Consumer Internet Stocks' Q1 Earnings: Revenue Beats Offset by Weak Outlooks; Take-Two Leads Declines

Consumer internet firms reported first-quarter revenue that exceeded analyst estimates by 1.2% on average, but in-line guidance for the coming quarter left the sector’s shares down roughly 3% since results, according to data released May 29, 2026. Take-Two Interactive Software (NASDAQ: TTWO) delivered the weakest full-year outlook among peers, with its stock tumbling 8.4% to $218.00. The videogame publisher posted Q1 revenue of $1.58 billion, flat year-on-year, barely beating forecasts. Sea Limited (NYSE: SE) turned in the strongest performance, as revenue soared 43.2% to $7.33 billion, outstripping consensus by 9.9%. Its shares climbed 8.1%. Shutterstock (NYSE: SSTK) suffered the biggest miss, reporting a 17.9% revenue drop to $199.2 million, missing estimates by 10.2% and sending the stock down 11.1%.