Core Insights - Perion Network reported quarterly earnings of $0.49 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.33 per share a year ago, resulting in an earnings surprise of +1.03% [1] - The company achieved revenues of $137.14 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.32% and up from $129.58 million year-over-year [2] Financial Performance - Over the last four quarters, Perion Network has consistently surpassed consensus EPS estimates [2] - The company has also topped consensus revenue estimates four times in the same period [2] - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $95.6 million, and for the current fiscal year, it is $1.27 on revenues of $468.77 million [7] Market Position - Perion Network shares have declined approximately 10.5% since the beginning of the year, contrasting with the S&P 500's flat performance [3] - The Zacks Industry Rank places the Internet - Content sector in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] Future Outlook - The company's earnings outlook will be crucial for determining stock price movements, particularly in light of management's commentary during the earnings call [3][4] - The trend of estimate revisions prior to the earnings release was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, suggesting expected underperformance in the near future [6]

分组1 - Similarweb reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, compared to a loss of $0.03 per share a year ago, representing an earnings surprise of +347.76% [1] - The company posted revenues of $72.76 million for the quarter ended December 2025, which missed the Zacks Consensus Estimate by 3.89%, but increased from $65.59 million year-over-year [2] - Similarweb shares have declined approximately 46.9% since the beginning of the year, contrasting with the S&P 500's slight decline of 0.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $77.27 million, and for the current fiscal year, it is $0.15 on revenues of $320.03 million [7] - The Zacks Industry Rank indicates that the Internet - Content sector is currently in the top 20% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

Core Viewpoint - Shutterstock reported quarterly earnings of $0.67 per share, missing the Zacks Consensus Estimate of $1.05 per share, and matching earnings from the previous year [1][2] Financial Performance - The earnings surprise was -36.19%, with the company previously expected to post earnings of $1.47 per share but only achieving $0.99, resulting in a surprise of -32.65% [2] - Revenues for the quarter were $220.22 million, missing the Zacks Consensus Estimate by 12.82%, and down from $250.31 million year-over-year [3] Stock Performance - Shutterstock shares have declined approximately 9.6% since the beginning of the year, while the S&P 500 has only decreased by 0.1% [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $251.77 million, and for the current fiscal year, it is $3.96 on revenues of $1.01 billion [8] - The Internet - Content industry is ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [9]

分组1 - Angi reported quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.26 per share, representing an earnings surprise of -33.33% [1] - The company posted revenues of $240.77 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.7%, and down from $267.87 million year-over-year [2] - Angi has surpassed consensus EPS estimates only once in the last four quarters, while it has topped consensus revenue estimates two times in the same period [2] 分组2 - The stock has underperformed the market, losing about 9.6% since the beginning of the year compared to the S&P 500's gain of 1.7% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.17 on $248.18 million in revenues for the coming quarter and $1.39 on $1.06 billion in revenues for the current fiscal year [7] - The Zacks Industry Rank for Internet - Content is in the top 23% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Core Insights - The Zacks Internet - Content industry is experiencing growth due to strong demand for digital offerings, video content, and cloud-based applications, aided by advancements in AI and Generative AI [1][3] - Despite growth opportunities, the industry faces challenges from macroeconomic conditions affecting advertising spending, which is a primary revenue source [1][4] Industry Description - The industry includes providers of video encoding platforms, Internet content, staffing services, and online travel companies, among others, and is undergoing rapid digitalization [2] - Advertising remains a major revenue source, prompting companies to enhance their digital presence across various platforms [2] Trends - There is a growing demand for digital offerings driven by technological advancements and the proliferation of smart devices [3] - The industry is characterized by frequent product introductions and evolving consumer behavior [3] Advertising and Revenue - Marketing efforts are focused on increasing website traffic, with advertising and subscriptions being key revenue sources [4] - Consumer spending trends, particularly during holidays, significantly influence revenue, although macroeconomic challenges are expected to impact ad spending in the near term [4] Regulatory Environment - Increased regulatory pressures, especially in China and the EU, are affecting industry participants, particularly regarding advertising practices [5] - The implementation of the General Data Protection Regulation and the Digital Markets Act in the EU adds to the challenges faced by online content providers [5] Industry Ranking - The Zacks Internet - Content industry holds a Zacks Industry Rank of 55, placing it in the top 23% of over 250 Zacks industries, indicating a generally positive outlook [6] - However, the near-term prospects are considered dim, with the industry underperforming compared to the broader market [7][10] Earnings Outlook - Analysts show optimism regarding the industry's earnings growth potential, with a 4.1% increase in the Zacks Consensus Estimate for 2026 earnings since November 30, 2025 [8] Stock Performance - The industry has underperformed the S&P 500 and the broader Zacks Computer and Technology sector over the past year, with a decline of 40.3% compared to the S&P 500's increase of 16.8% [10] Valuation - The industry is currently trading at a trailing 12-month price-to-sales ratio of 3.66X, lower than the S&P 500's 6.61X and the sector's 8.32X [13] Company Highlights - **RELX**: A Zacks Rank 1 (Strong Buy) company benefiting from a shift towards higher growth analytics and decision tools, with a steady earnings estimate of $1.95 per share for 2026 [16][17] - **Yelp**: A Zacks Rank 2 (Buy) stock experiencing growth from increased ad spending and consumer traffic, with a steady earnings estimate of $2.39 per share for 2026 [20][21]

Group 1 - DHI Group reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.08 per share, and showing an increase from $0.07 per share a year ago, representing an earnings surprise of +20.00% [1] - The company achieved revenues of $31.38 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.50%, although this is a decline from year-ago revenues of $34.78 million [2] - DHI Group has outperformed the S&P 500, with shares increasing about 9% since the beginning of the year compared to the S&P 500's gain of 1.1% [3] Group 2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for DHI Group was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] - Current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $29.47 million, and for the current fiscal year, it is $0.26 on revenues of $120.03 million [7] Group 3 - The Internet - Content industry, to which DHI Group belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Another company in the same industry, Shutterstock, is expected to report quarterly earnings of $1.05 per share, reflecting a year-over-year change of +56.7%, with revenues projected at $252.62 million, up 0.9% from the previous year [9]

Company Overview - Opera Limited's shares increased by 13.5% to close at $14.1, following a period of 12.7% loss over the past four weeks, indicating a significant rebound in stock performance [1] - The company is benefiting from its products, including Opera Neon and Agentic AI, along with an expansion of Minipay Wallet and raised financial guidance [1] Earnings Expectations - Opera Limited is expected to report quarterly earnings of $0.33 per share, reflecting a year-over-year increase of 3.1% [2] - Revenue projections for the upcoming quarter stand at $165 million, which is a 13.2% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Opera has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [3] Industry Context - Opera Limited is part of the Zacks Internet - Content industry, which includes other companies like Shutterstock [3] - Shutterstock's consensus EPS estimate for its upcoming report is $1.05, representing a significant year-over-year increase of 56.7%, and it currently holds a Zacks Rank of 2 (Buy) [4]

Core Insights - Intellinetics, Inc. (INLX) reported a quarterly loss of $0.08 per share, which was better than the Zacks Consensus Estimate of a loss of $0.10, representing an earnings surprise of +20.00% [1] - The company posted revenues of $4 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 7.38% and down from $4.59 million a year ago [2] - Intellinetics shares have declined approximately 33.2% year-to-date, contrasting with the S&P 500's gain of 16.4% [3] Financial Performance - Over the last four quarters, Intellinetics has surpassed consensus EPS estimates two times [2] - The current consensus EPS estimate for the upcoming quarter is -$0.10 on revenues of $4.46 million, and for the current fiscal year, it is -$0.50 on revenues of $17.03 million [7] Industry Outlook - The Zacks Industry Rank for Internet - Content is currently in the bottom 16% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]

Core Viewpoint - Webtoon Entertainment reported quarterly earnings of $0.04 per share, matching the Zacks Consensus Estimate, but down from $0.22 per share a year ago [1] - The company posted revenues of $378.04 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.35% [2] Financial Performance - Webtoon surpassed consensus EPS estimates three times over the last four quarters [2] - The company has also topped consensus revenue estimates three times in the same period [2] - Year-over-year revenue growth was observed, increasing from $347.92 million [2] Stock Performance - Webtoon shares have increased approximately 21.4% since the beginning of the year, outperforming the S&P 500's gain of 16.4% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating expectations for outperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.09, with projected revenues of $392.11 million, and for the current fiscal year, the EPS estimate is $0.24 on revenues of $1.45 billion [7] - The estimate revisions trend for Webtoon was favorable ahead of the earnings release, suggesting potential positive movements in stock performance [6] Industry Context - The Internet - Content industry, to which Webtoon belongs, is currently ranked in the bottom 16% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Yelp reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, and showing an increase from $0.56 per share a year ago, resulting in an earnings surprise of +29.79% [1] - The company achieved revenues of $376.04 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.29% and up from $360.34 million year-over-year [2] - Yelp has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise of +29.79% indicates strong performance relative to expectations, with a previous quarter's surprise of +39.58% [1] - The company has shown a pattern of exceeding consensus estimates, with four consecutive quarters of positive surprises in both EPS and revenue [2] Stock Performance - Yelp shares have declined approximately 16.9% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.57, with projected revenues of $371.48 million, while the estimate for the current fiscal year is $2.08 on $1.47 billion in revenues [7] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4]