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Yelp (YELP)
NYSE:YELP
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.52Last Year’s EPS
0.54Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 4.64%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
Yelp's earnings call highlighted strong revenue growth and profitability, driven by their services business and AI innovations. However, challenges in the RR&O categories and macroeconomic uncertainties were noted. While the highlights show a positive trend, the concerns about macroeconomic conditions and specific category declines balance the sentiment.Company Guidance
During Yelp's first quarter 2025 earnings call, the company provided several key metrics highlighting its financial performance and strategic initiatives. Yelp reported an 8% year-over-year increase in net revenue, reaching $359 million, with adjusted EBITDA rising by 32% to $85 million, indicating a 24% margin. The services segment was a strong growth driver, with a 14% year-over-year revenue increase to $232 million, marking the 16th consecutive quarter of double-digit growth in this area. The company also noted a 10% year-over-year increase in Request to Quote projects, primarily due to enhancements in the Request to Quote flow and the adoption of Yelp Assistant. Yahoo's net income reached $24 million, a 72% increase from the previous year, translating to $0.36 per diluted share. Looking forward, Yelp adjusted its full-year net revenue outlook to between $1.465 billion and $1.485 billion, and the adjusted EBITDA forecast to a range of $345 million to $365 million, reflecting both strong first-quarter performance and ongoing macroeconomic uncertainties.Revenue Growth and Profitability
Yelp delivered 8% year-over-year revenue growth, achieving $359 million in net revenue. Net income margin expanded by three percentage points and adjusted EBITDA margin by four percentage points from the prior year period. Adjusted EBITDA increased by 32% year-over-year to $85 million, representing a 24% margin.
Services Business Performance
Yelp's Services revenue increased by 14% year-over-year, marking the 16th consecutive quarter of double-digit growth. Request to Quote projects increased by more than 15% year-over-year, excluding projects acquired through paid search.
AI and Product Innovations
Introduction of 15 new features and updates, including AI-powered photo recognition in Yelp Assistant and response quality badges. Upcoming AI-powered call answering services for service pros and restaurants were also announced.
Stock Repurchase Program
Yelp repurchased $62.5 million worth of shares at an average purchase price of $37.01 per share. As of March 31, 2025, $268 million remains under the existing repurchase authorization.
YELP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
YELP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $35.74 | $38.98 | +9.07% |
Feb 13, 2025 | $40.55 | $37.34 | -7.92% |
Nov 07, 2024 | $36.37 | $35.93 | -1.21% |
Aug 08, 2024 | $33.51 | $33.47 | -0.12% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Yelp (YELP) report earnings?
Yelp (YELP) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Yelp (YELP) earnings time?
Yelp (YELP) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is YELP EPS forecast?
YELP EPS forecast for the fiscal quarter 2025 (Q2) is 0.52.
