Yalla Group Limited (YALA)
NYSE:YALA
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong user engagement (MAUs +7.7%), significant games contribution (38.3% of revenue), solid liquidity (USD 806.7M) and early success for new titles and AI initiatives. Offsetting these positives were a year-over-year revenue decline (~5.8%), notable profit compression (operating income and net income down ~25% and ~22%, respectively), and increased marketing, G&A and R&D spend that will pressure near-term margins. Management expects legacy business to decline modestly in 2026 while new games should begin contributing in H2 and potentially drive stronger growth in 2027 if monetization scales as planned.Company Guidance
Resilient User Growth
Average MAUs increased 7.7% year-over-year to 48 million; Ramadan campaigns drove record participation and all-time highs in DAUs and quarterly revenue for 101 Okey Yalla, demonstrating strong regional engagement.
Solid Games Contribution to Revenue
Game services revenue reached USD 30.3 million, accounting for 38.3% of total Q1 revenue, positioning gaming as a key growth engine for the group.
Successful New Game Launches and Early Traction
New SLG title launched on Android (April) and iOS (May) and ranked as high as #1 on iOS downloads in the strategy category in 5 GCC countries (Sensor Tower). Turbo Match ranked in the top 10 puzzle downloads across UAE and Saudi (Sensor Tower); co-promotion improved engagement and retention. Management expects new games to start contributing in H2 2026.
Strong Liquidity and Shareholder Returns
Company holdings of cash, equivalents, restricted cash, term deposits and short-term investments totaled USD 806.7 million (up from USD 754.6 million on Dec 31, 2025). Repurchased 1,460,989 ADSs for USD 9.7 million YTD; total repurchases under the 2021 program USD 115.7 million. New USD 150 million share repurchase program authorized for 24 months.
Operating Efficiency in Cost of Revenues
Cost of revenues decreased 9.3% year-over-year to USD 26.5 million; cost of revenues as a percentage of total revenues improved to 33.5% from 34.8% a year earlier.
Progress on AI and Organizational Investments
Deployed internal AI model (SMEs) to improve Arabic content-moderation efficiency and lower costs; expanding AI-driven product experiments, building an internal token-management platform and growing the games/R&D headcount to support new pipelines.
YALA Earnings History
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 |
|---|---|---|---|
May 18, 2026 | $6.77 | $6.32 | -6.65% |
Mar 09, 2026 | $7.11 | $6.52 | -8.30% |
Nov 10, 2025 | $7.65 | $7.02 | -8.24% |
Aug 11, 2025 | $8.72 | $8.36 | -4.13% |
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 Limited (YALA) report earnings?
Yalla Group Limited (YALA) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Yalla Group Limited (YALA) earnings time?
Yalla Group Limited (YALA) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is YALA EPS forecast?
Currently, no data Available