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Yelp (YELP) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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For the quarter ended September 2026, Yelp (YELP - Free Report) reported revenue of $370.92 million, down 1.4% over the same period last year. EPS came in at $0.63, compared to $0.61 in the year-ago quarter.
The reported revenue represents a surprise of +0.55% over the Zacks Consensus Estimate of $368.88 million. With the consensus EPS estimate being $0.43, the EPS surprise was +46.51%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Yelp performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Paying Advertising Locations: 509 thousand compared to the 507.67 thousand average estimate based on three analysts.
Paying Advertising Locations - Restaurants, Retail & Other: 261 thousand versus the three-analyst average estimate of 249 thousand.
Paying Advertising Locations - Services: 248 thousand versus the three-analyst average estimate of 258.67 thousand.
Net revenue- Advertising: $337 million versus the four-analyst average estimate of $334.44 million. The reported number represents a year-over-year change of -5.7%.
Net revenue- Other services: $33.92 million versus $33.91 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +81.5% change.
Net revenue- Advertising revenue- Services: $238.24 million versus the three-analyst average estimate of $236.85 million. The reported number represents a year-over-year change of -2.3%.
Net revenue- Advertising revenue- Restaurants, Retail & Other: $98.76 million versus $98.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -13% change.
Shares of Yelp have returned +19.8% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Yelp (YELP) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended September 2026, Yelp (YELP - Free Report) reported revenue of $370.92 million, down 1.4% over the same period last year. EPS came in at $0.63, compared to $0.61 in the year-ago quarter.
The reported revenue represents a surprise of +0.55% over the Zacks Consensus Estimate of $368.88 million. With the consensus EPS estimate being $0.43, the EPS surprise was +46.51%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Yelp performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Yelp here>>>
Shares of Yelp have returned +19.8% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.