Let’s dig into the relative performance of Netflix (NASDAQ: NFLX) and its peers as we unravel the now-completed Q4 consumer subscription earnings season.

Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.

The 7 consumer subscription stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.8% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

Netflix (NASDAQ: NFLX)

Launched by Reed Hastings as a DVD mail rental company until its famous pivot to streaming in 2007, Netflix (NASDAQ: NFLX) is a pioneering streaming content platform.

Netflix reported revenues of $12.05 billion, up 17.6% year on year. This print exceeded analysts’ expectations by 0.7%. Despite the top-line beat, it was still a slower quarter for the company with EPS guidance for next quarter missing analysts’ expectations significantly and revenue guidance for next quarter meeting analysts’ expectations.

Netflix scored the highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 10.7% since reporting and currently trades at $96.59.

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

Best Q4: Roku (NASDAQ: ROKU)

With a name meaning six in Japanese because it was the founder's sixth company that he started, Roku (NASDAQ: ROKU) makes hardware players that offer access to various online streaming TV services.

Roku reported revenues of $1.39 billion, up 16.1% year on year, outperforming analysts’ expectations by 3%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Roku achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 21.1% since reporting. It currently trades at $100.39.

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

Weakest Q4: Duolingo (NASDAQ: DUOL)

Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo (NASDAQ: DUOL) is a mobile app helping people learn new languages.

Duolingo reported revenues of $282.9 million, up 35% year on year, exceeding analysts’ expectations by 2.5%. Still, it was a softer quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly.

As expected, the stock is down 18.5% since the results and currently trades at $95.76.

Read our full analysis of Duolingo’s results here.

Udemy (NASDAQ: UDMY)

With courses ranging from investing to cooking to computer programming, Udemy (NASDAQ: UDMY) is an online learning platform that connects learners with expert instructors who specialize in a wide range of topics.

Udemy reported revenues of $194 million, down 3% year on year. This print met analysts’ expectations. Overall, it was a very strong quarter as it also logged an impressive beat of analysts’ EBITDA estimates and revenue in line with analysts’ estimates.

Udemy had the weakest performance against analyst estimates among its peers. The stock is up 1.5% since reporting and currently trades at $4.76.

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

Chegg (NYSE: CHGG)

Started as a physical textbook rental service, Chegg (NYSE: CHGG) is now a digital platform addressing student pain points by providing study and academic assistance.

Chegg reported revenues of $72.66 million, down 49.4% year on year. This number surpassed analysts’ expectations by 2.3%. It was a strong quarter as it also recorded EBITDA guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Chegg had the slowest revenue growth among its peers. The stock is down 15.9% since reporting and currently trades at $0.63.

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

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