Earnings summaries and quarterly performance for YELP.
Executive leadership at YELP.
Board of directors at YELP.
Research analysts who have asked questions during YELP earnings calls.
Sergio Segura
KeyBanc Capital Markets
4 questions for YELP
Also covers: ANGI, FTDR
Cal Bartyzal
Craig-Hallum Capital Group LLC
2 questions for YELP
Also covers: CDLX, CREX, DSP +5 more
NB
Nitin Bansal
Bank of America
2 questions for YELP
Also covers: SSTK
Shweta Khajuria
Wolfe Research, LLC
2 questions for YELP
Also covers: BMBL, CART, CHWY +14 more
Colin Sebastian
Baird
1 question for YELP
Also covers: ABNB, AMZN, CART +10 more
Eric Sheridan
Goldman Sachs
1 question for YELP
Also covers: ABNB, ACVA, AMZN +42 more
Jason Kreyer
Craig-Hallum Capital Group LLC
1 question for YELP
Also covers: CDLX, CREX, DSP +15 more
John Colantuoni
Jefferies
1 question for YELP
Also covers: ABNB, ACVA, BKNG +9 more
Josh Beck
Raymond James
1 question for YELP
Also covers: ACVA, GDDY, LZ +4 more
Kishan Patel
Raymond James & Associates, Inc.
1 question for YELP
Also covers: LZ
RC
Robert Coulbreth
Evercore ISI
1 question for YELP
ZW
Zachary Witaszek
Baird
1 question for YELP
Recent press releases and 8-K filings for YELP.
Yelp to Acquire AI Platform Hatch for $300 Million
YELP
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Yelp announced on January 21, 2026, its agreement to acquire Hatch, an AI-powered lead management and communication platform, for approximately $270 million in cash plus $30 million in employee retention payments, with the deal expected to close in early February.
- This acquisition represents a strategic pivot for Yelp towards a SaaS, AI-driven strategy, aiming to integrate Hatch's AI agents to automate lead follow-up and boost conversion for services businesses.
- Hatch currently generates approximately $25 million in annual recurring revenue (ARR) and has demonstrated roughly 70% year-over-year growth.
- The $270 million cash outlay for the acquisition represents about 15% of Yelp's market capitalization, which Yelp plans to fund by leveraging its strong profitability and healthy balance sheet.
Jan 22, 2026, 5:18 AM
Yelp Acquires AI Lead Management Platform Hatch
YELP
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- Yelp Inc. announced its agreement to acquire Hatch, an AI-powered lead management and communication platform, for approximately $270 million in cash with an additional $30 million of employee retention.
- The acquisition is intended to accelerate Yelp's AI transformation and expand its SaaS offerings to local businesses.
- As of November 2025, Hatch achieved approximately $25 million in annual recurring revenue (ARR), representing a 70% year-over-year ARR growth rate, at a modestly negative cash flow.
- The transaction is expected to close in early February.
Jan 21, 2026, 9:05 PM
Yelp Discusses AI Strategy, Services Business Growth, and Cost Management
YELP
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Yelp is broadly applying AI to transform its consumer experience and operations, focusing on practical applications like the Yelp Assistant for request-to-quote and new voice products.
- The company leverages its unique asset of hundreds of millions of curated, trustworthy reviews and ratings for local businesses, positioning itself as a key partner for local search.
- The Yelp Assistant has driven a 400% increase in Request a Quote requests and is being expanded across all categories, enhancing the services business which now accounts for nearly 70% of ad revenue.
- Yelp has effectively managed AI-related costs by stratifying compute across models and leveraging competition in the model market, avoiding significant cost increases seen by some other platforms.
Dec 9, 2025, 2:20 PM
Yelp Discusses AI Strategy and Product Innovation at Conference
YELP
Product Launch
New Projects/Investments
- Yelp is implementing an AI strategy to transform its consumer experience and operations, moving towards conversational search that provides answers and enables action, leveraging its curated human-generated content.
- The Yelp Assistant, initially for request-to-quote, is being expanded across all categories to enhance user engagement and gather more relevant information for matching consumers with service professionals.
- Yelp has launched voice products (Host and Receptionist) with positive initial feedback on their human-like voice quality and broad question-handling capabilities, aiming for practical and useful applications.
- The company's services business, which contributes nearly 70% of ad revenue, is expected to benefit from the new conversational AI interface, enabling higher monetization without increasing perceived ad load, while AI-related costs have been effectively managed.
Dec 9, 2025, 2:20 PM
Yelp Discusses AI Strategy, Services Growth, and Cost Management at Raymond James Conference
YELP
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Yelp is broadly applying AI to transform its consumer experience and internal operations, leveraging its core asset of human-generated, trustworthy content (reviews and ratings) to provide answers and facilitate actions for consumers and advertisers.
- The company's services business is a significant revenue driver, approaching 70% of ad revenue, with the conversational AI interface (Yelp Assistant) expected to enhance user engagement and enable higher monetization rates without increasing perceived ad load.
- Yelp has effectively managed AI-related costs, with increased spending primarily on data rather than models, by employing a stratified model architecture and benefiting from competitive pricing in the model market.
- Yelp is actively pursuing partnerships with other platforms (e.g., Apple Maps, Alexa) to extend the reach of its comprehensive local business directory and curated reviews, positioning itself as a preeminent partner for local search.
Dec 9, 2025, 2:20 PM
Yelp Reports Q3 2025 Results, Updates Full-Year Guidance, and Highlights AI Transformation
YELP
Earnings
Guidance Update
New Projects/Investments
- Yelp reported Q3 2025 net revenue of $376 million, a 4% year-over-year increase, and Adjusted EBITDA of $98 million, a 26% margin, exceeding its outlook for both metrics.
- Services revenue grew 7% year-over-year to a record $244 million, while Restaurants, Retail, and Other (RRNO) revenue declined 2% year-over-year to $114 million due to persistent macroeconomic uncertainties.
- The company lowered its full-year 2025 net revenue outlook to a range of $1.460 billion to $1.465 billion but raised its full-year Adjusted EBITDA outlook to $360 million to $365 million, reflecting disciplined expense management.
- Yelp is accelerating its AI transformation with over 35 new features, including an enhanced Yelp Assistant that drove a nearly 400% year-over-year increase in project submissions, and launched new voice AI subscription products like Yelp Host and Yelp Receptionist.
- A new partnership with DoorDash expanded Yelp's food ordering network by 200,000 new restaurants to over 500,000, which is expected to generate incremental revenue.
Nov 6, 2025, 10:00 PM
Yelp Reports Record Q3 2025 Net Revenue and Updates Full-Year Outlook
YELP
Earnings
Guidance Update
New Projects/Investments
- Yelp reported record net revenue of $376 million for Q3 2025, an increase of 4% year over year, with net income rising 2% to $39 million.
- Adjusted EBITDA for Q3 2025 was $98 million, a 3% decrease compared to the prior year.
- The company updated its full-year 2025 outlook, projecting net revenue in the range of $1.460 billion to $1.465 billion and Adjusted EBITDA between $360 million and $365 million.
- During Q3, Yelp repurchased approximately 2.3 million shares at an aggregate cost of $75 million.
- Yelp continues to accelerate its AI transformation, rolling out over 35 new features and updates, including the expansion of Yelp Assistant and new AI-powered call answering services like Yelp Host and Yelp Receptionist.
Nov 6, 2025, 9:07 PM
Yelp Reports Third Quarter 2025 Results
YELP
Earnings
Guidance Update
New Projects/Investments
- Yelp reported record net revenue of $376 million for the third quarter of 2025, marking a 4% increase year-over-year, while net income grew 2% to $39 million.
- Adjusted EBITDA for Q3 2025 was $98 million, a 3% decrease year-over-year.
- The company updated its 2025 net revenue outlook to a range of $1.460 billion to $1.465 billion and its Adjusted EBITDA outlook to $360 million to $365 million.
- Yelp is accelerating its AI transformation, having rolled out over 35 new features and updates, including the expansion of Yelp Assistant and AI-powered call answering services.
Nov 6, 2025, 9:05 PM
Yelp Unveils Extensive AI-Powered Product Release
YELP
Product Launch
New Projects/Investments
- Yelp announced its 2025 Fall Product Release, featuring over 35 new AI-powered features and updates designed to make local discovery more conversational, visual, and seamless.
- Key consumer-facing enhancements include an evolved Yelp Assistant that provides instant answers about businesses, Menu Vision for visual menu discovery, and expanded natural language and voice search capabilities.
- For businesses, Yelp is rolling out AI-powered call answering solutions: Yelp Host for restaurants, priced at $149 per month (or $99 per month for Yelp Guest Manager customers), and Yelp Receptionist for eligible local businesses, starting at $99 per month.
- These AI solutions are intended to streamline operations for businesses by efficiently resolving customer inquiries, allowing staff to focus on customer service.
Oct 21, 2025, 11:00 AM
Yelp discusses Q2 results, strategic priorities, and AI initiatives
YELP
Guidance Update
New Projects/Investments
Share Buyback
- Yelp's Q2 results and outlook were impacted by policy uncertainty affecting seasonal advertising budgets, leading to a challenging environment for small businesses with rising input costs and consumer uncertainty.
- The company's strategic focus on services is showing strong results, with Yelp Assistant driving a 400% year-on-year increase in generated projects and a 4x higher monetization rate compared to single search clicks.
- Yelp is expanding off-platform monetization, with API calls for AI search providers increasing tenfold in the past two months, contributing to an over $10 million run rate in licensing ARR.
- Internally, AI is enhancing efficiency, notably reducing the time to bring a feature to market by 60%.
- The company maintains financial discipline, committing to flat headcount and an ongoing $250 million share repurchase run rate.
Aug 12, 2025, 5:05 PM
Quarterly earnings call transcripts for YELP.
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