As another comment already stated they have become a "boring yelp competitor" I think it is exactly this geographical information that they have in this databas

As another comment already stated they have become a "boring yelp competitor" I think it is exactly this geographical information that they have in this database that is the main value the company has. If anybody wants to compete with Google on maps they will need this info. I think the investors are looking for an acquisition Yahoo/Facebook/Ms.