Yalla Group delivered strong financial results with impressive revenue and user engagement growth, a robust gaming pipeline, and successful share repurchase initiatives. However, challenges such as anticipated revenue decline in Q3, increased administrative expenses, and short-term MAU fluctuations present concerns. Overall, the highlights significantly outweigh the lowlights.

Company Guidance -

Q3 2025

During the second quarter of 2025, Yalla Group Limited reported total revenues of approximately USD 84.6 million, surpassing the high end of their guidance. The company achieved a year-over-year net margin expansion to 43.2%, driven by optimized user acquisition strategies and refined internal processes. The group's average monthly active users (MAUs) increased by 8.8% year-over-year to 42.4 million, despite a short-term sequential dip in MAUs. Yalla's net income rose by 16.4% year-over-year to USD 36.5 million, with non-GAAP net income reaching USD 39.4 million, an 11.7% increase from the previous year. Operating income for the second quarter was USD 30.6 million, up 3.4% year-over-year. The company executed a share repurchase program, acquiring over 6.2 million shares totaling USD 41 million, achieving 82% of its 2025 minimum goal. Looking forward, Yalla provided a revenue outlook for the third quarter of 2025, projecting revenues between USD 78 million and USD 85 million, while maintaining a strategic focus on expanding its gaming pipeline and user base in the MENA region.

Impressive Revenue and Net Margin Growth

Yalla Group's total revenues reached USD 84.6 million, beating the high end of guidance with a net margin expansion to 43.2%, demonstrating high-quality efficient growth.

Significant User Engagement

The group's average monthly active users increased by 8.8% year-over-year to 42.4 million, with a strategic focus on acquiring high-quality users.

Successful Share Repurchase Program

Yalla repurchased over 6.2 million shares, totaling USD 41 million, completing 82% of the 2025 minimum goal, with plans to potentially exceed the full-year target.

Strong Gaming Pipeline

Yalla plans to release multiple new games in the coming quarters, including Match-3 titles and a self-developed roguelike game, strengthening its product portfolio.

Technological Innovation in AI

Yalla initiated internship collaborations with Mohamed Bin Zayed University of Artificial Intelligence, focusing on AI application projects to enhance technology innovation.

Yalla Group (YALA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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YALA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	- / -	0.22	―	―	―
Aug 11, 2025	2025 (Q2)	- / 0.20	0.17	17.65% (+0.03)
May 19, 2025	2025 (Q1)	- / 0.20	0.17	17.65% (+0.03)
Mar 10, 2025	2024 (Q4)	- / 0.18	0.17	5.88% (<+0.01)
Nov 11, 2024	2024 (Q3)	- / 0.22	0.2	10.00% (+0.02)
Aug 12, 2024	2024 (Q2)	- / 0.17	0.16	6.25% (+0.01)
May 20, 2024	2024 (Q1)	- / 0.17	0.11	54.55% (+0.06)
Mar 11, 2024	2023 (Q4)	- / 0.17	0.09	88.89% (+0.08)
Nov 20, 2023	2023 (Q3)	- / 0.20	0.14	42.86% (+0.06)
Aug 14, 2023	2023 (Q2)	- / 0.16	0.12	33.33% (+0.04)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

YALA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$8.72	$8.36	-4.13%
May 19, 2025	$7.82	$7.44	-4.86%
Mar 10, 2025	$4.02	$4.20	+4.48%
Nov 11, 2024	$4.32	$4.25	-1.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Yalla Group (YALA) report earnings?

Yalla Group (YALA) is schdueled to report earning on Nov 17, 2025, After Close (Confirmed).

What is Yalla Group (YALA) earnings time?

Yalla Group (YALA) earnings time is at Nov 17, 2025, After Close (Confirmed).

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What is YALA EPS forecast?

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