earnings
confidence high
sentiment positive
materiality 0.80
Yelp reports record 2025 net revenue of $1.46B; EPS up 19% to $2.24
YELP INC
2025-FY EPS reported
$2.24
revenue$1,464,955,000
- 2025 net revenue $1.46B (record); net income $146M (+10% YoY); adjusted EBITDA $369M (+3% YoY).
- Services ad revenue $948M (+8% YoY); other revenue up 17% driven by transactions, SaaS, data licensing.
- 2026 guidance: net revenue $1.455-1.475B, adjusted EBITDA $310-330M.
- Signed agreement with OpenAI; acquired Hatch to enhance AI tools for local discovery and business efficiency.
- Introduced 55+ new features; investing in AI transformation to drive growth.