Core Viewpoint - Yalla Group, the largest online social and gaming company in the MENA region, reported strong financial performance for Q3 2025, with revenues exceeding expectations and a focus on high-quality growth through operational efficiency and product optimization [1][2]. Financial Performance - For Q3 2025, Yalla Group achieved total revenue of $89.636 million, with social services contributing $55.459 million and gaming services contributing $33.798 million [1]. - The company reported a net profit of $40.724 million, reflecting a year-on-year growth of 3.9%, with a net profit margin of 45.4%, an increase of 1.4 percentage points from the previous year [1][2]. Shareholder Returns - As of November 7, 2025, Yalla Group returned approximately $51.90 million to shareholders through a stock buyback program, exceeding its initial target of $50 million for the year [2]. - The company is continuing its $150 million buyback plan and plans to establish a new long-term shareholder return strategy after its completion [2]. Business Expansion - The gaming segment is identified as a key driver for market expansion, with the soft launch of the first match-3 game, Turbo Match, on Android showing promising initial user acquisition and retention [2]. - Yalla Group plans to release additional games, including a self-developed roguelike game and strategy games in collaboration with top studios, to strengthen its presence in the MENA gaming market [2]. Future Outlook - Yalla Group anticipates Q4 2025 revenues to be between $78 million and $85 million [3].

来源：陕西法制网 2025年11月11日，中东和北非本地最大的在线社交和游戏公司Yalla Group（NYSE: YALA）发布了截至 2025年9月30日的第三季度未经审计的财报。 2025年第三季度，公司实现营业收入8,963.6万美元，其中：社交服务收入为5,545.9万美元；游戏服务收 入为3,379.8万美元。利润方面，三季度公司实现净利润4,072.4万美元，同比增长3.9％，净利润率为 45.4％。 "我们很高兴在2025年第三季度取得了强劲的业绩表现。本季度，公司营业收入为8,963.6万美元，再次 超出预期指引区间的上限"，Yalla Group创始人、董事长兼首席执行官杨涛表示，"通过持续提升运营效 率，公司三季度净利润率同比增长1.4个百分点，达到45.4%。与此同时，我们通过优化产品组合有效提 升了用户参与度，推动平均月活跃用户数同比增长8.1%至4,342.0万。" Yalla Group首席财务官胡杨表示："在第三季度，我们继续追求高质量增长，盈利能力进一步提升。通 过严格的成本控制和运营效率的优化，以及人工智能技术的开发和应用，公司净利润同比增长至4,072.4 万美元。在健康 ...

Yalla Group (NYSE:YALA) Q3 2025 Earnings Call November 10, 2025 08:00 PM ET Company ParticipantsSaifi Ismail - PresidentKerry Gao - Director of Investor RelationsLincoln Kong - Executive DirectorKaren Hu - CFOTao Yang - Chairman and CEOConference Call ParticipantsTianheng Liu - AnalystXueqing Zhang - Media AnalystChloe Wei - Equity AnalystSarah Hu - AnalystTao YangGood morning and good evening, ladies and gentlemen. Thank you for standing by for Yalla Group Limited's third quarter 2025 earnings conference c ...

Yalla Group (NYSE:YALA) Q3 2025 Earnings Call November 10, 2025 08:00 PM ET Company ParticipantsSaifi Ismail - PresidentKerry Gao - Director of Investor RelationsLincoln Kong - Executive DirectorKaren Hu - CFOTao Yang - Chairman and CEOConference Call ParticipantsTianheng Liu - AnalystXueqing Zhang - Media AnalystChloe Wei - Equity AnalystSarah Hu - AnalystOperatorGood morning and good evening, ladies and gentlemen. Thank you for standing by for Yalla Group Limited's third quarter 2025 earnings conference c ...

Financial Data and Key Metrics Changes - Total revenues for the third quarter of 2025 reached $89.6 million, a 0.8% increase from $88.9 million in the same period last year [18] - Net income grew by 3.9% year-over-year to $40.7 million, with a net margin of 45.4%, up 1.4 percentage points from the previous year [5][17] - Total costs and expenses decreased by 1% to $55.9 million, with cost of revenues down 10.7% to $28.4 million [18][19] Business Line Data and Key Metrics Changes - Average monthly active users (MAUs) increased by 8.1% year-over-year to 43.4 million, driven by user acquisition and AI-powered innovations [13] - Selling and marketing expenses rose by 30.3% to $9.6 million, reflecting higher advertising costs for user acquisition [19] - Technology and product development expenses increased by 21.4% to $8.6 million, due to higher salaries and benefits for staff [20] Market Data and Key Metrics Changes - The Middle East gaming market is projected to reach approximately $7.1 billion in 2025, with a year-over-year growth rate of 75% [5] - The company is focusing on expanding its presence in both the MENA region and new markets, leveraging successful game titles [30] Company Strategy and Development Direction - The company aims to capture the growing digital entertainment ecosystem in the MENA region and enhance its product portfolio [6] - A dual-track strategy is being implemented, focusing on self-developed titles and game distribution partnerships [35] - The company plans to maintain a similar level of share repurchases in 2026 as in 2025, with a commitment to maximizing shareholder value [40][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of the gaming market and the company's ability to innovate and adapt [5][12] - The outlook for Q4 2025 anticipates revenues between $78 million and $85 million, with expectations for new business initiatives to contribute more significantly in the following quarters [24][42] - Full-year 2025 net margin is expected to reach about 40%, with continued investment in R&D to support long-term growth [42] Other Important Information - The company has repurchased over 7.7 million ADS or Class A ordinary shares, totaling $51.9 million, achieving its full-year repurchase commitment ahead of schedule [10][40] - Yalla Group celebrated its fifth anniversary of public listing, marking significant growth and achievements in the past five years [11] Q&A Session Summary Question: Can Management brief us on the advancements in mid-core and hardcore games? - Management highlighted the soft launch of two match-three titles, Turbo Match and a roguelike product, with plans for further investment based on positive test results [26][27] Question: How should we think about the strategic role of our match game? - Management indicated that match-three games serve as an entry point for exploring new regional markets, with plans to increase marketing budgets in high-performing areas [29][30] Question: Could Management share the company's upcoming gaming strategy? - The company is focusing on casual and mid-core game segments, with a dual-track strategy for self-developed titles and game distribution partnerships [34][35] Question: Can we get Management's view on the quarterly performance of flagship products? - Both flagship products, Yalla and Yalla Ludo, achieved significant breakthroughs, with expectations for stable business scale and continued growth through new features [37][38] Question: Could Management outline the plans for future shareholder returns? - The company plans to maintain a similar level of share repurchase in 2026 and remains committed to prioritizing shareholder interests [39][40]

This presentation contains statements that constitute forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include descriptions regarding the intent, belief or current expectations of the Company or its officers about the future. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and actual results may differ materially from those in th ...

Accessibility StatementSkip Navigation DUBAI, UAE, Nov. 10, 2025 /PRNewswire/ -- Yalla Group Limited ("Yalla" or the "Company") (NYSE: YALA), the largest Middle East and North Africa (MENA)- based online social networking and gaming company, today announced its unaudited financial results for the third quarter ended September 30, 2025. Third Quarter 202 5 Financial and Operating Highlights | Key Operating Data | For the three months ended | | | --- | --- | --- | | September 3 0, 202 4 | September 3 0, 202 ...