Chloe Wei's questions to Yalla Group Ltd (YALA) leadership • Q2 2025
Question
Chloe Wei from CICC inquired about Yalla's Q3 2025 outlook, questioning the potential year-over-year decline and whether the guidance was conservative, and also asked for commentary on the full-year 2025 revenue growth and margin trends.
Answer
CFO Yang Hu responded that for 2025, Yalla is confident in maintaining solid revenue, expecting it to be flat or show low single-digit growth compared to 2024, excluding contributions from new products. She noted that new game titles could add to revenue later in the year and that a net margin of around 40% is a reasonable estimate, excluding potential investments in new products.