to AI-generated answers. Despite the platform's rising visibility in AI search results, executives acknowledge that Google referrals have not consistently translated into long-term community members. To address this, Reddit is working directly with Google's product teams to steer visitors deeper into its forums while delivering higher-quality datasets to partners. Benzinga reached out to Reddit for comment on the Bloomberg report and is awaiting a response. Reddit shares have surged 61% year-to-date, outperforming the **NYSE Composite Index's** 13% gain. Analysts view accelerating user growth and strong ad momentum as signs the platform is on track toward profitability. **JPMorgan's Doug Anmuth** pointed to rising daily active users across U.S. and international markets, forecasting GAAP profitability in 2025 and long-term EBITDA margins approaching 50%. **Guggenheim's Michael Morris** cited a 78% jump in second-quarter revenue, fueled by a 50% increase in active advertisers and deeper client spending, while noting that third-quarter guidance came in about 20% above consensus. **Needham** analyst **Laura Martin** highlighted Reddit's AI-driven advantages, including greater exposure in Google search results, the use of AI translations to expand global communities, and continued talks with OpenAI and Google's Gemini. **Price Action:** RDDT stock was trading lower by 3.25% to $258.00 at last check Wednesday. - **_Apple Services Revenue Trajectory Signals Softness With Weaker App Store Downloads: Analyst_** _Photo by Henry Franklin via Shutterstock_ ### 相关股票 - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [Reddit (RDDT.US)](https://longbridge.com/zh-CN/quote/RDDT.US.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) ## 相关资讯与研究 - [Google in Talks With Poolside to Revive Data Center Project](https://longbridge.com/zh-CN/news/281507610.md) - [Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion](https://longbridge.com/zh-CN/news/281220147.md) - [UK Competition Watchdog Seeks Feedback for Apple, Google App Store Commitments](https://longbridge.com/zh-CN/news/281375727.md) - [Google Lets Gmail Users Change Old Email Addresses Without Losing Accounts](https://longbridge.com/zh-CN/news/281579693.md) - [ExlService Enters Strategic Services Partnership With Google Cloud](https://longbridge.com/zh-CN/news/281565445.md)