Short answer
YELP INC (YELP) filed its Q1 2026 10-Q quarterly report on May 8, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $361M (up 0.8% year over year) with net income of $18M.
Q1 2026 key financials · XBRL
- Revenue
- $361M
- +0.8% YoY
- Net income
- $18M
- −27.3% YoY
- Operating margin
- 7.6%
- EPS (diluted)
- $0.30
- −16.7% YoY
Source: XBRL data from the YELP INC (YELP) Q1 2026 10-Q on SEC EDGAR. USD.
YELP INC Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $361.5M, up 1% YoY from $358.5M
- Net income margin 5% vs 7%; adjusted EBITDA margin 22% vs 24%
- Best segment Services revenue $233.8M, up 1%; worst RR&O revenue $98.7M, down 11%
- Other revenue $29.0M, up 75%; advertising revenue $332.5M, down 3%
- Q2 outlook: modest revenue decline YoY, sequential increase; adjusted EBITDA decline amid AI and marketing investments
Risk Factors
- No Risk Factors section provided; quarter-specific changes cannot be identified
- Repurchase liquidity risk: $388.7 million remaining under the $2.45 billion authorization as of May 1, 2026
- Regulatory compliance risk: 1% excise tax accrued on net share repurchases under the Inflation Reduction Act
- Insider-trading compliance risk: COO trading plan permits sales of approximately 153,509 shares through April 1, 2027
- Equity dilution risk: $500.0 million repurchase authorization added in February 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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