Google acquisition of Waze a negative for Yelp, says First Analysis First Analysis said a Google acquisition of Waze would create a formidable competitor for Yelp (YELP). The firm said Google could use the tremendous amount of information Waze collects to direct advertising to its 45M user base and supplement existing data. Shares of Yelp are Equal Weight rated.
Yelp to benefit from Apple Maps refresh, says Wedge Partners Wedge Partners expects Apple's (AAPL) refresh of its mobile iOS at WWDC next week will highlight its improved Apple Maps platform. The firm expects the improved user experience will be a positive for Yelp's (YELP) mobile metrics and provide a catalyst for shares.