Online Marketplace Stocks Beat Q1 Revenue Estimates by 1.8%

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2▲4 ▼1Impact / 5
Summary · why it matters

The 12 online marketplace stocks tracked by StockStory reported a satisfactory first quarter, with aggregate revenues beating analysts' consensus estimates by 1.8% and next-quarter revenue guidance coming in 0.5% above expectations. eBay posted revenues of $3.09 billion, up 19.5% year on year and exceeding estimates by 1.7%, though its EPS guidance slightly missed. Sea delivered the strongest performance, with revenues of $7.33 billion, a 43.2% increase that beat estimates by 10.1%, while Shutterstock was the weakest, with revenues of $199.2 million, down 17.9% and missing estimates by 10.1%. MercadoLibre recorded the fastest revenue growth among peers at 49% to $8.85 billion, and Teladoc reported revenues of $613.8 million, down 2.5% but beating estimates by 0.5%. Share prices of the group have held steady, up 3.1% on average since the latest earnings results.

Impact on assets 5

Consumer Discretionary▲
Sea Ltd
SE
▲ PositiveDemandrelevance

Sea delivered the strongest performance with revenues up 43.2% YoY, beating estimates by 10.1%.

eBay Inc
EBAY
▲ PositiveCapitalrelevance

eBay beat Q1 revenue estimates by 1.7% and reported 19.5% YoY growth, though EPS guidance slightly missed.

Artificial Intelligence▼
Shutterstock
SSTK
▼ NegativeCapitalrelevance

Shutterstock revenues fell 17.9% YoY and missed estimates by 10.1%, the weakest performance.

Digital Finance & Tokenization▲
MercadoLibre Inc.
MELI
▲ PositiveDemandrelevance

MercadoLibre recorded the fastest revenue growth among peers at 49% to $8.85 billion, indicating strong end-customer demand.

Health Care▲
Teladoc Inc
TDOC
▲ PositiveCapitalrelevance

Teladoc revenues beat estimates by 0.5% despite a 2.5% decline YoY.