The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Match Group (NASDAQ: MTCH) and the rest of the consumer subscription stocks fared in Q4.

Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.

The 8 consumer subscription stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was 2.1% above.

In light of this news, share prices of the companies have held steady as they are up 4.7% on average since the latest earnings results.

Match Group (NASDAQ: MTCH)

Originally started as a dial-up service before widespread internet adoption, Match (NASDAQ: MTCH) was an early innovator in online dating and today has a portfolio of apps including Tinder, Hinge, Archer, and OkCupid.

Match Group reported revenues of $878 million, up 2.1% year on year. This print exceeded analysts’ expectations by 0.7%. Despite the top-line beat, it was still a mixed quarter for the company with EBITDA guidance for next quarter exceeding analysts’ expectations but full-year revenue guidance missing analysts’ expectations significantly.

"We are one year into our three-phase transformation, and our focus on user outcomes is driving meaningful progress across the portfolio," said CEO Spencer Rascoff.

Match Group delivered the weakest full-year guidance update of the whole group. The company reported 13.84 million users, down 5.2% year on year. Interestingly, the stock is up 9.7% since reporting and currently trades at $31.70.

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

Best Q4: Roku (NASDAQ: ROKU)

With a name meaning six in Japanese because it was the founder's sixth company that he started, Roku (NASDAQ: ROKU) makes hardware players that offer access to various online streaming TV services.

Roku reported revenues of $1.39 billion, up 16.1% year on year, outperforming analysts’ expectations by 3%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Roku scored the biggest analyst estimates beat among its peers. The company reported 37.9 billion service requests, up 11.1% year on year. The market seems happy with the results as the stock is up 23.7% since reporting. It currently trades at $102.56.

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

Weakest Q4: Duolingo (NASDAQ: DUOL)

Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo (NASDAQ: DUOL) is a mobile app helping people learn new languages.

Duolingo reported revenues of $282.9 million, up 35% year on year, exceeding analysts’ expectations by 2.5%. Still, it was a softer quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly.

As expected, the stock is down 23.2% since the results and currently trades at $90.18.

Read our full analysis of Duolingo’s results here.

Bumble (NASDAQ: BMBL)

Started by the co-founder of Tinder, Whitney Wolfe Herd, Bumble (NASDAQ: BMBL) is a leading dating app built with women at the center.

Bumble reported revenues of $224.2 million, down 14.3% year on year. This result surpassed analysts’ expectations by 1.2%. It was an exceptional quarter as it also produced EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

The company reported 3.78 million active buyers, down 9.6% year on year. The stock is up 19.7% since reporting and currently trades at $3.40.

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

Udemy (NASDAQ: UDMY)

With courses ranging from investing to cooking to computer programming, Udemy (NASDAQ: UDMY) is an online learning platform that connects learners with expert instructors who specialize in a wide range of topics.

Udemy reported revenues of $194 million, down 3% year on year. This number was in line with analysts’ expectations. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ EBITDA estimates and revenue in line with analysts’ estimates.

Udemy had the weakest performance against analyst estimates among its peers. The stock is down 8.6% since reporting and currently trades at $4.29.

Read our full, actionable report on Udemy 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 Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.