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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Yalla Group (YALA) investor relations material
Yalla Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary12 Aug, 2025
Executive summary
Revenues reached $84.6M in Q2 2025, up 4.1% year-over-year, surpassing guidance, with net income rising 16.4% to $36.5M and net margin expanding to 43.2%.
Average monthly active users (MAUs) increased 8.8% to 42.4M, while paying users declined 7% to 11.2M.
Operational efficiency improved through disciplined cost management and product innovation.
Product portfolio expanded with new match-3 and roguelike games scheduled for Q3 and Q4 2025.
Share buyback program accelerated, with $41M in shares repurchased and all 2025 repurchases cancelled.
Financial highlights
Revenue grew 4.1% year-over-year to $84.6M; net income rose 16.4% to $36.5M; operating income was $30.6M, up 3.4% year-over-year.
Non-GAAP net income increased 11.7% to $39.4M; non-GAAP net margin was 46.5%.
Chatting services generated $53.6M and games services $30.7M in Q2 2025.
Cost of revenues decreased 3.7% to $27.9M, representing 33% of total revenues.
Cash, cash equivalents, and short-term investments totaled $704.1M as of June 30, 2025.
Outlook and guidance
Q3 2025 revenue expected between $78M and $85M, with full-year revenue projected to be flat or low single-digit growth versus 2024, excluding new product contributions.
MAU growth expected to normalize at 2–3% quarter-over-quarter, with full-year MAU growth around 10%.
Net margin estimated around 40%, with flexibility in marketing spend for new products.
New match-3 and roguelike games set for release in Q3 and Q4 2025.
Expectation to reach or exceed the $50M share repurchase goal for 2025.
How will new game titles impact 2025 revenue?
What adjustments were made to user acquisition?
What is the game distribution strategy in MENA?
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Next Yalla Group earnings date
Q3 202511 Nov, 2025
Next Yalla Group earnings date
Q3 202511 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Yalla Group Limited is a prominent online social networking and gaming company based in the Middle East and North Africa (MENA) region. The company operates two primary mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online versions of board games popular in the MENA region. Yalla's platform integrates in-game voice chat and localized Majlis functionality, enhancing the user experience by catering to regional preferences. Additionally, Yalla has expanded its offerings to include YallaChat, an instant messaging product tailored for Arabic users, and several casual games like Yalla Baloot and 101 Okey Yalla. The company is headquartered in Dubai, United Arab Emirates, and its shares are listed on the NYSE.
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