Yelp to Participate in the Raymond James TMT & Consumer Conference Share 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 Raymond James TMT & Consumer Conference on December 9, 2025 at 9:20 a.m. Eastern 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 18 ...

Core Insights - Block, Inc. is presenting a three-year financial outlook during its 2025 Investor Day, focusing on profitable growth and operational efficiency across its ecosystems, including Cash App and Square [1][3] Financial Guidance - For 2026, Block anticipates a 17% year-over-year growth in gross profit, reaching $11.98 billion, with Adjusted Operating Income and Adjusted Earnings per Share projected to grow over 30% to $2.70 billion and $3.20 respectively [2] - Non-GAAP Cash Flow is expected to be 20% of gross profit, amounting to $2.40 billion for 2026 [2] - The company has announced a $5 billion increase to its share repurchase program, with approximately $1.1 billion remaining under the previous $4 billion authorization as of September 30, 2025 [2] Long-Term Projections - Gross profit is expected to grow in the mid-teens annually through 2028, reaching approximately $15.8 billion [6] - Adjusted Operating Income is projected to grow about 30% annually, reaching $4.6 billion by 2028 [6] - Adjusted Earnings Per Share is expected to grow in the low 30% range annually through 2028, targeting $5.50 [6] - Non-GAAP Cash Flow is anticipated to reach 25% of gross profit by 2028, exceeding $4.0 billion [6] - The company aims to achieve the Rule of 40 by 2026 and maintain it through 2028 [6] Strategic Focus - The company emphasizes the strength of its interconnected ecosystems and its commitment to innovation, aiming to drive product velocity and serve more customers [3]

Core Insights - The 2025 Resy Retrospective highlights that connection was the defining theme in dining, emphasizing the importance of shared experiences and technology in enhancing hospitality [2][3]. Dining Trends in 2025 - The concept of a "Table Captain" emerged, with 72% of diners believing that having someone in charge of ordering improves the dining experience, particularly among Gen Z [4]. - Sharing meals has become the norm, with 94% of diners, including 97% of Gen Z, indicating a likelihood to share their meals when dining out [4]. - Communal dining is favored, as 90% of Gen Z diners enjoy communal tables, with one-third reporting they made new friends while dining this way [4]. - A shift towards earlier dining times is noted, with 46% of diners preferring reservations between 5 and 6 p.m. to avoid crowds [4]. - Resy's Notify feature, celebrating its 10th anniversary, remains a reliable method for securing reservations, particularly on Sundays [4]. - New restaurants are becoming smaller and more efficient, reflecting a trend towards intimacy and experience-driven formats [4]. - Restaurant technology is evolving towards integration, with partnerships aimed at creating a unified digital ecosystem to enhance operations and hospitality [4]. Future Trends for 2026 - American Express is enhancing dining benefits for its Platinum Card members, offering up to $400 back annually on eligible purchases at over 10,000 U.S. Resy restaurants, indicating a commitment to the dining and hospitality sector [5]. Additional Insights - The report notes a crackdown on unauthorized reservation resale, with new state bans in New York and Florida [9]. - Diners are increasingly seeking immersive experiences beyond traditional dining, with Gen Z prioritizing experience over the quality of wine [9]. - Trends such as tableside service, the rise of hyper-regional cuisines, and the popularity of listening bars are highlighted as significant shifts in dining preferences [9].

Core Points - Grindr Inc. announced the resignation of James Lu from the Board of Directors to focus on personal business priorities, with J. Michael Gearon, Jr. appointed as Lead Independent Director [1][2] - Lu expressed optimism about Grindr's future and emphasized his commitment to the company despite his resignation, highlighting his ongoing engagement with the Board [2][4] - A non-binding proposal to take Grindr private at $18.00 per share was submitted by Lu and co-bidders, which the Special Committee is currently evaluating [3][5] Company Updates - James Lu has served as Chairperson for over five years and contributed significantly to Grindr's growth and public market entry [2][4] - The Board is actively seeking new candidates for board membership to enhance its skills and expertise [2] - Grindr has over 15 million average monthly active users and operates in more than 190 countries, focusing on LGBTQ+ community support and human rights [7]

Core Insights - Bumble Inc. reported a 10% decrease in total revenue for Q3 2025, amounting to $246 million, compared to $273.6 million in Q3 2024 [9] - The Bumble app revenue also saw a decline of 9.7%, totaling $199 million, while Badoo app and other revenue decreased by 11.3% to $47.4 million [9] - The company is focusing on improving member engagement and quality, integrating innovation and AI into its platform, and enhancing its brand narrative [2][4] Financial Performance - Total revenue decreased by 10% to $246.2 million from $273.6 million year-over-year [9] - Bumble app revenue decreased by 9.7% to $198.8 million from $220.2 million [9] - Badoo app and other revenue decreased by 11.3% to $47.4 million from $53.4 million [9] - Total paying users decreased by 16% to 3.6 million from 4.3 million [9] - Average revenue per paying user (ARPPU) increased by 6.9% to $22.64 from $21.17 [9] - Net earnings were $51.6 million, representing 21% of revenue, compared to a net loss of $849.3 million in the previous year [9] Operational Highlights - Bumble app paying users decreased to 2,344.1 thousand from 2,869.3 thousand [6] - Badoo app and other paying users decreased to 1,230.8 thousand from 1,386.2 thousand [6] - Total average revenue per paying user increased to $22.64 from $21.17 [6] Balance Sheet - As of September 30, 2025, total cash and cash equivalents were $307.9 million, while total debt stood at $589.4 million [7] Strategic Initiatives - The company is prioritizing profitability and financial flexibility while investing in innovation for sustainable long-term growth [4] - Bumble has reached an agreement for an early termination and settlement of the Tax Receivable Agreement (TRA) for approximately $186 million, which is over 50% less than the carrying value of the TRA liability [12][13] - The transaction is expected to enhance cash flow and provide strategic flexibility for future growth initiatives [21]

Core Insights - Forge Global Holdings, Inc. will report its Third Quarter Fiscal 2025 Financial Results on November 14, 2025 [1] Company Overview - Forge is a leading provider of marketplace infrastructure, data services, and technology and investment solutions for the private market [2] Upcoming Events - CEO Kelly Rodriques will speak at Fortune Brainstorm Tech 2025, scheduled for September 8-10, 2025 [7]