Research analysts who have asked questions during Yalla Group earnings calls.
XH
Xiaoyue Hu
Haitong International
4 questions for YALA
XZ
Xueqing Zhang
China International Capital Corporation
4 questions for YALA
Also covers: BILI, IQ, MOMO +4 more
LK
Lincoln Kong
Goldman Sachs Group, Inc.
3 questions for YALA
Also covers: BIDU, BILI, IQ +3 more
KJ
Kaifang Jia
CITIC Securities
2 questions for YALA
RG
Rachel Guo
Nomura
2 questions for YALA
AS
Alex Suk
CITIC Securities
1 question for YALA
CL
Chenghao Li
China International Capital Corporation
1 question for YALA
CW
Chloe Wei
China International Capital Corporation (CICC)
1 question for YALA
JJ
Jenny Juan
UBS
1 question for YALA
JY
Jenny Yuan
UBS Group
1 question for YALA
KJ
Kevin Ji
CITIC
1 question for YALA
YY
Yicheng Yuan
UBS Group AG
1 question for YALA
Recent press releases and 8-K filings for YALA.
Yalla Group Partners with Saudi Esports Federation to Expand Esports Ecosystem
YALA
New Projects/Investments
- Yalla Group Limited has announced a strategic partnership with the Saudi Esports Federation (SEF) to expand Saudi Arabia's national esports ecosystem and foster local talent.
- Under the agreement, Yalla has been appointed the Official Event Partner of the Saudi eLeague (SEL) 2026.
- The partnership will prioritize supporting the Women's Saudi eLeague and launching a talent development program with the SEF's Saudi Esports Academy.
- This collaboration is a key element of Yalla's strategy to deepen engagement in Saudi Arabia, a significant growth market.
5 days ago
Yalla Group Announces Unaudited Third Quarter 2025 Financial Results
YALA
Earnings
Guidance Update
Share Buyback
- Revenues for the third quarter of 2025 reached US$89.6 million, an increase of 0.8% compared to the third quarter of 2024.
- Net income for Q3 2025 was US$40.7 million, up 3.9% from Q3 2024, resulting in a net margin of 45.4%. Non-GAAP net income increased by 1.2% to US$43.1 million.
- Average Monthly Active Users (MAUs) grew by 8.1% to 43.4 million in Q3 2025, while paying users decreased by 9.7% to 11.4 million.
- For the fourth quarter of 2025, Yalla expects revenues to range between US$78.0 million and US$85.0 million.
- As of November 7, 2025, the company had repurchased approximately US$51.9 million in ADSs during 2025, with US$48.6 million remaining available under the current share repurchase program.
Nov 12, 2025, 11:07 AM
Yalla Group Limited Reports Q3 2025 Financial Results and Share Repurchase Progress
YALA
Earnings
Share Buyback
Product Launch
- Yalla Group Limited reported revenues of $89,636 for Q3 2025, an increase from $88,922 in Q3 2024, with net income reaching $40,724 in Q3 2025, up from $39,181 in Q3 2024.
- Average Monthly Active Users (MAUs) grew to 43,420 in Q3 2025 from 40,176 in Q3 2024, though Quarterly Paying Users decreased to 11,366 from 12,582 over the same period.
- As of November 7, 2025, the company had cumulatively repurchased approximately US$101.4 million under its $150 million share repurchase program, having repurchased US$51.9 million from January 1 through November 7, 2025, exceeding its $50 million 2025 commitment. The company also plans to cancel all shares repurchased in 2025, with 6,230,299 ADSs canceled as of August 11, 2025.
- The company is expanding its game portfolio with the Android soft launch of Turbo Match, the upcoming launch of the self-developed roguelike game Boom Survivor, and a MENA-focused SLG title on track for a year-end launch.
Nov 11, 2025, 1:00 AM
Yalla Group Limited Reports Strong Q3 2025 Results, Updates Share Repurchase, and Provides Q4 2025 Outlook
YALA
Earnings
Guidance Update
Share Buyback
- Yalla Group Limited reported Q3 2025 revenues of $89.6 million, a 0.8% increase year-over-year, and net income of $40.7 million, a 3.9% increase year-over-year, achieving a net margin of 45.4%.
- Average Monthly Active Users (MAUs) increased by 8.1% year-over-year to 43.4 million in Q3 2025.
- The company completed $51.9 million in share repurchases as of November 7, 2025, fulfilling its $50 million commitment for 2025 ahead of schedule, with $48.6 million remaining available under the current program.
- For Q4 2025, revenue guidance is set between $78 million and $85 million. Full-year 2025 revenue is projected to be broadly in line with 2024 or show low single-digit growth, with a full-year net margin expected to reach approximately 40%.
- Yalla is expanding its gaming portfolio with new titles like Turbo Match and Boom Survivors, and integrating AI across its product line for operational efficiency and user experience.
Nov 11, 2025, 1:00 AM
Yalla Group Ltd Announces Strong Q3 2025 Results and Share Repurchase Update
YALA
Earnings
Guidance Update
Share Buyback
- Yalla Group Ltd reported Q3 2025 revenues of $89.6 million and a net income of $40.7 million, representing a 0.8% and 3.9% year-over-year increase, respectively.
- Average Monthly Active Users (MAUs) increased by 8.1% year-over-year to 43.4 million in Q3 2025.
- The company launched the match-three title Turbo Match and plans to launch the roguelike game Boom Survivors and a Middle East-focused SLG title by year-end, with meaningful revenue from new games expected in Q2 2026.
- As of November 7, 2025, Yalla Group repurchased $51.9 million in shares, fulfilling its $50 million 2025 commitment ahead of schedule, and expects to complete its $150 million share repurchase program in 2026.
- For Q4 2025, the company expects revenues between $78 million and $85 million, and a full-year 2025 net margin of approximately 40%.
Nov 11, 2025, 1:00 AM
Yalla Group Limited Reports Strong Q3 2025 Results and Provides Q4 Outlook
YALA
Earnings
Guidance Update
Share Buyback
- Yalla Group Limited reported Q3 2025 revenues of $89.6 million and a net income of $40.7 million, achieving a net margin of 45.4%.
- The company's average monthly active users (MAUs) grew 8.1% year-over-year to 43.4 million in Q3 2025, driven by product innovation and new game launches like Turbo Match.
- Yalla Group completed $51.9 million in share repurchases as of November 7, 2025, exceeding its 2025 commitment, and plans to complete its $150 million share repurchase program within 2026.
- For Q4 2025, revenue is projected to be between $78 million and $85 million, with full-year 2025 revenue expected to be broadly in line with 2024 or show low single-digit growth, and a full-year net margin of about 40%.
Nov 11, 2025, 1:00 AM
Yalla Group Limited Announces Third Quarter 2025 Financial Results
YALA
Earnings
Guidance Update
Share Buyback
- Yalla Group Limited reported revenues of US$89.6 million for the third quarter of 2025, representing a 0.8% increase from the third quarter of 2024.
- Net income for Q3 2025 was US$40.7 million, a 3.9% increase from the prior year, with non-GAAP net income reaching US$43.1 million, up 1.2%.
- Average MAUs increased by 8.1% to 43.4 million in Q3 2025, while the number of paying users decreased by 9.7% to 11.4 million.
- As of November 7, 2025, the company had returned US$51.9 million to shareholders in 2025 through its share repurchase program, with US$48.6 million remaining under the current program.
- For the fourth quarter of 2025, Yalla Group expects revenues to be between US$78.0 million and US$85.0 million.
Nov 10, 2025, 10:00 PM
Quarterly earnings call transcripts for Yalla Group.
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