Glovo vs Yelp

Glovo Startup Campus Showcases €461M Alumni Startup Value

Glovo's fourth annual Startup Campus in Barcelona highlighted its role as a founder factory, with research showing former employees have launched 35 startups valued at €461 million. The event, part of Delivery Hero's broader ecosystem, featured 19 startups, mentoring, and a pitch competition won by Romanian assistive tech startup .lumen. Delivery Hero's report, compiled with Dealroom.co, identifies 150 startups from its European brands worth €7.5 billion, making it Europe's largest founder factory. Participants included startups in AI, e-commerce, logistics, fintech, and sustainability, with top winners receiving continued mentorship from Glovo co-founder Sacha Michaud.

• Former Glovo employees founded 35 startups with a combined estimated value of €461 million.
• Delivery Hero and Dealroom.co report identifies 150 startups founded by alumni of Delivery Hero's European brands, collectively valued at €7.5 billion.
• Glovo's fourth annual Startup Campus took place in Barcelona, featuring 19 startups and 33 founders.

Delivery Hero Hits Billion Orders, Raises Outlook

Delivery Hero reported Q3 2026 results, surpassing one billion orders for the first time, with GMV up 13.6% to €13.9 billion and revenue up 22% to €4.3 billion. The company raised its full-year guidance, expecting GMV growth of 10-12%, revenue growth of 18-20%, and adjusted EBITDA of €980 million to €1.02 billion. Quick commerce grew 39% and now represents 19% of total GMV, driven by expansion of its Dmart network. Subscribers generated 51% of GMV, up 13 percentage points year-over-year. The company also refinanced a $1.332 billion loan with improved terms. Uber's acquisition offer of €41.50 per share remains open until November 5, 2026, with closing expected in H2 2027, pending regulatory approvals. The sale of foodpanda Taiwan to Grab was rejected by Taiwan's competition authority.

• Delivery Hero surpassed 1 billion orders in Q3 2026, up 11.5% year-over-year.
• Revenue grew 22% to €4.3 billion; GMV grew 13.6% to €13.9 billion.
• Quick commerce GMV grew 39%, driven by an expanded network of ~900 Dmarts.

Delivery Hero Raises 2026 Guidance After Strong H1

Delivery Hero raised its full-year 2026 guidance after a stronger-than-expected first half driven by accelerating growth, improved profitability and quick‑commerce expansion. In Q2 GMV on a like‑for‑like basis rose 11.3% to €13.2bn, revenue increased 17.7% to €4.0bn and orders reached 981 million (+11%). Adjusted EBITDA for H1 was €427m and free cash flow improved from -€8m to €348m. Quick‑commerce GMV grew 32% and now represents 18.3% of group volume; orders from small fast‑fulfilment “Dmarts” rose 39%. The company is investing in AI — launching an AI assistant used by over 40,000 merchant partners (average order uplift ~15%) and operating an internal AI agent called “Herogen.” Regional GMV growth was broad‑based, and the previously announced €41.50-per-share takeover offer from Uber remains pending regulatory approval, with an expected close in H2 2027.

• Delivery Hero raised its full‑year 2026 guidance after a strong first half.
• Q2 2026 like‑for‑like GMV rose 11.3% to €13.2 billion; revenue increased 17.7% to €4.0 billion and orders rose 11% to 981 million.
• Adjusted EBITDA for H1 2026 was €427 million; free cash flow improved from -€8 million to €348 million year‑on‑year.

TikTok Launches 'Must Eat' Restaurant Guide Feature

TikTok introduced a new feature called 'Must Eat' on Wednesday, a community-driven restaurant guide that aggregates recommendations from over 40 million posts and comments. The feature allows users to browse restaurants by city, filter by cuisine, price, rating, and location, and is divided into 'Everyday Eats' and 'Elevated Dining' categories. Select restaurants can be booked directly through OpenTable. The launch is initially in New York City, Los Angeles, and San Francisco, accessible via the search bar, Local feed, restaurant pages, and location links on videos. This move intensifies competition with Yelp and Google Maps by leveraging TikTok's strength in user-generated content and social recommendations.

• TikTok launched 'Must Eat' on October 28, 2026.
• The feature aggregates recommendations from over 40 million posts and comments.
• It includes categories 'Everyday Eats' and 'Elevated Dining'.

Yelp launches AI voice agent 'Check for Me' for restaurant wait times

Yelp is introducing 'Check for Me', a new feature that uses an AI voice agent to call restaurants on behalf of users to check wait times. The feature is available on restaurant pages in the Yelp app, where users can enter their party size and phone number. The agent then calls the restaurant and sends the results via text message. This follows the trend of personal assistants like Instinct, Fo, and Muse enabling users to call businesses for customer support. In addition, Yelp is updating its AI assistant with an OpenTable integration for booking, better personalization, chat history, custom reminders, and a new lists feature with 'Been Here' and 'Want to Go' lists. The company is also launching 'Smart Lead Reply', a paid product for business owners at $30 per month, which uses AI to reply to customers and qualify leads.

• Yelp launches 'Check for Me' feature that uses an AI voice agent to call restaurants and check wait times.
• Users enter party size and phone number; the agent texts them the results.
• Yelp updates its AI assistant with OpenTable integration for booking restaurants without leaving the app.

Yelp and Hatch advance voice AI for restaurants and service pros with OpenAI’s GPT-Live-1

We’ve integrated OpenAI’s GPT-Live-1 into Yelp Host, our voice AI solution for restaurants and Hatch, an AI communication platform for service businesses. Yelp Host and Hatch are among the first solutions to deploy GPT-Live-1, OpenAI’s latest voice model that can listen and respond simultaneously, allowing overlapping speech for more natural conversations.