Yelp Inc. (YELP) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 6:05 PM EDT
Company Participants
David Schwarzbach – Chief Financial Officer
Jeremy Stoppelman – Co-Founder, CEO & Director
Presentation
Unknown Analyst
All right. We can kick it off. Well, thanks to the team from Yelp for being here. I think this has become an annual tradition, so we appreciate the partnership. Jeremy Stoppelman, CEO; David Schwarzbach, CFO. David, I think you have a safe harbor to read quickly.
David Schwarzbach
Chief Financial Officer
Thanks, [ Alex ], for having us at the conference. We’ll be making some forward-looking statements during the conversation today that are subject to risks and uncertainties. Please refer to our SEC filings for more information on the risk factors that may affect our results.
Question-and-Answer Session
Unknown Analyst
Great. Jeremy, I want to start with you with a big-picture, table-setting question. The platform has been under a lot of evolution over the last couple of years. You guys have really leaned into what you call the product-led growth strategy. Maybe frame for us some of the key product developments that you are most excited about and how you see them driving growth going forward.
Jeremy Stoppelman
Co-Founder, CEO & Director
Sure. Yes. If you go back to the early history of Yelp, we were really go-to-market-led for a number of years. Then we entered into — probably around 2018 or so — a product-led era where we made a great bit of progress on the business, having taken the Yelp Ads business to greater heights, something on the order of $1.5 billion-ish a year. And then now we’re at the point that really it’s the AI era. Obviously, a huge technological shift. We’ve had to rapidly adapt that technology both internally in terms of how we work, but then especially modernize the product, bring AI elements into it like Yelp
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