Core Insights - For the quarter ended June 2025, Yelp reported revenue of $370.39 million, reflecting a year-over-year increase of 3.8% and an EPS of $0.67, up from $0.54 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $364.77 million by 1.54%, while the EPS surpassed the consensus estimate of $0.48 by 39.58% [1] Financial Performance Metrics - Yelp's shares have returned -1.2% over the past month, contrasting with the Zacks S&P 500 composite's +1.2% change, indicating a potential underperformance relative to the broader market [3] - The company has a Zacks Rank 2 (Buy), suggesting it could outperform the market in the near term [3] Advertising Metrics - The number of Paying Advertising Locations reached 515 thousand, slightly above the estimated 514.75 thousand [4] - In the category of Restaurants, Retail & Other, Paying Advertising Locations totaled 255 thousand, exceeding the estimate of 251 thousand [4] - For Services, Paying Advertising Locations were 260 thousand, slightly below the estimate of 263.33 thousand [4] - Net revenue from Advertising was $353.7 million, surpassing the average estimate of $348.14 million, with a year-over-year change of +3.6% [4] - Net revenue from Other services was $16.7 million, slightly above the estimate of $16.63 million, representing a +6.5% change year-over-year [4] - Advertising revenue from Services was $240.8 million, compared to the average estimate of $239.85 million, reflecting an +8% year-over-year change [4] - Advertising revenue from Restaurants, Retail & Other was $112.9 million, exceeding the average estimate of $108.04 million, but showing a -4.6% year-over-year change [4]