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Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Yelp
Yelp (YELP) investor relations material
Yelp Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Accelerated AI transformation with over 35 new features, including a new Yelp Assistant across all categories.
Challenging economic environment for local businesses impacted advertising metrics.
Strategic focus on AI-driven revenue streams, partnerships, and product innovation.
Financial highlights
Net revenue rose 1% year-over-year to $361 million, exceeding the high end of guidance.
Net income fell 27% year-over-year to $18 million, with a 5% margin.
Adjusted EBITDA decreased 7% year-over-year to $79 million, representing a 22% margin.
Other revenue surged 75% year-over-year to $29 million, driven by Hatch, data licensing, and food ordering.
Services ad revenue up 1% year-over-year; RR&O ad revenue down 11% year-over-year.
Outlook and guidance
Q2 net revenue expected between $363 million and $368 million.
Full-year net revenue guidance maintained at $1.455 billion–$1.475 billion.
Q2 adjusted EBITDA projected at $70 million–$75 million; full-year at $310 million–$330 million, excluding Hatch-related payments.
Targeting $250 million annual run rate in other revenue by end of 2028.
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Latest events from Yelp
- Record revenue, AI innovation, and strong governance highlight this year's proxy proposals.YELP
Proxy filing17 Apr 2026 - Key votes include director elections, auditor ratification, and executive pay approval.YELPProxy filing17 Apr 2026
- AI-driven transformation and partnerships fuel growth, with services now leading revenue.YELPMorgan Stanley Technology, Media & Telecom Conference 20263 Mar 2026
- 2025 revenue rose 4% to $1.46B with 25% adjusted EBITDA margin and $324M free cash flow.YELPQ4 202512 Feb 2026
- Q2 2024 saw 6% revenue growth, 158% net income increase, and strong services-led gains.YELPQ2 20241 Feb 2026
- Product-led growth, AI innovation, and a services focus drive margin gains and future expansion.YELPBaird 2024 Global Consumer, Technology, & Services Conference31 Jan 2026
- AI innovation, services growth, and regulatory shifts are driving new opportunities and efficiency.YELPGoldman Sachs Communacopia + Technology Conference 202421 Jan 2026
- Q3 revenue up 4% to $360.3M; Services growth and RepairPal acquisition highlight results.YELPQ3 202415 Jan 2026
- AI-powered product innovation and disciplined investment drive growth in services amid macro headwinds.YELPMorgan Stanley Technology, Media & Telecom Conference23 Dec 2025
Next Yelp earnings date
Q2 20266 Aug, 2026
Yelp
Next Yelp earnings date
Q2 20266 Aug, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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