Consumer Internet Stocks Q2 Highlights: Electronic Arts (NASDAQ:EA)

August 14, 2025 at 23:35 PM EDT

EA Cover Image

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer internet industry, including Electronic Arts (NASDAQ: EA) and its peers.

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 48 consumer internet stocks we track reported a satisfactory Q2. As a group, revenues beat analysts’ consensus estimates by 4.4% while next quarter’s revenue guidance was 0.5% below.

Thankfully, share prices of the companies have been resilient as they are up 5.7% 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 $1.67 billion, flat year on year. This print exceeded analysts’ expectations by 7.4%. Despite the top-line beat, it was still a slower quarter for the company with full-year EPS guidance missing analysts’ expectations.

“We delivered a strong start to FY26, outperforming expectations ahead of what will be the most exciting launch slate in EA’s history,” said Andrew Wilson, CEO of Electronic Arts.

Electronic Arts delivered the weakest full-year guidance update of the whole group. Interestingly, the stock is up 22% since reporting and currently trades at $180.25.

Read our full report on Electronic Arts here, it’s free.

Best Q2: Skillz (NYSE: SKLZ)

Taking a new twist at video gaming, Skillz (NYSE: SKLZ) offers developers a platform to create and distribute mobile games where players can pay fees to compete for cash prizes.

Skillz reported revenues of $27.37 million, up 8.2% year on year, outperforming analysts’ expectations by 19.9%. The business had an incredible quarter with an impressive beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 36.3% since reporting. It currently trades at $9.05.

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

Weakest Q2: Coinbase (NASDAQ: COIN)

Widely regarded as the face of crypto, Coinbase (NASDAQ: COIN) is a blockchain infrastructure company updating the financial system with its trading, staking, stablecoin, and other payment solutions.

Coinbase reported revenues of $1.50 billion, up 3.3% year on year, falling short of analysts’ expectations by 4.3%. It was a disappointing quarter as it posted a significant miss of analysts’ number of monthly transacting users estimates and a significant miss of analysts’ EBITDA estimates.

Coinbase delivered the weakest performance against analyst estimates in the group. The company reported 8.7 million monthly active users, up 6.1% year on year. As expected, the stock is down 14.4% since the results and currently trades at $323.31.

Read our full analysis of Coinbase’s results here.

Coupang (NYSE: CPNG)

Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE: CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea".

Coupang reported revenues of $8.52 billion, up 16.4% year on year. This print surpassed analysts’ expectations by 2.1%. It was a very strong quarter as it also produced a solid beat of analysts’ EBITDA estimates and solid growth in its buyers.

The company reported 24.1 million active buyers, up 9.4% year on year. The stock is down 4.8% since reporting and currently trades at $28.50.

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

Reddit (NYSE: RDDT)

Founded in 2005 by two University of Virginia roommates, Reddit (NYSE: RDDT) facilitates user-generated content across niche communities (called subreddits) that discuss anything from stocks to dating and memes.

Reddit reported revenues of $499.6 million, up 77.7% year on year. This number topped analysts’ expectations by 17.2%. Overall, it was a very strong quarter as it also put up EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Reddit achieved the fastest revenue growth among its peers. The company reported 50.3 million daily active users, up 10.5% year on year. The stock is up 50.9% since reporting and currently trades at $243.

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

Market Update

The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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