NYSE$YELP

Yelp Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Yelp's first quarter 2024 results were driven by investments in services.

Yelp's Q1 2024 net revenue increased by 7% year-over-year to $333 million. Net income increased to $14 million, representing a 4% margin, and adjusted EBITDA grew 19% year-over-year to $64 million.

  • Net revenue increased by 7% year-over-year to $333 million.
  • Net income increased from the prior year to $14 million, reflecting a 4% margin.
  • Adjusted EBITDA grew 19% year-over-year to $64 million.
  • Request-a-Quote projects increased approximately 20% year-over-year.

Headline financials

Total Revenue

$333M

Previous: $312M+6.5%
EPS

$0.20

Previous: -$0.02+1100.0%
Adjusted EBITDA

$64.5M

No prior period
Adjusted EBITDA Margin

19.0%

No prior period
Net Income Margin

4.0%

No prior period
Capital Expenditures

-$6.99M

Previous: -$7.52M+7.1%
Free Cash Flow

$7.17M

Previous: -$8.7M+182.4%
Net Income

$14.2M

Previous: -$1.18M+1301.5%
Operating Income

$11.2M

Previous: -$6.59M+270.3%
Gross Profit

-$24M

Previous: -$22.7M-5.7%
R&D Expense

$91.2M

No prior period
Stock-Based Comp

$42.7M

Previous: $46.3M-7.7%

Revenue & EPS history

Yelp · Revenue · Quarterly

$333M

Q1 2024+6.5%vs Q1 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Yelp · $345M total across 1 segment · Q3 2023

  • Services Advertising
    $345M

Forward guidance

Yelp will host a live Q&A session today at 2:00 p.m. Pacific Time to discuss the first quarter financial results and outlook for the second quarter and full year 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.0%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-1.4%

Avg return

30 days after

50%

30 / 60 earnings

Positive

+25.0%

Q2 2018

Best reaction

-28.8%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.1%-19.7%-18.4%
Q4 2025-8.1%-5.0%+4.4%
Q3 2025-10.0%-7.5%-7.6%
Q1 2025+9.2%+14.5%+3.5%
Q4 2024-7.9%-6.4%-13.6%
Q3 2024-1.9%+4.3%+5.9%
Q2 2024+0.4%+1.3%+1.6%
Q1 2024-6.2%-3.8%-6.4%
Q4 2023-13.1%-15.4%-14.3%
Q3 2023+7.1%+6.1%+6.1%
Q2 2023+3.2%+0.4%+0.1%
Q1 2023+1.0%+0.5%+23.7%
Q4 2022+0.1%-1.2%-10.2%
Q3 2022-17.6%-18.7%-17.9%
Q2 2022+16.7%+15.6%+3.4%
Q1 2022-9.2%-13.3%-11.9%
Q4 2021+1.0%+3.5%-10.3%
Q3 2021-3.2%-1.4%-12.9%
Q2 2021+9.0%+9.8%+4.8%
Q1 2021+1.9%+1.0%+0.7%
Q4 2020-2.4%-1.9%+10.1%
Q3 2020+14.2%+36.9%+53.5%
Q2 2020-17.7%-12.3%-17.6%
Q1 2020+6.0%+1.2%+22.3%
Q4 2019-0.4%-2.2%-33.4%
Q3 2019+6.3%+9.4%+2.0%
Q2 2019+7.0%+0.8%-4.8%
Q1 2019-16.1%-20.4%-22.4%
Q4 2018-1.8%+2.7%-9.7%
Q3 2018-28.8%-24.9%-22.9%
Q2 2018+25.0%+21.4%+17.1%
Q1 2018-8.1%-9.6%-12.3%
Q4 2017-12.8%-12.0%+5.3%
Q3 2017-1.6%-2.3%-6.1%
Q2 2017+24.2%+29.3%+33.3%
Q1 2017-20.6%-19.6%-14.8%
Q4 2016-13.5%-13.4%-16.6%
Q3 2016+9.5%+14.6%+11.3%
Q2 2016+16.3%+21.5%+20.7%
Q1 2016+22.5%
Q4 2015-13.3%
Q3 2015+0.2%
Q2 2015-25.7%
Q1 2015-23.1%
Q4 2014-20.5%
Q3 2014-19.8%
Q2 2014-3.3%
Q1 2014+8.7%
Q4 2013+15.0%
Q3 2013-0.8%
Q2 2013+23.2%
Q1 2013+23.8%
Q4 2010+4.2%
Q4 2012+0.8%
Q3 2011-20.5%
Q3 2012-14.9%
Q2 2011+15.6%
Q2 2012+10.2%
Q1 2011+3.7%
Q1 2012+3.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro