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雅乐科技(YALA.US)Q2营收不及预期盘后大跌 付费用户数量同比下降7%
智通财经网· 2025-08-11 23:06
Core Insights - Yala Technology (YALA.US), the largest social network and gaming company in the MENA region, reported Q2 2025 earnings that fell short of analyst expectations, leading to a stock price drop of over 10% in after-hours trading [1] - The company's Q2 2025 revenue was $84.6 million, a 4.1% year-over-year increase, but below the market expectation of $84.95 million [1] - Non-GAAP earnings per share were $0.22, up from $0.19 in the same period last year, with net profit increasing 16.4% to $36.5 million, resulting in a net profit margin of 43.2%, an increase of 4.6 percentage points year-over-year [1] Revenue Breakdown - Revenue from the chat service segment was $53.6 million, while the gaming service segment generated $30.7 million [1] - Operating profit increased by 3.4% year-over-year to $30.6 million [1] User Metrics - Average monthly active users grew by 8.8% to 42.42 million, although the number of paying users decreased by 7.0% year-over-year to 11.19 million [1] Future Outlook - For Q3 2025, Yala Technology expects revenue to be between $78 million and $85 million, with a midpoint of $81.5 million [2] - The company has been actively repurchasing shares, having bought back 6,230,299 American Depositary Shares at a cost of approximately $41 million in the first half of 2025, including $35.6 million in Q2 alone [2]