Latest Articles
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What’s Yelp’s Revenue And Earnings Breakdown?
Have more questions about Yelp? See the links below. What’s Yelp’s Fundamental Value Based On Expected 2015 Results? By What Percentage Did Yelp’s Revenues And EBITDA Increase In The Last Five Years? How Has Yelp’s Revenue Composit...
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Bull, Bear And Base Case Scenarios For Yelp
Yelp’s (NYSE:YELP) has emerged as a de-facto search engine for local businesses over the past few years. However, over the past few weeks, the stock has outperformed the market as it has rebounded from the 52-week low of $20.50. While the recen...
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How Yelp’s International Expansion Can Boost Its Revenues?
Most of Yelp ‘s (NYSE:YELP) valuation can be attributed to its US operations. However, the company aims to have a strong footprint across the globe by 2020, and we believe that it has taken steps in the right direction. Nevertheless, intern...
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Yelp Earnings: Local Ads And Mobile Traffic Boost Revenues
Yelp (NYSE:YELP) reported its earnings for Q3 FY15 on October 28th. The company’s revenues improved to $143 million, a 40% growth in topline and above its guided range. Yelp reported a sequential and year on year decline in net income to a loss ...
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Yelp Q3 Earnings Preview: Local Ads Business To Grow On The Back Of Strong Mobile Adoption
Yelp (NYSE:YELP) is set to release its Q3 2015 earnings on Wednesday, October 28th. Yelp’s stock has underperformed the broad market index over the past three months as less than expected growth in its core local ads business is impacting invest...
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Trends In Global Advertising Industry: Winners And Losers – Part 2
In the first part of this article, we explored the trends that are shaping the global advertising industry. To summarize the first article, advertisers are increasingly allocating more of their budgets for online ads at the expense of TV and prin...
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Yelp Is Worth $30 Per Share
Yelp’s (NYSE:YELP) stock has fallen out of favor with the investors and the price has declined by over 50% in the past six months. As a result, the stock has also under-performed the broader markets. While the return on Nasdaq has been 0.4%, Yelp...
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As Growth At Yelp’s Local Ads Business Slows, Mobile Ad Growth Takes Center Stage
Over the past few months, Yelp ’s (NYSE:YELP) stock price has plunged by nearly 60%. However, we estimate that Yelp’s stock is worth $30.29 based on the total addressable market (TAM) for its core local ads business. According to Borell Associate...
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Yelp Earnings: Revenue Guidance Revised Downwards To Hit Stock Price
Yelp (NYSE:YELP) reported its earnings for Q2 FY15 on July 28th. The company once again posted growth as revenues increased by 51% year over year to $133.9 million. Yelp reported a sequential and year on year decline in net income to a loss of $1...
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Yelp Q2 Earnings Preview: Local Ads Business To Grow, Albeit At A Slower Pace
Yelp (NYSE:YELP) is set to release its Q2 2015 earnings on Tuesday, July 28th. Over the past three months, the stock price has declined by nearly 40% as the company failed to find any potential acquirers for its business. Although the company con...
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Exploring Yelp’s Base, Bull and Bear Case Scenarios
Yelp’s (NYSE:YELP) has emerged as a de-facto search engine for local businesses over the past few years. However, over the past few months, the stock has underperformed the market as it has failed to live up to the analysts’ expectations. W...
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Yelp Strengthens Its Asia Business With Malaysia Expansion
Yelp (NYSE:YELP) is one of the biggest local business listing directories in the U.S., and is fast becoming a de facto search engine for users who wish to make an informed decision about availing services from businesses in their neighborhood. W...
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Yelp Earnings: Key Performance Indicators Suggest Sluggish Growth
Yelp (NYSE:YELP) reported its earnings for Q1 FY15 on April 29th. The company once again posted growth as revenues increased by 55% year over year (7.84% sequentially) to $118.50 million. Yelp reported a sequential decline in net income to a loss...
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Yelp Earnings Preview:Focus On Growth Across Local Ads Division
Yelp (NYSE:YELP) is set to release its Q1 2015 earnings on Wednesday, April 29 th . Although the company continues to report good growth for its revenues, its performance metrics declined on a sequential basis in Q4, indicating that growth across...
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Revising Yelp’s Price to $53
Yelp’s (NYSE:YELP) has been in the news for the past few quarters due to the gyrations in its stock price. The stock has underperformed the broader markets since January this year. While the return on Nasdaq and S&P has been -1.41% and 1.75% ...
