YELP INC
For the period ended Nov 5, 2026. Filed Nov 5, 2026.
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Nov 5, 2026 · Filed Nov 5, 2026
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YELP$19.46-5.2%Stored close · as of Nov 6, 2026
Contents
EX-99.1 · (In thousands, except per share data)
(In thousands, except per share data)
| Three Months EndedSeptember 30, | Nine Months EndedSeptember 30, | |||
|---|---|---|---|---|
| 2026 | 2025 | 2026 | 2025 | |
| Net revenue | $370,919 | $376,038 | $1,107,895 | $1,104,966 |
| Costs and expenses: | ||||
| Cost of revenue(1) | 42,158 | 36,288 | 122,343 | 106,563 |
| Sales and marketing(1) | 151,500 | 150,740 | 458,072 | 441,636 |
| Product development(1) | 64,655 | 78,137 | 212,280 | 240,404 |
| General and administrative(1) | 46,344 | 45,462 | 143,559 | 143,487 |
| Depreciation and amortization | 17,369 | 12,526 | 51,720 | 37,241 |
| Total costs and expenses | 322,026 | 323,153 | 987,974 | 969,331 |
| Income from operations | 48,893 | 52,885 | 119,921 | 135,635 |
| Other income, net | 1,351 | 5,350 | 4,670 | 16,816 |
| Income before income taxes | 50,244 | 58,235 | 124,591 | 152,451 |
| Provision for income taxes | 15,692 | 18,911 | 40,652 | 44,647 |
| Net income attributable to common stockholders | $34,552 | $39,324 | $83,939 | $107,804 |
| Net income per share attributable to common stockholders | ||||
| Basic | $0.64 | $0.62 | $1.49 | $1.68 |
| Diluted | $0.63 | $0.61 | $1.48 | $1.63 |
| Weighted-average shares used to compute net income per share attributable to common stockholders | ||||
| Basic | 54,393 | 63,025 | 56,155 | 64,136 |
| Diluted | 54,787 | 64,216 | 56,765 | 65,975 |
| (1) Includes stock-based compensation expense as follows: | ||||
| Three Months EndedSeptember 30, | Nine Months EndedSeptember 30, | |||
| 2026 | 2025 | 2026 | 2025 | |
| Cost of revenue | $1,176 | $997 | $3,558 | $3,238 |
| Sales and marketing | 5,806 | 7,052 | 18,342 | 21,986 |
| Product development | 8,728 | 16,607 | 34,109 | 53,862 |
| General and administrative | 7,378 | 8,225 | 23,335 | 26,039 |
| Total stock-based compensation | $23,088 | $32,881 | $79,344 | $105,125 |
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