secwatch.observer — SEC 8-K summary
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Issuer:     YELP INC (YELP)
CIK:        0001345016
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001345016-26-000011
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Yelp reports record 2025 net revenue of $1.46B; EPS up 19% to $2.24
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1345016/000134501626000011/0001345016-26-000011-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1345016/000134501626000011/yelp-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001345016-26-000011

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