Yelp (YELP) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Yelp (YELP) reported revenue of $359.99 million, down 0.5% over the same period last year. EPS came in at $0.61, compared to $0.62 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $358.21 million, representing a surprise of +0.5%. The company delivered an EPS surprise of +29.1%, with the consensus EPS estimate being $0.47.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: 496 thousand compared to the 502.67 thousand average estimate based on three analysts.
• Paying Advertising Locations - Restaurants, Retail & Other: 246 thousand compared to the 246 thousand average estimate based on three analysts.
• Paying Advertising Locations - Services: 250 thousand compared to the 256.67 thousand average estimate based on three analysts.
• Net revenue- Advertising: $338.21 million versus the four-analyst average estimate of $339.01 million. The reported number represents a year-over-year change of -2.2%.
• Net revenue- Other services: $21.78 million versus $19.2 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +33.5% change.
• Net revenue- Advertising revenue- Services: $231.38 million versus the three-analyst average estimate of $231.01 million. The reported number represents a year-over-year change of +2.9%.
• Net revenue- Advertising revenue- Restaurants, Retail & Other: $106.83 million compared to the $108 million average estimate based on three analysts. The reported number represents a change of -11.6% year over year.

View all Key Company Metrics for Yelp here>>>

Shares of Yelp have returned -20.5% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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