YELP
Yelp Inc.30.62
-0.02-0.07%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.93BP/E (TTM)
13.67Basic EPS (TTM)
2.24Dividend Yield
0%Recent Filings
8-K
Yelp appoints Logan Green to board
Yelp expanded its board from eight to nine directors on August 19, 2025, appointing Logan Green as an independent member effective immediately, with his term running until the 2026 annual meeting. Green, receiving standard non-employee director pay including $325,000 in restricted stock units, brings fresh oversight amid Yelp's push for governance evolution. No family ties or conflicts exist. The board plans committee assignments soon.
10-Q
Q2 FY2025 results
Yelp's Q2 2025 results show steady revenue growth, with net income holding firm amid controlled costs. The company reported positive operating income, reflecting efficient operations in a maturing market. Cash from operations remains robust, supporting ongoing share repurchases without straining liquidity. No major M&A or regulatory hurdles emerged this quarter. Yet competition from larger platforms keeps pressure on ad pricing.
8-K
Yelp Q2 revenue hits record
Yelp reported Q2 net revenue of $370 million, up 4% year-over-year, driven by 8% Services growth to $241 million amid RepairPal integration, while RR&O revenue fell 5% to $113 million due to macro pressures. Net income rose 16% to $44 million with a 12% margin; Adjusted EBITDA climbed 10% to $100 million at 27% margin. Services momentum offsets broader uncertainties. Outlook narrows to $1.465-$1.475 billion revenue, $350-$360 million Adjusted EBITDA for 2025.
8-K
Yelp annual meeting results
Yelp Inc. held its 2025 Annual Meeting on June 13, electing all eight director nominees with overwhelming support—99.5% for Christine Barone and Dan Jedda, down to 95.9% for Robert Gibbs—while ratifying Deloitte & Touche as auditors at 99.5%. Stockholders approved executive compensation advisory at 94.3% and favored annual say-on-pay votes at 95.7%, prompting the board to commit to yearly polls. Directors locked in. This signals strong governance alignment amid steady operations.
10-Q
Q1 FY2025 results
Yelp's Q1 2025 10-Q filing lacks the required financial statements, including revenue, profitability metrics, and cash flow details, making it impossible to analyze year-over-year or quarter-over-quarter changes in key figures like operating income or diluted EPS. No GAAP totals or drivers from MD&A are available here. Non-GAAP metrics are not disclosed in the 10-Q. Liquidity and debt postures remain unreported without balance sheet data. The filing does include a summary of non-employee director compensation arrangements effective January 1, 2025, detailing cash fees up to $47,500 annually for the board chair and equity awards valued at $325,000 for new directors vesting over three years. No material M&A, impairments, or regulatory events are mentioned. Yelp faces ongoing risks from intense competition in online local search.
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