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Yelp Inc.: Business Overview, Financials & Competitive Analysis

Yelp is a community-driven platform that connects people with great local businesses, with millions of people relying on Yelp for useful and trusted local business information, reviews and photos to help inform their ...

Analyst-debate audio for Yelp Inc.

AskCyborg analysts argue the bull and bear cases for Yelp Inc. across 11 stress-tested dimensions. Listen on your commute -- faster than reading the 30-page report.

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7/ 10Strong

Cyborg Score thesis

Yelp's successful monetization of local services advertising combined with aggressive AI capabilities expansion and OpenAI...

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Industry Online Local Discovery & Services Advertising
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 19, 2026
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Yelp Inc. Overview

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Yelp is a community-driven platform that connects people with great local businesses, with millions of people relying on Yelp for useful and trusted local business information, reviews and photos to help inform their spending decisions. Yelp delivered record net revenue in 2025 of $1.46 billion, positioning it as a critical player in the local discovery and services advertising market.

Strategic Profile

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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.

Competitive Landscape

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Yelp competes with RetailMeNot, Meta Platforms, OpenTable, Samsung Food and other platforms in the local discovery and business information space. Google remains the dominant player for local searches but Yelp differentiates through specialist local content, trusted reviews, and service-specific functionality. The company's AI integration and OpenAI partnership strengthen its competitive positioning for future conversational commerce.

Industry Context

Yelp Inc. operates in Online Local Discovery & Services Advertising.

Key facts

Founded: 2004 · Headquarters: San Francisco, US · Revenue: $1.46B · Market cap: $1.73B

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Yelp Inc..

  • 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.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Yelp posted record 2025 net revenue of $1.46 billion and increased net income 10% to $146 million
  • February 2026Yelp signed agreement with OpenAI and acquired Hatchify Inc. AI lead management platform
  • +1 moreTrack every material event for Yelp Inc. as it happens. Explore monitoring →
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Named competitors

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Industry context

Yelp Inc. operates in Online Local Discovery & Services Advertising. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Yelp Inc. do?+
Yelp is a community-driven platform that connects people with great local businesses, with millions of people relying on Yelp for useful and trusted local business information, reviews and photos to help inform their ...
What is Yelp Inc.'s Cyborg Score?+
Yelp Inc. has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Yelp Inc.'s main competitors?+
Named competitors include Local Reviews & Discovery, Dining Reservations, Local Deals, Social Commerce. The full competitive landscape is in the AskCyborg report.
How can I get the full Yelp Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Yelp Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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