Looking back on consumer subscription stocks' Q4 earnings, we examine this quarter's best and worst performers, including Roku (NASDAQ:ROKU) and its peers.

Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.

The 8 consumer subscription stocks we track reported a slower Q4; on average, revenues beat analyst consensus estimates by 1.3% while next quarter's revenue guidance was 1% below consensus. Investors abandoned cash-burning companies to buy stocks with higher margins of safety, and consumer subscription stocks have not been spared, with share prices down 11.3% on average, since the previous earnings results.

Roku (NASDAQ:ROKU)

Spun out from Netflix, Roku (NASDAQ: ROKU) makes hardware players that offer access to various online streaming TV services.

Roku reported revenues of $984.4 million, up 13.5% year on year, topping analyst expectations by 1.7%. It was a decent quarter for the company, with strong sales guidance for the next quarter but slow revenue growth.

The stock is down 34.5% since the results and currently trades at $61.95.

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

Best Q4: Duolingo (NASDAQ:DUOL)

Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo (NASDAQ:DUOL) is a mobile app helping people learn new languages.

Duolingo reported revenues of $151 million, up 45.4% year on year, outperforming analyst expectations by 1.8%. It was an impressive quarter for the company, with strong growth in its user base and exceptional revenue growth.

Duolingo scored the fastest revenue growth and highest full-year guidance raise among its peers. The company reported 6.6 million users, up 57.1% year on year. The stock is up 12.5% since the results and currently trades at $220.21.

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

Weakest Q4: Chegg (NYSE:CHGG)

Started as a physical textbook rental service, Chegg (NYSE:CHGG) is now a digital platform addressing student pain points by providing study and academic assistance.

Chegg reported revenues of $188 million, down 8.4% year on year, exceeding analyst expectations by 1.1%. It was a weak quarter for the company, with a decline in its user base and slow revenue growth.

Chegg had the slowest revenue growth in the group. The company reported 4.6 million users, down 8% year on year. The stock is down 22.4% since the results and currently trades at $7.2.

Read our full analysis of Chegg's results here.

Bumble (NASDAQ:BMBL)

Founded by the co-founder of Tinder, Whitney Wolfe Herd, Bumble (NASDAQ:BMBL) is a leading dating app built with women at the center.

Bumble reported revenues of $273.6 million, up 13.2% year on year, falling short of analyst expectations by 0.6%. It was a weak quarter for the company, with underwhelming revenue guidance for the next quarter and a miss of analysts' revenue estimates.

Bumble had the weakest performance against analyst estimates among its peers. The company reported 3.97 million active buyers, up 16.4% year on year. The stock is down 15.2% since the results and currently trades at $11.19.

Read our full, actionable report on Bumble here, it's free.

Coursera (NYSE:COUR)

Founded by two Stanford University computer science professors, Coursera (NYSE:COUR) is an online learning platform that offers courses, specializations, and degrees from top universities and organizations around the world.

Coursera reported revenues of $168.9 million, up 18.8% year on year, surpassing analyst expectations by 2.5%. It was a mixed quarter for the company, with strong growth in its user base but underwhelming revenue guidance for the next quarter.

Coursera pulled off the biggest analyst estimates beat among its peers. The company reported 142 million users, up 20.3% year on year. The stock is down 27.8% since the results and currently trades at $13.83.

Read our full, actionable report on Coursera here, it's free.

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