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Yelp YELP Restaurants, Retail & Other — Net revenue

Other product segments

Services
$233.79M+1.0%
Other
$28.97M+75.2%

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Other financials

Income statement

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Revenue$361.5M+0.8%
Gross profit$323.0M-0.2%
Operating income$27.3M-7.3%
Net income$17.7M-27.3%
EPS (diluted)$0.30-16.7%

Balance sheet

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Cash & equivalents$110.4M-0.6%
Total debt$24.9M-25.6%
Total equity$631.1M-13.3%
Total assets$1.0B+2.9%

Cash flow

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Operating cash flow$57.8M-41.0%
CapEx$12.7M+20.2%
Free cash flow$45.2M-48.4%

Valuation

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Market cap$1.28B-41.6%
Enterprise value$1.2B-43.5%
P/E9.3×-6.1×
P/S0.9×-0.7×

Profitability

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Gross margin90%-0.8pp
Operating margin12.4%+0.6pp
Net margin9.5%-0.5pp
FCF margin19.2%+0.4pp

Returns & leverage

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Return on equity20.4%+0.7pp
Debt / equity0.0×
Current ratio1.7×-1.2×

Where this comes from

Reported directly by Yelp in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Yelp’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Yelp's restaurants, retail & other — net revenue?
Yelp (YELP) reported restaurants, retail & other — net revenue of $98.7M in Q1 2026.
How has Yelp's restaurants, retail & other — net revenue changed year-over-year?
Yelp's restaurants, retail & other — net revenue decreased by 10.6% year-over-year, from $110.43M to $98.7M.
What is the long-term trend for Yelp's restaurants, retail & other — net revenue?
Over 4 years (2021 to 2025), Yelp's restaurants, retail & other — net revenue has grown at a 4.1% compound annual growth rate (CAGR), from $377.46M to $443.7M.
What does restaurants, retail & other — net revenue mean?
This metric represents the total net revenue generated from advertising services and business page products specifically within the restaurants, retail, and other service categories. It reflects the company's ability to monetize its platform by connecting local businesses in these sectors with consumers seeking recommendations and services. Tracking this revenue stream provides insight into the demand for digital advertising solutions among small and medium-sized local enterprises.