The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Getty Images (NYSE: GETY) and the rest of the digital media & content platforms stocks fared in Q2.
AI-driven content creation, personalized media experiences, and digital advertising are evolving, which could benefit companies investing in these themes. For example, companies with a portfolio of licensed visual content or platforms facilitating direct monetization models could see increased demand for years. On the other hand, headwinds include growing regulatory scrutiny on AI-generated content, with many publishers balking at anything that gets no human oversight. Additional areas to navigate include the phasing out of third-party cookies, which could make traditional ways of tracking the online behavior of consumers (a secret sauce in digital marketing) much less effective.
The 6 digital media & content platforms stocks we track reported a slower Q2. As a group, revenues beat analysts’ consensus estimates by 5% while next quarter’s revenue guidance was 5.8% 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.
Weakest Q2: Getty Images (NYSE: GETY)
With a vast library of over 562 million visual assets documenting everything from breaking news to iconic historical moments, Getty Images (NYSE: GETY) is a global visual content marketplace that licenses photos, videos, illustrations, and music to businesses, media outlets, and creative professionals.
Getty Images reported revenues of $229.1 million, down 2.5% year on year. This print fell short of analysts’ expectations by 2.5%. Overall, it was a disappointing quarter for the company with a significant miss of analysts’ EPS estimates.
"Our second quarter results reflected continued pressure in Agency and iStock e-commerce, while the larger parts of our business serving enterprise customers continued to demonstrate resilience and growth," said Craig Peters, Chief Executive Officer of Getty Images.
Getty Images delivered the weakest performance against analyst estimates among its peers. The market seems disappointed with the results as the stock is down 46.4% since reporting and currently trades at $0.24.
Read our full report on Getty Images here, it’s free.
Best Q2: Ziff Davis (NASDAQ: ZD)
Originally a pioneering technology publisher founded in 1927 that became famous for PC Magazine, Ziff Davis (NASDAQ: ZD) operates a portfolio of digital media brands and subscription services across technology, shopping, gaming, healthcare, and cybersecurity markets.
Ziff Davis reported revenues of $286.7 million, down 2.7% year on year, in line with analysts’ expectations. The business had a very strong quarter with a beat of analysts’ EPS estimates.
The market seems happy with the results as the stock is up 10.9% since reporting. It currently trades at $56.52.
Is now the time to buy Ziff Davis? Access our full analysis of the earnings results here, it’s free.
People (NASDAQ: PPLI)
Originally known as InterActiveCorp and built through Barry Diller's strategic acquisitions since the 1990s, People (NASDAQ: PPLI) operates a portfolio of category-leading digital businesses including Dotdash Meredith, Angi, and Care.com, focusing on digital publishing, home services, and caregiving platforms.
People reported revenues of $436.7 million, down 1.5% year on year, exceeding analysts’ expectations by 0.9%. Still, it was a softer quarter as it posted a significant miss of analysts’ EPS estimates.
As expected, the stock is down 7% since the results and currently trades at $39.10.
Read our full analysis of People’s results here.
Stride (NYSE: LRN)
Formerly known as K12, Stride (NYSE: LRN) is an education technology company providing education solutions through digital platforms.
Stride reported revenues of $636.1 million, down 2.7% year on year. This result topped analysts’ expectations by 1.4%. Overall, it was a very strong quarter as it also put up a beat of analysts’ EPS estimates.
The stock is up 2.7% since reporting and currently trades at $82.65.
Read our full, actionable report on Stride here, it’s free.
RUM Group (NASDAQ: RUM)
Founded in 2013 as a champion for content creator rights and free expression, RUM Group (NASDAQ: RUM) is a video sharing platform that positions itself as a free speech alternative to mainstream platforms, offering creators more favorable revenue-sharing opportunities.
RUM Group reported revenues of $40.37 million, up 60.9% year on year. This number beat analysts’ expectations by 31.7%. Taking a step back, it was a slower quarter as it logged a significant miss of analysts’ EPS estimates.
RUM Group delivered the biggest analyst estimate beat and fastest revenue growth of the whole group. The stock is up 28.1% since reporting and currently trades at $7.96.
Read our full, actionable report on RUM Group here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
