Yelp Reports Third Quarter 2026 Results
Yelp reported Q3 2026 net revenue of $371 million, down 1% year over year, though $1 million above the high end of its own outlook range. Net income fell to $35 million (9% margin) and Adjusted EBITDA declined 6% YoY to $92 million (25% margin), with advertising revenue remaining pressured. Other revenue grew 82% YoY to a record $136 million annual run rate, helped by data licensing demand from the AI ecosystem, toward a $250 million target.
Key figures
- Eps
- 0.63
- Revenue
- 370919000
- Guidance
- 2026 Net Revenue updated to $1.455B-$1.460B; 2026 Adjusted EBITDA updated to $320M-$325M
- Revenue Yoy
- -1%
- Net income
- 34552000
- Adjusted ebitda
- 92268000
- Net income margin
- 9%
- Other revenue yoy
- 82%
- Q3 free cash flow
- 84540000
- Adjusted ebitda margin
- 25%
- Diluted eps prior year
- 0.61
- Other revenue run rate
- 136000000
AI analysis
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