YELP INC 8-K

What Happened

• On February 12, 2026, Yelp Inc. (YELP) filed a Form 8-K (Item 2.02) to announce its financial results for the fourth quarter and full year ended December 31, 2025. The company issued a press release and a Letter to Shareholders reporting its results; the press release is titled “Yelp Delivers Record Net Revenue in 2025 Accelerating Investment in AI Transformation.”

Key Details

• Filing date: February 12, 2026; reporting period: Q4 and full year ended December 31, 2025.
• Company described 2025 as a year of record net revenue (as stated in the press release title).
• Management highlighted plans to accelerate investment in an AI transformation (noted in the press release title and shareholder letter).
• The press release and Letter to Shareholders were furnished as Exhibits 99.1 and 99.2 to the 8-K.

Why It Matters

• Investors get an official, timely update on Yelp’s recent earnings and overall 2025 performance, including management’s view that 2025 produced record net revenue.
• The emphasis on accelerating AI investment signals strategic priorities that could affect future growth, costs, and competitive positioning.
• The 8-K furnishes the press release and shareholder letter so investors can review the company’s reported results and management commentary directly.