Every material Form 8-K Yelp filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Yelp reported third-quarter 2026 results on November 5, 2026, with net revenue of $371 million, down 1% from a year earlier, and net income of $35 million, down 12%. Diluted earnings per share rose to $0.63 from $0.61, and adjusted EBITDA fell 6% to $92 million. Yelp also updated its 2026 outlook to net revenue of $1.455 billion to $1.460 billion and adjusted EBITDA of $320 million to $325 million, but the filing does not state the prior outlook, so the direction of the change cannot be determined.
Net revenue was $371 million, down 1% from $376 million, and $1 million above the high end of the company's third-quarter outlook range.
Net income was $35 million, versus $39 million a year earlier; diluted EPS was $0.63, versus $0.61.
Adjusted EBITDA was $92 million, down 6% from $98 million, with a 25% margin.
For 2026, Yelp expects net revenue of $1.455 billion to $1.460 billion and adjusted EBITDA of $320 million to $325 million.
Yelp reported second-quarter 2026 net revenue of $376 million, up 1% from a year earlier and $8 million above the high end of its outlook range. Net income fell 28% to $32 million, and adjusted EBITDA fell 9% to $91 million, so profit declined even as sales edged up. The company also narrowed its full-year 2026 outlook to $1.460 billion to $1.470 billion in net revenue and $315 million to $325 million in adjusted EBITDA.
Net revenue was $376 million, up 1% year over year; advertising revenue fell 3% while other revenue rose 98% to a record $33 million.
Net income was $32 million, or $0.57 per diluted share, versus $44 million, or $0.67 per diluted share, in the second quarter of 2025.
Adjusted EBITDA was $91 million, down 9%, and $16 million above the high end of the outlook range.
Full-year 2026 outlook narrowed to $1.460 billion to $1.470 billion in net revenue and $315 million to $325 million in adjusted EBITDA.
At its June 5, 2026 annual meeting, Yelp stockholders approved an amendment that adds 2,100,000 shares to the Employee Stock Purchase Plan, and all nine director nominees were elected. Chief Product Officer Craig Saldanha will step down effective July 3, 2026, and Akhil Kuduvalli Ramesh, Senior Vice President, Product, will succeed him in that role.
Stockholders approved raising the ESPP's maximum share pool by 2,100,000 shares, subject to capitalization adjustments; the Restated ESPP took effect June 5, 2026
Craig Saldanha, who served more than four years with the company, steps down as Chief Product Officer effective July 3, 2026
Akhil Kuduvalli Ramesh, Senior Vice President, Product, has been appointed Chief Product Officer after that date
Stockholders ratified Deloitte & Touche LLP for 2026 with 99.4% of votes in favor; advisory say-on-pay received 93.7% in favor
Yelp reported first-quarter 2026 net revenue of $361 million, up 1% from a year earlier, and net income of $18 million, down 27%. Adjusted EBITDA fell 7% to $79 million, but revenue and adjusted EBITDA both came in above the high end of the company's outlook, and Yelp reaffirmed its full-year 2026 net revenue and adjusted EBITDA ranges. For shareholders, top-line growth and reaffirmed guidance sit alongside lower profit and a 27% drop in net income.
Net revenue was $361 million, up 1% year over year and $6 million above the high end of the outlook range; other revenue rose 75% to a record $29 million.
Net income was $18 million, or $0.30 per diluted share, versus $24 million, or $0.36 per diluted share, in the first quarter of 2025.
Adjusted EBITDA was $79 million, down 7%, with a 22% margin; the company reaffirmed 2026 net revenue of $1.455 billion to $1.475 billion and adjusted EBITDA of $310 million to $330 million.
Yelp repurchased about 5.1 million shares for $125 million in the quarter, and cash and cash equivalents ended the quarter at $110 million.
Yelp said Chief Technology Officer Sam Eaton will step down effective June 30, 2026, after more than 13 years with the company. Alex Levy, the company's Senior Vice President, Engineering, has been appointed to serve as Chief Technology Officer after that date.
Sam Eaton notified Yelp of his decision on April 23, 2026, and steps down as CTO effective June 30, 2026.
Eaton had been with Yelp for more than 13 years.
Alex Levy, currently Senior Vice President, Engineering, will become Chief Technology Officer following June 30, 2026.
Yelp reported record full-year 2025 net revenue of $1.46 billion, up 4%, and net income of $146 million, up 10%, with diluted earnings per share of $2.24. Fourth-quarter results were weaker, with net revenue down 1% and adjusted EBITDA down 15%, and the company guided 2026 adjusted EBITDA to $310 million to $330 million, below the $369 million reported for 2025, as it invests in its AI transformation.
Full-year 2025 net revenue was a record $1.46 billion, up 4%; net income was $146 million; diluted EPS was $2.24, up 19%.
Fourth-quarter 2025 net revenue was $360 million, down 1%, and adjusted EBITDA was $86 million, down 15% from $101 million a year earlier.
2026 outlook: net revenue of $1.455 billion to $1.475 billion and adjusted EBITDA of $310 million to $330 million.
Restaurants, Retail & Other advertising revenue fell 6% to $444 million, while Services advertising revenue rose 8% to a record $948 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Yelp filing is on SEC EDGAR ↗. 8-K briefs of other companies →