Yelp (YELP) reported $361.46 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 0.8%. EPS of $0.36 for the same period compares to $0.36 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $354.57 million, representing a surprise of +1.94%. The company delivered an EPS surprise of +38.46%, with the consensus EPS estimate being $0.26.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 485 thousand versus 492.5 thousand estimated by three analysts on average. Paying Advertising Locations - Restaurants, Retail & Other: 235 thousand compared to the 236.08 thousand average estimate based on three analysts. Paying Advertising Locations - Services: 250 thousand versus 256.42 thousand estimated by three analysts on average. Net revenue- Advertising: $332.49 million versus $332.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.8% change. Net revenue- Other services: $28.97 million versus $22.4 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +75.2% change. Net revenue- Advertising revenue- Services: $233.79 million versus the three-analyst average estimate of $233.42 million. The reported number represents a year-over-year change of +1%. Net revenue- Advertising revenue- Restaurants, Retail & Other: $98.7 million compared to the $100.13 million average estimate based on three analysts. The reported number represents a change of -10.6% year over year.View all Key Company Metrics for Yelp here>>>
Shares of Yelp have returned +11.5% over the past month versus the Zacks S&P 500 composite's +11.4% 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.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).