ライブニュース • 14h
Yelp Pushes Court to Force Google to Share Search Data and Preserve Past Antitrust Rulings Yelp is pressing a US court to recognize prior findings that Google holds dominant power in search, seeking to avoid re-litigating those issues in its antitrust case.
The company is asking that Google be required to share its search index and user-interaction data with competitors, which Yelp argues is necessary for fair competition.
Google is opposing Yelp’s request, arguing that emerging AI tools and changing local search habits mean the market is different from past antitrust findings and needs fresh examination.
The heart of the dispute is whether earlier legal rulings about Google’s market power still apply in a world where AI-driven and localized search products are gaining attention.
If the court sides with Yelp on issue preclusion and data access, it could reshape how smaller search and review platforms compete with large tech companies. An outcome in Google’s favor could mean a longer and more complex legal path for Yelp. Recent Insider Transactions Derivative • Jun 02
Independent Director notifies of intention to sell stock Christine Barone intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$22.95, it would amount to US$356k. Since June 2025, Christine's direct individual holding has decreased from 37.91k shares to 24.09k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • May 24
Blumenthal Nordrehaug Bhowmik De Blouw LLP Files Lawsuit Against Yelp Inc., for Alleged Failure to Provide Meal Periods and Rest Breaks Blumenthal Nordrehaug Bhowmik De Blouw LLP filed a class action complaint alleging that Yelp Inc., violated the California Labor Code. The Yelp Inc, class action lawsuit, Case No. 26STCV12045, is currently pending in the Los Angeles County Superior Court of the State of California. Allegedly, Yelp Inc., failed to provide employees with accurate itemized wage statements due to missed meal breaks. This, allegedly, has resulted in violations of various California Labor codes. According to California Labor Law, companies are required to pay employees for all time worked, meaning the time during which an employee is subject to the control of an employer, including all the time the employees are permitted or suffered to permit this work. Allegedly, Defendant required their employees to work off the clock without paying them for all the time they were under Defendant's control. To the extent that the time worked off the clock does not qualify for overtime premium payment, Defendant, allegedly, failed to pay minimum wages for the time worked off the clock in violation of Cal. Lab. Code §§ 1194,1197, and 1197.1. California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement. According to the Complaint, Plaintiff was paid on an hourly basis. Therefore, Plaintiff's wage statements should reflect all applicable pay periods in which the wages were earned pursuant to Cal. Lab. Code section 226 (a). Allegedly, the wage statements Defendant provided to Plaintiff failed to identify such information. Major Estimate Revision • May 15
Consensus EPS estimates fall by 11% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$2.12 to US$1.88 per share. Revenue forecast steady at US$1.47b. Net income forecast to shrink 17% next year vs 19% growth forecast for Interactive Media and Services industry in the US . Consensus price target of US$26.50 unchanged from last update. Share price fell 20% to US$21.65 over the past week. Reported Earnings • May 11
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$0.30 (down from US$0.37 in 1Q 2025). Revenue: US$361.5m (flat on 1Q 2025). Net income: US$17.7m (down 27% from 1Q 2025). Profit margin: 4.9% (down from 6.8% in 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Recent Insider Transactions Derivative • Apr 24
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of April. If the sale is conducted around the recent share price of US$26.60, it would amount to US$199k. Since June 2025, David's direct individual holding has decreased from 62.87k shares to 28.71k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Apr 24
Yelp Inc. to Report Q1, 2026 Results on May 07, 2026 Yelp Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026 お知らせ • Apr 23
Yelp Launches the New Yelp Assistant, Transforming Local Discovery from Search to Answers and Actions Yelp Inc. announced its Spring Product Release, introducing more than 35 new features and updates that transform how consumers discover, connect and get things done with local businesses. New integrations with Vagaro, Zocdoc and Calendly expand scheduling capabilities across more categories on Yelp. The release unveils the new Yelp Assistant, an AI-powered chatbot that delivers instant answers, reliable recommendations and seamless booking—from restaurant reservations to beauty appointments—all in one conversation. New integrations with Vagaro, Zocdoc and Calendly expand scheduling capabilities across more categories on Yelp, while enhancements to AI-powered Menu Vision make deciding what to order more visual and engaging. The release also introduces new tools for advertisers, including an AI-powered support chatbot and enhanced advertising tools. New and existing integrations make it easy to go from discovery to doing, directly from the app: Reserve a table at thousands of restaurants that use Yelp Guest Manager for table booking, with the ability to join a Yelp Waitlist coming soon. Order takeout or delivery from more than half a million restaurants through DoorDash, Yelp’s preferred partner, as well as Grubhub and other food delivery platforms. Request a quote from professionals across more than 450 categories, including home, local, auto, beauty, pet and event services. Book appointments through integrations with Vagaro on iOS for beauty, wellness and fitness businesses, Zocdoc on iOS for healthcare providers, RepairPal for auto shops and, later this summer, Calendly for service professionals. The new integrations available through Yelp Assistant are now also accessible throughout the Yelp app, making it easier than ever for consumers to take action across the platform. New partnerships with Vagaro, Zocdoc and Calendly bring booking, ordering and scheduling capabilities to more categories. Vagaro: Consumers can now book beauty and wellness appointments—such as haircuts, massages and nail services—on Yelp through a new integration with Vagaro, a salon, spa and fitness marketplace. Available on iOS, the Vagaro integration will be available on Android and desktop later this year. Zocdoc: For the first time, consumers can go from finding to booking a doctor on Yelp through a new integration with Zocdoc, the healthcare access platform that connects patients to care. Available on iOS, the Zocdoc integration will be coming to Android and desktop later this year. Calendly: Service professionals can now connect their Calendly schedules to Yelp, allowing consumers to book consultations and appointments seamlessly. お知らせ • Apr 21
Yelp Inc., Annual General Meeting, Jun 05, 2026 Yelp Inc., Annual General Meeting, Jun 05, 2026. Recent Insider Transactions Derivative • Mar 24
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of March. If the sale is conducted around the recent share price of US$25.00, it would amount to US$188k. Since June 2025, David's direct individual holding has decreased from 62.87k shares to 36.21k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Mar 13
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of March. If the sale is conducted around the recent share price of US$25.00, it would amount to US$250k. Since March 2025, David's direct individual holding has decreased from 83.26k shares to 42.83k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months. Major Estimate Revision • Feb 19
Consensus EPS estimates fall by 20% The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.50b to US$1.47b. EPS estimate also fell from US$2.65 per share to US$2.12 per share. Net income forecast to shrink 12% next year vs 28% growth forecast for Interactive Media and Services industry in the US . Consensus price target down from US$33.38 to US$25.50. Share price fell 6.5% to US$21.69 over the past week. Price Target Changed • Feb 13
Price target decreased by 9.8% to US$30.00 Down from US$33.25, the current price target is an average from 8 analysts. New target price is 43% above last closing price of US$20.98. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$2.23 for next year compared to US$2.30 last year. Reported Earnings • Feb 13
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: US$2.30 (up from US$1.97 in FY 2024). Revenue: US$1.46b (up 3.7% from FY 2024). Net income: US$145.6m (up 9.6% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. お知らせ • Feb 13
Yelp Inc. Provides Earnings Guidance for the Year 2026 Yelp Inc. provided earnings guidance for the year 2026. The company expects 2026 Net Revenue will be in the range of $1.455 billion to $1.475 billion as Yelp continues to invest in its AI transformation. お知らせ • Jan 30
Yelp Inc. to Report Q4, 2025 Results on Feb 12, 2026 Yelp Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026 お知らせ • Jan 22
Yelp Inc. (NYSE:YELP) agreed to acquire Hatchify Inc. for $270 million. Yelp Inc. (NYSE:YELP) agreed to acquire Hatchify Inc. for $270 million on January 21, 2026. Under the terms of the agreement, Yelp will acquire Hatch for approximately $270 million in cash with an additional $30 million of employee retention to be paid out over two to three years. Upon the closing of the transaction, Hatch will be a wholly owned subsidiary of Yelp. As of November 2025, Hatch had achieved approximately $25 million in annual recurring revenue.
The transaction is expected to close in early February, subject to customary closing conditions. Recent Insider Transactions Derivative • Jan 21
Co-Founder exercised options and sold US$723k worth of stock On the 20th of January, Jeremy Stoppelman exercised 90k options at a strike price of around US$20.47 and sold these shares for an average price of US$28.51 per share. This trade did not impact their existing holding. For the year to December 2019, Jeremy's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Jeremy's direct individual holding has decreased from 2.88m shares to 2.82m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jan 07
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of January. If the sale is conducted around the recent share price of US$30.34, it would amount to US$212k. Since March 2025, Joseph's direct individual holding has decreased from 116.17k shares to 77.93k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Dec 17
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$30.41, it would amount to US$411k. Since March 2025, David's direct individual holding has decreased from 83.26k shares to 29.96k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Nov 28
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of November. If the sale is conducted around the recent share price of US$29.31, it would amount to US$282k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 29.96k. Company insiders have collectively sold US$946k more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Nov 07
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: US$0.62 (up from US$0.57 in 3Q 2024). Revenue: US$376.0m (up 4.4% from 3Q 2024). Net income: US$39.3m (up 2.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. お知らせ • Nov 07
Yelp Inc. Updates Earnings Guidance for the Year 2025 Yelp Inc. updated earnings guidance for the year 2025. The company is lowering outlook range for the full year. Company now expected net revenue will be in the range of $1.460 billion to $1.465 billion, reflecting a decrease of $8 million at the midpoint. お知らせ • Oct 24
Yelp Inc. to Report Q3, 2025 Results on Nov 06, 2025 Yelp Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 お知らせ • Oct 21
Yelp Expands AI Features to Make Local Discovery More Conversational, Visual and Seamless Yelp Inc. announced its most significant AI update yet as part of its 2025 Fall Product Release. Introducing more than 35 new features and updates, Yelp's latest release continues to transform the experience with AI to make local discovery more conversational and personalized. Yelp Assistant will now answer any question about a restaurant, bar, local attraction, retailer and more. Menu Vision will let diners scan menus with their phone camera to see photos and reviews of dishes. The AI can answer inquiries, ask intelligent follow-ups, take and summarize messages, transfer calls and filteram. Designed with a proprietary multi-provider voice AI stack, the solutions are built for speed, natural conversation and business-level customization. Yelp Host is available now for table-service restaurants and integrates with Yelp Guest Manager to manage reservations, waitlists, and SMS follow-ups. Pricing starts at $149 per month ($99 per month for Yelp Guest Manager customers). Restaurants can sign up directly in the "Yelp Host" tab when logged into their Yelp for Business account. Eligible businesses can sign up in the "Yelp Receptionist" tab when logged into theirYelp for Business account. El Elp Receptionist is available now for table- service restaurants and integrates with Yelp guest Manager to manage reservations, waitlist, and SMS follow-ups". Pricing starts at $149 permonth ($99 per month for Yelp guest Manager customers). restaurants can sign up directly in the 'Yelp Host' tab when logged into their Yelp For Business account. Eligible businesses will sign up in the "YELp Receptionist" tab during logged into their Yelp for Business Account. Additional features and updates from Yelp's 2025 Fall Product Release: Menu Vision uses AI, augmented reality and text recognition to read menus via consumers' phone cameras and surface dish photos and review snippets, helping diners decide what to order while at a restaurant. Rolling out on iOS and Android, it's available at the top of the media gallery on eligible restaurant, food and nightlife business pages; a more visual Menu Vision experience arrives early next year. Natural language search lets users search with conversational, full-sentence queries, returning more relevant, intent-driven results. Using LLMs, it pairs review mentions with photos to surface the most frequently mentioned items, services or experiences on business pages. It's available on desktop and iOS for select categories, with Android coming soon. Since acquiring RepairPal in November 2024, the company is now integrating RepairPal's booking system into Yelp search results and business pages to make it easier to schedule appointments with auto shops. AI-grouped before and after photos help showcase a business's work for more than 100 visually driven services on desktop business pages; available on iOS in the coming months. Review Insights is now expanding to services categories on iOS business pages, using LLMs to analyze reviewer sentiment on aspects like customer experience, pricing, facilities and job quality--with scores displayed above reviews to help consumers quickly find these details. With these new updates and features, Yelp aims to build on its foundation of trusted content and further enhance the way consumers and businesses connect in a more conversational and seamless experience. Recent Insider Transactions Derivative • Oct 07
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of October. If the sale is conducted around the recent share price of US$31.84, it would amount to US$223k. Since December 2024, Joseph's direct individual holding has decreased from 92.08k shares to 88.98k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Sep 19
Yelp Inc. Appoints Logan Green to the Nominating Committee, Effective September 12, 2025 Yelp Inc. announced that on September 12, 2025, the Board, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Logan Green to the Nominating Committee, effective immediately. Recent Insider Transactions Derivative • Sep 16
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of September. If the sale is conducted around the recent share price of US$31.24, it would amount to US$312k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 49.96k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Aug 28
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$31.43, it would amount to US$314k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 56.95k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Aug 26
Yelp Inc. Appoints Logan Green as an Independent Director, Effective August 19, 2025 Yelp Inc.'s board of directors on August 19, 2025 upon the recommendation of the Nominating and Corporate Governance Committee of the Board, increased the size of the Board from eight to nine directors and appointed Logan Green to fill the newly created directorship, effective immediately. Mr. Green will serve as an independent director until the Company’s 2026 Annual Meeting of Stockholders and until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. The Board expects to appoint Mr. Green to one or more of its committees, with such committee assignment(s) to be determined at a later date. Price Target Changed • Aug 12
Price target decreased by 9.4% to US$35.00 Down from US$38.63, the current price target is an average from 9 analysts. New target price is 13% above last closing price of US$31.06. Stock is down 8.0% over the past year. The company is forecast to post earnings per share of US$2.17 for next year compared to US$1.97 last year. Reported Earnings • Aug 09
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$0.69 (up from US$0.56 in 2Q 2024). Revenue: US$370.4m (up 3.7% from 2Q 2024). Net income: US$44.1m (up 16% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. お知らせ • Aug 08
Yelp Inc. Updates Earnings Guidance for the Fiscal Year 2025 Yelp Inc. updated earnings guidance for the fiscal year 2025. The company narrows range of 2025 Net Revenue outlook to $1.465 billion to $1.475 billion. Recent Insider Transactions Derivative • Aug 07
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$33.74, it would amount to US$236k. Since September 2024, Joseph's direct individual holding has decreased from 101.14k shares to 93.04k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Jul 25
Yelp Inc. to Report Q2, 2025 Results on Aug 07, 2025 Yelp Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025 Recent Insider Transactions Derivative • Jul 18
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of July. If the sale is conducted around the recent share price of US$34.68, it would amount to US$347k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 62.87k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jul 08
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of July. If the sale is conducted around the recent share price of US$35.11, it would amount to US$246k. Since September 2024, Joseph's direct individual holding has decreased from 101.14k shares to 100.04k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jun 18
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$35.68, it would amount to US$357k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 58.35k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • May 28
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of May. If the sale is conducted around the recent share price of US$38.20, it would amount to US$382k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 77.34k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • May 09
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$0.37 (up from US$0.21 in 1Q 2024). Revenue: US$358.5m (up 7.7% from 1Q 2024). Net income: US$24.4m (up 72% from 1Q 2024). Profit margin: 6.8% (up from 4.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. お知らせ • May 09
Yelp Inc. Updates Earnings Guidance for the Year 2025 Yelp Inc. updates earnings guidance for the year 2025. For the period, the company expects Net Revenue outlook to the range of $1.465 billion to $1.485 billion. Recent Insider Transactions Derivative • May 09
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$34.90, it would amount to US$244k. Since June 2024, Joseph's direct individual holding has decreased from 110.19k shares to 109.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Apr 28
Yelp Inc., Annual General Meeting, Jun 13, 2025 Yelp Inc., Annual General Meeting, Jun 13, 2025. お知らせ • Apr 25
Yelp Inc. to Report Q1, 2025 Results on May 08, 2025 Yelp Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025 Recent Insider Transactions Derivative • Apr 17
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$34.31, it would amount to US$343k. Since June 2024, David's direct individual holding has increased from 68.47k shares to 73.26k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Apr 14
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of April. If the sale is conducted around the recent share price of US$33.76, it would amount to US$236k. Since June 2024, Joseph's direct individual holding has decreased from 110.19k shares to 109.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Apr 09
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of April. If the sale is conducted around the recent share price of US$33.76, it would amount to US$236k. Since June 2024, Joseph's direct individual holding has increased from 110.19k shares to 116.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months. Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Dan Jedda was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. お知らせ • Mar 28
Yelp Inc. Announces Not to Stand Re-Election of Chris Terrill from the Board On March 25, 2025, Chris Terrill notified the board of directors of Yelp Inc. to his decision not to stand for reelection to the Board at the Company’s 2025 annual meeting of stockholders. Mr. Terrill will remain a member of the Board and the Nominating and Corporate Governance Committee of the Board until the Annual Meeting, with his resignation from such positions to be effective upon the election of directors at the Annual Meeting. Recent Insider Transactions Derivative • Mar 18
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$35.10, it would amount to US$351k. Since June 2024, David's direct individual holding has increased from 68.47k shares to 85.91k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Mar 16
Chief People Officer recently sold US$393k worth of stock On the 7th of March, Carmen Amara sold around 11k shares on-market at roughly US$35.00 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Feb 25
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$35.49, it would amount to US$248k. Since March 2024, Joseph's direct individual holding has decreased from 112.20k shares to 105.55k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Feb 14
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: US$1.97 (up from US$1.43 in FY 2023). Revenue: US$1.41b (up 5.6% from FY 2023). Net income: US$132.9m (up 34% from FY 2023). Profit margin: 9.4% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. お知らせ • Feb 14
Yelp Inc. Provides Earnings Guidance for the Year 2025 Yelp Inc. provided earnings guidance for the year 2025. The company expects 2025 Net Revenue will be in the range of $1.470 billion to $1.485 billion as Yelp continues working to deliver the leading product experience in Services for consumers and service pros. お知らせ • Jan 31
Yelp Inc. to Report Q4, 2024 Results on Feb 13, 2025 Yelp Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025 Recent Insider Transactions Derivative • Jan 16
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of January. If the sale is conducted around the recent share price of US$39.51, it would amount to US$395k. Since March 2024, David's direct individual holding has increased from 71.61k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jan 07
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of January. If the sale is conducted around the recent share price of US$39.92, it would amount to US$279k. Since March 2024, Joseph's direct individual holding has decreased from 112.20k shares to 92.08k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Dec 17
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$39.72, it would amount to US$397k. Since March 2024, David's direct individual holding has increased from 71.61k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Dec 10
Yelp Inc. Unveils A Series of New Ai-Powered Features to Enhance Discovery and Connection with Local Businesses Yelp Inc. announced its end-of-year product release featuring more than 20 new updates designed to enhance the user experience for both consumers and business owners. Yelp's latest product release includes AI-driven features, such as Review Insights that surface reviewer sentiment for common topics, a personalized home feed with even more user content, and enhancements to Yelp Assistant, the AI chatbot that connects consumers with service pros. Yelp also announced AI-powered improvements to the business owner experience with features like job summaries that help manage their inbox and a smart selection tool that automatically optimizes ad performance. Yelp introduced new and improved ways to discover, learn about, and connect with local businesses with new features across the home feed and business pages on Yelp. AI-powered Review Insights: New Review Insights use large language models to analyze and summarize reviewer sentiment on various aspects of a business, such as food quality, service, and ambiance. Insights are displayed above a business's reviews as aggregated sentiment scores for each topic--positive, neutral, and critical--ranging from 1 to 100. New attributes include whether the business has a "no tipping" policy, if tipping is optional, if gratuity is automatically applied to the bill, and more. Leveraging AI, Yelp enhanced the services experience to simplify connections between consumers and service pros. Enhanced Yelp Assistant refines pro communication with project editing and broadcasting: Yelp Assistant, an AI chatbot that connects user with pros, now supports text and call requests from service pros on iOS, while masking the consumer's phone number for their privacy. Users can also find Yelp Assistant through new conversational prompts on search results pages on iOS in addition to the Projects tab across all platforms. Additionally, new project editing and broadcasting makes it easy to edit and automatically relay revised project details to multiple services pros at once for the most accurate quotes. AI-enhanced business owner inbox: In the coming weeks,service professionals will have an enhanced inbox that will help them manage leads more efficiently with redesigned job cards that feature AI-powered summaries, highlighting crucial job information for easy evaluation. Smart selection: The new AI-powered smart selection helps Yelp advertisers automatically test the best reviews and photos to showcase, optimizing their ads for the highest return on ad spend. New competitive insights and enhanced support: A new competitor measurement tool on the Yelp for Business page allows business owners to compare their Yelp page performance with up to three competitors of their choice, helping better inform their growth strategies. Recent Insider Transactions Derivative • Dec 05
Chief Financial Officer notifies of intention to sell stock David Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of November. If the sale is conducted around the recent share price of US$38.29, it would amount to US$383k. Since December 2023, David's direct individual holding has increased from 66.42k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Nov 28
Yelp Inc. (NYSE:YELP) completed the acquisition of RepairPal Inc. Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million on November 6, 2024. Over the twelve months ended August 31, 2024, RepairPal generated approximately $30 million in revenue. This acquisition is expected to close by the end of the year, subject to customary closing conditions. Sam Angus, Scott Behar, Joseph Schenck, Shawn Lampron, William Skinner and Ana Razmamzma of Fenwick & West LLP acted as legal advisor to RepairPal Inc.
Yelp Inc. (NYSE:YELP) completed the acquisition of RepairPal Inc. on November 26, 2024. Recent Insider Transactions • Nov 15
Chief People Officer recently sold US$491k worth of stock On the 12th of November, Carmen Amara sold around 13k shares on-market at roughly US$38.17 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Nov 10
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$34.07, it would amount to US$238k. Since December 2023, Joseph's direct individual holding has increased from 109.41k shares to 116.57k. Company insiders have collectively sold US$997k more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Nov 09
Yelp Inc. Provides Earnings Guidance for the Full Year 2024 Yelp Inc. provided earnings guidance for the full year 2024. For the year, the company expects net revenue will be in the range of $1.397 billion to $1.402 billion, a decrease of $18 million at the midpoint. お知らせ • Nov 08
Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million. Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million on November 7, 2024. Over the twelve months ended August 31, 2024, RepairPal generated approximately $30 million in revenue. This acquisition is expected to close by the end of the year, subject to customary closing conditions. Reported Earnings • Nov 08
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: US$0.57 (down from US$0.84 in 3Q 2023). Revenue: US$360.3m (up 4.4% from 3Q 2023). Net income: US$38.4m (down 34% from 3Q 2023). Profit margin: 11% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Recent Insider Transactions Derivative • Nov 06
Chief Operating Officer notifies of intention to sell stock Joseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$34.07, it would amount to US$238k. Since December 2023, Joseph's direct individual holding has decreased from 109.41k shares to 103.71k. Company insiders have collectively sold US$997k more than they bought, via options and on-market transactions in the last 12 months. 
