YELP
Yelp Inc.30.62
-0.02-0.07%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Services soften; AI details reaffirmed.
Q&A surfaced mild services demand softening from macro spillover, beyond prepared remarks' full-year strength, yet management leaned hard into cross-category Yelp Assistant rollout by Q1 end and multi-location bets. OpenAI deal accelerated Q4 other revenue 30-33% YoY; Hatch boasts 70% growth, cross-sell to advertisers, but margins deferred for expansion. RR&O stabilization hinges on consumer recovery and AI tools like Yelp Host upgrades. Executives shrugged off big-tech AI rivalry via niche focus. Q&A largely reaffirmed the script. Investors watch AI execution amid pressures.
Key Stats
Market Cap
1.93BP/E (TTM)
13.67Basic EPS (TTM)
2.24Dividend Yield
0%Recent Filings
10-K
FY2025 results
Yelp's 10-K filing reveals no financial statements or performance metrics, as it primarily documents a December 18, 2025, first amendment to its revolving credit agreement. This amendment boosts total commitments from an undisclosed prior amount to $325,000,000 via a $200,000,000 increase, adding Bank of America as a new lender alongside MUFG Bank, Goldman Sachs, and others, while shifting administrative duties from JPMorgan Chase to Wells Fargo. No Q4 or annual revenue, profitability, EPS, cash flow, or segment data disclosed. Liquidity strengthened through expanded revolver capacity. No annual guidance provided. Risks include potential covenant breaches from leverage exceeding permitted ratios.
8-K
Yelp hits revenue record
Yelp posted record 2025 net revenue of $1.46B, up 4%, with net income rising 10% to $146M while Adjusted EBITDA edged 3% higher to $369M. Services advertising surged 8% to $948M, offsetting 6% RR&O drop amid economic headwinds. AI investments ramp up, including Hatch acquisition and OpenAI deal; 2026 guides $1.455B-$1.475B revenue, $310M-$330M Adjusted EBITDA. Macro uncertainty looms large.
8-K
Yelp acquires Hatch for $270M
8-K
Yelp ups credit line
Yelp amended its revolving credit agreement on December 18, 2025, boosting total borrowing capacity to $325.0 million from prior levels and lifting the letter of credit sub-limit to $35.0 million, with Wells Fargo replacing JPMorgan as agent. No loans outstanding; $4.2 million in letters of credit issued. No changes to interest, fees, or covenants. Capacity expands cleanly.
10-Q
Q3 FY2025 results
Yelp's Q3 10-Q filing lacks financial statements, so key metrics like revenue, EPS, cash flow, and debt remain undisclosed. No y/y or q/q deltas available from primary statements or MD&A excerpts. Non-GAAP metrics not disclosed in the 10-Q. Liquidity and M&A details absent. Competition remains a key risk from Risk Factors.
IPO
Website
Employees
Sector
Industry