Yelp | Investor Presentation Deck | 38 slides

Yelp · 2025-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a grid layout to present key value drivers.summarize
04
transition
05
The slide uses a two-column layout to contrast consumer and business features, supported by UI screenshots.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
The slide uses a comparison frame to highlight the complementary nature of high-frequency (low value) and low-frequency (high value) categories.analyze_data
Open slide detailBeat · ProblemLoop · Golden Circle
08
The chart highlights a 5% CAGR for digital media between 2025 and 2028.size_opportunity
Open slide detailBeat · Problem
09
transition
Open slide detailBeat · Problem
10
The slide uses three big-number metrics to establish the importance of review content.show_traction
Open slide detailBeat · SolutionLoop · Voice Of Customer
11
The slide uses a donut chart for internal moderation metrics and a stacked bar chart for external competitive benchmarking.compare_peers
Open slide detailBeat · SolutionLoop · Voice Of Customer
12
The slide uses a linear process flow to map user behavior to platform features.present_framework
Open slide detailBeat · SolutionLoop · Voice Of Customer
13
transition
Open slide detailBeat · Solution
14
The slide uses a classic marketing funnel framework to categorize product offerings.present_solution
Open slide detailBeat · Solution
15
present_solution
Open slide detailBeat · Solution
16
The slide uses a horizontal timeline framework to demonstrate continuous product development.show_traction
Open slide detailBeat · Solution
17
transition
18
The slide uses a background image of people in a greenhouse, likely to evoke a sense of growth or local business.summarize
Open slide detailLoop · Quick Win Big Bet
19
Includes screenshots of the Yelp mobile app demonstrating AI-assisted service matching.present_solution
Open slide detailLoop · Quick Win Big Bet
20
The slide uses screenshots of the Yelp for Business dashboard to illustrate product features.present_solution
Open slide detailLoop · Quick Win Big Bet
21
The slide uses product screenshots to illustrate the 'visual and helpful' experience mentioned in the text.present_solution
Open slide detailLoop · Quick Win Big Bet
22
The chart highlights that revenue has grown significantly while headcount has remained relatively flat or decreased compared to the 2020 baseline.show_traction
Open slide detailLoop · Quick Win Big Bet
23
transition
24
Includes a 'Prudent Capital Allocation' tag at the top left.analyze_data
25
The chart shows individual authorization tranches and their completion status.show_traction
26
transition
27
The slide uses donut charts to visualize board demographics and a list of metrics to highlight board quality.summarize
Open slide detailBeat · Team
28
The slide uses a dual-row timeline layout to display historical governance milestones.plan_implementation
Open slide detailBeat · Team
29
transition
30
The 2025E bar includes a range ($1.470B - $1.485B) and a shaded top portion indicating the estimate.show_traction
Open slide detailBeat · Financials
31
The 2024 column is highlighted to emphasize current performance.analyze_data
Open slide detailBeat · Financials
32
The chart highlights the company's strategy to improve financial quality by scaling EBITDA while simultaneously reducing stock-based compensation intensity.analyze_data
Open slide detailBeat · Financials
33
The slide highlights the dual impact of earnings growth and share buybacks/reduction on EPS.show_traction
Open slide detailBeat · Financials
34
show_traction
Open slide detailBeat · Financials
35
The slide uses a diverging bar chart style to show positive and negative growth percentages over time.show_traction
37
Standard financial appendix slide for non-GAAP reconciliation.analyze_data
38
Includes a detailed disclaimer regarding non-GAAP financial measures at the bottom.analyze_data