Compared to Estimates, Yelp (YELP) Q1 Earnings: A Look at Key Metrics

Yelp (YELP) reported $361.46 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 0.8%. EPS of $0.36 for the same period compares to $0.36 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $354.57 million, representing a surprise of +1.94%. The company delivered an EPS surprise of +38.46%, with the consensus EPS estimate being $0.26.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.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.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: 485 thousand versus 492.5 thousand estimated by three analysts on average.Paying Advertising Locations - Restaurants, Retail & Other: 235 thousand compared to the 236.08 thousand average estimate based on three analysts.Paying Advertising Locations - Services: 250 thousand versus 256.42 thousand estimated by three analysts on average.Net revenue- Advertising: $332.49 million versus $332.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.8% change.Net revenue- Other services: $28.97 million versus $22.4 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +75.2% change.Net revenue- Advertising revenue- Services: $233.79 million versus the three-analyst average estimate of $233.42 million. The reported number represents a year-over-year change of +1%.Net revenue- Advertising revenue- Restaurants, Retail & Other: $98.7 million compared to the $100.13 million average estimate based on three analysts. The reported number represents a change of -10.6% year over year.View all Key Company Metrics for Yelp here>>>Shares of Yelp have returned +11.5% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.See Stocks Now >>This article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks