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.

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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.
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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.

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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.

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Yelp's well-known brand image and trusted content contribute to its continued margin expansion and lower traffic acquisition costs. The company has seen significant growth in adjusted EBITDA and net income margins over the past few years. Yelp has a significant monetization opportunity in service categories and has implemented an impressive capital return program through share repurchases.

Yelp: Bullish Growth Catalysts Moving Into Q4

Yelp serves as a valuable guide for consumers seeking reviews and information about local businesses, primarily in the United States. Yelp Inc. has demonstrated consistent resilience, and this trend is expected to continue, driven by its appealing value proposition to advertisers, resulting in revenue growth and margin expansion. While the expanding use of AI presents a challenge, Yelp's recent strong performance and innovative product offerings position it for growth.

Yelp: Resilient Performance Should Continue

Yelp is suing Texas to ensure it can continue to tell users that crisis pregnancy centers listed on its site do not provide abortions or abortion referrals, opening a new front in the fight between states and the tech industry over abortion restrictions.

Yelp sues Texas to defend its labeling of crisis pregnancy centers

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Yelp and a coalition of news organizations have asked a U.S. judge to disqualify a prominent U.S. law firm from defending Google in the Justice Department's ad tech lawsuit, saying the firm has a conflict of interest because it previously was their advocate on matters related to the case.

Yelp wants Google's lawyers tossed from US antitrust case

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After more than 60% growth year-to-date at the current price of around $44 per share, we believe Yelp's stock (NASDAQ: YELP), an online site for discovering local busi

Yelp Stock Is Up 60% So Far. What's Next?

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 and Technology Conference on Thursday, September 7, 2023 at 3:45 p.m. Pacific 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 30 days after the conclusion of the li.

Yelp to Participate in the Goldman Sachs Communacopia and Technology Conference

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

Yelp (YELP) is an Incredible Growth Stock: 3 Reasons Why

YELP's second-quarter results reflect benefits from increased advertising spending by customers in the post-pandemic scenario when the global economies are open.

YELP's Q2 Earnings and Revenues Surpass Estimates, Rise Y/Y

Yelp Inc   (NYSE:YELP) is up 7.1% at $46.20 at last check, after the crowd-sourced review name reported better-than-expected second-quarter earnings and revenue after yesterday's close.

Yelp Stock Hits Nearly 5-Year High After Bull Notes

Although the revenue and EPS for Yelp (YELP) give a sense of how its business performed in the quarter ended June 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Yelp (YELP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Yelp Inc. (NYSE:YELP ) Q2 2023 Earnings Conference Call August 3, 2023 5:00 PM ET Company Participants James Miln - Senior Vice President, Finance and Investor Relations Jeremy Stoppelman - Co-founder and Chief Executive Officer David Schwarzbach - Chief Financial Officer Jed Nachman - Chief Operating Officer Conference Call Participants Eric Sheridan - Goldman Sachs Sergio Segura - KeyBanc Jason Kreyer - Craig-Hallum Colin Sebastian - Baird Stan Velikov - Wells Fargo Shweta Khajuria - Evercore ISI Operator Hello and welcome to the Yelp Second Quarter 2023 Earnings Call. All lines have been placed on mute to prevent any background noise.

Yelp Inc. (YELP) Q2 2023 Earnings Call Transcript

Yelp (YELP) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.11 per share a year ago.

Yelp (YELP) Surpasses Q2 Earnings and Revenue Estimates

Yelp Inc.'s YELP, -1.66% stock climbed 4% in extended trading Thursday after the company reported quarterly results that topped analyst revenue and earnings estimates. Yelp reported fiscal second-quarter net income of $14.8 million, or 21 cents a share, compared with net income of $8 million, or 11 cents a share, in the year-ago quarter.

Yelp's stock rises on record revenue, earnings beat

Yelp posted better-than-expected second-quarter growth, and raised its full year outlook

Yelp Earnings Top Guidance on Strong Ad Demand

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today posted its financial results for the second quarter ended June 30, 2023 in the Q2 2023 Shareholder Letter available on its Investor Relations website at www.yelp-ir.com. “Yelp's record-breaking top-line second quarter results are a testament to our increased product velocity and consistent execution across the company,” said Jeremy Stoppelman, Yelp's co-founder and chief e.

Yelp's Strong Execution Drove Record Net Revenue in the Second Quarter 2023

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 KeyBanc Technology Leadership Forum on Tuesday, August 8, 2023 at 10:00 a.m. Pacific 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 30 days after the conclusion of the live presentation. Abo.

Yelp to Participate in the KeyBanc Technology Leadership Forum

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

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, announced that it will release its financial results for the quarter ended June 30, 2023 after the market closes on Thursday, August 3, 2023. Yelp will issue a press release when its Shareholder Letter has been posted on its investor relations website at www.yelp-ir.com. Following the release of the Shareholder Letter, Yelp will host a webcasted conference call to discuss its se.

Yelp Announces Date of Second Quarter 2023 Financial Results

Yelp Inc. got a Buy call from Goldman Sachs, sending the stock above key resistance around $40. An activist had called for the consumer review site to sell the business due to constant stock compensation issues and aggressive stocks sales, keeping a lid on Yelp. At 15x EV/EBITDA targets, Yelp stock could be worth up to $80 to an external party.

Yelp: More Valuable To Another Party

Yelp (YELP) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Yelp (YELP) Stock Jumps 10.2%: Will It Continue to Soar?

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Goldman Sachs Loves 5 Top Internet Stocks That Live Where Digital Advertising Generates Billions

Yelp's stock is up 34% year to date, outperforming the S&P 500, due to stronger fundamentals and increased advertiser demand. Yelp is expanding into new categories such as Home Services and targeting multi-location national chains, which is driving growth. Despite a shift in sales strategy and pandemic-related layoffs, Yelp continues to grow its paid advertiser accounts and is expected to boost its adjusted EBITDA.

Yelp: Momentum Is Picking Up Steam

Activist investor TCS Capital Management has acquired a 4% stake in the service-recommendation platform Yelp and is pushing the company to explore strategic alternatives. The activist has pointed out that the company might be an attractive acquisition target to potential financial and strategic buyers. TCS has estimated that Yelp might be worth c. $70/share in a sale scenario, implying a 90%+ upside from current share price levels.

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