Key Highlights
- Coursera reported Revenue up 94% to $376.7 million, with the Udemy Acquisition included from May 11, 2026.
- Reddit reported revenue up 53% to $895.0 million and Net Income of $283.3 million.
- Roblox reported revenue of $1,572 million, though bookings fell to $1,697 million from $1,922 million.
- Pinterest reported revenue up 12% to $1,173.9 million with 661 million monthly active users.
- Starz Entertainment reported revenue up 0.5% to $322.4 million and a narrower net loss of $34.8 million.
Which Internet and Platform Companies Reported the Fastest Revenue Growth?
Coursera (NYSE:COUR) reported third quarter 2026 revenue of $376.7 million, up 94%. Reddit (NYSE:RDDT) reported $895.0 million, up 53%, and Roblox (NYSE:RBLX) reported $1,572 million against $1,360 million, an increase of about 15.6% on a calculated basis. Pinterest (NYSE:PINS) reported $1,173.9 million, up 12%, and Starz Entertainment (NASDAQ:STRZ) reported $322.4 million, up 0.5%.
The rank criterion is year over year revenue growth. The bases are not identical: Coursera's figure comes largely from an acquisition rather than organic growth, and Roblox's rate is calculated from reported revenue rather than stated by the company. Reports were filed on October 29, 2026 and October 30, 2026.
1. Coursera: Did the Acquisition Double Revenue While the Net Loss Widened?
Coursera reported revenue of $376.7 million against $194.2 million, with gross Margin at 58.4% from 54.6%. Adjusted EBITDA was $61.5 million, up from $15.6 million, while the net loss was $25.6 million, or $0.10 per share, against $8.6 million, or $0.05.
Operating cash flow was $15.5 million, down 54%, and free cash flow was $4.6 million. The company said it will reach its $115 million synergy target by year-end, within eight months of close against an original 24-month timeline. Gross Profit was $220.1 million, up 108%, and the net loss margin was negative 6.8%.
2. Reddit: How Does Revenue Grow 53% While U.S. Daily Users Slip 2%?
Reddit reported net income of $283.3 million, or $1.40 per diluted share, against $0.80. Advertising revenue rose 54%, with ad pricing up about 34% and impressions up about 15%. Adjusted EBITDA was $402.3 million.
Daily Active Uniques rose 12% to 130.3 million, with rest of world up 24% and the U.S. down 2%. Average revenue per unique rose 36% to $6.87. Free cash flow was $362.6 million, and $660.0 million remained under the repurchase program. Gross margin was 91.5%, and income from operations was $261.6 million, up from $138.5 million. Nine-month revenue was $2.4 billion, up 60%.
3. Roblox: Why Did Bookings Fall $225 Million While Revenue Climbed?
Roblox reported bookings of $1,697 million against $1,922 million, a decline of about 11.7% on a calculated basis. Deferred revenue added $136 million to the bridge between revenue and bookings, against $573 million a year earlier.
The net loss was $227 million, or $0.32 per share, against $256 million, or $0.37, and Adjusted EBITDA was $138 million against $46 million. Daily active users averaged 138 million. Nine-month free cash flow was $1,254 million, and cash, cash equivalents and investments totaled $6.2 billion at September 30, 2026. The company repurchased 4.4 million Class A shares for $200 million in the quarter, and the company said safety changes have affected and may continue to affect engagement and bookings.
4. Pinterest: Is Ad Volume Growth of 17% Offsetting a 4% Drop in Pricing?
Pinterest reported ads served up 17% and ad prices down 4%, with monthly active users up 10% and global ARPU up 1% to $1.80. U.S. and Canada revenue rose 14% to $894.2 million, while Europe was flat at $192.6 million.
Net income was $21.5 million, or $0.04 per diluted share, against $92.1 million, or $0.13, as costs and expenses rose to $1,143.6 million. Adjusted EBITDA was $339.2 million, and free cash flow for the nine months was $881.9 million. Restructuring charges were $4.1 million in the quarter, and the global restructuring plan was completed. In October 2026 the company entered a $700.0 million revolving Credit facility.
5. Starz Entertainment: Can Profit Measures Improve on Nearly Flat Revenue?
Starz Entertainment reported OTT revenue up 1.7% to $226.6 million, while linear and other revenue fell 2.3% to $95.8 million. Programming amortization fell 9.8% to $141.5 million.
Adjusted OIBDA rose to $44.2 million from $21.8 million, and the net loss narrowed to $34.8 million from $52.6 million. Cash was $86.8 million, and the $183.0 million revolver was undrawn. Subscription price increases lifted OTT revenue, while nine-month revenue was $937.2 million, down 3.5%, and the nine-month net loss widened to $389.1 million from $249.1 million. Programming amortization was 43.9% of revenue against 48.9%.
How Do the Five Compare on Growth Gaps and Margins?
The gap between the fastest and slowest revenue growth is 93.5 percentage points, from Coursera at 94% to Starz Entertainment at 0.5% (calculated). Combined third quarter revenue is about $4,340.0 million (calculated), and Reddit's $895.0 million is about 20.6% of it (calculated).
On a calculated basis Reddit's adjusted EBITDA was about 44.9% of revenue, Pinterest's about 28.9% and Roblox's about 8.8%. Net income margins were about 31.7% for Reddit and 1.8% for Pinterest, while Roblox's net loss was about negative 14.4% and Starz Entertainment's about negative 10.8% (calculated).
Reddit paired the second-fastest growth with the widest margins of the group. Roblox grew faster than Pinterest on recognized revenue, but its bookings declined. Pinterest's costs and expenses rose to $1,143.6 million from $990.7 million, which left income from operations at $30.3 million against $58.5 million. Starz Entertainment's adjusted OIBDA margin was about 13.7% on a calculated basis, against 6.8% a year earlier.
What to Watch Next: Coursera Guidance, Reddit Tax Items and Buyback Capacity
Coursera guided fourth quarter revenue to $358 million to $366 million and adjusted EBITDA to $55 million to $59 million. Full-year 2026 revenue is guided to $1.229 billion to $1.237 billion, and its Project Helix platform is expected to reach enterprise customers in the first half of 2027.
Reddit's filing notes a release of its U.S. deferred tax valuation allowance may become possible within the next 12 months. Pinterest has $1,948.0 million remaining under its repurchase authorization, and Roblox has $2.4 billion.
Starz Entertainment estimated about $178.0 million of remaining cash outlays under its content review and restructuring programs. The Roblox, Pinterest and Reddit reports as summarized did not state revenue guidance.






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