Yelp (YELP) reported $358.53 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.8%. EPS of $0.36 for the same period compares to $0.20 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $352.02 million, representing a surprise of +1.85%. The company delivered an EPS surprise of +16.13%, with the consensus EPS estimate being $0.31.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Yelp (YELP) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.13%. A quarter ago, it was expected that this online business reviews company would post earnings of $0.51 per share when it actually produced earnings of $0.62, delivering a surprise of 21.57%.Over the last four quarters, ...

Yelp (YELP) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Kate Krieger - Director of Investor RelationsJeremy Stoppelman - Co-Founder, CEO & DirectorDavid Schwarzbach - CFOSergio Segura - Vice PresidentJed Nachman - COONitin Bansal - Vice President Conference Call Participants Cal Bartyzal - Equity Research AnalystNone - Analyst Operator Hello, and welcome to Yelp's First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After ...

Yelp (YELP) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Kate Krieger - Director of Investor RelationsJeremy Stoppelman - Co-Founder, CEO & DirectorDavid Schwarzbach - CFOSergio Segura - Vice PresidentJed Nachman - COONitin Bansal - Vice President Conference Call Participants Cal Bartyzal - Equity Research AnalystNone - Analyst Operator Hello, and welcome to Yelp's First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After ...

EXHIBIT 99.1 Product Innovation and Services Growth Drove Yelp's First Quarter 2025 Results Net Revenue increased by 8% year over year to $359 million Net Income increased by 72% year over year to $24 million, reflecting a 7% margin Adjusted EBITDA grew 32% year over year to $85 million, reflecting a 24% margin 1 Updates 2025 Net Revenue outlook to the range of $1.465 billion to $1.485 billion; and Adjusted EBITDA outlook to the range of $345 million to $365 million 2 SAN FRANCISCO--(BUSINESS WIRE)--May 8, ...

In its upcoming report, Yelp (YELP) is predicted by Wall Street analysts to post quarterly earnings of $0.31 per share, reflecting an increase of 55% compared to the same period last year. Revenues are forecasted to be $352.02 million, representing a year-over-year increase of 5.8%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Yelp (YELP) , the platform synonymous with connecting users to local businesses, has seen its shares plunge 11% over the past year. This underperformance compared with the Zacks Computer and Technology sector's 12.4% return and the Zacks Internet – Content industry’s 8.7% appreciation highlights challenges stemming from softness across its restaurant and retail business segments and rising competition.Yelp’s Restaurant, Retail and Other (RR&O) segment has been experiencing a deceleration in revenues for the ...

SCOTTSDALE, Ariz., March 06, 2025 (GLOBE NEWSWIRE) -- This award recognizes VIIRL’s efforts as a digital marketing agency generating great results for hundreds of clients ranging from home services to health and beauty. This includes building great Yelp profiles, captivating portfolios, optimizing ad campaigns, and leveraging Yelp’s APIs to provide real-time reporting to measure performance. “It’s amazing to be recognized as partner of the year by Yelp because of the results we are generating for our clien ...

The number-one catalyst that has sparked major stock declines over the past month: poor outlooks for FY25. Unfortunately, this has become more the rule than the exception, as many companies have issued soft forecasts while calling out continued macro challenges as the primary reasonWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping t ...

Financial Performance - Yelp achieved record annual revenue and profitable growth in 2024, demonstrating the effectiveness of its local advertising platform [29]. - Advertising revenue accounted for 96% of total revenue for the year ended December 31, 2024, consistent with previous years [34]. - Revenue increased from $12.1 million in 2008 to $1.41 billion in 2024, but growth rate has declined recently due to business maturation [191]. - The company has incurred significant operating losses in the past and may continue to do so if revenue growth does not keep pace with expenses [193]. - The company expects ongoing challenges in the RR&O sector to significantly impact results in 2025 [192]. Advertising and Revenue Sources - The Auto Services category, Yelp's second largest by revenue, is expected to see significant growth following the acquisition of RepairPal in November 2024 [33]. - Local sales revenue historically comprised nearly half of the company's advertising revenue, driven by growth in Local sales headcount [40]. - The Multi-location sales channel is viewed as a significant growth opportunity, with plans to expand full funnel ad products and attribution solutions in 2025 [40]. - The company’s advertising products must demonstrate material benefits to maintain and expand the advertiser base, particularly among small and medium-sized businesses (SMBs) [103]. - Advertising revenue from Restaurants, Retail & Other (RR&O) businesses decreased by 3% year over year due to challenging operating environments, including supply chain issues and inflation [100]. User Engagement and Content Moderation - As of December 31, 2024, approximately 76% of reviews submitted to Yelp's platform were recommended, indicating strong content moderation practices [30]. - Approximately 9% of the reviews submitted to the platform had been removed as of December 31, 2024, due to violations of terms of service [56]. - The company emphasizes the importance of user-generated content, which is critical for attracting consumer traffic and supporting local businesses [59]. - The company faces challenges in maintaining user-generated content quality, which is critical for attracting consumer traffic and revenue [143]. Technology and AI Investments - Yelp plans to invest in enhancing its Services experience in 2025, leveraging AI to improve lead quality and hiring processes [33]. - The company has invested significantly in AI technologies to enhance user experience and improve content moderation [43]. - The company plans to leverage AI in product initiatives, which poses risks related to investment returns and market competition [111]. - The company is increasingly utilizing AI technologies, which involves significant risks and may not yield the expected benefits [175]. Workforce and Culture - The company has committed to a fully remote working model since 2022, significantly reducing office footprint and operating costs [80]. - The company plans to hold headcount approximately flat in 2025 while expanding the use of AI to drive operational efficiencies [33]. - The company continues to invest in talent development programs, emphasizing continuous learning and leadership development to enhance employee success [90]. - The company has a strong focus on fostering a collaborative culture, which is considered a competitive strength [81]. Legal and Regulatory Challenges - The company is subject to evolving privacy and data protection regulations, which may increase compliance costs and liabilities [74]. - Ongoing legal and regulatory challenges may increase compliance costs and liability exposure for the company, particularly regarding content moderation and user-generated content [220]. - The enactment of the Digital Services Act and Online Safety Act in the EU and UK, respectively, imposes new obligations that could lead to fines up to 6% and 10% of worldwide annual turnover for non-compliance [217]. - The company faces potential legal actions and investigations due to perceived failures in compliance, which could adversely affect its reputation and financial condition [223]. Market Competition - The company faces intense competition from various online and offline platforms, including Google, TripAdvisor, and social media [68]. - The company faces intense competition from major players like Google and Meta, which may leverage their resources to gain market share [127]. - User engagement on the platform remained below pre-pandemic levels, particularly in certain U.S. geographies and RR&O categories, impacting advertising effectiveness [101]. Strategic Acquisitions - In November 2024, the company acquired RepairPal to expand its offerings in the auto services category, indicating a strategy of growth through acquisitions [152]. - Successful integration of acquired companies is crucial for realizing expected benefits and synergies, but poses significant operational challenges [155]. Financial Risks and Liabilities - The company may require additional capital for business growth, which might not be available on acceptable terms, potentially impacting operations and financial condition [201]. - Future issuances of equity or convertible debt securities could lead to significant dilution for existing stockholders and may involve restrictive covenants [202]. - The company has recorded a significant amount of goodwill related to acquisitions, and any impairment of goodwill or intangible assets could result in substantial charges to its financial statements [199]. Corporate Governance and Compliance - Being a public company increases legal and financial compliance costs, straining resources and management attention [224]. - Changes in corporate governance laws and standards create ongoing uncertainty and could lead to higher administrative expenses [224]. - The company's stock price has been highly volatile, influenced by macroeconomic conditions and fluctuations in financial performance [225].