[Option 1] 4th Quarter 2021 Earnings Presentation MARCH 2022 g l G Disclaimer The information in this presentation is provided to you by Yalla Group Limited (the "Company") solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any investment activity or trading strategy, nor may it or any part of it form the basis of or be relied on in connection with any contract or commitment whats ...

[Option 1] 3rd Quarter 2021 Earnings Presentation NOV 2021 e l G Disclaimer The information in this presentation is provided to you by Yalla Group Limited (the "Company") solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any investment activity or trading strategy, nor may it or any part of it form the basis of or be relied on in connection with any contract or commitment whatsoe ...

| --- | |-------------------------------------| | | | Yalla Group Limited (NYSE:YALA) | | Q3 2021 Earnings Conference Call | | November 9, 2021, 08:00 PM ET | | Company Participants | | Kerry Gao - IR, Director | | Tao Yang - Chairman & CEO | | Saifi Ismail - President | | Karen Hu - CFO | | Jeff Xu - COO | | Conference Call Participants | | Shiqi Ge - CICC | | Kaifang Jia - CITIC Securities | | Yulin Zhong - Haitong International | | Thomas Shen - Nomura | | Presentation | | Operator | Good morning and goo ...

Yalla Group Limited (NYSE:YALA) Q2 2021 Earnings Conference Call August 9, 2021 8:00 PM ET Company Participants Kerry Gao - Investor Relations, Director Tao Yang - Chairman & Chief Executive Officer Saifi Ismail - President Karen Hu - Chief Financial Officer Jeff Xu - Chief Operating Officer Conference Call Participants Bo Pei - Oppenheimer Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by for Yalla Group Limited's Second Quarter 2021 Earnings Conference Call. At this t ...

[Option 1] 2nd Quarter 2021 Earnings Presentation AUG 2021 e l G Disclaimer The information in this presentation is provided to you by Yalla Group Limited (the "Company") solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument of the Company, or to participate in any investment activity or trading strategy, nor may it or any part of it form the basis of or be relied on in connection with any contract or commitment whatsoe ...

Yalla Group Ltd. (NYSE:YALA) Q1 2021 Earnings Conference Call May 10, 2021 8:00 PM ET Company Participants Kerry Gao - IR Director Tao Yang - Chairman, CEO Saifi Ismail - President Karen Hu - CFO Jeff Xu - COO Conference Call Participants Feiya Zhao - Haitong International Bo Pei - Oppenheimer Kai Fang - CITIC Operator Good morning and good evening ladies and gentlemen. Thank you for standing by for Yalla Group Limited's First Quarter 2021 Earnings Conference Call. At this time, all participants are in a li ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIE ...

Yalla Group Limited (NYSE:YALA) Q4 2020 Earnings Conference Call March 15, 2021 8:00 AM ET Company Participants Kerry Gao - IR Director Tao Yang - Chairman and Chief Executive Officer Saifi Ismail - President Karen Hu - Chief Financial Officer Conference Call Participants Faya Hou - Haitong International Kai Fang - CICC Bo Pei - Oppenheimer Iris Guo - CICC Vincent Yu - Needham & Company (Transcript provided to Seeking Alpha by the company.) Operator Good morning and good evening, ladies and gentlemen. Than ...

Financial Data and Key Metrics Changes - In Q3 2020, the company reported revenues of US$33.8 million, a 90.4% increase from US$17.8 million in Q3 2019 [11][28] - Non-GAAP net income reached US$15.5 million, reflecting a 68.3% year-over-year increase [11][40] - The adjusted net margin was 45.8% for Q3 2020, indicating strong monetization capabilities [15][27] Business Line Data and Key Metrics Changes - Yalla's average monthly active users (MAUs) exceeded 5.5 million, more than doubling year-over-year [17] - Yalla Ludo's average MAUs increased by over 20 times to 8.8 million [20] - The number of paying users grew from 510,000 in Q3 2019 to 5.1 million in Q3 2020 [29] Market Data and Key Metrics Changes - Revenues from group chatting services were US$30.3 million, while gaming services generated US$3.5 million in Q3 2020 [30] - The average daily time spent on Yalla was reported to be 4.5 hours, with an increase noted in Q3 [48] - For Yalla Ludo, the average daily time spent reached 105 minutes [48] Company Strategy and Development Direction - The company aims to expand its user base and enhance user engagement through continuous product innovation [13][21] - Yalla differentiates itself by providing localized and culturally relevant offerings, focusing on user-generated content [14][59] - Future product launches include Yalla Baloot and 101 Okey, with plans to optimize and market these products [48][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in capturing significant growth in MENA's online social networking and entertainment market [27][21] - The company anticipates revenues for Q4 2020 to be between US$35 million and US$36 million [42] - Management noted that the COVID-19 pandemic had a positive effect on user engagement and growth [54] Other Important Information - The company had cash and cash equivalents of US$75.7 million as of September 30, 2020, up from US$58.5 million as of June 30, 2020 [41] - The company is the first UAE-based technology unicorn to go public on the NYSE, receiving significant attention from local leaders and media [23][24] Q&A Session Summary Question: Revenue and user targets for 2021 - Management expects revenue for 2021 to exceed US$200 million [47] Question: Average time spent on Yalla and Yalla Ludo - Average daily time spent on Yalla increased in Q3, while Yalla Ludo's average daily time spent reached 105 minutes [48] Question: Use of cash and IPO proceeds - Proceeds will be used for user base expansion, product development, and marketing, with 30%-40% allocated to marketing and 20%-30% to R&D [53] Question: Impact of COVID-19 on user engagement - Management noted that COVID-19 had a positive influence on user engagement, with continued growth expected [54] Question: Competitive landscape in MENA - The company faces competition but believes its understanding of local needs and strong community engagement provide a competitive edge [65] Question: Engagement data comparison between Q3 and Q2 - User engagement levels remained consistent, with increased time spent on the platform [66]