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]

Core Viewpoint - Angi reported quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.33 per share, and showing a decline from $0.70 per share a year ago, indicating a significant earnings surprise of -30.30% [1][2] Financial Performance - The company posted revenues of $265.63 million for the quarter ended September 2025, which was 1.29% below the Zacks Consensus Estimate and a decrease from $296.72 million in the same quarter last year [2] - Over the last four quarters, Angi has surpassed consensus EPS estimates only once, while it has topped consensus revenue estimates three times [2] Stock Performance - Angi shares have declined approximately 21.4% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [3] - The current Zacks Rank for Angi is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.50 on revenues of $249.68 million, and for the current fiscal year, it is $1.34 on revenues of $1.04 billion [7] - The trend of estimate revisions for Angi was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Internet - Content industry, to which Angi belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Viewpoint - Yelp's stock experienced an 11.8% increase, closing at $33.83, driven by notable trading volume and a recovery from a 2.1% loss over the past month [1] Group 1: Company Performance - The upcoming quarterly earnings for Yelp are projected at $0.47 per share, reflecting a year-over-year decline of 16.1%, while revenues are expected to reach $367.88 million, marking a 2.1% increase from the previous year [3] - The consensus EPS estimate for Yelp has remained unchanged over the last 30 days, indicating a potential stagnation in stock price movement without earnings estimate revisions [4] Group 2: Strategic Initiatives - Yelp is focusing on AI-driven innovations such as Yelp Assistant, Yelp Host, and Yelp Receptionist, which are contributing to positive market sentiment [2] - The company is experiencing growth in advertising revenue, particularly in the Services category, including Home and Auto Services, which is bolstered by the strategic acquisition of RepairPal [2] - Partnerships and data licensing are expanding monetization opportunities beyond Yelp's core platform [2] Group 3: Industry Context - Yelp operates within the Zacks Internet - Content industry, where another company, DHI Group, has seen a 0.9% decline in its stock price, with a return of -26.9% over the past month [4]

Company Overview - DHI Group (DHX) currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 1 (Strong Buy), which is associated with a historical outperformance in the market [4] Price Performance - Over the past week, DHI Group shares have increased by 5.36%, while the Zacks Internet - Content industry remained flat [6] - In a longer time frame, the monthly price change for DHX is 4.96%, outperforming the industry's 1.87% [6] - DHI Group shares have risen by 16.03% over the past quarter and 41.75% over the last year, compared to the S&P 500's increases of 9.68% and 16.9%, respectively [7] Trading Volume - The average 20-day trading volume for DHI Group is 160,990 shares, which serves as a useful indicator for price-to-volume analysis [8] Earnings Outlook - In the past two months, two earnings estimates for DHI Group have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $0.15 to $0.23 [10] - For the next fiscal year, two estimates have also moved upwards without any downward revisions [10] Conclusion - Considering the strong price performance, positive earnings outlook, and high momentum score, DHI Group is positioned as a solid momentum pick for investors [12]

Group 1 - Lyft is part of the Computer and Technology group, which consists of 605 companies and currently ranks 5 within the Zacks Sector Rank [2] - Lyft has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook with a 29.4% increase in the full-year earnings estimate over the past quarter [3] - Year-to-date, Lyft has returned approximately 24.2%, outperforming the average gain of 13.8% in the Computer and Technology group [4] Group 2 - Lyft belongs to the Internet - Services industry, which includes 34 stocks and is currently ranked 155 in the Zacks Industry Rank, with an average gain of 9% this year [5] - DHI Group, another stock in the Computer and Technology sector, has a year-to-date return of 29.9% and a Zacks Rank of 1 (Strong Buy) [4][5] - The Internet - Content industry, to which DHI Group belongs, is ranked 98 and has gained 4.3% year to date [6]

Core Viewpoint - Intellinetics, Inc. reported a quarterly loss of $0.13 per share, which was better than the Zacks Consensus Estimate of a loss of $0.16, representing an earnings surprise of +18.75% [1] Financial Performance - The company posted revenues of $4.01 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 5.62% and down from $4.64 million a year ago [2] - Over the last four quarters, Intellinetics has surpassed consensus EPS estimates only once [2] Stock Performance - Intellinetics shares have declined approximately 23.7% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The current Zacks Rank for Intellinetics is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.10 on revenues of $4.81 million, and for the current fiscal year, it is -$0.53 on revenues of $18.1 million [7] - The trend of estimate revisions for Intellinetics was unfavorable prior to the earnings release [6] Industry Context - The Internet - Content industry, to which Intellinetics belongs, is currently in the bottom 20% of the Zacks Industry Rank, suggesting potential challenges ahead [8]

Core Insights - The Zacks Internet - Content industry is facing challenges due to adverse macroeconomic conditions affecting ad spending, which is the primary revenue source for industry participants [1] - Despite these challenges, there is solid demand for digital offerings, particularly in video content and cloud-based applications, aided by the proliferation of AI and Generative AI [1] - Companies like Yelp and Opera Limited are expanding their presence in social media, display, connected TV, and search, contributing to top-line growth [1] Industry Description - The Zacks Internet - Content industry includes providers of video encoding platforms, personal services, Internet content, staffing, publishing, and online travel companies [2] - Advertising remains a major revenue source, prompting companies to enhance their digital presence and expand across various platforms [2] - The industry is experiencing rapid changes in consumer behavior and ongoing digitalization, with significant players located in the U.S., Israel, the U.K., Germany, Russia, and China [2] Trends Shaping the Industry - There is a growing demand for digital offerings, driven by technological advancements and the introduction of new products and services [3] - The proliferation of smart devices and increased automation in application development are positive indicators for industry growth [3] Industry Prospects - Marketing efforts are being intensified to boost website traffic, with advertising and subscriptions as key revenue sources [4] - The industry is sensitive to consumer spending trends, particularly during holiday seasons, but faces headwinds from macroeconomic challenges, persistent inflation, and higher interest rates [4] Regulatory Environment - Increased regulatory pressure is impacting industry participants, especially in China and the EU, with regulations affecting direct advertising and data protection [5] - The implementation of the Digital Markets Act in the EU aims to curb the market power of large online platforms, adding to the challenges faced by Internet content providers [5] Industry Ranking and Performance - The Zacks Internet - Content industry ranks 194, placing it in the bottom 21% of over 250 Zacks industries, indicating dull near-term prospects [6][7] - The industry's earnings outlook is negative, with a 2.8% decline in the Zacks Consensus Estimate for 2025 earnings since November 30, 2024 [8] Market Performance - The industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500, returning 6.1% over the past year versus 18.1% and 25.3% respectively [10] Current Valuation - The industry is currently trading at a trailing 12-month price-to-sales ratio of 6.49X, higher than the S&P 500's 5.62X but lower than the sector's 8.31X [13] Notable Companies - **Yelp**: Benefiting from higher ad spending and improved customer retention, but shares have declined 20.9% year-to-date [16][17] - **Opera Limited**: Experiencing an 8% year-over-year increase in search revenues, with a stable user base of 293 million, but shares have dropped 17.1% year-to-date [19][20]

Core Insights - Perion Network (PERI) reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, with an earnings surprise of +52.94% [1] - The company posted revenues of $102.98 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.49%, although this represents a decline from year-ago revenues of $108.69 million [2] - Perion Network shares have increased approximately 20.5% year-to-date, outperforming the S&P 500's gain of 8.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.26 on revenues of $110.5 million, and for the current fiscal year, it is $0.99 on revenues of $440.66 million [7] - The estimate revisions trend for Perion Network was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Content industry, to which Perion Network belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Similarweb (SMWB), another company in the same industry, is expected to report a quarterly loss of $0.00 per share, with revenues projected at $68.88 million, reflecting a year-over-year increase of 13.6% [9]