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Is Yelp (YELP) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2024-07-31 01:46
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...
Yelp (YELP) Earnings Expected to Grow: Should You Buy?
ZACKS· 2024-07-25 23:07
Wall Street expects a year-over-year increase in earnings on higher revenues when Yelp (YELP) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower ...
Why Yelp (YELP) is a Top Growth Stock for the Long-Term
ZACKS· 2024-07-24 22:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?Developed alongsi ...
Judge Allows Yelp to Sue Firm That Claimed to Remove ‘Bad' Reviews
PYMNTS.com· 2024-06-08 07:36
Yelp can continue a trademark infringement and unfair competition lawsuit against a company that advertised that it could remove “bad” reviews from the platform. A judge ruled Thursday (June 6) that Yelp can pursue these claims against ReviewVio, which does business as Dandy, Reuters reported Friday (June 7). Yelp said its reputation was harmed by ReviewVio’s ads that included the Yelp logo and suggested that businesses could pay to artificially inflate their ratings on the business review website, accordin ...
Yelp: Be Patient For This Stock To Unlock Its Value
seekingalpha.com· 2024-05-21 17:07
Michael Vi Yelp (NYSE:YELP) has had a tough run this year. Amid sharp market rallies across sectors, the restaurant and local business reviews site has shed nearly 20% of its market value, as investors chased riskier and higher-growth stocks and shied away from potential value traps. Though commonly perceived as one, Yelp, in my view, is not what I'd consider a value trap. Value traps are cheap stocks that have neither catalysts for growth nor solutions to tough predicaments they sit in at the moment - Yelp ...
Yelp(YELP) - 2024 Q1 - Quarterly Report
2024-05-11 05:01
财务表现 - Yelp Inc. 2024年第一季度净收入为3.33亿美元,较去年同期增长6.5%[10] - Yelp Inc. 2024年第一季度营业利润为1,121.7万美元,较去年同期增长[10] - Yelp Inc. 2024年第一季度净利润为1,415.4万美元,较去年同期增长[10] - Yelp Inc. 2024年第一季度每股净利润为0.21美元,较去年同期改善[10] - Yelp Inc. 2024年第一季度现金及现金等价物为2.96亿美元,较去年同期下降5.9%[13] - Yelp Inc. 2024年第一季度总资产为9.93亿美元,较去年同期下降2.1%[9] - Yelp Inc. 2024年第一季度总负债为2.72亿美元,较去年同期增长2.4%[9] - Yelp Inc. 2024年第一季度股东权益为7.22亿美元,较去年同期下降3.7%[9] - Yelp Inc. 2024年第一季度经营活动产生的现金流量为7,285.5万美元[13] - Yelp Inc. 2024年第一季度投资活动使用的现金流量为-6,402万美元[13] 资产情况 - 账面现金、现金等价物和受限现金截至2024年3月31日为296,136千美元[21] - 短期投资和特定现金等价物包括债务证券投资,截至2024年3月31日,总额为124,749千美元[23] - 公司的市场证券投资按照公允价值计量,包括现金等价物和市场证券,截至2024年3月31日总额为322,955千美元[25] - 预付费用和其他流动资产截至2024年3月31日为38,421千美元[26] - 公司的固定资产、设备和软件净值截至2024年3月31日为68,166千美元[27] - 公司的商誉截至2024年3月31日为102,833千美元,未发现减值迹象[28] 股票和股权 - 公司于2024年3月31日授权和发行的普通股数量为68,330股[38] - 公司于2024年3月31日拥有剩余可回购股票的权利,金额为5.192亿美元[38] - 公司于2024年3月31日回购并注销了1,326,887股股票[38] 费用和支出 - 2024年3月31日的成本和费用中,网站基础设施费用增加了160万美元,主要是由于对基础设施的投资[69] - 2024年3月31日的销售和营销费用相比去年同期略有增加,主要是由于营销支出增加[70] - 2024年3月31日的产品开发费用相比去年同期有所增加,主要是由于员工成本增加[71] - 2024年3月31日的总部和行政费用相比去年同期有所下降,主要是由于去年的特定费用不再发生[72] - 2024年3月31日的其他收入相比去年同期有所增加,主要是由于利息收入增加[74] - 2024年3月31日的所得税费用相比去年同期有所增加,主要是由于2024年税前利润增加[75] 营收和广告 - 2024年第一季度,Yelp的净营收为3.32752亿美元,较2023年同期增长7%[55] - 广告点击量在2024年第一季度同比增长8%,平均每次点击费用略微下降1%[62] - 服务类广告收入在2024年第一季度增长11%,达到2.03288亿美元[65] - 2024年3月31日的广告收入同比增长了7%[67] - 2024年3月31日的其他收入相比去年同期有所下降,主要是由于外卖和送餐订单量减少[68] - 2024年3月31日的营收略有下降,但预计截至2024年6月30日将有连续的业务增长和净收入增长[68] 其他 - 调整后的EBITDA和自由现金流量是非GAAP财务指标,应与其他财务绩效指标一起考虑[77] - 公司未来资本需求和现有资金将足以满足未来12个月及以后的重要现金需求[83] - 2024年第一季度,公司经营活动提供的净现金较去年同期减少140万美元,主要是由于员工相关支付增加,包括薪水、佣金、奖金和福利,主要是由于劳动力成本增加以及向强调现金而非股权的薪酬结构转变[84] - 公司董事会自2017年7月起授权回购公司未来1.95亿美元的普通股,截至2024年5月3日,尚有4.922亿美元可用于回购[85]
YELP Q1 Earnings Surpass Estimates, Revenues Increase Y/Y
Zacks Investment Research· 2024-05-11 00:35
Yelp Inc. (YELP) reported first-quarter 2024 results, wherein earnings beat the Zacks Consensus Estimate but revenues missed the same. The top and bottom lines marked a significant year-over-year improvement. The company reported first-quarter earnings of 20 cents per share, which beat the Zacks Consensus Estimate of 4 cents. The company incurred a loss of 2 cents per share in the year-ago quarter. The year-over-year improvement in net income was due to the company's efforts in generating profit. Yelp’s rev ...
Yelp(YELP) - 2024 Q1 - Earnings Call Transcript
2024-05-10 09:03
财务数据和关键指标变化 - 第一季度净收入同比增长7%至3.33亿美元 [12] - 净利润为1400万美元,利润率为4% [12] - 调整后EBITDA同比增长19%至6400万美元,利润率为19% [12] 各条业务线数据和关键指标变化 - 服务类广告收入同比增长11%至2.03亿美元,其中家居服务类收入增长约15% [13][18] - 餐饮零售等其他类广告收入同比增长1%至1.14亿美元,受到经营环境挑战的影响 [21][22] - 多店铺收入同比增长约5%,也受到RR&O类业务的拖累 [22] 各个市场数据和关键指标变化 - Request-a-Quote项目量同比增长约20%,反映了付费项目获取策略的初步成效以及持续的有机消费者需求 [14] - 在搬家等关键类目,Request-a-Quote项目量和广告点击量大幅增加,平均点击成本(CPC)有明显下降 [14] 公司战略和发展方向及行业竞争 - 公司继续专注于服务类别,致力于为消费者和服务商提供最佳家居服务体验 [11] - 推出了基于大语言模型的Yelp助手等新功能,通过AI技术提升消费者和商家的连接体验 [15] - 推出Yelp Fusion AI API,将Yelp内容授权给第三方平台,扩大Yelp的触达范围 [15] - 在餐饮零售等类别,公司面临经营环境挑战,但相信长期来看这些类别也会复苏 [48][49] - 公司正在加大对企业客户的服务,包括与CRM系统集成等,以提升Request-a-Quote的转化 [51] 管理层对经营环境和未来前景的评论 - 公司对服务类业务的长期增长前景保持信心,将继续投资以捕捉这一大市场机会 [16][33] - 虽然餐饮零售等类别面临挑战,但相信长期来看这些类别也会复苏 [48][49] - 公司有信心通过创新和提高效率来推动长期盈利增长和股东价值 [33] 问答环节重要的提问和回答 问题1 **Unidentified Analyst 提问** 对于付费项目获取的学习和机会,公司有何看法 [36] **Jeremy Stoppelman 回答** 公司对付费项目获取的初步结果感到很高兴,项目量增长20%,点击量上升,CPC下降,反映了这一策略的成效 [37][38] 公司认为这一领域仍有很大的发展空间,未来还有很多优化和投入的机会 [38] 问题2 **Unidentified Analyst 提问** Yelp助手在降低消费者摩擦和提高转化率方面有何表现 [39] **Jeremy Stoppelman 回答** Yelp助手利用AI技术,能够更准确地理解消费者需求,以友好的方式收集项目信息,并向服务商提供更精准的线索,提升了用户体验 [40][41] 问题3 **Sergio Segura 提问** 公司为何在收入指引不变的情况下大幅增加投入,对2024年的信心来源何在 [53] **David Schwarzbach 回答** 公司在付费项目获取方面的早期成果很好,项目量、点击量上升,CPC下降,过去这种情况通常会带来广告主预算的增加,只是存在一定时滞 [55][56] 公司保持高效运营,在Q1开支仅增1%,为此次投入创造了空间,相信长期来看这种投入能带来良好回报 [57][58]
Here's What Key Metrics Tell Us About Yelp (YELP) Q1 Earnings
Zacks Investment Research· 2024-05-10 07:31
For the quarter ended March 2024, Yelp (YELP) reported revenue of $332.75 million, up 6.5% over the same period last year. EPS came in at $0.20, compared to $0.02 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $333.66 million, representing a surprise of -0.27%. The company delivered an EPS surprise of +400.00%, with the consensus EPS estimate being $0.04. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how the ...
Yelp(YELP) - 2024 Q1 - Quarterly Results
2024-05-10 04:07
EXHIBIT 99.1 Investments in Services Drove Yelp's First Quarter 2024 Results Net Revenue increased by 7% year over year to $333 million Net Income increased from the prior year to $14 million, reflecting a 4% margin Adjusted EBITDA grew 19% year over year to $64 million SAN FRANCISCO--(BUSINESS WIRE)-- May 9, 2024-- Yelp Inc. (NYSE: YELP), the trusted platform that connects people with great local businesses, today announced its financial results for the first quarter ended March 31, 2024 in the Q1 2024 Sha ...