????同時(shí)，Yelp在移動(dòng)領(lǐng)域的增長(zhǎng)也十分可觀。利用Yelp進(jìn)行的搜索中，有五分之三來(lái)自移動(dòng)客戶端（僅其App就貢獻(xiàn)了46%，其他則來(lái)自手機(jī)瀏覽器）。而且上一財(cái)季有40%的廣告曝光是在移動(dòng)設(shè)備上獲得的。

????尼爾森公司（Nielsen）的調(diào)研稱，在Yelp上了解某個(gè)商家的消費(fèi)者中，89%的人會(huì)在下一周進(jìn)行購(gòu)買(mǎi)。Yelp正在增加新功能以充分利用這一點(diǎn)。就在這個(gè)月，它推出了Yelp平臺(tái)（Yelp Platform），讓人們可以通過(guò)網(wǎng)站訂外賣(mài)。它還收購(gòu)了西雅圖的公司SeatMe，以在網(wǎng)站上增加在線訂餐功能。

????現(xiàn)在這個(gè)市場(chǎng)上，人們只要想外出美餐一頓，就會(huì)本能地用Yelp搜索附近餐館的點(diǎn)評(píng)。這樣一來(lái)，Yelp網(wǎng)站及其全新服務(wù)就吸引了源源不斷的本地商戶前來(lái)投靠。上個(gè)財(cái)季，Yelp新增了6,800個(gè)付費(fèi)用戶。公司首席執(zhí)行官杰里米?斯托普爾曼在業(yè)績(jī)發(fā)布會(huì)上稱：“這是我們有史以來(lái)最大的季度增幅?！?/p>

????Yelp公布業(yè)績(jī)次日，它的股價(jià)就上漲了23%，還有三位分析師上調(diào)了對(duì)它的評(píng)級(jí)。德奇證券公司（Wunderlich Securities）的布雷克?哈珀表示，Yelp在“本地市場(chǎng)和移動(dòng)領(lǐng)域”正成為“毫無(wú)疑問(wèn)的贏家”，同時(shí)對(duì)來(lái)自Facebook和谷歌的挑戰(zhàn)也應(yīng)付自如。谷歌本周剛剛重新推出了Zagat網(wǎng)站及其應(yīng)用。

????而另一位來(lái)自摩根大通（J.P. Morgan）的分析師凱扎德?歌特拉在其報(bào)告中稱：“Yelp的營(yíng)收增長(zhǎng)是可持續(xù)的，而且隨著它在本地廣告市場(chǎng)，尤其是傳統(tǒng)黃頁(yè)（Yellow Pages）業(yè)務(wù)上賺到錢(qián)，它核心的本地廣告業(yè)務(wù)還會(huì)繼續(xù)實(shí)現(xiàn)強(qiáng)勁增長(zhǎng)?！?/p>

????因此，盡管過(guò)去幾年華爾街一直在質(zhì)疑，這些面向消費(fèi)者的網(wǎng)絡(luò)公司上市后是不是就會(huì)變得半生不熟、名不符實(shí)，但現(xiàn)在情況顯然開(kāi)始峰回路轉(zhuǎn)了。Yelp的業(yè)績(jī)恰恰說(shuō)明，假以時(shí)日，這類公司就能實(shí)現(xiàn)增長(zhǎng)?，F(xiàn)在的問(wèn)題是，Yelp及其同類型公司是否會(huì)像Facebook一樣，對(duì)股東來(lái)說(shuō)變得越來(lái)越貴。（財(cái)富中文網(wǎng)）

????譯者：清遠(yuǎn)?

????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.