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YELP のニュース
YELP のイベント
Yelp Announces 2026 Fall Product Release with Over 30 New AI Features
Yelp announced its 2026 Fall Product Release, introducing more than 30 new features, integrations and updates that further transform Yelp with AI. Updates to Yelp Assistant, the company's AI chatbot, include an OpenTable integration, direct booking with service professionals, customizable reminders, and more personalized responses. Yelp is also introducing Check for Me, an AI phone agent that checks restaurant wait times and texts consumers the answer, as well as My Lists, a feature that allows users to save, rank and share local businesses. For service professionals, the new AI-powered Smart Lead Reply will automatically respond to and qualify incoming leads. New scheduling integrations with ServiceTitan and Housecall Pro, as well as lead management integrations with Jobber and Workiz, enable lead management and conversion directly on Yelp.
Company Plans to Return Over 50% of Free Cash Flow Annually
"To create long-term shareholder value, we are evolving our approach to capital allocation for this year and beyond. We plan to: 1) invest in future growth, 2) pursue strategic acquisitions through a combination of cash and financing, and 3) return more than 50% of our free cash flow to shareholders each year through share repurchases. To that end, in the second quarter, we repurchased $50 million worth of shares at an average purchase price of $24.92 per share, contributing to a 15% year-over-year reduction in weighted-average diluted shares outstanding. We subsequently repurchased approximately $25 million worth of shares in the third quarter, bringing our total repurchases for the year to approximately $200 million. With $339 million remaining under our repurchase authorization as of July 31, 2026, we have now paused our program as we work to pay down our revolving credit facility. We expect to resume repurchases in 2027."
Sees Q3 Adjusted EBITDA of $70M-$75M
Sees Q3 adjusted EBITDA $70M-$75M. Guidance taken from investor presentation slides.
Yelp Aims for $250 Million in Other Revenue by 2028
"In recent years, we have delivered strong profitability through our product-led strategy as we held overall headcount approximately flat. In 2026, we are investing behind high-return areas that we believe will transform Yelp and reaccelerate growth. In particular, we see an opportunity to drive significant growth in our other revenue line, through AI-driven offerings such as Yelp Host, Hatch, and data licensing. As these accretive revenue streams continue to gain traction, we are targeting an annual run rate of $250 million in other revenue by the end of 2028."
Yelp Reports Q2 Revenue of $376M
Reports Q2 revenue $376M, consensus $366.9M. "Yelp's AI transformation continued to gain momentum in the second quarter, with encouraging signs across several key metrics and Other revenue nearly doubling year over year," said Jeremy Stoppelman, Yelp's co-founder and chief executive officer. "We are seeing the benefits of our strategic initiatives take shape. Yelp Assistant drove early positive signs in engagement, Yelp Host scaled rapidly, and Hatch accelerated their product roadmap. At the same time, our trusted content is powering local discovery for ChatGPT and other AI partners. While headwinds for local businesses persist, I'm confident we are building a stronger Yelp, transformed with AI, that is well-positioned to drive long-term profitable growth."
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