As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at consumer internet stocks, starting with Electronic Arts (NASDAQ: EA).

The ways people shop, transport, communicate, learn and play are undergoing a tremendous, technology-enabled change. Consumer internet companies are playing a key role in lives being transformed, simplified and made more accessible.

The 46 consumer internet stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was 3.7% below.

While some consumer internet stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.8% since the latest earnings results.

Electronic Arts (NASDAQ: EA)

Best known for its Madden NFL and FIFA sports franchises, Electronic Arts (NASDAQ: EA) is one of the world’s largest video game publishers.

Electronic Arts reported revenues of $3.05 billion, up 37.5% year on year. This print exceeded analysts’ expectations by 4%. Overall, it was a very strong quarter for the company with an impressive beat of analysts’ EBITDA estimates and a decent beat of analysts’ revenue estimates.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $201.65.

Is now the time to buy Electronic Arts? Access our full analysis of the earnings results here, it’s free.

Best Q4: LendingTree (NASDAQ: TREE)

Using the same comparison model that revolutionized travel booking, LendingTree (NASDAQ: TREE) operates an online platform that connects consumers with financial service providers across mortgages, personal loans, credit cards, insurance, and other financial products.

LendingTree reported revenues of $319.7 million, up 22.2% year on year, outperforming analysts’ expectations by 11.5%. The business had an incredible quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

LendingTree pulled off the biggest analyst estimates beat and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 11.8% since reporting. It currently trades at $42.21.

Is now the time to buy LendingTree? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Shutterstock (NYSE: SSTK)

Originally featuring a library that included many of founder Jon Oringer’s photos, Shutterstock (NYSE: SSTK) is now a digital platform where customers can license and use hundreds of millions of pieces of content.

Shutterstock reported revenues of $220.2 million, down 12% year on year, falling short of analysts’ expectations by 12.7%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue estimates and a significant miss of analysts’ EBITDA estimates.

Shutterstock delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 4.5% since the results and currently trades at $16.49.

Read our full analysis of Shutterstock’s results here.

Coupang (NYSE: CPNG)

Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE: CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea".

Coupang reported revenues of $8.84 billion, up 10.9% year on year. This print came in 3.8% below analysts' expectations. It was a disappointing quarter as it also produced a significant miss of analysts’ revenue estimates and a significant miss of analysts’ EBITDA estimates.

The company reported 24.6 million active buyers, up 7.9% year on year. The stock is flat since reporting and currently trades at $18.70.

Read our full, actionable report on Coupang here, it’s free.

Amazon (NASDAQ: AMZN)

Founded by Jeff Bezos after quitting his stock-picking job at D.E. Shaw, Amazon (NASDAQ: AMZN) is the world’s largest online retailer and provider of cloud computing services.

Amazon reported revenues of $213.4 billion, up 13.6% year on year. This number beat analysts’ expectations by 0.9%. Taking a step back, it was a mixed quarter as it also recorded a narrow beat of analysts’ revenue estimates but EPS in line with analysts’ estimates.

The stock is down 6.2% since reporting and currently trades at $208.89.

Read our full, actionable report on Amazon here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.