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Analyst
Nitin Bansal
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 12on tracked calls
- Challenge rate
- 25%3 of 12 questions
- Companies
- 3questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 12 of 12 questions from 3 companies
YELPYelp Inc.10 questions · 6 reporting periods · 3 of 10 challenging
Calendar 2026 Q2
How should we think about the future locations growth and the monetization implications for your ad business given that you lowered the upper end of the revenue guide by $5 million?
Show response
Nachman cited the best Services PAL performance in years plus improving restaurants, with overall paying advertising locations down just 1% YoY (a big improvement over Q1), but cautioned that local businesses still face macro pressure from inflation, gas, and input costs, so no major trajectory turn is expected near term.
can you help us understand what has changed versus prior efforts? And what gives you confidence that this time the strategy will have the intentional impact and will drive incremental advertising b...
Show response
Nachman said the difference from prior lead-buying efforts is that Yelp now specifically targets multi-location Services businesses that can commit large budgets, sourcing quality leads from the broader ecosystem with strong ROAS for customers.
Calendar 2026 Q1
when I search for restaurants or local recommendation on ChatGPT today, Yelp content appears relatively limited
Show response
Stoppelman declined to detail how OpenAI surfaces Yelp content, saying only that the partnership is announced and OpenAI's plans are fast-changing and not disclosable.
how should we think about the trajectory of growth in this segment over the next few quarters?
Show response
Schwarzbach reiterated the three other-revenue drivers (transaction +88%, Hatch +92%, licensing) and stressed macro uncertainty from March Middle East dynamics in the guide.
Calendar 2025 Q4
what gives you confidence that your product innovation can keep up with the leading players
Show response
Stoppelman argued Yelp's focus and Hatch's specialization in AI lead management give it an edge over larger players with competing priorities.
how do you envision Yelp's revenue mix to evolve between like recurring subscription revenue versus variable ad revenue?
Show response
Schwarzbach said Yelp can diversify its ad-heavy mix via licensing, transaction, and subscription revenue, with licensing nearly all margin and SaaS margins converging over time.
Calendar 2025 Q3
Can you help us understand the scale of this opportunity and how much of these products could contribute to revenue
Show response
Stoppelman said Yelp Host/Receptionist are early but seeing positive feedback and a large TAM across 500,000-plus advertisers, without quantifying 2026 revenue.
Average pricing on the platform has been growing at like an accelerating pace.
Show response
Schwarzbach explained CPCs rise and clicks fall as the auction deploys advertiser budgets across fewer clicks, with churn unchanged and advertisers focused on cost per lead.
Calendar 2025 Q1
can you update us on the engagement trends across mobile and web? And were there any notable changes on platform usage in 1Q?
Show response
Stoppelman said engagement softened in RR&O on macro pressure but services stayed strong, and RepairPal integration is progressing with early low-hanging-fruit wins.
Calendar 2024 Q4
on RepairPal, how should we think about the growth of this business over the next two to three years?
Show response
Schwarzbach said RepairPal was roughly breakeven at acquisition and that top-line growth takes priority over margin; no unusual Google traffic impact.
PINSPinterest, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
can you provide some color on the increase in SBC expense this quarter?
Show response
Julia said Q2 is the highest SBC quarter of 2026, stepping down from Q3, with net dilution down 12% and non-GAAP EPS up 30%.
SNAPSnap Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
how sustainable do you believe the current growth trajectory is over the medium term?
Show response
Evan pointed to Creator Subscriptions, Lens+ and Memories-driven retention as durable subscription drivers; direct.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| YELP Yelp Inc. | 10 | 30%3 of 10 questions |
| PINS Pinterest, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| SNAP Snap Inc. | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 50%1 of 2 questions | 1 |
| 2026 Q1 | 3 | 33%1 of 3 questions | 2 |
| 2026 Q2 | 3 | 33%1 of 3 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2026 Q13 questions · challenge rate 33% (1 of 3 questions) · 2 companies
- 2026 Q23 questions · challenge rate 33% (1 of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth6
- Demand4
- Guidance Reliability2
- Competitive Dynamics2
- M&A2
- Cost Pressure1
- Labor Market1
- Subscriber Growth1
- Cloud & AI1
- Innovation & R&D1
Show all 13 topics
- Margin1
- Product Launch1
- Pricing1