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Yelp YELP Total advertising — Net revenue

Other product segments

Services
$233.79M+1.0%
Restaurants, Retail & Other
$98.7M-10.6%
Other
$28.97M+75.2%

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ROKUAdvertising — Total net revenue
$612.71M+26.9%
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DRVNAdvertising — Total net revenue
$28.84M+13.9%

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 total advertising — net revenue?
Yelp (YELP) reported total advertising — net revenue of $332.49M in Q1 2026.
How has Yelp's total advertising — net revenue changed year-over-year?
Yelp's total advertising — net revenue decreased by 2.8% year-over-year, from $342M to $332.49M.
What is the long-term trend for Yelp's total advertising — net revenue?
Over 4 years (2021 to 2025), Yelp's total advertising — net revenue has grown at a 9.0% compound annual growth rate (CAGR), from $985.23M to $1.39B.
What does total advertising — net revenue mean?
This metric represents the total revenue generated from advertising products and services offered to businesses on the platform, net of any applicable allowances or discounts. It serves as the primary indicator of the company's ability to monetize its user base and platform traffic by connecting local businesses with consumers. Growth in this metric reflects the effectiveness of the company's sales efforts and the perceived value of its advertising solutions to business customers.