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Yelp (YELP) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Director of Investor Relations - Kate KriegerChief Executive Officer - Jeremy StoppelmanChief Financial Officer - David SchwarzbachChief Operating Officer - Jed Nachman TAKEAWAYS Net Revenue -- $376 million, …

More than reviews: How Yelp St. Louis builds community

Yelp St. Louis, managed by community manager Kelse Strothman, is fostering local connections beyond just reviews by organizing events and engaging with businesses. Strothman, a former teacher, focuses on community engagement and manages the Yelp St. Louis Instagram, which has over 12,000 followers. A …

Quantinno Capital Management LP Has $1.86 Million Stock Position in Yelp Inc. $YELP

Quantinno Capital Management LP significantly increased its stake in Yelp Inc. by 206.4% in the first quarter, now holding 75,180 shares valued at approximately $1.86 million. This move is part of a broader trend of institutional investors and hedge funds owning 90.11% of Yelp. …

YELP: Other revenue and SEO gains offset local economy pressures, with innovation and licensing fueling growth

Yelp's revenue growth is attributed to strong gains in other revenue streams and improved SEO traffic, mitigating pressures in the local economy and core advertising. Future growth is expected from product innovation, including conversational interfaces and the Hatch acquisition. High-margin licensing and disciplined capital …

YELP Q2 Deep Dive: AI Initiatives and Licensing Drive Product Momentum Amid Advertising Headwinds

YELP Q2 Deep Dive: AI Initiatives and Licensing Drive Product Momentum Amid Advertising Headwinds Local business platform Yelp (NYSE:YELP) beat Wall Street's revenue expectations in Q2 CY2026, with sales up 1.4% year on year to $375.5 million. The company expects the full year's revenue …

Yelp (YELP) Stock May Be Below Fair Value On Fresh AI Results

Yelp (YELP) stock appears undervalued based on current market multiples, particularly its P/E ratio, which is lower than both industry averages and Simply Wall St's fair P/E estimate. The company's recent AI initiatives like Yelp Assistant and Yelp Host are considered potential drivers for …

How Investors May Respond To Yelp (YELP) Tightening 2026 Revenue Guidance And Rising AI Tool Adoption

Yelp Inc. has narrowed its fiscal 2026 net revenue guidance to US$1.46 billion to US$1.47 billion and announced significant adoption of its AI-powered tool, Yelp Host. This development highlights AI's growing role in Yelp's business model, influencing its investment narrative by balancing AI adoption …

Yelp (NYSE:YELP) Trading Down 6.5% - Should You Sell?

Yelp (NYSE:YELP) shares dropped 6.5% to $23.91 on Monday in low trading volume, despite the company recently surpassing its quarterly earnings and revenue estimates. Analyst sentiment is generally cautious, with a consensus "Reduce" rating and a target price of $27.57, though individual ratings vary. …

YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million …

Yelp Q2 Earnings Call Highlights

Key Points Interested in Yelp Inc.? Here are five stocks we like better. Q2 revenue rose 1% to $376 million, exceeding guidance, while net income fell 28% to $32 million and adjusted EBITDA declined 9% to $91 million. AI and adjacent businesses drove growth: …

Yelp (NYSE:YELP) Releases Quarterly Earnings Results, Beats Estimates By $0.21 EPS

Price-Driven Insight from (YELP) for Rule-Based Strategy

This article provides a price-driven insight into Yelp Inc. (NASDAQ: YELP) for a rule-based trading strategy, noting near-term weak sentiment which may lead to a resumption of long-term weakness. It identifies an exceptional 48.0:1 risk-reward short setup and outlines three AI-generated trading strategies: Position …

Yelp (YELP) Stock Faces Margin Pressure Despite AI Revenue Traction

Q2 2026 Yelp Inc. Earnings Call Transcript

Yelp Inc. reported strong Q2 2026 results with revenue and adjusted EBITDA exceeding guidance, driven by growth in advertising revenue and home/local services. While performance advertising offset a slowdown in brand advertising, the company faces macroeconomic uncertainty and increased competition. Yelp continues to invest …

Yelp Inc. (NYSE: YELP) Q2 2026 profit drops amid AI investment push

Yelp Inc. (NYSE: YELP) reported a modest 1% increase in Q2 2026 net revenue to $375.5 million, but net income dropped 28% to $31.7 million due to higher costs from increased AI and marketing investments, including the $271.2 million acquisition of AI lead-management platform …

Yelp Inc 2026: Revenue $375.52M, EPS $0.57— 10-Q Summary

Yelp Inc. reported its Q2 2026 results, showing a modest revenue increase to $375.5 million, while net income and diluted EPS declined due to investments in AI, marketing, and acquisitions. The revenue growth was primarily driven by other revenue streams, offsetting a decline in …

Yelp Inc (YELP) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

Yelp shares rise 5% on strong Q2, ignoring warnings that economic conditions could pressure revenue

[MasterCard, VISA, American Express, Discover payment options on a restaurant door] Michael Vi Shares of Yelp (YELP [https://seekingalpha.com/symbol/YELP]) rose more than 5% on Friday following a strong earnings report [https://seekingalpha.com/news/4628414-yelp-gaap-eps-of-0_57-beats-by-0_21-revenue-of-375_52m-beats-by-8_62m], with both EPS and revenue topping analyst estimates. The local business review platform reported …

Yelp reports record $33M in “Other revenue” amid AI push

Yelp Inc. (NYSE: YELP) reported its financial results for the second quarter ended June 30, 2026, with net revenue increasing by 1% year-over-year to $376 million. A highlight was the nearly doubling of "Other revenue" to a record $33 million, driven by the company's …

Yelp Inc. (YELP) Stock Price, News, Quote & History

This Yahoo Finance page provides a comprehensive overview of Yelp Inc. (YELP) stock, including its current price, news headlines, and historical data. It highlights recent Q2 2026 earnings reports, showing strong revenue and EBITDA beats, and mentions the impact of an OpenAI licensing deal. …

Is Yelp Inc (YELP) Undervalued After Q2 Earnings Miss? EPS at $0

Yelp (YELP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Yelp (YELP) reported $375.52 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 1.4%. EPS of $0.62 for the same period compares to $0.67 a year ago. The reported revenue represents a surprise of +2.74% over the Zacks Consensus …

Yelp (YELP) Surpasses Q2 Earnings and Revenue Estimates

YELP ($YELP) Releases Q2 2026 Earnings

Yelp (NYSE:YELP) Beats Q2 CY2026 Sales Expectations

Yelp (NYSE:YELP) Beats Q2 CY2026 Sales Expectations Local business platform Yelp (NYSE:YELP) reported Q2 CY2026 results beating Wall Street's revenue expectations , with sales up 1.4% year on year to $375.5 million. The company expects the full year's revenue to be around $1.47 billion, …

Yelp Reports Second Quarter 2026 Results

Net Revenue increased by 1% year over year to $376 million Net Income decreased from the prior year to $32 million, reflecting an 8% margin Adjusted EBITDA1 decreased 9% year over year to $91 million, reflecting a 24% margin Narrows outlook range of 2026 …

Yelp faces earnings test as AI push meets revenue headwinds

Yelp Inc. is set to report second-quarter earnings, with investors focused on whether its AI initiatives can counter ongoing revenue challenges in local advertising. Analysts project modest sequential improvement but a year-over-year revenue decline, highlighting the need for AI features like Yelp Assistant and …

Yelp’s First Product Was a Flop. Then Users Found 1 Hidden Link That Changed Everything

Yelp's initial email referral service, Yelp 1.0, launched in 2004, failed to gain traction. However, founders Jeremy Stoppelman and Russel Simmons observed that users were actively utilizing a hidden link to post unsolicited reviews, indicating a strong desire for word-of-mouth recommendations. This insight led …

Yelp Inc. (NYSE:YELP) Given Average Rating of "Reduce" by Analysts

Yelp Inc. (NYSE:YELP) has received a consensus "Reduce" rating from analysts, with an average 12-month price target of $27.88. This rating reflects a cautious outlook, despite the company exceeding first-quarter earnings and revenue expectations. Recent insider selling and institutional investor activity also provide a …

Yelp Inc. (NYSE: YELP) COO sells 4,500 shares in 10b5-1 plan

Yelp Inc.'s Chief Operating Officer, Joseph R. Nachman, sold 4,500 shares of common stock on August 3, 2026, at $26.91 per share. This transaction was executed under a Rule 10b5-1 trading plan established on February 19, 2026. Following the sale, Nachman directly holds 261,326 …

Yelp Inc. $YELP Shares Sold by Sei Investments Co.

Sei Investments Co. reduced its stake in Yelp Inc. (NYSE:YELP) by 19.4% in the first quarter, selling 53,601 shares and retaining 223,114 shares valued at $5.52 million. Despite this, other institutional investors increased their holdings, and Yelp reported stronger-than-expected earnings and revenue. Analysts, however, …

Pacer Advisors Inc. Buys 66,833 Shares of Yelp Inc. $YELP

Pacer Advisors Inc. increased its stake in Yelp Inc. by 16.7% in the first quarter, purchasing an additional 66,833 shares and now owning 467,195 shares valued at approximately $11.6 million. Despite institutional investors collectively owning 90.11% of the company, analysts maintain a "Reduce" rating …

Yelp's Aug. 11 presentation webcast stays online 180 days

Yelp Inc. announced that its management will present at the KeyBanc Capital Markets Technology Leadership Forum on August 11, 2026, at 12:30 p.m. Pacific Time. A live and archived webcast of the presentation will be available on the company’s investor relations website and will …