Yelp Inc. (YELP) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Yelp is rated Buy, trading at 6x economic EBITDA with no debt, $300M cash, and aggressive buybacks despite minimal top-line growth. YELP's Q1 revenue grew 1% with stable services and ad revenue, while ad clicks declined 10% but CPC rose 8%, signaling pricing power. Stock-based compensation remains elevated but is targeted to fall below 6% of revenue by 2027; buybacks retired 12% of shares in a year.
Yelp's Q1 EPS slips as costs climb, but revenues top estimates on a 75% other-revenue surge and wider Assistant adoption.
Yelp Inc. (YELP) Q1 2026 Earnings Call Transcript
Yelp (YELP) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.36 per share a year ago.
Although the revenue and EPS for Yelp (YELP) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Evaluate the expected performance of Yelp (YELP) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Yelp Inc. (YELP) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
YELP surpasses Q4 earnings and revenue estimates, but shares fall on tepid revenue guidance for the first quarter of 2026.
Yelp Inc. (YELP) Q4 2025 Earnings Call Transcript
The headline numbers for Yelp (YELP) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.