NYSE$YELP

Yelp Inc. · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Yelp Inc. Q1 fiscal 2026: $361.5M revenue, $17.7M net income

for the year ended December 31, 2025 (the “Annual Report”). (SEC accession 0001345016-26-000040)

  • Revenue: $361.5M
  • Net income: $17.7M
  • Diluted EPS: $0.30
  • Operating income: $27.3M

Headline financials

Total Revenue

$361M

Previous: $359M+0.8%
EPS (adj)

$0.30

Previous: $0.36-16.7%
Capital Expenditures

-$12.7M

Previous: -$10.5M-20.2%
Net Income

$17.7M

Previous: $24.4M-27.3%
Operating Income

$27.3M

Previous: $29.5M-7.3%

Revenue & EPS history

Yelp · Revenue · Quarterly

$361M

Q1 2026+0.8%vs Q1 2025
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

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

  • Services Advertising
    $345M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.0%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.9%

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%-19.8%
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%

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