Yelp Results Presentation Deck

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Yelp

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May 2016

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#1yelp* Investor Presentation Q1 2016 000#2Safe Harbor FORWARD-LOOKING STATEMENTS These slides and the accompanying oral presentation contain forward-looking statements. All statements other than statements of historical facts contained in these slides and the accompanying oral presentation, including statements regarding Yelp Inc.'s ("Yelp" or the "Company") future operations, expected financial results and future financial position, future revenue, long-term target margins, projected growth and expenses, trends, opportunities, prospects, estimates and plans and objectives of management are forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "believe," "may," "will," "estimate," "forecast," "guidance," "continue," "anticipate," "intend," "could," "would," "project," "plan," "potential," "target," "opportunity," "model," "expect" or the negative or plural of these words or similar expressions. The Company has based these forward-looking statements largely on its estimates of its financial results and its current expectations and projections about future events and financial trends that it believes may affect its financial condition, results of operations, business strategy, short-term and long-term business operations and objectives and financial needs. These forward looking statements are subject to a number of risks, uncertainties and assumptions, including the fact that we have a limited operating history in an evolving and competitive industry, that our growth rate may not be sustainable, that we rely on traffic to our website from search engines like Google and Bing, our ability to generate sufficient revenue regain profitability, particularly in light of our significant ongoing sales and marketing expenses, our ability to attract, retain and motivate well-qualified employees, particularly in sales and marketing, the impact of phasing out our brand advertising products, our ability to generate and maintain sufficient gh quality content from our users, our ability to maintain a strong brand and manage negative publicity that may arise, our ability to manage acquisitions of new businesses, solutions and technologies and to integrate those businesses, solutions or technologies, the efficacy of our automated recommendation software, our ability to maintain and expand our base of advertisers, our ability to develop our communities effectively, our ability to deal with an increasingly competitive local search environment, our ability to timely upgrade and develop our systems and infrastructure and changes in political, business and economic conditions. These risks and uncertainties may also include those described in the Company's most recent Form 10-Q or 10-K filed with the Securities and Exchange Commission. New risks emerge from time to time. It is not possible for Company management to predict all risks, nor can the Company assess the impact of all factors on its business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements the Company may make. In light of these risks, uncertainties and assumptions, the forward-looking events and circumstances discussed in these slides and the accompanying oral presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Although the Company believes that the expectations reflected in the forward-looking statements are reasonable, the Company cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in the forward-looking statements will be achieved or occur. Moreover, neither the Company nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. Any forward-looking statement speaks only as of its date. Except as required by law, the Company undertakes no obligation to update publicly any forward-looking statements for any reason after the date of this presentation, to conform these statements to actual results or to changes in the Company's expectations. 2#3Connecting people with great local businesses Filter RPM Nearby 1:45 PM mechanic Ad Drey's Auto Body ✰✰✰✰✰ 87 Reviews 518 Brannan St, San Francisco Auto Repair 1. 123 Auto Service 112 Reviews 390 1st St, SoMa Auto Repair 2. My Mechanic 119 Reviews 888 Folsom St, SoMa Auto Repair, Body Shops Search 3. Brannan Auto Experts ✰✰✰✰✰56 Reviews 565 Bryant St, SoMa Auto Repair 4. RPM Auto Service 57 Reviews 768 Harrison St, SoMal Auto Repair 5. Pearce Autotech 87 Reviews 518 Bran Ma ✓ 100% 5 About Me Map 0.6 mi 0.4 mi 0.5 mi 0.5 mi 0.4 mil 0.6 mi More EY'S AUTO 8086820-0 wwwwwwww Delp 3#4Financials (աա) Engagement Metrics (mm) Business Metrics Strong execution in four years since IPO Quarterly Revenue Quarterly Adjusted EBITDA % Margin App Unique Devices Website Unique Visitors Reviews 4 3 Claimed Local Business Locations (k) Local Advertising Accounts (k) Sales Headcount At IPO $24.9 ($0.0) -0.1% 5.7 65.8 24.8 606 18.8 450 Q1 2016 $158.6 $13.0 8.2% 21.2 146.0 101.6 2,834 121.0 2,300 % Change 537% 272% 122% 309% 368% 544% 411% Note: Financials and metrics at IPO are as of Q4'11 (1) See slide 23 for reconciliation to GAAP net income (loss) for the periods presented and for information about the limitations of adjusted EBITDA as an analytical tool. (2) Number of unique devices accessing the app on a monthly average basis for the period indicated, according to internal Yelp logs. (3) Number of "users," as measured by Google Analytics, accessing Yelp via the Yelp website (including mobile web) on a monthly average basis for the period indicated. (4) Cumulative number of reviews since inception, including reviews that had been removed or were not recommended, as of the date indicated. 4#5Large market opportunity 20+ million Local business locations in the U.S. FIND US ON Sources: BIA Kelsey, U.S. Census Bureau *Pure-play Online and Email, Reputation and Presence Management Cable $8B OOH $9B Radio $18B $151 billion U.S. local ad spend (projected 2016) Online* $19B TV $22B Mobile $4B Magazine $3B Direct Mail $42B Newspapers $20B Yellow Pages $7B – ARAFA XXXXXXX LO 5#6Network TV Encyclopedia Directories OIIII The industry is shifting online YouTube Wikipedia yelp Classifieds Craigslist – ARADA wwwwwwww 6#7Leading local guide with plenty of room for growth 35% 30% 25% 20% 15% 10% 5% 0% Yelp Groupon Mobile reach¹ TripAdvisor YP Sites TOP 20 MOBILE PROPERTY FourSquare 1 As defined by penetration of U.S. smartphones. Source: ComScore, March 2016, Mobile Media Metrix, Browsing + Application Data. Note: Top 20 Mobile Property based on March 2016 ComScore data, Mobile Media Metrix, Browsing + Application Data, Top 100 Properties. Angie's List 7#8...o Verizon Friends ★ Compliment O Andrea R. Elite '16 15 14 13 12 11 10 09 08 07 06 "Changing the world 1 Yelp at a Time..." Glencoe, IL Yelping since January 2006 Friends 3112 Reviews 2470 Our high-quality content continues to grow Approximately half of reviews added in the last 2.5 years* 12:05 PM yelp* Nearby What is a Yelp Elite Years Elite 11 Tips 669 Add Friend Photos and Videos 1043 More About Andrea Message Q Search Q Compliments 7347 * As of March 31, 2016 1 90% ...oo Verizon Reviews M Andrea R. 3,1232,471 1,045 Elite 16 Big beans 2:52 PM Little Beans Cafe Useful 0 Nearby If I ask my 2-year-old what he'd like to do that day 98% of the time his response is "Little Beans." And if I ask my 4-year-old what she'd like to do that day 98% of the time her response is "Big Beans." My favorite play space back from my city days has opened an Evanston & (IMO) it's even better because it entertains kids thru the elementary school years. I've been to Little/Big Beans several times since it opened. The first was during opening week and my 4 year old didn't even look at me the entire time except to inform me (9 months in advance) that she'd be celebrating her bday there. She was very entertained by all the toys in the Little Beans area & was even Search ✓ 96% 1 6 months ago Funny 2 Ziplining at big beans Activity Cool 1 More (mm) 120 100 80 60 40 20 I Cumulative reviews MARCH 9, 2016 100 millionth review wwwwww 8#9App unique devices* 16M Strong app growth drives engagement Approximately 70% of page views came from app users App users view more than Q1'15 32% y/y 21M Q1'16 Back 3:27 PM Photos and Videos ~10X as many pages as website users. website users * Number of unique devices accessing the app on a monthly average basis for the period indicated, according to internal Yelp logs. Note: Page views include business listing pages, business photo pages and search listings, page view metrics are for the quarter ended March 31, 2016. 9#10Local search ads ~$50 - $1,000 monthly budget CPC: $1$20+ Filter DAT SQUARECOW Jackson's Moving Deliver 512.945.0980 EINSTEIN MOVING COMPANY 5:04 PM GREEN DORILLA MOVERS Q Movers Austin, TX Ad Elephant Moving & Storage ELEPI 440 E Saint Elmo Rd, Bldg B, Austin VING AND Movers, Self Storage AUSTIN- ✓ 100% Ad Square Cow Movers 430 Reviews 9311 N Fm 620, Austin Movers 1. Jackson's Moving and Delivery ✰✰✰✰✰ 188 Reviews 606 W 51st St, Austin Movers 2. Einstein Moving Company 293 Reviews 9200 Brown Lane, Suite A, Austin Movers 3. Green Gorilla Movers ✰✰✰✰✰ 72 Reviews Map 706 W Ben White Blvd, Ste 140B, 78704... Movers INFINITY 4. Infinity Moving Company Q Nearby Search About Me Local advertising features More Search 5:04 PM yelp* Movers Hours Today: 9:00 AM - 6:00 PM O Photo or Video Square Cow Movers 430 Reviews Enhanced profile with video ~$50 - $100 a month Write a Review Check In ✓ 100% Texas Bookmark Get a Free Quote for Your Move Call to Action Removal of Competitor Ads TO ours, Website Ad Elephant Moving & Storage ELEPI 440 E Saint Elmo Rd, Bldg B, Austin VING AND Movers, Self Storage AUSTIN Photos and Videos Nearb ch 7 760 SQUARECOW MOOVERS 0 About Me Photo Slideshow (and optional video) XXX More 10#11$1,200 $1,000 $800 $600 $400 $200 $0 Compelling ROI for local advertisers $267 Average monthly spend on CPC or CPM ads 269% ROI $983 Estimated monthly revenue from ad-driven leads Al Note: Analysis conducted for the month of Sept 2014. Advertisers include single location local businesses that purchased local search ads (ad spend does not include Enhanced Profile features). Estimated Revenue is (leads from ad clicks) x (average revenue per customer as estimated by the Boston Consulting Group, survey conducted Nov 2012). 11#12Local advertising revenue growth drivers Recurring Revenue Number of Existing Customers Revenue Retained $ Local Revenue Ad Ad Delivery Inventory Levels Ad Performance $ New Revenue Number of Salespeople Quota Attainment 12#13100% 80% 60% 40% 20% 0% Contribution margin of an average local advertiser 48% Strong unit economics Year 1 95% Year 2 95% Year 3 Note: Data based on internal analysis conducted in June 2015. Revenue is based on average advertising spend for single-location CPM advertisers, average revenue --- retention and advertising contract term length. Customer acquisition costs include direct sales, marketing, credit card transaction fees and support costs and are based on the average productivity of a salesperson. 13#14$26 ($1) 2009 $48 ($6) 2010 Strong financial performance $83 ($1) 2011 $138 $5 2012 $233 $29 2013 $378 $71 2014 $550 $69 2015 Adjusted EBITDA ($mm) Net Revenue ($mm) COLTAR See slide 24 for reconciliation to GAAP net income (loss) for the periods presented and for information about the limitations of adjusted EBITDA as an analytical tool. -ABAR $690-$702 wwwwwwww $93-$105 2016E 14#15(as a percentage of revenue) Cost of Revenue Sales & Marketing Product Development G&A D&A Adj. EBITDA Margin Long-term target model FY2012 7.2% 62.5% 14.9% 22.9% 5.3% 3.3% FY2013 7.1% 56.6% 16.4% 18.4% 4.9% 12.6% Stock based comp included in each line item except for adjusted EBITDA FY2014 6.5% 53.3% 17.3% 15.4% 4.7% 18.8% FY2015 9.3% 54.9% 19.6% 14.7% 5.4% 12.6% See slide 24 for reconciliation to GAAP net income (loss) for the periods presented and for information about the limitations of adjusted EBITDA as an analytical tool. XXXXXXX LT Targets 7%-8% 43%-44% 12%-14% 8%-11% ~4% 35%-40% 15#16... Verizon Top Rated Eat24: Another way for consumers to connect with local businesses online Q What are you hungry for? 11:13 AM Restaurants Home Distance Little Griddle ✰✰✰✰✰490 Reviews Burgers, American Delivery $5.00 (45-60 min) Sidewalk Juice ✰✰✰✰✰ 250 Reviews Smoothies, Organic 2 Login What's Good Newest Cart 158% Filter Minimum 1.25 mi Min $15 2.23 mi a Order Status ...oo Verizon Spicy Eye Candy (8) 11:14 AM Little Griddle Full Menu Veggie A Home Notes Traditional Burger With American Cheese Lettuce, tomato, onions, little griddle sauce. Login 1.58% What's good Homemade Sandwich $9.50 Choice of turkey, ham or pastrami. Cheddar cheese, mixed green, tomato, red onions, mayo, mustard, dijon. Optional: pickles, jalapeno, pepperoncini, cucumbers. Info 1400 Club Sandwich Turkey, apple smoked bacon, cheddar, mixed greens, tomato, red onions, mayo. Cart Breakfa Healthy $9.95 $10.45 Q Order Status (mm) $45 $40 $35 $30 $25 $20 $15 $10 $5 $0 Annual Eat24 revenue 2013 2014 —— ARADA 2015 16#17L iPad * Floor B Book @ Guests Exit Ⓒ 6:00 PM Available 6:00PM 13 Tables available Deborah Jennsen 6:15PM 2 Guests Available 6:15PM 13 Tables available Sharonda Elliott 6:30PM 2 Guests Available 6:30PM 12 Tables available Reservation Available 6:45PM 12 Tables N Create Bio U SeatMe: intuitive and affordable cloud-based online reservations solution 15 11 iPad * Floor 8 Ⓡ Guests Exit ? 11:13 AM 7:00 PM Bill Spooner 7:00PM 4 Guests Prairie Prince 7:00PM 8 Guests Available 7:00PM 12 Tables available Jack Clark 7:15PM 2 Guests Available 7:15PM 12 Tables available i Mindy Adame b1 Main Dining Room Patio 25+ o Reservation Create Block 12 Im Shift Notes 21 23+ 12 101 8:00 PM Roger Steen 8:00PM 2 Guests Available 8:00PM 12 Tables available Lizzie Goodwin 8:15PM 3 Guests Available 8:15PM 12 Tables available Available 8:30PM 12 Tables available Available 14 11:15 AM GE Today, Jul 22 Dinner 31 covers b9 3 %* 31 32 33 34 13 22 Timers Reservations upcoming Bill Spooner 11:15AM 4 Guests Wait List Deborah Jennsen 11:15AM 2 Guests Jack Clark 11:15AM 2 Guests seated Rick Anderson 11:15AM 6 Guests Sharonda Elliott 11:15AM 2 Guests Prairie Prince 7:00PM 8 Guests Mindy Adame 7:30PM 2 Guests Roger Steen 8:00PM 2 Guests 022 Lizzie Goodwin 8:15PM 3 Guests 22 ~20,000 restaurants using Seat Me and Yelp Reservations* A HD GD C 3 on el Servers all 21 15 31 101 11 23+ 31 13 22 ne 3,000 2,500 2,000 1,500 1,000 500 0 Seat Me paying accounts 2013 20 XXXXX number of restaurants reservations via SeatMe and Yelp Reservations, as of 12/31/15. Note: SeatMe paying accounts does not include restaurants accepting reservations via Yelp Reservations, Yelp's free and lightweight reservations solution that was launched in May 2014. 17#18Growth in Reviews log scale 1000 100 10 International: content continues to grow globally Review growth relative to community manager start 1 bubble size = adult metro population O International U.S. 1.0 2.0 3.0 4.0 5.0 6.0 7.0 Years since CM Start 8.0 9.0 10.0 Note: Includes integrated Qype, Cityvox and Restaurant-Kritik reviews; growth in reviews and years since CM start updated as of 3/31/16 Source: N. and S. American, Asian and Australian city populations taken from government census data; European city populations taken from Eurostat. 11.0 wwwwwwx 12.0 18#19Investment highlights Large addressable market opportunity High-quality user-generated content is competitive advantage Recurring revenue base allows operating leverage Strong balance sheet and cash flow ++ ARADA 19#20Appendix ole ++ ARADA 20#21(mm) $180 $160 $140 $120 $100 $80 $60 $40 $20 $0 $46 Q1'13 $55 Q2¹13 $61 Q3'13 $71 Q4'13 Quarterly revenue $76 Q1'14 $89 Q2'14 $102 Q3'14 $110 Q4'14 $119 Q1'15 $134 Q2'15 $144 Q3'15 $154 $159 21#22(mm) $30 $25 $20 $15 $10 $5 $0 $3 Q1'13 $8 $8 Q2'13 Quarterly adjusted EBITDA Q3'13 $10 Q4'13 $9 Q1'14 $17 Q2'14 $20 Q3'14 $25 Q4'14 $16 Q1'15 $23 Q2'15 $13 Q3'15 See slide 23 for reconciliation to GAAP net income (loss) for the periods presented and for information about the limitations of adjusted EBITDA as an analytical tool. $18 $13 Q1'16 22#23Quarterly Adjusted EBITDA reconciliation ($mm) Adjusted EBITDA Bridge Net Income / (Loss) + Tax & Other Expenses + Depreciation & Amortization + Stock Based Compensation* + Restructuring & Integration Adjusted EBITDA (At IPO) 2011 Q4 1.4 1.4 2013 5.9 Q1 Q2 Q3 Q4 ($9.0) ($4.8) ($0.9) ($2.3) ($2.1) ($2.6) $2.7 0.3 0.2 0.3 0.5 0.2 (2.0) 0.4 2.5 2.6 2.8 3.5 4.6 5.7 7.0 8.8 0.7 0.0 0.0 0.0 2014 Q1 Q2 Q3 Q4 3.7 4.0 Q1 4.6 5.3 2015 Q2 Q3 Q4 $3.6 $32.7 ($1.3) ($1.3) ($8.1) ($22.2) ($15.4) (3.0) 1.4 (2.6) 15.8 0.9 (24.7) 6.9 7.2 7.6 8.0 9.5 10.1 10.9 11.8 13.7 15.5 15.7 16.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 2016 $8.5 $17.2 $20.1 $25.1 $16.3 $22.7 $12.5 $17.5 Q1 ($0.0) $3.2 $7.8 $8.1 $10.4 * Stock-based compensation for the twelve months ended December 31, 2013 excludes approximately $0.6 million of stock-based compensation already included in restructuring and integration costs. Additionally, Yelp has not reconciled its adjusted EBITDA outlook for the second quarter and full year 2016 to its net income (loss) outlook because it does not provide an outlook for other income (expense) and provision for income taxes, which are reconciling items between net income (loss) and adjusted EBITDA. As items that impact net income (loss) are out of Yelp's control and cannot be reasonably predicted, Yelp is unable to provide such an outlook. Accordingly, reconciliation to net income (loss) outlook for the second quarter and full year 2016 is not available without unreasonable effort. 1.2 8.2 19.1 0.0 $13.0 This presentation includes adjusted EBITDA, a non-GAAP financial measure that Yelp uses to evaluate its business. Yelp includes adjusted EBITDA because it is a key measure used by Yelp's management and board of directors to understand and evaluate core operating performance and trends, to prepare and approve its annual budget and to develop short- and long-term operational plans. In particular, the exclusion of certain expenses in calculating adjusted EBITDA can provide a useful measure for period-to-period comparisons of Yelp's core business. Accordingly, Yelp believes that adjusted EBITDA provides useful information to investors and others in understanding and evaluating Yelp's operating results in the same manner as its management and board of directors. Adjusted EBITDA has limitations as an analytical tool, and you should not consider it in isolation or as a substitute for analysis of Yelp's results as reported under GAAP. You can read more about the limitations of adjusted EBITDA in Yelp's most recent Annual Report on Form 10-K or Quarterly Report on Form 10-Q at www.yelp-ir.com or the SEC's website at www.sec.gov.Because of these limitations, you should consider adjusted EBITDA alongside other financial performance measures, including various cash flow metrics, net income (loss) and Yelp's other GAAP results. 23#24Annual Adjusted EBITDA reconciliation ($mm) Adjusted EBITDA Bridge Net Income /(Loss) + Tax & Other Expenses + Depreciation & Amortization + Stock Based Compensation* + Restructuring & Integration + Contribution to The Yelp Foundation 2009 ($2.3) (0.0) 1.2 0.6 0.0 0.0 2010 ($9.6) ($16.7) 0.1 2.3 1.4 0.0 0.0 2011 ($5.7) 0.5 4.2 4.9 0.0 5.9 2012 ($19.1) ($10.1) 0.3 7.2 14.9 1.3 0.0 2013 $4.6 1.2 11.5 26.1 0.7 0.0 2014 $29.4 $36.5 (25.4) 17.6 42.3 0.0 0.0 2015 ($32.9) 11.6 29.6 60.8 Adjusted EBITDA ($0.6) ($1.1) $70.9 $69.1 * Stock-based compensation for the twelve months ended December 31, 2013 excludes approximately $0.6 million of stock- based compensation already included in restructuring and integration costs. 0.0 0.0 This presentation includes adjusted EBITDA, a non-GAAP financial measure that Yelp uses to evaluate its business. Yelp includes adjusted EBITDA because it is a key measure used by Yelp's management and board of directors to understand and evaluate core operating performance and trends, to prepare and approve its annual budget and to develop short- and long-term operational plans. In particular, the exclusion of certain expenses in calculating adjusted EBITDA can provide a useful measure for period-to-period comparisons of Yelp's core business. Accordingly, Yelp believes that adjusted EBITDA provides useful information to investors and others in understanding and evaluating Yelp's operating results in the same manner as its management and board of directors. Adjusted EBITDA has limitations as an analytical tool, and you should not consider it in isolation or as a substitute for analysis of Yelp's results as reported under GAAP. You can read more about the limitations of adjusted EBITDA in Yelp's most recent Annual Report on Form 10-K or Quarterly Report on Form 10-Q at www.yelp-ir.com or the SEC's website at www.sec.gov.Because of these limitations, you should consider adjusted EBITDA alongside other financial performance measures, including various cash flow metrics, net income (loss) and Yelp's other GAAP results. Additionally, Yelp has not reconciled its adjusted EBITDA outlook for the second quarter and full year 2016 to its net income (loss) outlook because it does not provide an outlook for other income (expense) and provision for income taxes, which are reconciling items between net income (loss) and adjusted EBITDA. As items that impact net income (loss) are out of Yelp's control and cannot be reasonably predicted, Yelp is unable to provide such an outlook. Accordingly, reconciliation to net income (loss) outlook for the second quarter and full year 2016 is not available without unreasonable effort. 24#25U.S. Cohort 2005 - 2006 Cohort 2007 - 2008 Cohort 2009 - 2010 Cohort Cohort analysis - local revenue Number of Yelp Communities (1) 6 14 18 Average Cumulative Reviews As of March 31, 2016 (2) 6,439 1,441 517 (1) A Yelp community is defined as a city or region in which we have hired a Community Manager. (2) Average cumulative reviews is defined as the total cumulative reviews for businesses in the cohort as of March 31, 2016 (in thousands) divided by the number of communities in the cohort. (3) Year-over-year growth in average cumulative reviews compares the average cumulative reviews as of March 31, 2016 with that of March 31, 2015. Year-Over-Year Growth in Average Cumulative Reviews (3) 28% 31% 38% Average Local Advertising Revenue Q1 2016 (4) $9,087 $2,671 $729 Year-Over-Year Growth in Average Local Advertising Revenue (5) 32% 39% 44% (4) Average local advertising revenue is defined as the total local advertising revenue from businesses in the cohort over the three-month period ended March 31, 2016 (in thousands) divided by the number of communities in the cohort. (5) Year-over-year growth in average local advertising revenue compares the average local advertising revenue in the three-month period ended March 31, 2016 with that of the same period in 2015. 25#26Reviews by Metro / Philadelphia (Cumulative) (thousands) 2006 scout 2007 2008 Philadelphia case study Content and traffic build 2009 2010 2011 2012 2013 Monetization begins 2014 Revenue ($ in thousands) 2015 $6,000 $4,000 $2,000 $0 26#27... Verizon Nearby Nearby 4:57 PM Search Filter Q Delivery San Francisco, CA 94105 Map Delivers to 140 New Montgomery Street, 9th Floor, San Francisco, CA 1. North India Restaurant 410 Reviews 123 Second St, Financial District Indian Emphasizing transactions in search 2. Elixiria ✰✰✰✰✰38 Reviews 4. Bun Mee Start Order Search 25 Beale St, Unit 2, Financial District Juice Bars & Smoothies, Gluten-Free, Vegan 3. Darn Good Food ✰✰✰✰✰220 Reviews 322 Kearny St, Financial District American (Traditional) Start Order Start Order 341 Reviews 650 Market St, Financial District Sandwiches, Vietnamese Order ON Activity * More $$ $$ $$ ...oo Verizon Full Menu 4:57 PM North India Restaurant Delivery Free Min $25.00 Estimated Delivery Time 30-45 min Make Your Selection What's Good ORDERING BY Eat24 Menu hours: 9:40 AM to 11:00 PM Chicken Tikka Masala Barbecued boneless white meat sauteed with herbs, spices and tomatoes. Pulao Rice pilav. Steamed basmati rice studded with peas. Samosas Two crisp and spiced vegetable puffs filled with potatoes and peas. Tandoori Chicken Cancel $12.95 $2.95 $4.95 $11.95 ...oo Verizon Nearby Filter Nearby Q Reservations Table for 2, today at 7:00 pm 4:58 PM Search 1. Osha Thai 2073 Reviews 149 2nd St, Financial District Thai. 6:45 pm 2. Gaspar Brasserie 187 Reviews 185 Sutter St, Financial District Brasseries, French, Cocktail Bars 6:45 pm 7:00 pm 3. Cockscomb 7:00 pm 414 Reviews 564 4th St, SoMa American (New), Bars, Live/Raw Food 5:15 pm 7:00 pm 6:45 pm 4. Mangia Tutti Ristorante 0000275 Reviews 635 Clay St, Financial District Italian Search 7:00 pm 5 Activity ON Map de 0.1 mi $$ 7:15 pm 0.3 mi $$$ 7:15 pm 0.6 mi $$$ 8:15 pm 0.6 mi $$ 7:15 pm More 27#28...oo Verizon 9:39 AM Photos All (1299) Food (1099) Inside (33) Drink Back Nearby Search Auto-categorization of photos D Activity 1 45% + More ...oo Verizon Back 99) Inside (33) Nearby Search. 9:39 AM Photos Drink (25) 5 1 45% Menu (15) Activity + Outs More ... Verizon 9) Back Food (1099) Nearby Search 9:40 AM Photos ★5 1 45% Inside (33) Drink (25) Mer Activity + More Molten 28#29Atlas Plu ✰✰✰✰✰ Get More Quotes From Similar Businesses Plumbing, Contra San Francisco Google Serving San Fran surrounding area 3311 Mission St Ste 165 San Francisco, CA b/t 29th St & Virgi Bernal Heights, M (415) 449-1970 atlasplumbinga Request a quo Recommend Sort by Yelp Sort Your trust is o PHOTO Jordan San Franc Note: For Illustrative purposes only Your message to Atlas Plumbing & Rooter was sent successfully. Great news! We found 10 more businesses that are likely to answer your request! Your Request Hi there, Request a quote My kitchen faucet leaks. I think the problem is the hose and I have a replacement from the manufacturer. I live on High Street in More Similar Providers S 688 ACE Heise's Plumbing ✰✰✰✰✰ 56 reviews Responds within 1 hour Urgent Rooter & Plumbing ✰✰✰✰✰ 109 reviews Responds within 1 day Precision Rooter & Drain ✰✰✰✰✰ 75 reviews Responds within 1 week Request Quotes S PLA Bill Bragg Plumbing ✰✰✰✰✰62 reviews Responds within 6 hours Alansi's Rooter and Plumbing ✰✰✰✰✰ 96 reviews Responds within 3 days Frank's All City Plumbing ✰✰✰✰ 50 reviews Your request will be sent to 3 similar providers X Select all hare A Bookmark Гото S See all 10 photos rs Open now Open now 29#30Darwin's Diner 123 Elm Street Anytown, USA 12345 Activity Yelp Ads Call to Action Business Information Reviews Photos Menu Messaging Online Ordering NEW Business owner's dashboard Reservations Check-in Offers Deals & Gift Certificates Billing Review Badges Note: For Illustrative purposes only Activity March 31, 2015- User Views 55,367 +91% 2,000 1,500 1,000 500 Mar Apr May Total Leads - 14 Messages March 31, 2016 Jun Customer Leads@ 13,557 Jul Aug Sep Oct Customer Leads breakdown: * 842 Mobile Check-ins 2,448 Directions & Map Views 5,633 Clicks to Your Website 581 Deals Sold 510 Online Reservations Nov 300 Yelp Online Orders Period: 30 days March 31, 2015 March 31, 2016 1,581 Calls to your Business Revenue Estimate Get your revenue estimate Dec 12 months 24 months Jan Feb 347 User Uploaded Photos 1,252 Yelp Bookmarks 59 Call to Action Clicks Mar 30#31yelp for Business Owners Your Business Darwin's Diner 123 Elm Street Activity Anytown, USA 12345 March 31, 2015 March 31, 2016 Activity User Views 55,367 +91% Customer Leads@ 13,557 Yelp Ads Call to Action Business Information Reviews Photos Menu Messaging Online Ordering [NEW Reservations Check-in Offers Deals & Gift Certificates Billing Review Badges Revenue estimate tool Note: For Illustrative purposes only $ Account Settings Support How much revenue comes from Yelp users? Let's find out. Average customer spend - Calculate How much does the average customer spend in a single visit? Visits per customer How many times does the average new customer visit in a year? Typical in "Restaurants": 2-4 visits Explain You can always change these values later. Period: 30 days 12 months Revenue Estimate Get your revenue estimate 24 months Lead conversion rate What percentage of leads (calls, clicks, directions) become actual customers? Typical in "Restaurants": 30%-60% Explain - AAAAA 31#32Note: For Illustrative Messaging SeatMe Check-in Offers Deals & Gift Certificates Billing Review Badges purposes only 2,000 0 Mar Activity feed Apr User Views Activity Feed May Jun User Views with Yelp Ads Jul Aug Sep Oct A woman in her 20s from San Francisco, CA viewed the map for your business. Today, March 28, 2016 12:36 am via Yelp Android app A Yelp user clicked on your website. Monday, March 21, 2016 12:35 am via Yelp website A woman in her 20s from San Francisco, CA clicked on your website. Today, March 28, 2016 12:35 am via Yelp Android app A woman from Minneapolis, MN viewed the map for your business. Monday, March 21, 2016 10:31 pm via Yelp Android App A man from Milwaukee, WI viewed the map for your business. Monday, March 21, 2016 10:21 pm via Yelp iPhone App A Yelp user had a 3 minutes call with your business. Monday, March 21, 2016 10:01 pm via Yelp website Nov Dec Jan Feb Mar About your audience: March 2015 - March 2016 39,411 User Views (71%) came from mobile devices. 1,581 Calls were made to your business using Yelp on Mobile and Web 32#33Wide breadth of business categories Travel & Hotel 4% Distribution of reviewed businesses Nightlife 4% Auto 4% Health 6% Arts, Entertainment & Events 7% Other 13% ♫♪ Beauty & Fitness 9% Shopping 22% fo Home & Local Services 13% Restaurants 18% Note: As of March 31, 2016; Includes some businesses that have only received reviews that have been removed or not recommended -HARAMA h 33#34= countries with a Yelp presence As of March 31, 2016 Yelp's geographic footprint In more than 30 countries —— ARAFA ->. 34

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Vodafone Company Presentation

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Liberty Global Results Presentation Deck

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Nextdoor SPAC Presentation Deck

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