4 th Quarter 2024 Earnings Presentation March 2025 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 whatsoever, in the Un ...

Core Viewpoint - Yalla Group Limited reported strong financial results for Q4 and full year 2024, with significant increases in revenues, net income, and user engagement, driven by enhanced user experience and local content [8][10][11]. Financial Highlights - Q4 2024 revenues reached US$90.8 million, a 12.2% increase from US$80.9 million in Q4 2023 [10][13]. - Full year 2024 revenues totaled US$339.7 million, reflecting a 6.5% increase from US$318.9 million in 2023 [11][29]. - Q4 2024 net income was US$32.5 million, up 9.7% from US$29.7 million in Q4 2023 [24][10]. - Full year 2024 net income increased to US$134.2 million, an 18.7% rise from US$113.1 million in 2023 [11][38]. User Engagement Metrics - Average monthly active users (MAUs) grew by 14.4% to 41.4 million in Q4 2024 from 36.2 million in Q4 2023 [10][13]. - The number of paying users increased by 3.2% to 12.3 million in Q4 2024 compared to 11.9 million in Q4 2023 [10][13]. Cost and Expense Management - Total costs and expenses in Q4 2024 were US$60.7 million, a 5.3% increase from US$57.6 million in Q4 2023 [15]. - Selling and marketing expenses decreased by 28.5% to US$7.4 million in Q4 2024 from US$10.4 million in Q4 2023 [17]. - Technology and product development expenses surged by 69.6% to US$9.2 million in Q4 2024, driven by increased staffing [19]. Operating Income and Profitability - Q4 2024 operating income was US$30.1 million, a 29.4% increase from US$23.3 million in Q4 2023 [20]. - Full year 2024 operating income rose to US$121.4 million, a 26.0% increase from US$96.4 million in 2023 [34]. Cash Position - As of December 31, 2024, the company had cash and cash equivalents totaling US$656.3 million, up from US$535.7 million a year earlier [28]. Share Repurchase Program - The board approved an extension of the share repurchase program to May 21, 2026, with US$100.6 million remaining for purchase as of December 31, 2024 [42]. Outlook - For Q1 2025, Yalla expects revenues between US$75.0 million and US$82.0 million, reflecting current market conditions [43].

Core Viewpoint - Yalla Group Limited, the largest online social networking and gaming company in the MENA region, is set to report its unaudited financial results for Q4 and full year 2024 on March 10, 2025, after U.S. market close [1]. Company Overview - Yalla Group Limited operates two main mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming app featuring online board games popular in MENA [3]. - The company has expanded its offerings through its subsidiary, Yalla Game Limited, focusing on mid-core and hard-core games in the MENA region, leveraging local expertise to provide innovative gaming content [3]. - Yalla's ecosystem includes additional products like YallaChat, an IM product for Arabic users, and WeMuslim, which supports Arabic customs, along with casual games designed to foster local gaming communities [3]. - The company is also exploring opportunities outside MENA with Yalla Parchis, a Ludo game aimed at South American markets [3]. - Yalla's mobile applications are designed to create a seamless user experience, fostering loyalty and engagement through localized content that resonates with users [3]. Upcoming Events - A conference call will be held on March 10, 2025, at 8:00 PM Eastern Time to discuss the financial results, with access available through various international dialing options [2]. - The replay of the conference call will be accessible until March 17, 2025, and a live and archived webcast will be available on the company's investor relations website [2].