????同時，Yelp在移動領域的增長也十分可觀。利用Yelp進行的搜索中，有五分之三來自移動客戶端（僅其App就貢獻了46%，其他則來自手機瀏覽器）。而且上一財季有40%的廣告曝光是在移動設備上獲得的。

????尼爾森公司（Nielsen）的調研稱，在Yelp上了解某個商家的消費者中，89%的人會在下一周進行購買。Yelp正在增加新功能以充分利用這一點。就在這個月，它推出了Yelp平臺（Yelp Platform），讓人們可以通過網站訂外賣。它還收購了西雅圖的公司SeatMe，以在網站上增加在線訂餐功能。

????現在這個市場上，人們只要想外出美餐一頓，就會本能地用Yelp搜索附近餐館的點評。這樣一來，Yelp網站及其全新服務就吸引了源源不斷的本地商戶前來投靠。上個財季，Yelp新增了6,800個付費用戶。公司首席執行官杰里米?斯托普爾曼在業績發布會上稱：“這是我們有史以來最大的季度增幅?！?/p>

????Yelp公布業績次日，它的股價就上漲了23%，還有三位分析師上調了對它的評級。德奇證券公司（Wunderlich Securities）的布雷克?哈珀表示，Yelp在“本地市場和移動領域”正成為“毫無疑問的贏家”，同時對來自Facebook和谷歌的挑戰也應付自如。谷歌本周剛剛重新推出了Zagat網站及其應用。

????而另一位來自摩根大通（J.P. Morgan）的分析師凱扎德?歌特拉在其報告中稱：“Yelp的營收增長是可持續的，而且隨著它在本地廣告市場，尤其是傳統黃頁（Yellow Pages）業務上賺到錢，它核心的本地廣告業務還會繼續實現強勁增長?！?/p>

????因此，盡管過去幾年華爾街一直在質疑，這些面向消費者的網絡公司上市后是不是就會變得半生不熟、名不符實，但現在情況顯然開始峰回路轉了。Yelp的業績恰恰說明，假以時日，這類公司就能實現增長?，F在的問題是，Yelp及其同類型公司是否會像Facebook一樣，對股東來說變得越來越貴。（財富中文網）

????譯者：清遠?

????Meanwhile, the company is making decent gains in mobile. Three-fifths of searches made on Yelp came on mobile devices (46% from its app alone, the rest through mobile browsers). And 40% of ad impressions in the quarter were shown on mobile devices.

????Yelp is adding new features to take advantage of the fact that, according to Nielsen, 89% of consumers who research a business on Yelp make a purchase within the following week. This month, it rolled out its Yelp Platform to let people order food delivery through the site. It also bought Seattle-based SeatMe to add online reservations to its site.

????In a market where people are learning to instinctively Yelp nearby restaurants when hunger strikes on the road, the site and its new services are luring in new local businesses. Last quarter, Yelp brought in 6,800 new paying accounts, "our largest quarterly increase," CEO Jeremy Stoppelman said in an earnings call.

????Yelp's stock rose 23% on the day after its earnings, winning upgrades from three analysts. Blake Harper at Wunderlich Securities said Yelp is becoming "a clear winner in local and mobile" and is doing a good job managing threats from Facebook and Google, which relaunched its Zagat site and app this week.

????Another analyst, J.P. Morgan's Kaizad Gotla, said in a report, "These revenue gains are sustainable and the core local advertising segment continues to witness very strong growth as Yelp takes share of local advertising dollars, particularly from traditional Yellow Pages."

????So after a few years of Wall Street wondering whether the recent crop of consumer-web IPOs were undercooked, over-promised companies, things are starting to change. Yelp is showing that, given time, growth can come. The question now is whether Yelp and its mid-sized peers are, like Facebook, getting a little expensive for their shareholders' own good.