Yelp

Yelp, Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various local business categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services. It provides free and paid advertising products to businesses, which include cost-per-click search advertising and multi-location ad products, as well as enables businesses to deliver targeted search advertising to local audiences and business listing page products. It also offers other services, including Yelp Reservations, which provides online reservations for restaurants, nightlife, and other venues directly from their Yelp business listing pages, Yelp Waitlist, a subscription-based waitlist management solution that allows consumers to check wait times and join waitlists remotely, as well as businesses to manage seating and server rotation, the Yelp Knowledge program, which offers business owners local analytics and insights through access to its historical data and other proprietary content, and Yelp Fusion, which offers free and paid access to content and data for consumer-facing enterprise use through publicly available APIs. In addition, it provides content licensing, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. The Firm offers its products directly through its sales force, indirectly through partners, and online through its website, as well as non-advertising partner arrangements. It has a strategic partnership with Grubhub for providing consumers with a service to place food orders for pickup and delivery. The company was founded by Jeremy Stoppelman and Russell Simmons in July 2004 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Yelp reports robust Q4 earnings, eyes revenue diversification for growth

Yelp's Q4 2022 performance reflects strong revenue growth and strategic sales focus, despite challenges in consumer traffic and tax implications.
The company's emphasis on operational efficiency, product innovation, and revenue diversification positions it well for sustainable growth and market resilience.
Opportunities lie in optimizing sales channels, expanding services revenue, and improving consumer engagement to drive future growth and profitability.

Yelp reports 13% revenue growth in Q1 2023 earnings call

Yelp's Q1 performance showed revenue growth and a focus on product innovation, with a strong outlook for Q2. While facing challenges in reducing costs and achieving profitability, the company is well-positioned to capitalize on growth opportunities through strategic initiatives.

Yelp reports record Q2 results, focuses on ad tech growth

Yelp's Q2 2023 performance reflects solid revenue growth, margin improvement, and strategic investments in technology and cost management.
The company's strengths lie in AI advancements, diversified revenue streams, raised outlook, and a focus on innovation and user experience.
Challenges include ongoing cost management, competitive pressures, sustaining growth in key categories, and balancing investments with efficiency.
Opportunities exist in technology enhancements, channel expansion, financial flexibility, and leveraging evolving market trends for future growth.
headline

Yelp reports stellar Q3 results, eyes growth through innovation

Yelp's Q3 2023 earnings call showcased robust financial performance, with revenue and adjusted EBITDA reaching new highs. The company's strategic focus on ad revenue growth, consumer trust, and innovative initiatives positions it well for future success.

Yelp reports record revenue in Q4 2023, eyes growth opportunities

Yelp's Q4 2023 performance reflects strong revenue and income growth, driven by advertising revenue from Services businesses and user-generated content.
The company's strategic focus on Services categories, cost management, and shareholder value enhancement positions it well for future growth.
While facing challenges in traffic levels and cost per click, Yelp has opportunities to capitalize on investments in Services, efficient channels, and share repurchases.

Yelp reports Q1 revenue growth, invests in innovation for future

Yelp delivered solid Q1 2024 results with revenue growth, improved profitability, and strategic investments in innovation and shareholder value.
While facing challenges like increased investment and market competition, Yelp remains confident in its long-term growth strategy and revenue outlook.
The company's focus on enhancing user experience, expanding in key segments, and leveraging AI presents opportunities for sustained growth and market leadership.
Investors can expect Yelp to navigate challenges, capitalize on opportunities, and drive value through innovation and strategic investments.

Yelp reports record Q3 revenue, acquires RepairPal for expansion

Yelp delivered strong financial performance in Q3 2024, driven by record net revenue and robust profitability in key service categories.
Despite challenges in certain revenue segments, Yelp's strategic initiatives, including the RepairPal acquisition and prudent cost management, bode well for future growth.
Opportunities lie in expanding service offerings, optimizing advertising strategies, and leveraging available funds for shareholder value enhancement.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Yelp, Inc. engages in the business of operating a community-driven platform that connects people with great local businesses. The company was founded by Jeremy Stoppelman and Russell Simmons in July 2004 and is headquartered in San Francisco, CA.

RELX

Investors with an interest in Internet - Content stocks have likely encountered both Yelp (YELP) and RELX PLC (RELX). But which of these two stocks offers value investors a better bang for their buck right now?

YELP vs. RELX: Which Stock Is the Better Value Option?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy Yelp (YELP) Stock?

Yelp (YELP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can Yelp (YELP) Keep the Earnings Surprise Streak Alive?

Autodesk

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Looking for Stocks with Positive Earnings Momentum? Check Out These 2 Computer and Technology Names

YELP's fundamental strengths, favorable valuation and technical indicators make the stock a compelling buy at the moment.

Yelp Trades Near 52-Week Low: Is it the Right Time to Buy the Stock?

Are Investors Undervaluing Yelp (YELP) Right Now?

Sterling Construction

Unilever

YELP, UL and STRL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on September 26, 2024.

Best Growth Stocks to Buy for September 26th

Alaska Air Group

PayPal

ZIM Integrated Shipping Services

Here, we discuss four PEG-based value stocks that pass our screening criteria. These are ALK, ZIM, PYPL and YELP.

4 Top-Rated Value Stocks to Buy Based on Discounted PEG

Okta

YELP, OKTA and STRL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on September 24, 2024.

Best Growth Stocks to Buy for September 24th

Yelp (NYSE: YELP) stock price has gone nowhere since 2015 as concerns about its growth and role in the tech industry has remained. In this period, it has remained inside the range of $14.17 and $52 while popular indices like the S&P 500 and Nasdaq 100 indices have soared to a record high.

Yelp stock is cheap: is it a classic value trap or a bargain?

Yelp (YELP) is well positioned to outperform the market, as it exhibits above-average growth in financials.

3 Reasons Growth Investors Will Love Yelp (YELP)

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Yelp (YELP) is a Top-Ranked Value Stock: Should You Buy?

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Yelp Analyst Begins Coverage On A Bearish Note; Here Are Top 5 Initiations For Monday

Shares of Yelp Inc   (NYSE:YELP) are 2.6% lower before the bell after Bank of America initiated bearish coverage with an "underperform" rating and a $30 price target.

Analyst Initiates Bearish Coverage on Yelp Stock

ANGI Homeservices

Opera Ltd - ADR

The Zacks Internet - Content industry participants like Yelp (YELP), Angi (ANGI) and Opera Limited (OPRA) are benefiting from expanding mobile, digital and cloud-based offerings amid challenging macroeconomic conditions globally.

3 Internet Stocks to Buy From a Prospering Industry

Is Yelp (YELP) Stock Undervalued Right Now?

Here is Why Growth Investors Should Buy Yelp (YELP) Now

Yelp (YELP) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Yelp (YELP) Upgraded to Strong Buy: Here's Why

Alphabet

For years, Yelp has complained about Google's practices, alleging that the tech giant placed its own products above competitors in Google search results.

Yelp vs. Google: An antitrust court fight plays out in San Francisco

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that management will present at the Goldman Sachs Communacopia & Technology Conference on September 10, 2024 at 6:05 p.m. Eastern Time. The live and archived webcasts of the presentation will be available on the company's investor relations website at www.yelp-ir.com. The archived webcast will remain available for 180 days after the conclusion of the live pre.

Yelp to Participate in the Goldman Sachs Communacopia & Technology Conference

Yelp is alleging unfair business practices after years of complaining about Google's practices with search and recommendations.

Google Sued by Yelp for Dominating Local Search Results

Business review site Yelp (YELP) sued Alphabet's Google (GOOGL) in a San Francisco federal court, claiming the search giant uses its dominance to steer users to its own content.

Yelp Is Suing Google—What You Need To Know

After years of complaining about Google's practices with search and recommendations, Yelp has sued the company for unfair business practices.

Yelp Sues Google for Dominating Local Search Results

Yelp Inc (NYSE:YELP) has sued Google for stifling competition after a US federal judge ruled earlier this month that the Alphabet Inc (NASDAQ:GOOG) search engine violated antitrust laws. An antitrust lawsuit filed yesterday by the online review company alleging that Google manipulates search results to promote its own local reviews  rather than its rivals, such as Yelp.

Yelp sues Google for stifling competition for reviews after 'monopolist' ruling

Yelp Inc. took its long-simmering feud with Google to the next level Wednesday, filing an antitrust lawsuit against the tech giant and accusing it of using its dominant position to crush competition.

News for Yelp Stock (YELP)