Gig Economy Stocks Fourth Quarter Overview: Comparing Fiverr (NYSE:FVRR) With Competitors

Analyzing Q4 Gig Economy Earnings: Fiverr and Its Competitors

Let’s take a closer look at how Fiverr (NYSE:FVRR) and other major players in the gig economy performed now that the fourth quarter earnings season has wrapped up.

The Evolution of the Gig Economy

The introduction of the iPhone revolutionized how we access the internet and services, making it possible to get almost anything on demand with just a few taps. This shift paved the way for the gig economy, where technology-driven platforms connect freelancers with clients for a wide range of services. What started with ride-sharing apps has expanded to include food delivery, grocery shopping, and even skilled trades like plumbing and graphic design—all accessible instantly.

Q4 Results: A Challenging Quarter for Gig Economy Stocks

Among the six gig economy companies we monitor, the fourth quarter proved difficult. Collectively, their revenues fell short of analyst expectations by 2.1%, and their forecasts for the next quarter’s revenue were 0.7% below consensus. As a result, these companies have seen their share prices decline by an average of 21.6% since their earnings announcements.

Fiverr (NYSE:FVRR): The Weakest Performer in Q4

Headquartered in Tel Aviv, Fiverr operates a global marketplace for digital freelance services with fixed pricing.

For the quarter, Fiverr generated $107.2 million in revenue, marking a 3.4% increase from the previous year. However, this figure was 1.7% below what analysts had projected. The company also issued full-year revenue and EBITDA guidance that fell well short of expectations, making it a disappointing period overall.

“As we conclude 2025, a year marked by disciplined execution, we’re witnessing a major transformation in AI adoption. Our marketplace is seeing a shift where human expertise is more vital than ever. By embracing an agentic economy—where AI helps manage complexity—we’re positioning Fiverr as the essential link between businesses and top-tier talent. Our extensive talent network, outcome-driven hiring model, and proprietary data give us a strong advantage in this new AI era,” said Micha Kaufman, Fiverr’s founder and CEO.

Fiverr provided the most disappointing full-year guidance among its peers. The platform reported 3.1 million active buyers, a 13.9% decrease year over year. Unsurprisingly, Fiverr’s stock has dropped 20.7% since the earnings release and is currently trading at $10.39.

Uber (NYSE:UBER): Q4 Standout

Uber, backed by $7.7 billion from the Softbank Vision Fund, operates a diverse platform offering ride-hailing, food delivery, and freight services.

Uber posted $14.37 billion in revenue for the quarter, a 20.1% year-over-year increase that met analyst expectations. While the company outperformed its competitors in terms of growth and user expansion, the market’s reaction was lukewarm, with shares falling 6.3% since the report. Uber is currently trading at $73.04.

Angi (NASDAQ:ANGI): Home Services Marketplace

Formed through the merger of Angie’s List and HomeAdvisor by IAC, Angi operates the largest online platform for home services in the United States.

Angi reported $240.8 million in revenue, a 10.1% decline compared to last year and 1.2% below analyst forecasts. The company missed both revenue and EBITDA estimates, resulting in the slowest growth among its peers. Following these results, Angi’s stock has dropped 36.8% and now trades at $7.56.

Lyft (NASDAQ:LYFT): Ridesharing Network

Lyft, originally founded as Zimride by Logan Green and John Zimmer, operates a ridesharing platform across the US and Canada.

For the quarter, Lyft reported $1.59 billion in revenue, up 2.7% year over year but 9.1% below analyst expectations. The company also missed EBITDA guidance for the upcoming quarter. Lyft’s performance was the weakest relative to analyst estimates among its competitors. The company reported 29.2 million users, an 18.2% increase from last year. Since the earnings release, Lyft’s stock has fallen 23.1% and is now priced at $12.96.

DoorDash (NASDAQ:DASH): Leading Food Delivery Platform

Founded by Stanford students with a vision to create a local, on-demand delivery network, DoorDash operates a major food delivery service.

DoorDash reported $3.96 billion in revenue, a 37.7% increase year over year, though this was 1.1% below analyst estimates. The company also missed EBITDA guidance for the next quarter. Despite these misses, DoorDash achieved the fastest revenue growth among its peers, with 903 million service requests—a 31.8% increase from the previous year. The stock has declined 6.3% since the earnings announcement and is currently at $162.51.

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The StockStory analyst team, comprised of experienced professional investors, leverages quantitative analysis and automation to deliver timely, high-quality market insights.