10-Q quarterly report · filed Aug 7, 2026

YELP INC (YELP) Q2 2026 10-Q Quarterly Report

Short answer

YELP INC (YELP) filed its Q2 2026 10-Q quarterly report on Aug 7, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $376M (up 1.4% year over year) with net income of $32M.

Q2 2026 key financials · XBRL

Revenue
$376M
+1.4% YoY · +3.9% QoQ
Net income
$32M
−28.2% YoY · +78.5% QoQ
Operating margin
11.6%
EPS (diluted)
$0.56
−16.4% YoY · +86.7% QoQ

Source: XBRL data from the YELP INC (YELP) Q2 2026 10-Q on SEC EDGAR. USD.

YELP INC Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Q2 revenue $375.5M, up 1% YoY from $370.4M
  • Net income $31.7M vs $44.1M; operating margin 11.6% vs 14.4% YoY
  • Best segment Other revenue $33.0M, up 98%; worst RR&O revenue $101.5M, down 10%
  • Ad clicks fell 5%; average CPC rose 1%; paying advertising locations declined 1% to 510K
  • Q3 outlook: slight revenue decline and adjusted EBITDA decrease amid economic challenges and AI investment

Risk Factors

  • No Risk Factors section provided; submitted text covers Items 2–6 rather than changes from the 10-K
  • Capital-allocation risk: $338.7 million remained available for repurchases as of July 31, 2026
  • Regulatory cost risk: Inflation Reduction Act 1% excise tax applies to net share repurchases
  • Insider-selling risk: CEO trading plan covers up to approximately 953,600 shares through March 1, 2027
  • Insider-selling risk: CFO trading plan covers up to 126,900 shares plus shares vesting through February 26, 2027

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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