8-K/A - Yelp Inc. | StockGist

AI Analysis

AI-generated analysis. Always verify with the original filing.

Yelp Inc. reported Q4 2025 net revenue of $360 million and full year 2025 record net revenue of $1.46 billion. The company provided FY2026 guidance for net revenue of $1.455-$1.475 billion and adjusted EBITDA of $310-$330 million, alongside announcements of an agreement with OpenAI and the acquisition of Hatchify Inc.

Key Takeaways

1Q4 2025 net revenue was $360 million, a decrease of 1% year-over-year, with net income of $38 million ($0.61 per diluted share).

2Full year 2025 net revenue reached a record $1.46 billion, up 4% year-over-year, with net income of $146 million ($2.24 per diluted share).

3The company repurchased approximately 2.9 million shares at an aggregate cost of $88.5 million during the fourth quarter.

4FY2026 guidance projects net revenue in the range of $1.455 billion to $1.475 billion and adjusted EBITDA of $310 million to $330 million.

5Yelp signed an agreement with OpenAI and acquired Hatchify Inc., an AI lead management platform, to accelerate its AI transformation.

Current Report Details

Event Type

Exhibits Only

Disclosure

Mandatory

Variant

8-K/A

Items Reported

9.01

. Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Press Release, dated February 12, 2026, entitled “Yelp Delivers Record Net Re

Exhibits Only

Results of Operations

Fourth Quarter 2025

Metric	Value	Basis	Prior Period
Net Revenue	$360.00		$362.00
Net Income	$38.00	GAAP	$42.00
Diluted EPS	$0.61	GAAP	$0.62
Adjusted EBITDA	$86.00	Non-GAAP	$101.00
Net Income Margin	10%	GAAP
Adjusted EBITDA Margin	24%	Non-GAAP

Transaction Details

Acquisition / Disposition

Target: Hatchify Inc. ("Hatch")
Consideration: Not disclosed
Structure: Acquisition

•Recently signed agreement

Material Agreement

Agreement: Agreement with OpenAI
Parties: Yelp Inc., OpenAI

•Agreement signed to accelerate Yelp's AI transformation strategy

Exhibits (2)

8-K/A

8-K

99.2

EX-99.2