For the quarter ended September 2025, Yelp (YELP) reported revenue of $376.04 million, up 4.4% over the same period last year. EPS came in at $0.61, compared to $0.56 in the year-ago quarter.
The reported revenue represents a surprise of +2.29% over the Zacks Consensus Estimate of $367.61 million. With the consensus EPS estimate being $0.47, the EPS surprise was +29.79%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Yelp performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Paying Advertising Locations: 512 thousand versus the three-analyst average estimate of 512 thousand.
- Paying Advertising Locations - Restaurants, Retail & Other: 254 thousand versus the three-analyst average estimate of 252 thousand.
- Paying Advertising Locations - Services: 258 thousand versus 260 thousand estimated by three analysts on average.
- Net revenue- Advertising: $357.35 million versus $350.93 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +3.8% change.
- Net revenue- Advertising revenue- Services: $243.81 million versus $239.92 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.9% change.
- Net revenue- Advertising revenue- Restaurants, Retail & Other: $113.55 million compared to the $110.99 million average estimate based on three analysts. The reported number represents a change of -2.5% year over year.
View all Key Company Metrics for Yelp here>>>
Shares of Yelp have returned +1.6% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Yelp Inc. (YELP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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