← Yelp overview

Yelp vs Kakaku.com: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Yelp Inc (YELP)

Q3 2026
▲3▼1

Yelp's AI deals and earnings beats drive gains, but ad demand remains soft

  • OpenAI licensing deal embeds Yelp reviews in ChatGPT Yelp struck a content-licensing deal with OpenAI to put its reviews, ratings, and business details directly into ChatGPT answers for local searches. This could bring more users and new revenue, pushing the stock up 8% on the news.

    This is a major new partnership that directly boosts Yelp's growth prospects and was a key positive catalyst for the stock.

  • Q2 earnings beat estimates, driven by AI and data licensing Yelp reported Q2 revenue of $375.5 million and adjusted EPS of $0.95, both above analyst estimates. The beat was fueled by AI-driven offerings and data licensing, sending shares up 5% and reinforcing confidence in its AI strategy.

    The earnings beat is a fresh, concrete sign that Yelp's AI investments are paying off, directly lifting investor sentiment.

  • Yelp Host AI tool surpasses 1 million calls, expands integrations Yelp's AI-powered restaurant tool, Yelp Host, handled over 1 million calls and expanded reservations and takeout integrations across the US and Canada. This shows strong adoption of its AI products, which could help stabilize revenue if it continues to grow.

    This is a new operational milestone that supports the AI growth narrative and potential future revenue stability.

  • Fed signals rate cuts may reverse, pressuring ad-dependent platforms The Federal Reserve held rates steady and raised its year-end rate estimate, signaling the easing cycle could reverse. This lifted Treasury yields and raised the discount rate on future cash flows, causing Yelp and other ad-dependent stocks to fall.

    This is a new monetary policy shift that directly affects Yelp's valuation by making future earnings less valuable today.

July 2026
▲3▼1

Yelp's AI deals and earnings beats drive gains, but ad demand remains soft

  • OpenAI licensing deal embeds Yelp reviews in ChatGPT Yelp struck a content-licensing deal with OpenAI to put its reviews, ratings, and business details directly into ChatGPT answers for local searches. This could bring more users and new revenue, pushing the stock up 8% on the news.

    This is a major new partnership that directly boosts Yelp's growth prospects and was a key positive catalyst for the stock.

  • Q2 earnings beat estimates, driven by AI and data licensing Yelp reported Q2 revenue of $375.5 million and adjusted EPS of $0.95, both above analyst estimates. The beat was fueled by AI-driven offerings and data licensing, sending shares up 5% and reinforcing confidence in its AI strategy.

    The earnings beat is a fresh, concrete sign that Yelp's AI investments are paying off, directly lifting investor sentiment.

  • Yelp Host AI tool surpasses 1 million calls, expands integrations Yelp's AI-powered restaurant tool, Yelp Host, handled over 1 million calls and expanded reservations and takeout integrations across the US and Canada. This shows strong adoption of its AI products, which could help stabilize revenue if it continues to grow.

    This is a new operational milestone that supports the AI growth narrative and potential future revenue stability.

  • Fed signals rate cuts may reverse, pressuring ad-dependent platforms The Federal Reserve held rates steady and raised its year-end rate estimate, signaling the easing cycle could reverse. This lifted Treasury yields and raised the discount rate on future cash flows, causing Yelp and other ad-dependent stocks to fall.

    This is a new monetary policy shift that directly affects Yelp's valuation by making future earnings less valuable today.

Latest
▲3▼1

Yelp's AI deals and earnings beats drive gains, but ad demand remains soft

  • OpenAI licensing deal embeds Yelp reviews in ChatGPT Yelp struck a content-licensing deal with OpenAI to put its reviews, ratings, and business details directly into ChatGPT answers for local searches. This could bring more users and new revenue, pushing the stock up 8% on the news.

    This is a major new partnership that directly boosts Yelp's growth prospects and was a key positive catalyst for the stock.

  • Q2 earnings beat estimates, driven by AI and data licensing Yelp reported Q2 revenue of $375.5 million and adjusted EPS of $0.95, both above analyst estimates. The beat was fueled by AI-driven offerings and data licensing, sending shares up 5% and reinforcing confidence in its AI strategy.

    The earnings beat is a fresh, concrete sign that Yelp's AI investments are paying off, directly lifting investor sentiment.

  • Yelp Host AI tool surpasses 1 million calls, expands integrations Yelp's AI-powered restaurant tool, Yelp Host, handled over 1 million calls and expanded reservations and takeout integrations across the US and Canada. This shows strong adoption of its AI products, which could help stabilize revenue if it continues to grow.

    This is a new operational milestone that supports the AI growth narrative and potential future revenue stability.

  • Fed signals rate cuts may reverse, pressuring ad-dependent platforms The Federal Reserve held rates steady and raised its year-end rate estimate, signaling the easing cycle could reverse. This lifted Treasury yields and raised the discount rate on future cash flows, causing Yelp and other ad-dependent stocks to fall.

    This is a new monetary policy shift that directly affects Yelp's valuation by making future earnings less valuable today.

Kakaku.com, Inc. (2371.JP)

Q3 2026
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

July 2026
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

Latest
▲4

Bidding war for Kakaku.com intensifies with higher offers

  • Oasis backs LINE Yahoo/Bain bid Major shareholder Oasis, with a 19.52% stake, agreed to tender all its shares in the LINE Yahoo-Bain offer at up to 3,500 yen. This support makes a competing deal more likely, pushing the stock up as investors see a higher payout.

    This is a new event that increases the probability of a higher bid, directly lifting the stock.

  • EQT raises offer to 3,450 yen EQT increased its tender offer price from 3,000 to 3,450 yen and extended the deadline to August 3. This higher bid raises the floor for shareholders and signals a competitive process, supporting the stock price.

    A new higher offer from EQT directly raises the expected acquisition price, a positive for the stock.

  • Bain and LY consider even higher bid Bain Capital and LY Corp. are weighing a fresh joint offer that could exceed EQT's 3,450 yen. News of a potential higher bid drove shares up nearly 60% this year, as investors anticipate a bidding war.

    This new development suggests further price escalation, boosting investor optimism.

  • EQT raises offer again to 3,570 yen EQT lifted its tender offer price a second time to 3,570 yen and extended the deadline to August 27. This latest increase in the bidding war continues to push the stock higher as shareholders expect even more.

    The newest higher bid directly raises the potential payout, a clear positive for the stock.

© 2026 MarketIVWhy