Q4 Overview: Alphabet (NASDAQ:GOOGL) Compared to Other Consumer Internet Equities

Q4 Review: Top and Bottom Performers in Consumer Internet

As the fourth quarter earnings season concludes, let's take a closer look at which companies in the consumer internet sector stood out—both for their successes and their challenges. This includes industry giants like Alphabet (NASDAQ:GOOGL) and several of its competitors.

Technology continues to reshape how we shop, travel, communicate, learn, and entertain ourselves. Companies in the consumer internet space are at the forefront of this transformation, making everyday life more convenient and accessible for millions.

Among the 45 consumer internet companies we monitor, Q4 results were mixed. Collectively, these businesses reported revenue that surpassed analyst forecasts by 1.7%, while their guidance for the next quarter remained consistent with expectations.

Despite these results, share prices across the sector have remained largely stable, with little movement since the latest earnings announcements.

Spotlight: Alphabet (NASDAQ:GOOGL)

Founded by Larry Page and Sergey Brin in a Menlo Park garage, Alphabet (NASDAQ:GOOGL) is the parent company behind Google Search, Google Cloud Platform, and YouTube.

In the most recent quarter, Alphabet generated $113.8 billion in revenue, marking an 18% increase from the previous year and surpassing analyst projections by 2.2%. The company not only exceeded revenue expectations but also delivered a strong performance on earnings per share.

Alphabet Total Revenue

Following the earnings release, Alphabet's stock has declined by 10.7% and is currently trading at $297.28.

Q4 Standout: LendingTree (NASDAQ:TREE)

LendingTree (NASDAQ:TREE) has applied the comparison-shopping model that revolutionized travel to the financial sector, offering an online marketplace that connects consumers with providers of mortgages, personal loans, credit cards, insurance, and more.

For Q4, LendingTree reported $319.7 million in revenue, a 22.2% year-over-year increase and an 11.5% beat over analyst estimates. The company also provided next-quarter EBITDA guidance above expectations and significantly outperformed on EBITDA for the quarter.

LendingTree Total Revenue

LendingTree achieved the largest beat on analyst estimates and raised its full-year guidance more than any of its peers. Investors responded positively, with the stock rising 11.3% since the earnings announcement to $42.01.

Q4 Laggard: Robinhood (NASDAQ:HOOD)

Robinhood (NASDAQ:HOOD) aims to make finance accessible to everyone, offering a platform for commission-free trading of stocks and cryptocurrencies.

In Q4, Robinhood posted $1.28 billion in revenue, up 26.5% year over year but missing analyst expectations by 3.9%. The company also fell short of EBITDA projections, making it a disappointing quarter overall.

As a result, Robinhood's stock has dropped 10.7% since the earnings release and is now priced at $76.45.

Chegg (NYSE:CHGG)

Chegg (NYSE:CHGG) began as a textbook rental company and has since evolved into a digital platform offering academic support and study resources for students.

Chegg reported $72.66 million in revenue for the quarter, a 49.4% decline year over year. However, this result still exceeded analyst expectations by 2.3%. The company also provided EBITDA guidance above forecasts and outperformed on EBITDA for the quarter.

Chegg experienced the slowest revenue growth among its peers, with its stock falling 16.5% since the earnings report to $0.63.

Udemy (NASDAQ:UDMY)

Udemy (NASDAQ:UDMY) is an online education platform connecting learners with instructors on topics ranging from investing and cooking to programming and more.

For Q4, Udemy reported $194 million in revenue, a 3% decrease from the previous year, which matched analyst expectations. The company also delivered a strong beat on EBITDA estimates.

Since the earnings release, Udemy's stock has increased by 3.9% and is currently valued at $4.88.

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