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Yelp
Yelp (YELP) investor relations material
Yelp Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record net revenue of $1.46 billion in 2025, up 4% year-over-year, with net income rising 10% to $146 million and diluted EPS up 19% to $2.24.
Product innovation, especially in AI, drove results, with over 55 new products and features launched, including significant expansion of Yelp Assistant and AI-powered tools.
Positioned as a leader in local search with hundreds of millions of trusted, human-generated reviews, essential for AI-driven discovery and engagement.
Returned nearly $2.0 billion to shareholders via share repurchases as of December 31, 2025.
Focused on long-term growth through AI transformation, product innovation, and operational efficiency, with a flat headcount enabling leverage across expense lines.
Financial highlights
Adjusted EBITDA increased 3% year-over-year to $369 million (25% margin); free cash flow reached a record $324 million.
Q4 2025 net revenue was $360 million, down 1% year-over-year; net income for the quarter was $38 million (10% margin), down 10% year-over-year.
Earnings per share grew to $2.24 in 2025, with a reduced share count of 67.1M.
Other revenue (transactions, subscriptions, licensing) grew 17% year-over-year to $60.5M in 2025.
Free cash flow for 2025 was $324M, with a 22% margin; cash from operations totaled $372M.
Outlook and guidance
2026 net revenue expected between $1.455 billion and $1.475 billion; Q1 2026 guidance is $350–$355 million.
2026 Adjusted EBITDA projected at $310–$330 million, with margin of 21–22%, and increased expenses due to AI investments, Hatch integration, and paid traffic acquisition.
Stock-based compensation as a percentage of revenue targeted to fall below 6% by end of 2027.
Headcount, excluding Hatch, expected to remain flat in 2026.
Quantify Hatch's expected 2026 revenue contribution
Strategy to improve RR&O advertising revenue
Impact of AI investments on 2026 Adjusted EBITDA
What is the expected ROI from 2026 AI investments?
Detail drivers of 'Other Revenue' acceleration
Yelp's competitive edge in AI SaaS tools
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Next Yelp earnings date
Q1 20267 May, 2026
Yelp
Next Yelp earnings date
Q1 20267 May, 2026
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Frequently asked questions
Yelp Inc. (Yelp), is a local-business review website that connects consumers with local businesses in the United States and internationally. Yelp provides reviews, free search through its local directory, and complimentary business profile pages for most of the commercial businesses listed on its platform (Yelp Business Pages). It offers its services through mobile applications for iOS and Android devices. Yelp also provides an order from business functionality to take or purchase products from restaurants and other companies. The company offers various advertising packages for business owners including Promoted Review Ads, Gift Certificates, and enhanced profile upgrades. Yelp Inc. was founded in 2004 and is headquartered in San Francisco, California.
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