Description

Yelp Inc.: An Enhanced Advertiser Value Proposition & Critical Growth Levers! 

Yelp Inc. reported solid financial performance in the first quarter of 2025, achieving an 8% year-over-year increase in net revenue to $359 million, exceeding their expectations. This growth was driven by the continued strength in Yelp’s services business, contrasting with challenges faced in the restaurant, retail, and othercategories (RR&O) which saw a 3% revenue decline year-over-year. Profitability saw significant improvements with a net income margin expansion by 3 percentage points and an adjusted EBITDA margin increase by 4 percentage points compared to the same quarter last year. Yelp’s disciplined expense management supported a 72% increase in net income to $24 million and a 32% rise in adjusted EBITDA to $85 million. This was primarily propelled by a 14% year-over-year rise in services revenue, setting a quarterly record of $232 million.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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