Latest Articles
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What’s The Downside To Yelp’s Valuation If Its Active Local Account Base Doesn’t Bounce Back?
Yelp ’s business has two primary components – the demand side, which the company has been trying to spruce up with the partnership with GrubHub, and the supply side, which has been volatile due to a change in the company’s selling policies. We ex...
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Can Growth In Demand Help Yelp Tide Over Supply-Side Issues?
Yelp (NYSE:YELP) reported its fourth quarter and full year earnings on Wednesday, February 13. The company’s revenue and EPS beat market expectations. While end-user demand continues to be strong, the company’s management continues to be ca...
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Yelp Q4 Earnings: Key Trends To Watch
Yelp (NYSE:YELP) is scheduled to report its fourth quarter and full year earnings on Wednesday, February 13. We believe the company could surprise the markets on the upside with account additions, primarily due to the weakness in Q3 stemming from...
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Was The Fall In Yelp’s Stock Post-Q3 Justified?
Yelp ‘s (NYSE:YELP) stock fell by over 25% late last week after the company reported its third quarter earnings, with revenue coming in lower than the expected range. While the revenue miss was disappointing, we believe that the sell-off wa...
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What To Watch For In Yelp’s Q3 Earnings
Yelp (NYSE:YELP) is scheduled to report its Q3 numbers after market close on Thursday, November 8. The highlight of Q2 was the company’s decision to transition to non-term advertising from its historical practice of selling ads on term contracts....
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Will Advertising Revenues Continue To Drive Earnings For Yelp Through 2018?
Yelp (NYSE:YELP) announced its second quarter results on August 8, reporting a 12% increase in net revenues to $234 million. Advertising revenues increased over 20% on a y-o-y basis to $226 million, while other revenues combined fell over 60% to...
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What To Expect From Yelp’s Q2 Earnings
Yelp (NYSE:YELP) is scheduled to announced its second quarter results on Wednesday, August 8 after the market closes. In recent quarters, Yelp has reported steady growth in advertising revenues driven by a corresponding increase in paying advert...
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After A Strong Start To 2018, What To Expect From Yelp Through The Year?
Yelp (NYSE:YELP) announced its first quarter results on May 10, reporting a 13% increase in net revenues to $223 million. Advertising revenues increased 20% on a y-o-y basis to $214 million while other revenues combined fell over 50% to $9.2 mil...
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What To Expect From Yelp’s First Quarter Earnings
Yelp (NYSE:YELP) is scheduled to announced its first quarter results on May 10. In recent quarters, Yelp has reported steady growth in advertising revenues driven by a corresponding increase in paying advertising accounts. Additionally, claimed ...
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Yelp Earnings: Local Ads Continue To Boost Revenues In Q4
Yelp (NYSE:YELP) announced its earnings for Q4 on February 7 th, and the company once again reported growth as revenues grew by 12% year over year $218 million. Additionally, Adjusted EBITDA for Q4’17 was $42 million compared to $45 million in t...
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Yelp’s Q4 Revenues Likely To Grow, Albeit At A Slower Rate
Yelp (NYSE:YELP) is set to report its Q4 results on February 7. As Yelp’s user base and revenues from mobile continue to improve, we expect local ad revenues to grow once again in Q4. Additionally, Yelp also continues to witness traction at its ...
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Yelp Sensitivity Analysis: How Changes In Market Share Impact Yelp’s Value
Yelp (NYSE:YELP) is the largest local ads business in the U.S. According to the company, local ad spending in the U.S. is estimated at around around $150 billion, and the company estimates that there are over 20 million local business locations...
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Reviewing Yelp’s Business In 2017
Yelp’s (NYSE:YELP) stock has increased by close to 11% over the past year, which has generally underperformed the broader market. During the year, the company continued to report solid growth across its local ad business. Furthermore, it streaml...
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How Is Yelp’s Local Ad Business Trending?
Yelp (NYSE:YELP) generates most of its revenues from local ads. While the total addressable market (TAM) for the company is over 20 million local businesses in the North Americas, the company has close to 4 million businesses on its platform. As ...
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Yelp Earnings: Mobile Continues To Boost Revenues
Yelp (NYSE:YELP) announced its earnings for Q3 on November 1st, and the company once again reported solid growth as revenues grew by 19% year over year $222 million, at the high end of its guidance for the quarter. Additionally, Adjusted EBITDA ...
