Yelp | Investor Presentation Deck | 42 slides

Yelp · 2023-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

42
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
04
transition
05
The slide uses a two-sided marketplace framework to illustrate the value proposition for both sides of the platform.establish_context
Open slide detailBeat · Problem
06
The slide uses a two-column layout to represent the two sides of the platform.inspire_vision
Open slide detailBeat · ProblemLoop · Golden Circle
07
Uses a flow diagram to illustrate the conversion of traffic from low-value/high-frequency to high-value/low-frequency categories.analyze_data
Open slide detailBeat · ProblemLoop · Golden Circle
08
transition
Open slide detailBeat · ProblemLoop · Golden Circle
09
Survey data from Yelp/Kelton Global, October 2021.summarize
Open slide detailBeat · ProblemLoop · Golden Circle
10
The slide uses a donut chart for review status and a density plot for rating distributions to argue that Yelp's data is more trustworthy and uniformly distributanalyze_data
Open slide detailBeat · Solution
11
The slide uses a classic flywheel/network effect model to explain the business's defensibility.other
Open slide detailBeat · Solution
12
The slide uses a linear process flow to demonstrate the value proposition of the platform.present_framework
Open slide detailBeat · Solution
13
transition
Open slide detailBeat · Solution
14
The slide uses two stacked bar charts to illustrate market size and composition.size_opportunity
Open slide detailBeat · Solution
15
Uses a Venn-style diagram to represent the subset of total leads that are monetized.size_opportunity
Open slide detailBeat · Solution
16
Uses a funnel framework to categorize ad products and attribution metrics.present_framework
Open slide detailBeat · Solution
17
The slide uses a hub-and-spoke style layout to connect high-level pillars to specific technical achievements.present_solution
18
transition
19
plan_implementation
Open slide detailLoop · Cost Of Inaction
20
The slide uses screenshots of the Yelp app to demonstrate the 'How much do movers cost?' feature and the 'My projects' dashboard.present_solution
Open slide detailLoop · Cost Of Inaction
21
Includes screenshots of a mobile app interface showing sponsored content and location-based insights.plan_implementation
Open slide detailLoop · Cost Of Inaction
22
Includes a 'Sustainable Growth' callout tag.present_solution
Open slide detailLoop · Cost Of Inaction
23
present_solution
Open slide detailLoop · Cost Of Inaction
24
transition
25
The slide uses a series of cards to summarize key business performance indicators.present_solution
26
The chart shows a bridge from 19% margin in 2018 to 23% in 2022, with positive impacts from Sales Mix/Retention and Remote Work, and negative impacts from Cost analyze_data
27
The chart uses a dual-line plot to demonstrate operational leverage, showing revenue growth outpacing headcount growth post-2020.show_traction
28
The slide uses a table to demonstrate financial discipline and margin expansion over time.analyze_data
29
transition
30
The chart shows a series of $200M-$250M authorizations from 2017 to 2022.show_traction
31
transition
32
The slide uses a 2x3 grid layout to categorize ESG initiatives.summarize
33
The slide uses a donut chart for gender and a series of stacked bars for racial/ethnic diversity. Includes a footnote defining underrepresented minorities.analyze_data
34
The slide uses donut charts to visualize board demographics and a list of metrics to highlight board qualifications.summarize
35
The slide uses a horizontal timeline to showcase a series of governance-related milestones.show_traction
36
transition
Open slide detailBeat · Financials
37
The 2023E bar includes a shaded area representing the range $1.29B - $1.31B.show_traction
Open slide detailBeat · Financials
38
The chart uses a stacked bar format to visualize the composition of Adjusted EBITDA and includes a table for margin and SBC percentage metrics.show_traction
Open slide detailBeat · Financials
39
show_traction
Open slide detailBeat · Financials
40
The slide uses two bar charts to illustrate the inverse relationship or trend correlation between volume (clicks) and pricing (CPC) over time.show_traction
Open slide detailBeat · Financials
42
Includes non-GAAP financial measure disclosure and footnote regarding accounting standards.analyze_data