Yelp q213 earnings slides  final
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Yelp q213 earnings slides final

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This is Yelp's second-quarter earnings deck as presented on its investor relation's website.

This is Yelp's second-quarter earnings deck as presented on its investor relation's website.

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Yelp q213 earnings slides  final Yelp q213 earnings slides final Presentation Transcript

  • Strong Growth in Multiple Sources of Revenue $0 $25 $50 $75 $100 $125 $150 2009 2010 2011 2012 Q2 2012 Q2 2013 Other Brand Local $137.6M $32.7M $55.0M ($M) $25.8M $47.7M $83.3M
  • Q2 12 Q2 13 Compelling Metrics* Paying Local Biz Accts1 Q2 12 Q2 13Q2 12 Q2 13 42.5M 108M 51.4K Cumulative Reviews Unique Visitors 30.3M 78M 31.7K 41% y/y 38% y/y 62% y/y 1 number of active local business accounts from which we recognized revenue during the period * note that the review and paying local business accounts metrics include integrated Qype markets: Ireland, Italy and Spain
  • U.S. Market Cohort Number of Yelp Markets (1) Average Cumulative Reviews In Q2 2013 (2) Year-Over-Year Growth in Average Cumulative Reviews (3) Average Local Advertising Revenue Q2 2013 (4) Year-Over-Year Growth in Average Local Advertising Revenue (5) 2005 – 2006 Cohort 6 3,090 33% $3,204 43% 2007 – 2008 Cohort 14 650 36% $805 67% 2009 – 2010 Cohort 18 200 52% $170 87% Cohort Analysis – Local Revenue (1) A Yelp market is defined as a city or region in which we have hired a Community Manager. For more information, see “Business—Market Development Strategy.” (2) Average cumulative reviews is defined as the total cumulative reviews of the cohort as of June 30, 2013 (in thousands) divided by the number of markets in the cohort. (3) Year-over-year growth in average cumulative reviews compares the average cumulative reviews as of June 30, 2013 with that of June 30, 2012. (4) Average local advertising revenue is defined as the total local advertising revenue from businesses in the cohort over the three-month period ended June 30, 2013 (in thousands) divided by the number of markets in the cohort. (5) Year-over-year growth in average local advertising revenue compares the local advertising revenue in the three-month period ended June 30, 2013 with that of the same period in 2012.
  • ~108M Unique Visitors in Q2 Mobile is strong and growing ~40% of ad impressions shown on mobile in Q2 2013 Q2 Total Yelp Searches ~59% from Yelp Mobile (46% from Mobile App) ~30% to Yelp’s Mobile site Mobile app usage on 10.4M mobile devices* ~17M calls to businesses ~23M click for directions *Used on an average of approximately 10.4M unique mobile devices per month during Q2 2013 Note that the metrics above do not include Qype searches, unique visitors, mobile devices, calls, directions. or ad impressions