Consumer internet companies finished the fourth quarter without a single clear trend: the 45 names tracked beat revenue expectations by 1.7% on average, while next quarter’s revenue guidance was broadly in line with consensus. Against that backdrop, the sector’s stocks held near post-earnings levels and are up about 1.2% on average since results.

Airbnb reported revenue of $2.78 billion (+12% YoY), beating analysts’ expectations by 2.3%, and its outlook for next quarter came in above consensus. After the report, Airbnb shares rose about 17.5% and traded around $136.27, reflecting a positive reaction to the quarter’s quality.

The strongest report in the group came from LendingTree: revenue was $319.7 million (+22.2% YoY), beating forecasts by 11.5%, and next quarter EBITDA guidance was also stronger than expected. LendingTree shares gained roughly 25.6% after the release and climbed toward $47.41, the biggest jump among peers.

Robinhood looked weaker: revenue reached $1.28 billion (+26.5% YoY) but missed expectations by 3.9%, prompting a mildly negative reaction. Meanwhile, Roku posted $1.39 billion (+16.1% YoY) with a beat, and Revolve delivered $324.4 million (+10.4% YoY) and 2.84 million active buyers (+6.5% YoY), though their stocks moved more modestly after earnings.