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AI brief of an SEC Form 8-K · Yelp (YELP)

Yelp Q2 revenue rises 4% to record $370 million; net income up 16% to $44 million

Positive Impact 3 of 5 earnings Written later

Yelp reported record second-quarter 2025 net revenue of $370 million, up 4% from a year earlier, and net income of $44 million, up 16%. The company narrowed its full-year 2025 outlook to $1.465 billion to $1.475 billion in net revenue and $350 million to $360 million in adjusted EBITDA. Ad clicks fell 7%, and advertising revenue from restaurant, retail and other categories declined 5%, which shows that growth is concentrated in Services.

Key points

  • Q2 2025 net revenue was $370.4 million, up from $357.0 million in Q2 2024; adjusted EBITDA was $100.5 million, up 10%
  • Diluted earnings per share were $0.67, compared with $0.54 in the second quarter of 2024
  • Full-year 2025 net revenue outlook narrowed to $1.465 billion to $1.475 billion; adjusted EBITDA outlook narrowed to $350 million to $360 million
  • In Q2 the company repurchased about 1.9 million shares for $65.9 million; Services ad revenue rose 8% while RR&O ad revenue fell 5%

The filing

CompanyYelp (YELP)
Form8-K, current report
Filed with the SECAug 7, 2025, 4:07 PM ET
Accession number0001345016-25-000038

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 07, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.