Monday, February 8

Wednesday, February 10

Thursday, February 11

Yelp, Inc. (YELP)

Information Technology – Internet Software & Services | Reports February 8, after the close.

The Estimize consensus is calling for EPS of -$0.04 and revenue of $152.54 million, right in line with Wall Street estimates. Compared with Q4 2014 this represents a projected a YoY decline in EPS of 156% while revenue is expected to grow 39%. The Estimize community is bearish on Yelp’s profitability, cutting EPS estimates 78% since Yelp last reported.

What to Watch: Yelp is plagued with many problems which have weighed heavily on the company’s profitability. One of its biggest concerns is the huge drop in user traffic, which bodes poorly for the company’s ad revenue. Yelp generates the majority of its traffic from two main engines: its mobile app and Google. While the mobile app has performed remarkably well so far, its presence on Google and other search engines has declined. Still, the company invests heavily in marketing even though it has failed to stimulate comparable top-line growth. During the week of December 14, 2015, Yelp and OpenTable officially confirmed they had ended their relationship, and Facebook (FB) quietly launched their Professional Services feature to directly compete with Yelp. Since then, share prices for YELP have declined 35.8%. Despite a strong user base and sales force, Facebook’s entry into the market will have the largest impact on Yelp’s business.

Tesla Motors, Inc. (TSLA)

Consumer Discretionary – Automobiles | Reports February 10, after the close.

The Estimize community calls for EPS of $0.04, 4 cents higher than Wall Street while revenue estimates of $1.8B are right in line with the Street. The Estimize community has been bearish on Tesla’s profitability, moving EPS estimates down 56% this quarter. On average Tesla has only beaten the Estimize EPS consensus 33% of the time.