NYSE$YELP

Yelp Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Yelp's Q3 2023 earnings were marked by record net revenue and strong net income growth.

Yelp's Q3 2023 earnings showcased strong financial performance, with record net revenue of $345 million, a 12% year-over-year increase, and a significant 539% year-over-year increase in net income to $58 million. The company's adjusted EBITDA also reached a record $96 million, driven by growth in advertising revenue and a product-led strategy.

  • Net revenue reached a record $345 million, up 12% year-over-year.
  • Net income increased by 539% year-over-year to $58 million.
  • Adjusted EBITDA increased by 30% year-over-year to a record $96 million.
  • Advertising revenue in the services category reached a new high.

Headline financials

Total Revenue

$345M

Previous: $309M+11.7%
EPS (adj)

$0.79

Previous: $0.19+315.8%
Capital Expenditures

-$20.9M

Previous: -$20.1M-3.7%
Free Cash Flow

$37.4M

Previous: -$11M+439.8%
Net Income

$58.2M

Previous: $9.11M+539.2%
Operating Income

$41.9M

Previous: $13.4M+211.9%
Gross Profit

-$25M

Previous: -$23.6M-5.7%
Cash & Equivalents

$305M

Previous: $331M-7.8%
Total Assets

$1.03B

Previous: $1.03B-0.3%
R&D Expense

$81M

No prior period
Stock-Based Comp

$43.5M

Previous: $38.6M+12.5%

Revenue & EPS history

Yelp · Revenue · Quarterly

$345M

Q3 2023+11.7%vs Q3 2022
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 raises full-year outlook to $1.332 billion to $1.337 billion of Net Revenue and $319 million to $324 million of Adjusted EBITDA

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 Q3 2023

Historical avgQ3 2023

-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%

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