Yelp INC

Market Movers (8-K)

NYSE
Yelp Inc. announced stockholder approval of an amended employee stock purchase plan and a change in its Chief Product Officer role.
NYSE
Yelp announced its first-quarter 2026 financial results, reporting a 1% increase in net revenue to $361 million, while net income decreased to $18 million, driven by strategic investments in AI and acquisitions.
NYSE
Yelp Inc. announced that Chief Technology Officer Sam Eaton will step down effective June 30, 2026, and Alex Levy will assume the role.
NYSE
Yelp reported record net revenue in 2025 driven by Services, while accelerating its AI strategy with new partnerships and acquisitions, despite a challenging environment for Restaurant, Retail & Other businesses.
Better than expected
Delay expected
NYSE
Yelp Inc. reported record net revenue of $1.46 billion in 2025, with net income up 10%, and announced an accelerated investment in AI transformation, including an agreement with OpenAI and the acquisition of Hatch.
Worse than expected
NYSE
Yelp Inc. announced the completion of its acquisition of Hatchify Inc. for approximately $270 million in cash, expanding its service offerings.
Capital raise

Quarterly Earnings (10-Q)

NYSE
Yelp reported Q1 2026 net revenue of $361.5 million, up 1% year-over-year, driven by AI-focused strategic growth and the acquisition of Hatch.
Worse than expected
NYSE
Yelp Inc. reports a 4% year-over-year revenue increase to $376.0 million in Q3 2025, driven by strong performance in Services categories and strategic AI investments.
Capital raise
NYSE
Yelp reported strong second-quarter 2025 financial results, driven by an 8% increase in Services advertising revenue and strategic product investments, despite macroeconomic headwinds impacting other categories.
Better than expected
NYSE
Yelp's Q1 2025 shows an 8% revenue increase, fueled by its Services category, while navigating macroeconomic challenges in the Restaurants, Retail & Other sectors.
NYSE
Yelp Inc. announced a 4% year-over-year increase in revenue for the third quarter of 2024, driven by growth in its Services category and strategic investments in product and marketing.
NYSE
Yelp Inc. saw a 6% increase in revenue in the second quarter of 2024, driven by strong performance in its Services category, while also reporting a net income of $38 million.
Better than expected

Annual Reports (10-K)

NYSE
Yelp achieved record annual revenue and profitable growth in 2025, driven by Services categories and strategic AI investments, despite challenges in Restaurants, Retail & Other.
Worse than expected
Capital raise
NYSE
Yelp Inc. achieved record annual revenue and profitable growth in 2024, driven by its broad-based local advertising platform.
NYSE
Yelp Inc. achieved record annual revenue and profitable growth in 2023, driven by strategic investments in product development and a focus on efficient sales channels.
Better than expected

Insider Trading (Form 4)

NYSE
Yelp Inc. Chief People Officer Carmen Amara sold shares valued at approximately $62,000 under a pre-established 10b5-1 trading plan.
NYSE
Yelp Inc. Chief Technology Officer Alexander Coleman Levy was granted 14,762 restricted stock units on July 1, 2026, vesting over four years.
NYSE
Yelp Inc. Chief Operating Officer Joseph R. Nachman sold shares of common stock as part of a pre-arranged 10b5-1 trading plan.
NYSE
Yelp Inc. director Royce A. Wells was granted 10,646 restricted stock units as part of standard equity compensation.
NYSE
Yelp Inc. director Sharon Rothstein was granted 10,646 restricted stock units as part of standard equity compensation.
NYSE
Yelp Inc. director Dan Jedda was granted 10,646 restricted stock units as part of standard director compensation.

Proxy Statements (Def-14A)

NYSE
Yelp Inc. filed its 2026 Proxy Statement detailing director elections, executive compensation, and an ESPP amendment.
NYSE
Yelp Inc. has filed a definitive proxy statement related to its upcoming shareholder meeting.
NYSE
Yelp achieved record net revenue and strong profitability in 2024, driven by strength in Services categories, while enhancing corporate governance and capital allocation.
NYSE
Yelp Inc. has filed a definitive proxy statement related to its upcoming meeting.
NYSE
Yelp's consistent execution of its product-led strategy led to record financial performance in 2023, including $1.34 billion in net revenue and $330 million in adjusted EBITDA.
Better than expected

Schedule 13G - Passive Investments

NYSE
Dimensional Fund Advisors LP has increased its beneficial ownership of Yelp Inc. common stock to 5.7%, holding over 3.1 million shares.
NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 5.11% beneficial ownership stake in Yelp Inc. common stock.
NYSE
The Vanguard Group filed an amended Schedule 13G for Yelp Inc., reporting 0% beneficial ownership following an internal realignment.
NYSE
BlackRock, Inc. has reported an increased beneficial ownership in Yelp Inc., now holding 14.0% of the common stock as of September 30, 2025.
NYSE
BlackRock, Inc. has filed an updated Schedule 13G, disclosing a continued beneficial ownership of 15.1% of Yelp Inc.'s common stock as of March 31, 2025.