Yalla Group(US:YALA) BambooWorks·2025-11-14 08:10Core Viewpoint - Yala Technology has successfully launched its first self-developed mid-core game, "Turbo Match," in the third quarter, aiming to activate growth engines and expand into the mid-core gaming sector, which is expected to contribute significantly to revenue by mid-2026 [2][3][5]. Financial Performance - Yala Technology reported a quarterly revenue growth, maintaining its record of growth since its listing in 2020, with total revenue reaching $89.6 million, a 0.8% increase year-over-year [5][8]. - The company has a strong cash reserve of $740 million as of September, up from $660 million at the end of the previous year, and continues to maintain a high profit margin of 45.4% [5][8]. - The company has repurchased $51.9 million in stock this year, exceeding its annual target of $50 million, which supports its stock price [8]. Market Strategy - The launch of "Turbo Match" has received positive feedback in core markets, including the Middle East, North America, and Europe, with plans to increase marketing budgets in strong-performing markets [3][7]. - Yala Technology is transitioning from a focus on voice social services to the more profitable mid-core gaming sector, leveraging its large casual gaming user base [5][7]. - The company plans to release additional games, including a "Roguelike" game titled "Boom Survivor" and a strategy game through partnerships with leading game studios [7]. User Metrics - Monthly active users increased by 8.1% year-over-year to 43.4 million, although the number of paying users slightly declined compared to the previous year [8].