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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Sergio Segura | KeyBanc Capital Markets | 11 questions · 9% challenging |
| Nitin Bansal | Bank of America | 10 questions · 30% challenging |
| Jason Kreyer | Craig-Hallum | 7 questions · 0% challenging |
| Josh Beck | Raymond James | 6 questions · 0% challenging |
| Colin Sebastian | Robert W. Baird | 6 questions · 0% challenging |
| Eric Sheridan | Goldman Sachs | 3 questions · 0% challenging |
| Rob Coolbrith | Evercore ISI | 2 questions · 0% challenging |
| Shweta Khajuria | Wolfe Research | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| KeyBanc Capital Markets | 1 analyst | 11 questions · 9% challenging |
| Bank of America | 1 analyst | 10 questions · 30% challenging |
| Craig-Hallum | 1 analyst | 7 questions · 0% challenging |
| Raymond James | 2 analysts | 7 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 6 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 3 questions · 0% challenging |
| Evercore ISI | 1 analyst | 2 questions · 0% challenging |
| Wolfe Research | 1 analyst | 2 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin)…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Yelp Inc. (YELP), FY2026 Q1: 6/10. Scores: Yelp Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: YELP daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +0.82% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million. RR&O advertising revenue dropped 11% to $99 million and services advertising grew just 1% to $234 million amid a challenging local-business economy and a March budget softening tied to Middle East conflict. The standout was other revenue, up 75% to a record $29 million on Hatch, data licensing, and food ordering (up 88% via DoorDash), with management targeting a $250 million other-revenue run rate by the end of 2028. GAAP operating income still rose about 11% as stock-based compensation fell to 8% of revenue, while below-the-line items drove the net income decline. Management maintained full-year guidance of $1.455 billion to $1.475 billion in net revenue and $310 million to $330 million in adjusted EBITDA, citing continued macro uncertainty despite the Q1 beat.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $362M | +5.7% | $0.62 | +67.6% | 14.8% | 11.7% | $60M |
| FY2025 Q1 | $359M | +7.7% | $0.36 | +80.0% | 8.2% | 6.8% | $87M |
| FY2025 Q2 | $370M | +3.7% | $0.67 | +24.1% | 14.4% | 11.9% | $45M |
| FY2025 Q3 | $376M | +4.4% | $0.61 | +8.9% | 14.1% | 10.5% | $119M |
| FY2025 Q4 | $360M | -0.5% | $0.61 | -1.6% | 13.6% | 10.5% | $72M |
| FY2026 Q1Selected | $361M | +0.8% | $0.30 | -16.7% | 7.6% | 4.9% | $45M |
| FY2026 Q2 | $376M | +1.4% | $0.57 | -14.9% | 11.6% | 8.4% | $61M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Cloud & AI | Revenue Growth | Demand | Competitive Dynamics | Macroeconomic | Innovation & R&D | M&A | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 3 | 2 | 3 | 1 | 2 | 2 | |
| 2025Q1 | 2 | 4 | 1 | 1 | 2 | 1 | ||
| 2025Q2 | 2 | 2 | 1 | 1 | 1 | 1 | ||
| 2025Q3 | 3 | 3 | 3 | 1 | 2 | 2 | 1 | |
| 2025Q4 | 2 | 3 | 2 | 1 | 2 | 2 | 2 | |
| 2026Q1 | 5 | 2 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 1 | 2 | 2 | 3 | 2 | 5 |
| Revenue Growth | 3 | 2 | 3 | 3 | 2 | |
| Demand | 2 | 4 | 1 | 3 | 2 | |
| Competitive Dynamics | 3 | 1 | 1 | 1 | 1 | 2 |
| Macroeconomic | 1 | 1 | 1 | 2 | 2 | 1 |
| Innovation & R&D | 2 | 1 | 2 | 2 | 1 | |
| M&A | 2 | 1 | 1 | 2 | ||
| Guidance Reliability | 2 | 2 |
What YELP said about other companies on its FY2026 Q1 call, and what other companies said about YELP on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Yelp content appears relatively limited versus sources like Reddit, OpenTable, Tripadvisor.”
An analyst noted Yelp content surfaces less prominently than Reddit in ChatGPT local results today, a signal on Reddit's strong AI-search content visibility.
“we announced new integrations with Vagaro and Zocdoc to enable users to book beauty, wellness, fitness and health care appointments.”
Yelp integrated Zocdoc to let users book health care appointments, extending its discovery-to-action layer.
“we announced new integrations with Vagaro and Zocdoc to enable users to book beauty, wellness, fitness and health care appointments.”
Yelp integrated Vagaro to let users book beauty, wellness, and fitness appointments, extending its discovery-to-action layer.
“Hatch's annual run rate revenue exceeded $34 million in March, up 92% year-over-year.”
Hatch, acquired by Yelp in February 2026, reached a $34 million annual run rate up 92%, driving Yelp's other-revenue growth.
“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”
Licensed Yelp content appears on Meta.ai, extending Yelp's local data into Meta's AI assistant.
“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”
Licensed Yelp content appears on Microsoft Bing, feeding Yelp local data into Microsoft's search.
“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”
Licensed Yelp content appears on Apple Maps, a long-standing surface for Yelp's local data.
“Consumers can now find licensed Yelp content on Amazon Alexa, Apple Maps, Microsoft Bing, Meta.ai and Yahoo, among many other platforms.”
Licensed Yelp content now appears on Amazon Alexa, extending Yelp's local data into Amazon's voice assistant.
“we secured new licensing agreements, including with OpenAI and expanded our integrations with existing partners.”
Yelp secured a new data-licensing agreement with OpenAI, extending its trusted local content into ChatGPT-class AI search.
“consumers took advantage of the hundreds of thousands of new restaurants available for food ordering and delivery through our DoorDash partnership with food ordering revenue up 88% year-over-year.”
Yelp's DoorDash food-ordering partnership drove food ordering revenue up 88%, expanding DoorDash's order funnel via Yelp discovery.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| YELPYelp Inc. | 6 | +0.8% | Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million | |
| EVEREverQuote, Inc. | 8 | +14.5% | EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YoY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment | |
| GOOGLAlphabet Inc. | 9 | +21.8% | Cloud Revenue Accelerates Past $20B Milestone | |
| MAXMediaAlpha, Inc. | 8 | +17.3% | MediaAlpha opened 2026 with record first-quarter results, as GAAP revenue rose 17.3% year over year to $310 million, above the high end of guidance, and GAAP EPS swung to a $0.21 profit from a small prior-year loss | |
| METAMeta Platforms, Inc. | 8 | +33.1% | Revenue accelerated to +33% at $56.3 billion, or 29% constant currency, with net income of $26.8 billion and EPS of $10.44 as AI recommendation systems drove record engagement | |
| NBISNebius Group N.V. | 8 | +621.5% | Nebius opened 2026 with group revenue of $399 million, up 621.52% year over year per GAAP financials (management cited 684%) and 75% sequentially, as the core Nebius AI business grew 841% to $390 million and again sold out capacity | |
| PINSPinterest, Inc. | 8 | +17.8% | Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal | |
| RDDTReddit, Inc. | 9 | +69.1% | Reddit opened 2026 with first-quarter revenue up 69% year-over-year to $663 million, its seventh consecutive quarter of 60%-plus growth, and GAAP EPS of $1.01, up more than 7x from a year earlier | |
| SNAPSnap Inc. | 7 | +12.2% | Snap returned to double-digit growth in Q1, with GAAP revenue up 12% year-over-year to $1.53 billion as other revenue jumped 87% to $285 million on Snapchat+, Memories Storage and Lens+, while advertising rose just 3% to $1.24 billion against a persistent large-advertiser headwind in North America | |
| SPOTSpotify Technology S.A. | 8 | +8.2% | Spotify opened 2026 with total revenue of EUR 4.5 billion, up roughly 8% as reported and 14% in constant currency -- an acceleration from the prior quarter -- as Premium revenue rose approximately 15% on subscriber growth and 5.7% ARPU expansion |
Yelp's first quarter of 2026 showed a widening split between a pressured advertising core and fast-growing new revenue: net revenue edged up 1% year over year to $361 million ($6 million above guidance) while net income fell 27% to $18 million (a 5% margin) and adjusted EBITDA declined 7% to $79 million
EverQuote exceeded high-end guidance with revenue of $190.9 million up 15% YoY and record adjusted EBITDA of $29.3 million at 15.4% margin, driven by broad carrier demand and one carrier spending more than double its initial Q1 commitment
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| YELP | 8 | 7 | 6 | 6 | 4 | 6 |
| EVER | 9 | 9 | 9 | 9 | 9 | 8 |
| GOOGL | 8 | 8 | 8 | 9 | 9 | 9 |
| MAX | 9 | 8 | 9 | 9 | 4 | 8 |
| META | 9 | 9 | 9 | 7 | 7 | 8 |
| NBIS | No score | No score | 9 | 8 | 8 | 8 |
| PINS | 9 | 9 | 9 | 9 | 7 | 8 |
| RDDT | 9 | 9 | 9 | 9 | 9 | 9 |
| SNAP | 8 | 6 | 6 | 7 | 8 | 7 |
| SPOT | 9 | 9 | 9 | 8 | 8 | 8 |
MediaAlpha opened 2026 with record first-quarter results, as GAAP revenue rose 17.3% year over year to $310 million, above the high end of guidance, and GAAP EPS swung to a $0.21 profit from a small prior-year loss
Revenue accelerated to +33% at $56.3 billion, or 29% constant currency, with net income of $26.8 billion and EPS of $10.44 as AI recommendation systems drove record engagement
Nebius opened 2026 with group revenue of $399 million, up 621.52% year over year per GAAP financials (management cited 684%) and 75% sequentially, as the core Nebius AI business grew 841% to $390 million and again sold out capacity
Pinterest delivered a stronger-than-expected Q1 2026, with revenue of more than $1 billion, up 18% (15% constant currency) and above the high end of guidance, and adjusted EBITDA of $207 million at a 20% margin, up 40 basis points and aided by a Canada Digital Services Tax reversal
Reddit opened 2026 with first-quarter revenue up 69% year-over-year to $663 million, its seventh consecutive quarter of 60%-plus growth, and GAAP EPS of $1.01, up more than 7x from a year earlier
Snap returned to double-digit growth in Q1, with GAAP revenue up 12% year-over-year to $1.53 billion as other revenue jumped 87% to $285 million on Snapchat+, Memories Storage and Lens+, while advertising rose just 3% to $1.24 billion against a persistent large-advertiser headwind in North America
Spotify opened 2026 with total revenue of EUR 4.5 billion, up roughly 8% as reported and 14% in constant currency -- an acceleration from the prior quarter -- as Premium revenue rose approximately 15% on subscriber growth and 5.7% ARPU expansion