Brief: Yelp Q2 Adjusted EBITDA USD 100 Million Vs. IBES Estimate USD 88.8 Million

Yelp

07/08/2025 21:22

Overview

Yelp Q2 net revenue rises 4% yr/yr, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q2 grows 10% and beats analyst estimates, per LSEG data

Co says growth moderated amid an uncertain macroeconomic environment

Company narrows 2025 net revenue outlook

Outlook

Yelp narrows 2025 net revenue outlook to $1.465 bln-$1.475 bln

Company narrows 2025 adjusted EBITDA outlook to $350 mln-$360 mln

Result Drivers

AI INITIATIVES - Yelp attributes Q2 performance to AI initiatives such as Yelp Assistant and Yelp Host

PRODUCT STRATEGY - Co cites solid execution of product-led strategy as a driver for Q2 results

MACROECONOMIC CHALLENGES - Overall growth moderated amid uncertain macroeconomic environment, per CFO David Schwarzbach

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$370.39 mln
$366.80 mln (10 Analysts)
Q2 Net Income
$44.09 mln
Q2 Adjusted EBITDA
Beat
$100 mln
$88.80 mln (9 Analysts)
Q2 Operating Income
$53.29 mln
Q2 Pretax Profit
$58.98 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 9 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Yelp Inc is $39.00, about 12.4% above its August 6 closing price of $34.15

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBw4M5Na

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)