Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 second-quarter 2026 results with net revenue of $375.5 million, up 1% year over year and $8 million above the high end of its outlook. Advertising revenue declined 3% to $342.5 million, as Restaurants, Retail & Other categories fell 10%, while Services advertising was flat at $241.0 million. Other revenue nearly doubled 98% to a record $33.0 million, driven by the Hatch acquisition, data licensing and food ordering.
Net income was $31.7 million (8% margin), down 28% from a year earlier, with diluted EPS of $0.57. Adjusted EBITDA was $91.4 million, down 9%, for a 24% margin. Ad clicks decreased 5% and total paying advertising locations slipped 1% to 510,000. Yelp generated $75.8 million in operating cash flow and $61.1 million in free cash flow, ending the quarter with $94.1 million in cash and $100 million drawn on its revolving credit facility.
The company highlighted progress in its AI-driven strategy, including Yelp Assistant, the rapid scaling of Yelp Host, and strong growth at Hatch. Yelp repurchased 2.0 million shares for $50 million in the quarter and guided full-year 2026 net revenue to $1.460–$1.470 billion and Adjusted EBITDA to $315–$325 million, while continuing to invest in AI initiatives and other revenue streams.
Yelp Inc. reported results from its 2026 Annual Meeting and changes to its employee stock purchase plan and product leadership. Stockholders approved an amendment to the 2012 Employee Stock Purchase Plan to add 2,100,000 shares available for purchase, with the Restated ESPP effective June 5, 2026.
All nine director nominees were elected, each receiving at least 96.9% of votes cast in favor, and Deloitte & Touche LLP was ratified as auditor with 99.4% support. Stockholders also approved, on an advisory basis, named executive officer compensation with 93.7% support and approved the Restated ESPP with 99.3% support.
Separately, Yelp disclosed that Chief Product Officer Craig Saldanha will step down effective July 3, 2026, after more than four years with the company. Senior Vice President, Product Akhil Kuduvalli Ramesh will assume the role of Chief Product Officer following that date.
Yelp Inc. reported first-quarter 2026 results showing modest revenue growth but lower profitability while reaffirming its full-year outlook. Net revenue rose 1% year over year to $361 million, driven by 75% growth in other revenue to a record $29 million, partly offset by weaker Restaurant, Retail & Other advertising.
Net income fell to $18 million, or $0.30 per diluted share, with a 5% margin, while Adjusted EBITDA declined 7% to $79 million, a 22% margin. Advertising revenue slipped 3% to $332 million as ad clicks declined 10% and average cost-per-click increased 8%.
Management highlighted progress in its AI-driven transformation, including Yelp Assistant, Yelp Host and the Hatch acquisition, and continues to expect 2026 net revenue of $1.455–$1.475 billion and Adjusted EBITDA of $310–$330 million. The company repurchased about 5.1 million shares for $125 million and ended the quarter with $110 million in cash and $130 million drawn on its revolving credit facility.
Yelp Inc. reported a planned leadership change in its technology organization. On April 23, 2026, Sam Eaton notified the company that he will step down from his role as Chief Technology Officer, effective June 30, 2026, after more than 13 years with Yelp.
The company appointed Alex Levy, currently Senior Vice President, Engineering, to serve as Chief Technology Officer following Eaton’s departure. This outlines a defined succession plan for Yelp’s top technology role.
Yelp Inc. filed an amended report to correct its desktop unique devices metric, while reaffirming strong 2025 results and an AI-focused strategy. Net revenue reached a record $1.46 billion, up 4% year over year, with net income rising 10% to $146 million, or $2.24 per diluted share.
Adjusted EBITDA grew 3% to $369 million, maintaining a 25% margin, supported by 8% growth in Services advertising revenue to $948 million, partly offset by a 6% decline in Restaurants, Retail & Other advertising. Other revenue climbed 17% to $74 million, helped by subscriptions, data licensing and food orders.
Yelp highlighted its AI transformation, including Yelp Assistant, AI-powered tools for businesses, an agreement with OpenAI, and the acquisition of Hatch, which had about $25 million in ARR with 70% growth. In 2025, Yelp repurchased $292 million of stock and cut total share count by about 10%, and it guided 2026 net revenue to $1.455–$1.475 billion and adjusted EBITDA to $310–$330 million.
Yelp Inc. reported record 2025 net revenue of $1.46 billion, up 4% year over year, with net income rising 10% to $146 million and adjusted EBITDA increasing 3% to $369 million, a 25% margin. Growth was driven by Services advertising revenue, which climbed 8% to $948 million, while Restaurants, Retail & Other advertising declined 6% to $444 million amid a challenging environment for local businesses.
Free cash flow reached $324 million in 2025 and cash from operations was $372 million. Yelp repurchased about $291 million of stock in 2025 and its board authorized an additional $500 million in buybacks. For 2026, the company guides net revenue to $1.455–$1.475 billion and adjusted EBITDA to $310–$330 million as it increases investment in AI, including an acquisition of AI lead-management platform Hatch and a new agreement with OpenAI.
Yelp Inc. has completed the acquisition of Hatchify Inc. through a cash merger. On February 2, 2026, its subsidiary Hargrove Merger Sub merged into Hatchify, which became a wholly owned Yelp subsidiary.
All outstanding Hatch capital stock and stock options were converted into the right to receive approximately $270 million in cash, subject to customary post-closing adjustments. Yelp also agreed to provide certain continuing Hatch employees with retention packages valued at $30 million, to be paid over two to three years, and funded the transaction in part with a loan under its existing revolving credit facility.
Yelp Inc. amended its revolving credit agreement on December 18, 2025, increasing total borrowing capacity to $325.0 million and raising the letter of credit sub-limit to $35.0 million. Wells Fargo Bank, National Association was appointed as the new administrative and collateral agent, replacing JPMorgan Chase Bank, N.A.
As of the amendment date, Yelp had no loans outstanding under the facility and letters of credit totaling $4.2 million. The amendment did not make material changes to interest terms, fees, covenants, or events of default, so the main effect is expanded available credit and a new lead bank while key economic and contractual terms remain the same.
Yelp Inc. furnished an update on its business by announcing financial results for the third quarter ended September 30, 2025. The company provided a press release and a Letter to Shareholders as exhibits to a Form 8-K.
The disclosure under Item 2.02 is furnished, not filed, meaning it is not incorporated by reference into other SEC filings. Detailed metrics and commentary are available in Exhibits 99.1 and 99.2.
Yelp Inc. filed an amended report to update previously disclosed information about director Logan Green’s role on its board. When the earlier report was filed, the board had not yet decided which committee he would join.
The amendment states that on September 12, 2025, Yelp’s board, following a recommendation from its Nominating and Corporate Governance Committee, appointed Logan Green to that same Nominating and Corporate Governance Committee, effective immediately. No other parts of the earlier report were changed.
Yelp Inc. expanded its board from eight to nine directors and appointed Logan Green as an independent director effective August 19, 2025. Mr. Green will serve until the 2026 annual meeting and may be assigned to one or more board committees later. He will receive the company’s standard non-employee director compensation, including restricted stock units valued at $325,000. Yelp intends to enter into its standard form of indemnification agreement with Mr. Green, which provides indemnity to the fullest extent permitted under Delaware law and the company’s bylaws. The filing states there are no arrangements, family relationships, or material transactions requiring disclosure related to his appointment.