earnings
confidence high
sentiment neutral
materiality 0.65
Yelp Q3 revenue up 4% to record $376M; net income $39M; updates full-year guidance
YELP INC
2025-Q3 EPS reported
$1.63
revenue$1,104,966,000
- Net revenue of $376M (+4% YoY) and net income of $39M (+2% YoY, 10% margin).
- Adjusted EBITDA fell 3% to $98M (26% margin).
- FY 2025 net revenue outlook revised to $1.460-1.465B; Adjusted EBITDA $360-365M.
- CEO cites 35+ new AI features including Yelp Assistant and call-answering services.
- CFO says Services segment drove performance amid persistent macro headwinds.