10-Q · latest 10
What Yelp's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 9 signals
Yelp pursues major antitrust lawsuit against Google with trial set for Sept 2028
Yelp is engaged in a high-stakes federal antitrust lawsuit against Google, alleging monopolistic practices in the local search market.
Google LLC
Yelp acquires Hatch for $271.2M, earmarking $30M for integration compensation.
The $30M in planned integration-related compensation over 2-3 years indicates a complex, multi-year project.
$271.2M
Cash acquisition cost for Hatch
softwareGoogle LLC
Yelp commits to $119M in purchase obligations, primarily for website hosting services.
Yelp has a non-cancelable $119.0 million commitment for goods and services, mainly for website hosting.
$119M
Non-cancelable purchase obligations, primarily for website hosting services
cloudGoogle LLC
Yelp is in an ongoing federal antitrust lawsuit against Google, alleging monopoly abuse.
Yelp is engaged in a high-stakes legal battle with Google, claiming anticompetitive practices are harming its local search business.
Google LLC
Operating cash flow drops $22.4M YOY due to rising post-acquisition costs.
$22.4M
Year-over-year decrease in net cash provided by operating activities
Google LLC
Yelp pauses share buybacks to prioritize paying down $100M in new debt
Amid decreasing operating cash flow, Yelp has drawn $100M from its credit facility and is pausing its stock repurchase program through 2026 to prioritize debt repayment.
$100M
Outstanding borrowings on credit facility prioritized for repayment.
- SEC EDGAR
10-Q
Filed · 12 signals
Yelp acquires Hatch for $271.2M, earmarking $30M for integration compensation.
$301.2M
Total cost for Hatch acquisition and related integration compensation
Yelp has $132.9M in purchase obligations, primarily for website hosting services.
Yelp has non-cancelable agreements for $132.9M in purchase obligations, with $79.5M due in the next 12 months, mainly for website hosting.
$132.9M
Non-cancelable purchase obligations, primarily for website hosting services
cloud
Yelp completes $271.2M cash acquisition of Hatch, incurring $4.4M in Q1 integration costs.
Yelp closed its acquisition of Hatch for ~$271.2M on Feb 2, 2026, and immediately began incurring significant integration costs ($4.4M in Q1).
$271.2M
Cash acquisition of Hatch
COO Jed Nachman and CPO Carmen Amara initiated 10b5-1 stock sale plans on Feb 19, 2026
Yelp's Chief Operating Officer and Chief People Officer both established pre-arranged stock trading plans.
Showing 10 of 21 filing signals. The Signal API returns all of them.
Get them with one API callEarnings calls
Yelp earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Aggressively accelerating business transformation with major AI investments and features.The CEO has staked the company's future on a massive AI transformation, rolling out over 35 new AI-powered features and reconceiving the entire user experience. This indicates significant budget and resources are allocated to AI/ML development, data infrastructure, and related technologies. | |
| Launched two new AI-powered SaaS subscription products, creating new revenue streams.Yelp has launched 'Yelp Host' for restaurants and 'Yelp Receptionist' for services, both AI-driven answering services. This represents a significant new product initiative and a push into the SaaS market, requiring investment in development, sales, and support infrastructure for these new offerings. | |
| Ad clicks declined 11% due to macro and competitive pressures.The CFO explicitly acknowledged that ad clicks are down significantly, attributing it to both macro headwinds and competitive pressures in their Restaurant, Retail & Other (RR&O) segment. This pain point creates an urgency to improve ad platform efficiency and explore new revenue streams. | |
| Committing to flat headcount year-over-year through disciplined expense management.Despite aggressive product development, Yelp is maintaining a flat headcount, indicating a strong focus on operational efficiency and leveraging technology for productivity. This creates opportunities for vendors selling automation, productivity tools, or managed services that help them do more with their existing workforce. | |
| New partnership with DoorDash to expand food ordering network by 200,000 restaurants.Yelp has selected DoorDash as its new preferred food delivery partner, significantly expanding its restaurant footprint. This major integration project creates opportunities for vendors specializing in API management, partnership support, and data analytics to ensure a seamless user experience. | |
| Expanded food ordering network via major partnership with DoorDash.Yelp has partnered with DoorDash, adding approximately 200,000 new restaurants to its platform and creating an incremental revenue stream. This strategic partnership highlights their focus on expanding their ecosystem and improving user experience through integrations, opening opportunities for other potential integration partners. |
Signal API · MCP
Track Yelp with the Signal API
One POST /v1/companies/enrich call with yelp.com returns Yelp 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"yelp.com","signal_types":["sec-10q"],"limit":20}'Questions about Yelp 10-Q
When did Yelp file its latest 10-Q?
What did Yelp disclose in its latest 10-Q?
What did Yelp say on its recent earnings calls?
Where can I read Yelp's 10-Q filing?
Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .