earnings
confidence high
sentiment positive
materiality 0.75
Yelp Q2 2025: record revenue $370M (+4% YoY), net income $44M (+16% YoY)
YELP INC
2025-Q2 EPS reported
$1.03
revenue$728,928,000
- Net revenue of $370M, up 4% YoY; net income margin expanded to 12%.
- Adjusted EBITDA of $100M, up 10% YoY, representing 27% margin.
- 2025 revenue outlook narrowed to $1.465B-$1.475B; adjusted EBITDA to $350M-$360M.
- CEO highlighted AI initiatives: Yelp Assistant adoption growth and live testing of Yelp Host.
- CFO noted disciplined financial approach amid uncertain macroeconomic environment.