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Industry top-down

Internet Content & Information

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

16 companiesMedian revenue YoY: +8.4%EPS beat rate: —

AI industry top-down

The Internet Content & Information industry recorded solid top-line growth, with a median year-over-year revenue growth rate of 18.17%. While favorable brokerage ratings remain dominant, led by large platforms such as Alphabet and Meta, performance divergence among individual stocks is also evident, highlighted by Meta's EPS decline and Match Group's negative revenue growth (-1.23%).

  • Industry median YoY revenue at 18.17%, maintaining overall growth
  • 'Strong Buy' ratings dominate large-caps including Alphabet and Meta
  • Robust platform traffic-driven revenue in Reddit (61.1%) and Alphabet (24.2%)
Where companies diverge: Reddit's high growth (61.10%) versus Match Group's negative growth (-1.23%) · Earnings trend divergence between Alphabet's surging EPS (294.37%) and Meta's EPS decline (-13.45%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
GOOGAlphabet Inc.FY2026 Q3$127.58B+24.7%$2.12-26.1%—
GOOGLAlphabet Inc.FY2026 Q3$127.58B+24.7%$2.12-26.1%—
METAMeta Platforms, Inc.FY2026 Q3$64.6B+26.1%$3.83+264.8%—
035420NAVER CorporationFY2026 Q2₩57.17B+2.1%₩4635.00+43.6%—
RDDTReddit, Inc.FY2026 Q3$894.96M+53.0%$1.40+75.0%—
PINSPINTEREST, INC.FY2026 Q3$1.17B+11.9%$0.04-69.2%—
035720Kakao Corp.FY2025 Q3₩2.09T+8.6%₩278.00+15.4%—
MTCHMatch Group, Inc.FY2026 Q3$891.23M-2.5%$0.73+17.7%—
SNAPSnap IncFY2026 Q3$1.72B+14.3%$0.03——
ZGZILLOW GROUP, INC.FY2026 Q3$724M+7.1%$-0.70——
ZZILLOW GROUP, INC.FY2026 Q3$724M+7.1%$-0.70——
IACIAC Inc.FY2026 Q1$481.69M-22.8%$-2.64——
PPLIPeople IncFY2026 Q3$430.82M-27.0%$-9.15——
CARGCarGurus, Inc.FY2026 Q3$258.37M+8.2%$0.59+31.1%—
RUMRumble Inc.FY2026 Q2$40.37M—$-0.28——
STUBStubHub Holdings, Inc.FY2026 Q2$573.07M—$0.00——

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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