Every 10-Q that YELP INC. (YELP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow YELP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full YELP filings page.
Yelp Inc. reported modest top-line growth but lower profitability for the quarter ended June 30, 2026. Net revenue was $375.5 million, up 1% year over year, while net income fell to $31.7 million from $44.1 million as costs increased.
Advertising revenue declined 3% to $342.5 million, with weakness in Restaurants, Retail & Other categories and lower ad clicks, partly offset by slightly higher average cost-per-click and stable Services advertising. Other revenue nearly doubled to $33.0 million, helped by data licensing, subscription products and the Hatch and RepairPal acquisitions.
Yelp closed the $271.2 million cash acquisition of AI lead-management platform Hatch, adding $55.0 million of intangibles and $220.4 million of goodwill and contributing $8.5 million of Q2 revenue. Cash and cash equivalents decreased to $94.1 million after the acquisition, marketable-security sales and $175.1 million of share repurchases, while $100.0 million was drawn on a $325.0 million revolving credit facility. Management expects macro headwinds and higher AI and marketing investments to drive a slight year-over-year net revenue decline and lower adjusted EBITDA in the third quarter.
Yelp Inc. reported modest top-line growth but lower profit for the quarter ended March 31, 2026. Net revenue rose 1% year over year to $361.5 million, while net income declined to $17.7 million from $24.4 million as the company increased investment in AI and integration costs.
Advertising revenue fell 3% to $332.5 million, with Services ads growing slightly but Restaurants, Retail & Other ads down 11%. Other revenue jumped 75% to $29.0 million, helped by subscriptions and data licensing. Adjusted EBITDA was $79.4 million.
Yelp closed the $271.2 million cash acquisition of AI lead-management platform Hatch, funded partly via its revolving credit facility, which had $130.0 million outstanding at a 5.50% rate. The company also repurchased $125.0 million of stock and expanded its buyback authorization, while signaling expectations for a modest year-over-year revenue and adjusted EBITDA decline in the second quarter amid a challenging local advertising environment.
Yelp Inc. reported higher Q3 results. Net revenue reached $376.0 million, up from $360.3 million a year ago. Income from operations was $52.9 million versus $46.7 million, and net income was $39.3 million compared with $38.4 million. Diluted EPS was $0.61, up from $0.56.
For the first nine months, revenue was $1,105.0 million and net income was $107.8 million. Operating cash flow was $287.5 million, reflecting strong cash generation. Cash and cash equivalents were $231.1 million with $102.5 million in short‑term marketable securities, and stockholders’ equity totaled $733.2 million.
Yelp continued returning capital: during the nine months ended September 30, 2025, it repurchased 5,843,952 shares for $203.4 million under its $1.95 billion authorization, with $127.3 million remaining. The company closed the RepairPal acquisition in late 2024; goodwill stood at $135.7 million and intangibles at $51.5 million as of quarter end.
Yelp reported continued revenue and profit growth in the quarter ended June 30, 2025, driven by Services categories and margin improvement.
Net revenue was $370.4 million in the quarter (up 4% year over year) and $728.9 million for the six months (up 6%). Net income attributable to common stockholders was $44.1 million for the quarter and $68.5 million year-to-date. Income from operations rose to $53.3 million from $39.7 million a year earlier, while adjusted EBITDA was reported at $100.5 million for the quarter and $185.4 million year-to-date.
Advertising revenue remained the core business: Services revenue grew 8% to $240.8 million, while Restaurants, Retail & Other declined 5% to $112.9 million. Ad clicks fell 7% while average CPC rose 11%, reflecting fewer clicks but higher price per click. Paying advertising locations totaled 515,000 (down 3%), with Services up 2% and RR&O down 8%. Cash and cash equivalents were $197.7 million, and operating cash flow was $156.0 million for the six months. The company completed the RepairPal acquisition (total consideration ~$80.0 million), which contributed to Services growth, and repurchased $128.4 million of stock year-to-date under a board-authorized $1.95 billion program.