Jenny Juan's questions to Yalla Group Ltd (YALA) leadership • Q1 2025
Question
Jenny Juan of UBS noted the strong MAU growth momentum and asked whether to anticipate a more metered user acquisition plan in the future.
Answer
COO Jianfeng Xu acknowledged that Q1 MAU growth exceeded expectations, driven by a refined Ramadan strategy and AI-powered traffic acquisition. He indicated that future MAU growth may not follow the same smooth trajectory and will be adjusted dynamically based on product needs and marketing ROI. The company currently maintains its full-year MAU growth forecast of around 10% year-over-year.