Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue was $375.5M vs. $366.9M expected, and GAAP EPS reached $0.57 vs. $0.36 expected. While core local business faced headwinds, 'Other revenue' nearly doubled YoY to $33M, driven by AI-led strategic initiatives and the Hatch acquisition. Despite the quarterly beat, management narrowed the FY26 revenue outlook to $1.46B–$1.47B, slightly tempering aggressive growth expectations amid a challenging economic environment.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Yelp(YELP) the Revenue is 375.52 M (+1.38%), Beat estimate;the EBIT is 43.73 M (-17.94%), Beat estimate;the EPS is 0.57 (-14.93%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.38B1.38%
0.37B0.94%
+0.01B2.32%
EBITExceed expectations
0.04B17.94%
0.03B50.49%
+0.02B32.55%
EPSExceed expectations
0.5714.93%
0.363845.71%
+0.206230.78%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf