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    Jenny Juan

    Vice President and Equity Research Analyst at UBS

    Jenny Juan is a Vice President and Equity Research Analyst at UBS, specializing in TMT (technology, media, and telecommunications) sector analysis with direct company coverage that includes prominent firms such as Alibaba, Tencent, JD.com, and Baidu. She is recognized for thorough fundamental analysis and actionable investment insights, with her research frequently cited in global financial media; however, recent ranked performance metrics or TipRanks returns are not publicly available. Jenny began her analyst career after earning a finance degree from a top university, working previously at other major financial institutions before joining UBS in 2017, where she quickly advanced to her current role. She holds Series 7 and Series 63 securities licenses, is FINRA registered, and is often featured as an industry commentator and panelist at regional investment conferences.

    Jenny Juan's questions to Yalla Group (YALA) leadership

    Jenny Juan's questions to Yalla Group (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.

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