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    Kaifang Jia • CITIC Securities

    Kaifang Jia's questions to Yalla Group Ltd (YALA) leadership

    Kaifang Jia's questions to Yalla Group Ltd (YALA) leadership • Q4 2024

    Question

    Kaifang Jia of CITIC Securities sought guidance on the expected revenue and margin trends for Yalla in 2025.

    Answer

    Chief Financial Officer Karen Hu projected that the company can maintain its current revenue size with a net profit margin around 40%, excluding new product contributions. She noted that with the launch of new products and associated marketing investments, the margin could be closer to 35%, and specific revenue guidance for these products will be provided post-launch.

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    Kaifang Jia's questions to Yalla Group Ltd (YALA) leadership • Q3 2024

    Question

    Kaifang Jia of CITIC inquired about any updates regarding external cooperation with other companies and potential expansion into new geographic areas.

    Answer

    CEO Tao Yang explained that Yalla is engaging in more discussions with top-tier overseas internet companies looking to enter the MENA market, leveraging Yalla's localization and game distribution expertise. He reiterated that social networking and gaming remain core focus areas. While MENA is the primary market, he acknowledged a user base in Europe, South America, and Southeast Asia, and stated the company might consider global promotions for suitable new products in the future.

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