Yelp Inc. filings document formal disclosures for its local-business discovery and advertising platform. Form 8-K reports furnish shareholder letters, press releases, financial results, key financial and operational metrics, and amendments to previously furnished metric disclosures.
The company’s regulatory record also covers material agreements and capital-structure matters, including amendments to its revolving credit and guaranty agreement. Proxy materials disclose board and shareholder voting matters, executive compensation, equity awards and pay-versus-performance information, while executive-officer changes appear in current-report filings.
Yelp Inc. reports record annual revenue and profitable growth for 2025, driven largely by its local advertising platform, which contributed about 95% of revenue. The company highlights macroeconomic pressure, with Restaurants, Retail & Other advertisers seeing a 6% decline in advertising revenue and a 3% drop in paying locations year over year.
Yelp’s strategy centers on AI-powered product innovation, including expanding its Yelp Assistant chatbot, rolling out operational AI tools for service businesses and integrating the Hatch AI lead-management acquisition. It also plans to grow data licensing via its AI and Places APIs. In February 2026, the board authorized an additional $500 million share repurchase program, while Yelp continues operating as a fully remote, global workforce.
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. director Dan Jedda reported an open-market sale of common stock. On February 23, 2026, he sold 1,464 shares at an average price of $21.02 per share. After this sale, he directly owns 17,100 Yelp shares.
The shares were sold under a duly adopted Rule 10b5-1 trading plan, which the reporting person adopted on March 6, 2025. Such plans allow insiders to pre-arrange trades according to predetermined instructions.
Yelp Inc.'s Chief People Officer, Carmen Amara, reported a tax-related share disposition. On February 20, 2026, 13,298 shares of Yelp common stock were withheld at $21.25 per share to cover tax obligations from vesting RSUs. After this withholding transaction, she beneficially owns 124,818 shares of common stock directly.
Yelp Inc Chief Product Officer Craig Saldanha reported a tax-related share withholding. On February 20, 2026, 10,088 shares of common stock were withheld at $21.25 per share to satisfy tax obligations from vesting RSUs. After this non‑open‑market disposition, he held 254,334 shares directly.
Yelp Inc.'s Chief Technology Officer Sam Eaton reported a tax-related share disposition. On February 20, 2026, 25,437 shares of Yelp common stock at $21.25 per share were withheld to cover tax obligations tied to previously granted RSUs. After this withholding, Eaton directly owned 200,145 common shares.
Yelp Inc. Chief Operating Officer Joseph R. Nachman reported a tax-related share disposition. On February 20, 2026, 17,188 shares of Yelp common stock were withheld at $21.25 per share to cover tax obligations from vesting restricted stock units. This was an automatic tax-withholding disposition, not an open-market sale. After the withholding, Nachman directly held 270,373 Yelp common shares.
Yelp Inc.'s Chief Financial Officer, David A. Schwarzbach, reported a tax-related share disposition. On February 20, 2026, he disposed of 16,601 shares of common stock at a price of $21.25 per share, according to the Form 4.
The footnote explains these shares were withheld to satisfy tax withholding obligations tied to the vesting of previously granted restricted stock units, rather than an open-market sale. After this withholding transaction, Schwarzbach directly owned 213,728 shares of Yelp common stock.
Yelp Inc. Chief Executive Officer Jeremy Stoppelman reported a tax-related share disposition. On February 20, 2026, 46,632 shares of common stock were withheld at $21.25 per share to cover tax obligations tied to previously granted RSUs. After this withholding, he directly held 918,195 common shares.