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Showing posts with label YELP. Show all posts
Showing posts with label YELP. Show all posts

Thursday, November 8, 2018

=Yelp (YELP) reported earnings on Thur 8 Nov 2018 (a/h)



Yelp beats by $0.07, misses on revs; guides Q4 revs and EBITDA below consensus
  • Reports Q3 (Sep) GAAP earnings of $0.17 per share, $0.07 better than the S&P Capital IQ Consensus of $0.10; Note: Co does not provide a non-GAAP EPS number, but the $0.17 vs $0.10 is a GAAP to GAAP comparison; revenues rose 8.0% year/year to $241.1 mln vs the $245.55 mln S&P Capital IQ Consensus.
    • Adjusted EBITDA rose 17.2% YoY to $50.29 mln vs prior guidance of $49-52 mln.
  • Co issues downside guidance for Q4, sees Q4 revs of $239-243 mln vs. $259.63 mln S&P Capital IQ Consensus. Co guides to Q4 adjusted EBITDA of $48-50 mln vs consensus of $59.1 mln
  • Co says the transition to selling local advertising without an initial term commitment has expanded the opportunity to bring new advertisers to Yelp. However, it is more sensitive to in-period performance in the short term, as reflected in the Q3 results.
  • "the pace of new account growth that we saw in 1H18 slowed in Q3. This deceleration was unexpected given the strong momentum and positive customer feedback we saw throughout the first half of the year. At the same time, cancellations increased-as we anticipated-following the record number of new account additions in the first half of 2018, resulting in flat Paying advertising accounts compared with the second quarter of 2018. This slowdown in overall Paying advertising account growth negatively impacted our Q3 Advertising revenue results, and we expect it to cause Q4 Net revenue and Adjusted EBITDA to be lower than reflected."

Wednesday, August 8, 2018

-=Yelp (YELP) reported earnings Wed 8 Aug 2018 (a/h)



SAN FRANCISCO (AP) -- Yelp's second-quarter results blew past Wall Street expectations, fueled by a 21 percent surge in advertising revenue.
The online business reviews company raised its profit forecast for the year and its stock soared almost 14 percent in after-hours trading.
The San Francisco-based company on Wednesday reported net income of $10.7 million, or 12 cents per share. Earnings, adjusted for stock option expense, came to 38 cents per share. The average estimate of 12 analysts surveyed by Zacks Investment Research was for earnings of 25 cents per share.
It posted revenue of $234.9 million in the period, also exceeding Street forecasts. Fourteen analysts surveyed by Zacks expected $231.9 million.
Advertising revenue rose to $226.2 million from $187.7 million a year earlier.
For the current quarter ending in October, Yelp said it expects revenue in the range of $242 million to $246 million. That's up from a previous forecast of $230 million to $233 million.
The company expects full-year revenue in the range of $952 million to $967 million. That's up from a previous forecast of $943 million to $967 million.

Thursday, May 10, 2018

-=Yelp Inc. (YELP) reported earnings on Thur 10 May 2018 (a/h)



SAN FRANCISCO (AP) _ Yelp Inc. (YELP) on Thursday reported a loss of $2.3 million in its first quarter.
On a per-share basis, the San Francisco-based company said it had a loss of 3 cents. Earnings, adjusted for stock option expense, came to 30 cents per share.
The results beat Wall Street expectations. The average estimate of 15 analysts surveyed by Zacks Investment Research was for earnings of 18 cents per share.
The online business reviews company posted revenue of $223.1 million in the period, which also topped Street forecasts. Fifteen analysts surveyed by Zacks expected $220.1 million.
For the current quarter ending in July, Yelp said it expects revenue in the range of $230 million to $233 million. Analysts surveyed by Zacks had expected revenue of $220 million.
The company expects full-year revenue in the range of $943 million to $967 million.
Yelp shares have increased 14 percent since the beginning of the year. In the final minutes of trading on Thursday, shares hit $47.74, a rise of 69 percent in the last 12 months.

Sunday, May 6, 2018

Earnings this week : May 7 - 11, 18 (wk 19)

81% of the S&P 500 has reported first quarter results. Q1 earnings are now expected to be up 24.3%. Earnings are expected to grow 18.8% in Q2 and 19.5% for the year. Next week is still quite busy on the earnings front as more small and mid caps report quarterly results.

Monday (May 7)
  • Pre-Market: CTSH SYY SRE TSN WLTW LPX KOS VGR TSEM WBT GCI SSP GPRE PETS MYE SPNS NCMI TLRA TA
  • After-Hours: NTR ANDV IAG IFF MOS ZG ANDX TRMB BKI AIV BHF OHI DCP EVHC DK APLE JCOM EQC SHO SWX OAS AMC  CBT RBC TREX ORA NVRO NGHC RARE SJI AMED AWR MYGN CENT HTZ PINC OTTR PAHC KAMN CRZO RMBS DPLO SNHY MWA LBRT BKD FN ATSG TRTX RWT SYKE EVBG GBDC RYAM PLOW LMNX ANDE MTSC CARB MTW VECO REN FRPT TCMD IVC LCI FRGI DHT EVRI NLS WMC WAAS STRL PI EGAN
Tuesday (May 8)
  • Pre-Market: CRSP JD MCHP DISH DISCA MLM BR HSIC IT EXPD ATHM PRGO ARMK AES JEC JLL USFD VRX EGN ACM HAE VSM LOXO SUM JELD MFA HAIN NHI VG BLD VSH  ZBRA  AQUA TGNA NOVT ICPT GCP LXP NWN FI LGIH SGMO RGEN MNTA DNR ETM SEAS HUD STFC PRIM FSS ENDP BMCH WLH CROX MNK TGH GTN CWH DEA EPZM CORE ATKR DF ANIP DQ GTS COHU VRTV TTI SD DSKE CRCM MGI FRTA ONDK TAST VPG KEYW 
  • After-Hours: DIS OXY MAR EA MNST PAA O CA FANG MTCH GDDY XEC JAZZ WR TRQ BIO KAR MIDD DEI WTR TRIP PEN TWLO NEWR WEN GWPH PAGP ETSY PLNT
Wednesday (May 9)
  • Pre-Market: WB MYL AEE COTY STE SINA ADT EPAM JHG CNK HPT DLPH SYNH CNDT WIX CABO PFGC SBGI WRD GRPN HZNP MDP CARS PNK USAC
  • After-Hours: FOXA DXC CTRP ETP CTL ETE FNV IAC ALB ANGI RNG ICUI CPA NUAN GDOT ROKU HLI FNGN DAR ENV PBYI SEDG BKNG   SEP FTI MELI ZTO ATUS IAC ALB OTEX BGNE ANGI RNG ICUI CPA NUAN DNB FGEN EEP SNH RLJ  PAAS HLI FNGN PTLA DAR WRD ENV  PSEC BLDR WMGI SAIL SUN TROX AYX FG INFN PRAA SYNA AG PTCT TWNK NP ZGNX BOLD EVH GKOS FSM SCOR TPC RUN PRSC ELF AMPH MBI COLL CVNA CHEF TCX UPLD NVGS NVAX TTGT NNBR MTRX SIEN MDCA BREW NVTA QHC FTK MRAM (finviz-change)
Thursday (May 10)
  • Pre-Market: AZUL TU DUK BAM WP NICE ICL YY UBNT CRL SATS MIXT CHH MMS UNVR GDS DKS CLNS AMCX TRCO PQG BIG PEGI KLIC PBH HL BITA SPH AMRX UNVR  LHO  TRCO  NOMD ACIW BTG MDP BPMP PQG DDS DESP PEGI KLIC HL RDUS SPH TGI HIMX KELY.A WRLD OMI EGRX KND SNR DSX DEPO ECOM BIOS SND MGA TSG ENB   (finviz-change)
  • After-Hours: NVDA SYMC NKTR WPM DOX NWSA FLS PPC PEGA AL HUBS YELP XON ANAB  HRTX TTD RDFN GLOB WTTR TIVO SSRM TLND  RBA UNIT JAG HALO XON CASA WTTR GLOB TIVO KLIC PSDO KTOS ARCB OMER FATE VRAY CSLT CIVI PFLT UEPS MCFT SENS SGYP DCO IMMR NDLS AMBR FNKO AVID ASYS
Friday (May 11)
  • Pre-Market: TRI, WPRT, WOW

Wednesday, November 1, 2017

=Yelp (YELP) reported earnings on Wed 1 Nov 2017 (a/h)



Yelp beats by $0.07, reports revs in-line; guides Q4 revs below consensus 
  • Reports Q3 (Sep) earnings of $0.29 per share, $0.07 better than the Capital IQ Consensus of $0.22; revenues rose 19.4% year/year to $222.4 mln vs the $220.75 mln Capital IQ Consensus.
    • Cumulative reviews grew 23% year over year to approximately 142 million.
    • App unique devices grew 21% year over year to approximately 30 million on a monthly average basis
    • Paying advertising accounts grew 18% year over year to approximately 155,000. 
  • Co issues downside guidance for Q4, sees Q4 revs of $211-216 mln vs. $233.07 mln Capital IQ Consensus Estimate.
    • Adjusted EBITDA $39 -- $42 mln
  • "We executed well in the third quarter, growing revenue by 19% and generating positive net income," said Jeremy Stoppelman, Yelp's co-founder and chief executive officer. "Traffic growth continues to be healthy, with app unique devices growing 21% year-over-year, and our retention efforts have contributed to strong double-digit advertiser account growth."

Thursday, August 3, 2017

=Yelp (YELP) reported earnings on Thur 3 Aug 2017 (a/h)




  • Yelp to sell Eat24 for $287.5 million, authorizes share repurchase

SAN FRANCISCO (Reuters) - Yelp Inc (YELP) said on Thursday it would sell its Eat24 business to Grubhub (GRUB.N) for $287.5 million in cash, as it posted revenue that beat expectations, news that sent Yelp's shares up 19 percent.
The consumer review website operator also said its board had authorized a $200 million share repurchase program.
Shares of Grubhub, meanwhile, fell 7 percent in extended trade. The online food delivery platform reported second-quarter revenue up 32 percent to $159 million, slightly above the $158 million expected on average by analysts, according to Thomson Reuters data.
Yelp said it would enter a long-term strategic partnership in which it would integrate online ordering from restaurants on Grubhub's site.
Yelp's second-quarter revenue rose 20 percent to $209 million, above the $205 million expected by analysts, on average.
Net income of $7.6 million far exceeded $400,000 a year earlier. Earnings per share were 9 cents per share, versus 1 cent per share, a year ago.
Looking to the third quarter, Yelp said it expects revenue of $217 to $222 million. Analysts have been expecting $219.67 million.

Thursday, February 9, 2017

=Yelp (YELP) reported earnings on Thur 9 Feb 2017 (a/h)




Yelp beats by $0.01, reports revs in-line; guides Q1 revs below consensus; guides FY17 revs in-line :
  • Reports Q4 (Dec) earnings of $0.27 per share, excluding non-recurring items, $0.01 better than the Capital IQ Consensus of $0.26; revenues rose 26.7% year/year to $194.8 mln vs the $194.47 mln Capital IQ Consensus. 
  • EBITDA for the full year 2016 was $120.1 million compared to $69.1 million for the prior year.
  • Co issues downside guidance for Q1, sees Q1 revs of $195-199 mln vs. $204.52 mln Capital IQ Consensus Estimate. Q1: Adjusted EBITDA is expected to be in the range of $25 million to $28 million.
  • Co issues in-line guidance for FY17, sees FY17 revs of $880-900 mln vs. $895.73 mln Capital IQ Consensus Estimate.  FY17: Adjusted EBITDA is expected to be in the range of $150 million to $165 million.

Wednesday, November 2, 2016

==Yelp (YELP) reported earnings on Wed 2 Nov 2016 (b/o)





Yelp beats by $0.04, beats on revs; guides Q4 revs in-line; guides FY16 revs above consensus :
  • Reports Q3 (Sep) earnings of $0.22 per share, $0.04 better than the Capital IQ Consensus of $0.18; revenues rose 29.7% year/year to $186.2 mln vs the $182.92 mln Capital IQ Consensus.
    • Cumulative reviews grew 29% year over year to approximately 115 million.
    • App Unique Devices grew 24% year over year to approximately 25 million on a monthly average basis
    • Local advertising accounts grew 30% year over year to approximately 135 thousand
  • Co issues in-line guidance for Q4, sees Q4 revs of $191-195 mln vs. $192.64 mln Capital IQ Consensus Estimate. Adjusted EBITDA is expected to be in the range of $36 million to $40 million.
  • Co issues upside guidance for FY16, sees FY16 revs of $709-713 mln vs. $707.61 mln Capital IQ Consensus Estimate. Adjusted EBITDA is expected to be in the range of $111 million to $115 million.
  • "We continue to pursue our mission of connecting consumers with great local businesses everywhere, and our local business in the U.S. has accelerated this year. We have not yet achieved the same level of traction internationally and we have decided to redirect our resources towards the domestic opportunity for now. This was not an easy decision as it affects our valued colleagues abroad, however it allows us to sharpen our focus on the large, profitable and rapidly growing domestic business."

Thursday, January 14, 2016

=Yelp (YELP) downgraded

Yelp (YELP) after receiving a downgrade to 'Sell' from 'Neutral' at B. Riley & Co

Tuesday, October 29, 2013

Yelp (YELP) reports after hours Tuesday 10/29/13

  • buying puts

** daily **

** weekly ** 


** daily - Heikin **

***** AFTER EARNINGS *****


Yelp’s YELP -5.90% shares slid nearly 6% in after-hours trading, with much of the decline coming after the company announced plans to sell an additional $250 million in stock for additional “working capital” for the money-losing online review service.

For the quarter ended Sept 30, Yelp said it lost $2.3 million, or 4 cents a share, on revenue of $61.2 million. During the same period a year ago, Yelp lost $2 million, or 3 cents a share, on sales of $36.3 million.

Sales and marketing, Yelp’s biggest expense item, also grew to $34.1 million from $21.3 million in last year’s third quarter.

Wall Street analysts had forecast Yelp to lose a penny a share on $59.4 million in revenue.

Yelp said that it continued to see growth in business accounts, which rose 61% from a year ago, to 57,200 accounts. Average monthly unique visitors reached 117 million, up 41% from the third quarter in 2012.

Yelp also said 62% of searches done on the site were made over mobile devices, and that its mobile app was used of an average of 11.2 million devices during the quarter.

For its fourth quarter, Yelp expects revenue between $66 million and $67 million, while analysts had forecast the company’s sales at $64.9 million.

Sunday, September 22, 2013

Yelp vs Groupon

As of December 31, 2012, the Company was active in 53 Yelp markets in the United States and 44 Yelp markets internationally. Effective July 18, 2013, Yelp Inc acquired SeatMe Inc, which is a developer of restaurant and nightlife categories reservation applications.



Key stats and ratios

Q2 (Jun '13)2012
Net profit margin-1.60%-13.89%
Operating margin-1.05%-13.64%
EBITD margin--7.47%
Return on average assets-1.83%-16.51%
Return on average equity-2.07%-27.10%
Employees1,536
About http://www.yelp.com/about