Yalla Group第三季度营收超出预期，月活用户数同比增长8.1%

Core Insights - Yalla Group reported strong Q3 2025 performance with revenues of $89.64 million, exceeding guidance [1] - The company achieved a net profit of $40.72 million, a year-on-year increase of 3.9%, with a net profit margin of 45.4% [1] - The gaming segment is a key driver for market expansion, with new game releases planned to enhance user engagement [1] Financial Performance - Q3 2025 revenue breakdown: social services revenue was $55.46 million, and gaming services revenue was $33.80 million [1] - The net profit margin increased by 1.4 percentage points year-on-year, reaching 45.4% [1] - The company returned approximately $51.90 million to shareholders through a stock buyback program, exceeding its initial target of $50 million [1] Future Outlook - Yalla Group expects Q4 2025 revenue to be between $78 million and $85 million [2] - The company plans to continue executing its $150 million stock buyback program and aims to create sustainable long-term value for investors [1]