Financial Performance - Yalla Group achieved revenues of US$846 million in 2Q2025, compared to US$812 million in 2Q2024[34, 55] - Net income for 2Q2025 was US$365 million, representing a net margin of 432%[12, 34] - Average Monthly Active Users (MAUs) increased to 42421 thousand in 2Q2025, an 88% year-over-year growth[36] - The company maintains a strong cash flow position, with cash and cash equivalents, restricted cash, term deposits, and short-term investments totaling US$7041 million as of June 2025[53] Operational Efficiency - Cost of revenues decreased to US$279 million in 2Q2025, representing 330% of total revenues[38] - Selling and marketing expenses remained stable at US$87 million, accounting for 102% of total revenues[40] - General and administrative expenses increased to US$90 million, representing 106% of total revenues[43] - Technology and product development expenses increased to US$83 million, accounting for 99% of total revenues[46] Strategic Initiatives - The company repurchased 6230299 ADSs for approximately US$41 million in 1H2025 and is committed to repurchasing US$50 million for the full year[27] - All shares repurchased in 2025, totaling 6230299 ADSs, have been canceled[28]