YELP

Yelp's Q2 earnings top estimates as other revenues nearly double, offsetting ad weakness, while AI products and Hatch gain traction.

Yelp surged ~10% post-Q2 earnings but remains down ~10% YTD, reflecting ongoing underperformance. I maintain a negative stance on YELP, as its recent guidance boost does not offset broader concerns about quality and value. The current market favors selective rotation into small and mid-cap value stocks, particularly those with high quality—criteria YELP does not sufficiently meet.

Yelp Inc. (YELP) Q2 2026 Earnings Call Transcript

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that Yelp Host, the voice AI solution for restaurants, has handled more than 1 million calls—the equivalent of nearly 2 years of phone conversations and growing at an average of 38% month-over-month since its October 2025 launch through June 2026. Building on that momentum, Yelp introduced more than a dozen new updates to Yelp Host, including a new integration wit.

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, announced that it will release its financial results for the quarter ended June 30, 2026 after the market closes on Thursday, August 6, 2026. Yelp will issue a press release when its Shareholder Letter has been posted on its investor relations website at www.yelp-ir.com. Following the release of the Shareholder Letter, Yelp will host a webcasted conference call to discuss its se.

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When you think of America's biggest brands, tech companies like Apple, Google, and Amazon; retailers like Walmart and Target, and food and beverage giants like McDonald's and Starbucks usually come to mind.

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that management will present at the 2026 Evercore Global TMT Conference on June 3, 2026 at 10:50 a.m. Pacific Time. The live and archived webcasts of the presentation will be available on the company's investor relations website at www.yelp-ir.com. The archived webcast will remain available for 180 days after the conclusion of the live presentation. About Yelp Ye.

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that management will present at the 2026 Jefferies Software, Internet & AI Conference on May 27, 2026 at 4:00 p.m. Pacific Time. The live and archived webcasts of the presentation will be available on the company's investor relations website at www.yelp-ir.com. The archived webcast will remain available for 180 days after the conclusion of the live presentati.

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today announced that management will present at the J.P. Morgan Global Technology, Media and Communications Conference on May 18, 2026 at 2:50 p.m. Eastern Time. The live and archived webcasts of the presentation will be available on the company's investor relations website at www.yelp-ir.com. The archived webcast will remain available for 30 days after the conclusion of the liv.