secwatch.observer — SEC 8-K summary
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Issuer:     YELP INC (YELP)
CIK:        0001345016
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001345016-25-000067
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Yelp Q3 revenue up 4% to record $376M; net income $39M; updates full-year guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1345016/000134501625000067/0001345016-25-000067-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1345016/000134501625000067/yelp-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001345016-25-000067

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer