IB Net Payout Yields Model

Does Yelp Need Help?


  • Yelp reported highly disappointing Q1'15 earnings.
  • The company has several catalysts to ramp up user growth and move away from a dependence on traffic from Google.
  • The stock is suddenly worth only $3 billion and trades at very reasonable multiple of future revenue.
With the stock collapsing to new lows, on the surface it definitely appears that Yelp (NYSE:YELP) needs some help. The consumer review site already has a well-defined Google (NASDAQ:GOOG)(NASDAQ:GOOGL) problem that is a major part of the user growth issue, especially internationally. Now the company outlined an internal sales issue and a disappointment with brand advertising adding to the troubles.

Read the full article on Seeking Alpha.

Disclosure: Long YELP. Please review the disclaimer page for more details. 


Popular posts from this blog

Aurora Cannabis: Deal Or No Deal

C3.ai: Out Of Steam (Rating Downgrade)

Archer Aviation: Promising Developments