Jun 2026 (Q2 FY26) — Aug 6, 2026
Yelp Q2 FY26 — AI Initiatives Drive Other Revenue Growth Amidst Macro Headwinds
Read the full callYelp (YELP) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Yelp earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 376 | +1.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 11.7 | −2.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 31.7 | −28.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$19.57 −1.56% · −$0.31
Performance −39.7% 1Y
1Y: $32.48 on 17 Oct 2025 → $19.57. High $33.37 (22 Oct 2025), low $17.59 (28 Sept 2026).
- Previous close
- $19.88
- 52-week range
- $17.59 – $33.37
- One year
- −40.50%
Overview
- Symbol
- YELP
- Sector
- Communication Services
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Yelp earnings calls (YELP)
Financials
What the filings say
Net profit, year on year: −28% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 360 | 362 | 359 | 370 | 376 | 360 | 361 | 376 |
| Expenses | 314 | 309 | 329 | 317 | 323 | 311 | 334 | 332 |
| Operating profit | 47 | 53 | 29 | 53 | 53 | 49 | 27 | 44 |
| Operating margin | 12.9% | 14.8% | 8.2% | 14.4% | 14.1% | 13.6% | 7.5% | 11.7% |
| Other income | 7 | 7 | 6 | 6 | 5 | 3 | 3 | 1 |
| Interest | — | — | — | 0 | — | — | — | 2 |
| Profit before tax | 54 | 60 | 35 | 59 | 58 | 52 | 30 | 44 |
| Tax rate | 28.7% | 29.7% | 30.8% | 25.3% | 32.5% | 26.7% | 40.6% | 28.8% |
| Net profit | 38 | 42 | 24 | 44 | 39 | 38 | 18 | 32 |
| EPS ($ per share) | 0.57 | — | 0.37 | 0.69 | 0.62 | — | 0.30 | 0.57 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -53 | -493 | -534 | -760 | -924 | -1,025 | -1,140 | -1,291 |
| Total liabilities | 100 | 316 | 300 | 299 | 306 | 265 | 240 | 248 |
| Fixed assets | 115 | 111 | 102 | 84 | 77 | 69 | 76 | 92 |
| Investments | 423 | 242 | 0 | 0 | 94 | 127 | 101 | 103 |
| Total assets | 1,176 | 1,071 | 1,155 | 1,051 | 1,016 | 1,015 | 984 | 958 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 160 | 205 | 177 | 213 | 192 | 306 | 286 | 372 |
| Cash from investing | -164 | 124 | 248 | -28 | -126 | -55 | -77 | -46 |
| Cash from financing | -208 | -492 | -21 | -300 | -238 | -247 | -304 | -330 |
| Net cash flow | -212 | -163 | 404 | -116 | -174 | 7 | -96 | -1 |
| Capital expenditure | -45 | -38 | -32 | -28 | -32 | -27 | -37 | -48 |
| Free cash flow | 115 | 167 | 145 | 184 | 160 | 279 | 248 | 324 |
Insider filings
130 filings between Oct 27, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$17.14M
56 sales by 9 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 29
- Award — granted as compensation
- 16
- Option exercise — converted options into shares
- 29
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Stoppelman Jeremy | — | $11.81M | Feb 5, 2026 |
| Nachman Joseph R | — | $1.76M | Aug 3, 2026 |
| Schwarzbach David A | — | $1.53M | Aug 21, 2026 |
| Amara Carmen | — | $871.7K | Oct 1, 2026 |
| Barone Christine | — | $805.8K | Jun 1, 2026 |
| Saldanha Craig | — | $232.9K | May 1, 2026 |
| Levy Alexander Coleman | — | $89.6K | Aug 24, 2026 |
| Jedda Dan | — | $30.8K | Feb 23, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Stoppelman Jeremy Chief Executive Officer | Tax withheld | 20,481 | $370.9K |
| Oct 1, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 500 | $9.3K |
| Sep 1, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 500 | $11.1K |
| Aug 24, 2026 | Levy Alexander Coleman Chief Technology Officer | Sale 10b5-1 plan | 3,829 | $89.6K |
| Aug 21, 2026 | Schwarzbach David A Chief Financial Officer | Sale 10b5-1 plan | 8,809 | $204.3K |
| Aug 20, 2026 | Amara Carmen Chief People Officer | Tax withheld | 4,955 | $116.9K |
| Aug 20, 2026 | Schwarzbach David A Chief Financial Officer | Tax withheld 10b5-1 plan | 10,013 | $236.3K |
| Aug 20, 2026 | Stoppelman Jeremy Chief Executive Officer | Tax withheld | 20,479 | $483.3K |
| Aug 20, 2026 | Nachman Joseph R Chief Operating Officer | Tax withheld | 10,333 | $243.9K |
| Aug 20, 2026 | Levy Alexander Coleman Chief Technology Officer | Tax withheld 10b5-1 plan | 2,477 | $58.5K |
| Aug 3, 2026 | Nachman Joseph R Chief Operating Officer | Sale 10b5-1 plan | 4,500 | $121.1K |
| Jul 2, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 23,233 | $627.3K |
| Jul 1, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 1,500 | $37.4K |
| Jul 1, 2026 | Levy Alexander Coleman Chief Technology Officer | Award | 14,762 | $0 |
| Jul 1, 2026 | Nachman Joseph R Chief Operating Officer | Sale 10b5-1 plan | 4,500 | $112.5K |
| Jun 30, 2026 | Nachman Joseph R Chief Operating Officer | Sale 10b5-1 plan | 9,000 | $225.0K |
| Jun 5, 2026 | IRVINE DIANE M Director | Award | 10,646 | $0 |
| Jun 5, 2026 | Rothstein Sharon Director | Award | 10,646 | $0 |
| Jun 5, 2026 | Barone Christine Director | Award | 10,646 | $0 |
| Jun 5, 2026 | Green Logan Director | Award | 10,646 | $0 |
| Jun 5, 2026 | Wells Royce A. Director | Award | 10,646 | $0 |
| Jun 5, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 1,000 | $24.0K |
| Jun 5, 2026 | Gibbs Robert Lane Director | Award | 10,646 | $0 |
| Jun 5, 2026 | ANDERSON FRED D Director | Award | 10,646 | $0 |
| Jun 5, 2026 | Jedda Dan Director | Award | 10,646 | $0 |
| Jun 1, 2026 | Barone Christine Director | Sale 10b5-1 plan | 15,507 | $355.8K |
| Jun 1, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 500 | $11.4K |
| May 21, 2026 | Amara Carmen Chief People Officer | Sale 10b5-1 plan | 500 | $11.2K |
| May 20, 2026 | Amara Carmen Chief People Officer | Tax withheld 10b5-1 plan | 4,955 | $111.3K |
| May 20, 2026 | Saldanha Craig Chief Product Officer | Tax withheld | 5,740 | $129.0K |
| May 20, 2026 | Eaton Sam Chief Technology Officer | Tax withheld | 11,266 | $253.1K |
| May 20, 2026 | Nachman Joseph R Chief Operating Officer | Tax withheld | 10,332 | $232.2K |
| May 20, 2026 | Stoppelman Jeremy Chief Executive Officer | Tax withheld | 20,480 | $460.2K |
| May 20, 2026 | Schwarzbach David A Chief Financial Officer | Tax withheld | 10,012 | $225.0K |
| May 1, 2026 | Saldanha Craig Chief Product Officer | Sale 10b5-1 plan | 1,200 | $33.8K |
| Apr 15, 2026 | Schwarzbach David A Chief Financial Officer | Sale 10b5-1 plan | 7,500 | $199.5K |
| Apr 1, 2026 | Saldanha Craig Chief Product Officer | Sale 10b5-1 plan | 1,200 | $29.7K |
| Mar 23, 2026 | Schwarzbach David A Chief Financial Officer | Sale 10b5-1 plan | 7,500 | $187.5K |
| Mar 15, 2026 | Schwarzbach David A Chief Financial Officer | Tax withheld 10b5-1 plan | 3,659 | $87.2K |
| Mar 15, 2026 | Amara Carmen Chief People Officer | Tax withheld | 1,805 | $43.0K |
| Mar 15, 2026 | Saldanha Craig Chief Product Officer | Tax withheld | 1,315 | $31.3K |
| Mar 15, 2026 | Eaton Sam Chief Technology Officer | Tax withheld | 4,228 | $100.8K |
| Mar 15, 2026 | Stoppelman Jeremy Chief Executive Officer | Tax withheld | 7,560 | $180.2K |
| Mar 15, 2026 | Nachman Joseph R Chief Operating Officer | Tax withheld | 3,957 | $94.3K |
| Mar 12, 2026 | Schwarzbach David A Chief Financial Officer | Sale 10b5-1 plan | 10,000 | $250.0K |
| Mar 6, 2026 | Nachman Joseph R Chief Operating Officer | Sale 10b5-1 plan | 2,499 | $60.5K |
| Mar 4, 2026 | Amara Carmen Chief People Officer | Award | 14,666 | $0 |
| Mar 4, 2026 | Saldanha Craig Chief Product Officer | Award | 17,216 | $0 |
| Mar 4, 2026 | Schwarzbach David A Chief Financial Officer | Award | 24,231 | $0 |
| Mar 4, 2026 | Eaton Sam Chief Technology Officer | Award | 24,231 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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