Yelp (YELP) reported $358.53 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.8%. EPS of $0.36 for the same period compares to $0.20 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $352.02 million, representing a surprise of +1.85%. The company delivered an EPS surprise of +16.13%, with the consensus EPS estimate being $0.31.
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: 517 thousand versus 521.75 thousand estimated by four analysts on average.
- Paying Advertising Locations - Restaurants, Retail & Other: 256 thousand compared to the 264 thousand average estimate based on three analysts.
- Paying Advertising Locations - Services: 261 thousand versus 256.67 thousand estimated by three analysts on average.
- Net revenue- Advertising: $342 million versus the five-analyst average estimate of $335.97 million. The reported number represents a year-over-year change of +7.7%.
- Net revenue- Other services: $16.53 million versus the four-analyst average estimate of $16.12 million. The reported number represents a year-over-year change of +9.4%.
- Net revenue- Advertising revenue- Services: $231.58 million versus the three-analyst average estimate of $219.77 million. The reported number represents a year-over-year change of +13.9%.
- Net revenue- Advertising revenue- Restaurants, Retail & Other: $110.43 million compared to the $115.50 million average estimate based on three analysts. The reported number represents a change of -3.4% year over year.
View all Key Company Metrics for Yelp here>>>
Shares of Yelp have returned -0.6% over the past month versus the Zacks S&P 500 composite's +11.3% 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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Yelp Inc. (YELP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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