Consumer Internet Stocks Q1 Teardown: Expedia and Peers Report Mixed Results

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

The 46 consumer internet stocks tracked reported a satisfactory first quarter, with revenues beating analysts' consensus estimates by 1.2% while next quarter's revenue guidance came in 0.6% below. Expedia posted revenues of $3.43 billion, up 14.7% year on year and exceeding expectations by 2.2%, with EBITDA also beating estimates and next-quarter revenue guidance slightly topping forecasts. Sea delivered the biggest beat, with revenues of $7.33 billion up 43.2% year on year and outperforming expectations by 10.1%, alongside strong EBITDA and user growth to 72.6 million. Shutterstock was the weakest, with revenues of $199.2 million down 17.9% year on year and missing estimates by 10.1%, accompanied by a significant EBITDA miss. ACV Auctions reported revenues of $204.2 million up 11.8% year on year, beating by 1.1%, but next-quarter EBITDA guidance missed significantly. Coupang's revenues of $8.50 billion rose 7.5% year on year, slightly missing estimates by 0.6%, though EBITDA beat solidly, and active buyers grew 2.1% to 23.9 million.

Impact on stocks 6

Consumer Discretionary▲ · 2 stocks
Expedia Group Inc.
EXPE
▲ PositiveCapitalrelevance

Revenues beat expectations, EBITDA beat estimates, and next-quarter revenue guidance slightly topped forecasts.

Sea Ltd
SE
▲ PositiveCapitalrelevance

Revenues beat expectations by 10.1% with strong EBITDA and user growth.

Artificial Intelligence▼ · 2 stocks
Shutterstock
SSTK
▼ NegativeCapitalrelevance

Revenues missed estimates by 10.1% and EBITDA missed significantly.

Industrials▼ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Coupang LLC
CPNG
▲ PositiveCapitalrelevance

EBITDA beat solidly and active buyers grew.

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