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 Q1. 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 satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.2% while next quarter’s revenue guidance was 0.6% below.
In light of this news, share prices of the companies have held steady as they are up 3.1% on average 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 $1.86 billion, up 3.6% year on year. This print fell short of analysts’ expectations by 7.5%. Overall, it was a disappointing quarter for the company with some shareholders anticipating a better outcome.
Interestingly, the stock is up 1.8% since reporting and currently trades at $205.26.
Read our full report on Electronic Arts here, it’s free.
Best Q1: Sea (NYSE: SE)
Founded in 2009 and a publicly traded company since 2017, Sea (NYSE: SE) started as a gaming platform and has since expanded to offer a variety of services such as e-commerce, digital payments, and financial services across Southeast Asia.
Sea reported revenues of $7.33 billion, up 43.2% year on year, outperforming analysts’ expectations by 10.1%. The business had a stunning quarter with an impressive beat of analysts’ EBITDA estimates and solid growth in its users.
Sea delivered the biggest analyst estimate beat among its peers. The company reported 72.6 million users, up 12.4% year on year. The market seems happy with the results as the stock is up 27.5% since reporting. It currently trades at $108.18.
Is now the time to buy Sea? Access our full analysis of the earnings results here, it’s free.
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 $199.2 million, down 17.9% year on year, falling short of analysts’ expectations by 10.1%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA estimates.
Shutterstock delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 50.1% since the results and currently trades at $8.79.
Read our full analysis of Shutterstock’s results here.
Snap (NYSE: SNAP)
Founded by Stanford University students Evan Spiegel, Reggie Brown, and Bobby Murphy, and originally called Picaboo, Snapchat (NYSE: SNAP) is an image centric social media network.
Snap reported revenues of $1.53 billion, up 12.1% year on year. This number was in line with analysts’ expectations. Overall, it was a very strong quarter as it also put up an impressive beat of analysts’ EBITDA estimates.
The stock is down 24.3% since reporting and currently trades at $4.63.
Read our full, actionable report on Snap here, it’s free.
Carvana (NYSE: CVNA)
Known for its glass tower car vending machines, Carvana (NYSE: CVNA) provides a convenient automotive shopping experience by offering an online platform for buying and selling used cars.
Carvana reported revenues of $6.43 billion, up 52% year on year. This print topped analysts’ expectations by 6%. It was a very strong quarter as it also logged an impressive beat of analysts’ EBITDA estimates.
The stock is down 15.2% since reporting and currently trades at $67.26.
Read our full, actionable report on Carvana 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 Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
