Let’s dig into the relative performance of Yelp (NYSE: YELP) and its peers as we unravel the now-completed Q4 social networking earnings season.

Businesses must meet their customers where they are, which over the past decade has come to mean on social networks. In 2020, users spent over 2.5 hours a day on social networks, a figure that has increased every year since measurement began. As a result, businesses continue to shift their advertising and marketing dollars online.

The 5 social networking stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 0.8% below.

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

Yelp (NYSE: YELP)

Founded by PayPal alumni Jeremy Stoppelman and Russel Simmons, Yelp (NYSE: YELP) is an online platform that helps people discover local businesses through crowd-sourced reviews.

Yelp reported revenues of $360 million, flat year on year. This print was in line with analysts’ expectations, but overall, it was a softer quarter for the company with full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly.

“Yelp delivered record net revenue and strong profitability in 2025, driven by growth in Services and product innovation, with more than 55 new features and updates introduced in the year,” said Jeremy Stoppelman, Yelp's co-founder and chief executive officer.

Yelp delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 6.5% since reporting and currently trades at $24.31.

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

Best Q4: Reddit (NYSE: RDDT)

Founded in 2005 by two University of Virginia roommates, Reddit (NYSE: RDDT) facilitates user-generated content across niche communities (called subreddits) that discuss anything from stocks to dating and memes.

Reddit reported revenues of $725.6 million, up 69.7% year on year, outperforming analysts’ expectations by 8.7%. The business had an exceptional quarter with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ revenue estimates.

Reddit delivered the biggest analyst estimates beat and fastest revenue growth among its peers. The company reported 52.5 million daily active users, up 9.4% year on year. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 4.6% since reporting. It currently trades at $144.15.

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

Weakest Q4: Pinterest (NYSE: PINS)

Created with the idea of virtually replacing paper catalogues, Pinterest (NYSE: PINS) is an online image and social discovery platform.

Pinterest reported revenues of $1.32 billion, up 14.3% year on year, falling short of analysts’ expectations by 0.8%. It was a disappointing quarter as it posted revenue guidance for next quarter missing analysts’ expectations significantly and EBITDA guidance for next quarter missing analysts’ expectations significantly.

Pinterest delivered the weakest performance against analyst estimates in the group. The company reported 619 million monthly active users, up 11.9% year on year. Interestingly, the stock is up 6.7% since the results and currently trades at $19.78.

Read our full analysis of Pinterest’s results here.

Snap (NYSE: SNAP)

Founded by Stanford University students Evan Spiegel, Reggie Brown, and Bobby Murphy, and originally called Picaboo, Snapchat (NYSE: SNAP) is an image centric social media network.

Snap reported revenues of $1.72 billion, up 10.2% year on year. This print beat analysts’ expectations by 0.9%. It was a very strong quarter as it also produced a solid beat of analysts’ EBITDA estimates and a narrow beat of analysts’ revenue estimates.

The company reported 474 million daily active users, up 4.6% year on year. The stock is down 9.7% since reporting and currently trades at $5.34.

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

Meta (NASDAQ: META)

Famously founded by Mark Zuckerberg in his Harvard dorm, Meta Platforms (NASDAQ: META) operates a collection of the largest social networks in the world - Facebook, Instagram, WhatsApp, and Messenger, along with its metaverse focused Reality Labs.

Meta reported revenues of $59.89 billion, up 23.8% year on year. This number topped analysts’ expectations by 2.5%. Overall, it was a very strong quarter as it also put up revenue guidance for next quarter exceeding analysts’ expectations and a decent beat of analysts’ EBITDA estimates.

The company reported 3.58 billion daily active users, up 6.9% year on year. The stock is down 1.1% since reporting and currently trades at $661.04.

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

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