$YELP (Yelp Inc.)

$YELP {{ '2015-10-15T17:07:58+0000' | timeago}} • SEC

$YELP has incurred significant operating losses since its inception. As of June 30, 2015, it had an accumulated deficit of about $36.6MM. Although its revenues have grown rapidly in last several years, it expect that its revenue growth rate will decline due to maturation of its business and gradual decline in the number of major geographic markets.

$YELP {{ '2017-05-09T20:54:54+0000' | timeago}} • Announcement

Strong traffic growth across the app, desktop and mobile website helped $YELP generate strong revenue in 1Q17, as the company saw 24% YoY jump in advertising revenue, 25% jump in transactions revenue and 107% jump in other services revenue. Additionally, the company's paying advertising accounts increased 17% YoY to approx. 139,000.

$YELP {{ '2017-05-09T20:42:59+0000' | timeago}} • Announcement

$YELP sees net revenue to range in $202–206MM for 2Q17 and $850–865MM for 2017. Adjusted EBITDA is expected to be in the range of $32–35MM for 2Q17 and $130–145MM for 2017.

$YELP {{ '2017-05-09T20:40:00+0000' | timeago}} • Announcement

For 1Q17, $YELP posted a 24% YoY growth in net revenue to $197.3MM, as the business review site narrowed the net loss to $4.8MM from prior-year quarter's loss of $15.5MM. On per share basis, the company reported a loss of $0.06, compared to $0.20 per share in 1Q16.

$YELP {{ '2017-02-09T22:24:18+0000' | timeago}} • Infographic

$YELP Yelp Inc. Earnings AlphaGraphics: Q4 2016 Highlights

$YELP {{ '2017-02-09T22:23:47+0000' | timeago}} • Webcast

$YELP had a 30% plus incremental profitability in 2016. The company is making elective decisions to invest in product, marketing and sales channels with the goals of driving users, businesses and new revenue streams.  $YELP is focusing more on long-term revenue growth.

$YELP {{ '2017-02-09T22:12:07+0000' | timeago}} • Webcast

From 2017, $YELP will report revenue in three categories, Advertising, Transaction and Other. The company expects Advertising revenue to grow in the mid 20% range in 2017. $YELP expects Transaction revenue to grow at or below the overall company growth rate in 2017.

$YELP {{ '2017-02-09T22:06:44+0000' | timeago}} • Webcast

$YELP's operating income for 4Q16 was $9MM compared to a loss of $6MM a year ago. Adjusted EBITDA was $45MM and the adjusted EBITDA margin was 23.2%. Cash flow from operations was $127MM for full-year 2016. $YELP ended 2016 with $497MM in cash and short-term investments.

$YELP {{ '2017-02-09T21:59:30+0000' | timeago}} • Webcast

In 4Q16, $YELP’s core local SMB revenue grew roughly 30% YoY. National revenue growth accelerated into the high 30% range and self-serve revenue doubled versus 4Q15.

$YELP {{ '2017-02-09T21:42:58+0000' | timeago}} • Announcement

$YELP's Local business revenue grew 36% to $171.1MM in 4Q16 compared to the prior year quarter. Transactions business revenue increased 19% to $16.6MM and Other revenue grew 4% to $7.1MM.

$YELP {{ '2017-02-09T21:39:08+0000' | timeago}} • Announcement

$YELP said that approx. 24MM unique devices accessed Yelp via the mobile app on a monthly average basis in 4Q16, up 20% versus 4Q15. The number of pages viewed per user increased nearly 20% in 4Q16. CEO Jeremy Stoppelman said, "In 2017, we look forward to increasing engagement on the app, expanding transactions and broadening our sales strategy."

$YELP {{ '2017-02-09T21:35:07+0000' | timeago}} • Announcement

For 1Q17, $YELP expects revenue to be $195-199M, representing growth of approx. 25% compared to the 1Q16 at the midpoint of the range. For FY17, revenue is expected to be $880-900MM, representing growth of approx. 25% compared to FY16 at the midpoint of the range.

$YELP {{ '2017-02-09T21:30:58+0000' | timeago}} • Announcement

$YELP, which competes with $GRUB, swung to a profit in 4Q16 from a loss reported in 4Q15, helped by higher revenues. GAAP net income was $8.3MM or $0.10 per share compared to net loss of $22.2MM or $0.29 per share in the prior year quarter. Net revenue grew 27% to $194.8MM. Non-GAAP EPS grew to $0.27 from $0.11 in 4Q15.

$YELP {{ '2016-11-02T15:58:06+0000' | timeago}} • Infographic

$YELP Yelp Earnings AlphaGraph: Q3 2016 Highlights

$YELP {{ '2015-11-16T14:57:07+0000' | timeago}} • SEC

$YELP's sales and marketing expenses increased 52% in the three months ended Sept. 30, 2015 compared to 2014. This increase was primarily due to increases in headcount and related expenses of $10.6MM and new marketing campaigns of $7.2MM. As of Sept. 30, 2015, $YELP had 3,671 employees, representing an increase of 39% compared to Sept. 30, 2014.

$YELP {{ '2015-11-16T14:54:33+0000' | timeago}} • SEC

The business review site $YELP posted a YoverY revenue growth of 40% in 3Q15, helped by local advertising and transactions revenues. For the quarter, local advertising revenue grew 36% whereas transactions revenue grew 795%, primarily due to Eat24 acquisition.

$YELP {{ '2015-11-16T14:49:26+0000' | timeago}} • SEC

$YELP had cash and cash equivalents of $171.8MM at Sept. 30, 2015, consisting of $78.2MM of cash and $93.7MM of money market funds. Cash held internationally as of Sept. 30, 2015 was $4.2MM.

$YELP {{ '2015-10-15T17:15:14+0000' | timeago}} • SEC

$YELP expects that use of its mobile platform will be the driver of its growth for the foreseeable future and that usage of non-mobile optimized website through desktop computers will continue to decline worldwide. Of the mobile unique visitors for 2Q15, about 18.1MM were unique mobile devices using mobile app compared to 12MM in 2Q14.

$YELP {{ '2015-10-15T17:12:55+0000' | timeago}} • SEC

During remainder of 2015, $YELP expects to continue to invest heavily in its sales and marketing efforts to grow domestically and internationally and to continue integration of Eat24Hours.com, which $YELP acquired in Feb. Also, $YELP plans to phase out brand advertising products over balance of 2015 and redeploy associated internal resources.

$YELP {{ '2015-10-15T17:11:43+0000' | timeago}} • SEC

In May, 2015, $YELP launched its first television and digital advertising campaign to increase consumer awareness of its brand and plan to continue testing various advertising channels over remainder of year. $YELP plans to invest in marketing and product development aimed at attracting more consumers and benefit from accelerating network dynamics.

$YELP {{ '2015-10-15T17:07:58+0000' | timeago}} • SEC

$YELP has incurred significant operating losses since its inception. As of June 30, 2015, it had an accumulated deficit of about $36.6MM. Although its revenues have grown rapidly in last several years, it expect that its revenue growth rate will decline due to maturation of its business and gradual decline in the number of major geographic markets.

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