Yelp is accelerating its AI transformation in 2026, planning to expand its AI chatbot Yelp Assistant to make local discovery and task completion more seamless, deliver AI tools to help businesses grow and operate, and extend the reach of its trusted content to new data licensing partners. The company recently signed an agreement with OpenAI and acquired Hatchify Inc., an AI lead management platform.
Cyborg Score Rationale
Yelp achieved strong 2025 profitability with net income increasing 10% to $146 million, services advertising revenue reaching a record $948 million, and other revenue accelerating 17% year-over-year driven by transactions, SaaS subscriptions, and data licensing. The company's AI-first strategy and record user engagement provide solid growth vectors.
Top Insights
Yelp users contributed 22 million new reviews in 2025, resulting in 330 million cumulative reviews, up 7% from the prior year.
Yelp repurchased $292 million of stock in 2025 and cut total share count by about 10%, while guiding 2026 net revenue to $1.455–$1.475 billion and adjusted EBITDA to $310–$330 million.
Yelp introduced more than 55 new products and features in 2025 powered by artificial intelligence, including expansion of Yelp Assistant's capabilities across all categories and new AI-powered voice experiences.
Services advertising revenue increased 8% year-over-year to a record $948 million, though amid a challenging environment for local businesses particularly in restaurants, retail and other categories.
Named Competitors
Local Reviews & Discovery — Integrated local search and business discovery
Dining Reservations — Restaurant reservation and discovery platform
Local Deals — Coupons, deals, and local discounts
Social Commerce — Social discovery and local business recommendations
Recent Developments
(February 2026) Yelp posted record 2025 net revenue of $1.46 billion and increased net income 10% to $146 million
(February 2026) Yelp signed agreement with OpenAI and acquired Hatchify Inc. AI lead management platform
(November 2024) Yelp integrated RepairPal's booking system to enable appointment scheduling with auto repair shops
Open the full interactive Yelp Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.