4 th Quarter 2025 Earnings Presentation Mar 2026 Disclaimer Agenda 4 th Quarter 2025 Achievements and Growth Strategies Recent Developments 4 th Quarter 2025 Financial Performance Overview 01 02 03 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 stra ...

Core Viewpoint - Yalla Group Limited has announced a new share repurchase program authorizing the repurchase of up to US$150 million worth of its outstanding shares over the next 24 months, reflecting the company's confidence in its long-term growth and financial strength [1][1][1] Company Overview - Yalla Group Limited is the largest online social networking and gaming company based in the Middle East and North Africa (MENA), with significant revenues in 2022 [1][1] - The company operates two main mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring popular board games in MENA [1][1] - Yalla has expanded its capabilities in mid-core and hard-core games through its subsidiary, Yalla Game Limited, leveraging local expertise to innovate gaming content [1][1] Financial Strategy - The share repurchase program will be funded using the company's available cash reserves, indicating a strong balance sheet and healthy cash flow [1][1] - The repurchases may occur on the open market or through other legally permissible means, depending on market conditions [1][1] Market Position and Expansion - Yalla is actively exploring opportunities outside of MENA with products like Yalla Parchis, a Ludo game aimed at the South American market [1][1] - The company is focused on creating a regionally integrated ecosystem that meets the evolving online social networking and gaming needs of MENA users [1][1]

Core Insights - Yalla Group Limited reported unaudited financial results for Q4 and full year 2025, showing a slight revenue increase for the year but a decline in Q4 revenues compared to the previous year [1][2]. Financial Performance Fourth Quarter 2025 Highlights - Revenues were US$83.9 million, down from US$90.8 million in Q4 2024, primarily due to a decrease in paying users [1]. - Game services generated US$29.5 million, while chatting services contributed US$53.8 million [1]. - Average monthly active users (MAUs) increased to 44.8 million, an 8.2% year-over-year rise [1]. - Net income rose by 6.2% to US$34.5 million, with a net margin of 41.2%, up 5.4 percentage points year-over-year [1]. Full Year 2025 Highlights - Total revenues reached US$341.9 million, a 0.7% increase from US$339.7 million in 2024 [1]. - Revenues from games services were US$124.0 million, while chatting services accounted for US$216.4 million [1]. - Net income increased by 10.4% to US$148.1 million [1]. Cost and Expense Management - Total costs and expenses in Q4 2025 were US$57.2 million, a 5.7% decrease from US$60.7 million in Q4 2024 [1]. - Cost of revenues decreased by 15.1% to US$26.3 million, primarily due to lower commission fees [1]. - Selling and marketing expenses rose by 26.5% to US$9.4 million, reflecting increased advertising efforts [1]. Share Repurchase Program - In 2025, the company repurchased 8,377,035 ADSs for approximately US$56.6 million, with a cumulative repurchase amount of US$106.0 million since the program's inception [2]. - A new share repurchase program was authorized for up to US$150 million over the next 24 months starting March 9, 2026 [2]. Outlook - For Q1 2026, Yalla expects revenues to be between US$75.0 million and US$82.0 million, considering the impact of Ramadan [2].

Core Viewpoint - Yalla Group Limited, the largest MENA-based online social networking and gaming company, will report its unaudited financial results for Q4 and full year 2025 on March 9, 2026, 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 [1] - The company has expanded its capabilities in mid-core and hard-core games through its subsidiary, Yalla Game Limited, leveraging local expertise to provide innovative gaming content [1] - Yalla's ecosystem includes additional products like YallaChat, tailored for Arabic users, and WeMuslim, which supports Arabic customs [1] - The company is also exploring markets outside MENA with Yalla Parchis, a Ludo game designed for South America [1] Financial Reporting - A conference call to discuss the financial results will take place on March 9, 2026, at 8:00 PM Eastern Time, with registration required for participants [1] - A live webcast of the conference call will be available on the company's investor relations website, along with a replay following the session [1]

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 ...

Core Insights - Yalla Group Limited, the largest MENA-based online social networking and gaming company, will report its unaudited financial results for Q3 2025 on November 10, 2025, after U.S. market close [1][2]. 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].

Core Insights - Yalla Group reported a total revenue of $84.56 million for Q2 2025, marking a year-on-year increase of 4.1% and setting a new record for Q2 revenue since 2021 [10][12] - The company's average Monthly Active Users (MAU) reached 42.4 million, showing an 8.8% year-on-year growth but experiencing a quarter-on-quarter decline for the first time in nearly 20 quarters [14] - The social business revenue was approximately $53.6 million, reflecting a slight year-on-year decrease of 2.3%, while the gaming business revenue surged by about 17.1% to $30.7 million [12][14] Financial Performance - Total revenue for Q2 2025 was $84.56 million, a 4.1% increase from the previous year, achieving the highest Q2 revenue since 2021 [10][12] - The net profit margin for Q2 improved to 43.2%, up by 4.6 percentage points year-on-year [15] Business Segments - Social business revenue was $53.6 million, with a year-on-year decline of 2.3% and a quarter-on-quarter increase of only 1.8% [12][14] - Gaming business revenue reached $30.7 million, with a significant year-on-year increase of 17.1% and a quarter-on-quarter growth of 2.0% [12][14] User Metrics - Average MAU decreased from nearly 45 million in Q1 to 42.4 million in Q2, marking the first quarter-on-quarter decline in nearly 20 quarters [14] - The number of paying users fell to 11.2 million, a year-on-year decrease of 7.0% and a third consecutive quarter of decline [14] Strategic Initiatives - Yalla Group is enhancing cost reduction and efficiency strategies to address the decline in MAU and paying users [15] - The company plans to launch two new match-three games in Q3 and a Roguelike game by the end of the year, along with a heavy game publishing project [21]

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]

Core Viewpoint - Yalla Group Limited, the largest online social networking and gaming company in the MENA region, is set to announce its unaudited financial results for Q2 2025 on August 11, 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 Yalla Game Limited, focusing on mid-core and hard-core games, and has developed additional products like YallaChat and WeMuslim to cater to Arabic users [3]. - Yalla is also exploring opportunities outside the MENA region with Yalla Parchis, a Ludo game aimed at South American markets [3]. Upcoming Events - A conference call to discuss the financial results will take place on August 11, 2025, at 8:00 PM Eastern Time, with access available through various international numbers [2]. - The replay of the conference call will be accessible until August 18, 2025 [2]. - A live and archived webcast will be available on the company's investor relations website [2].

Summary of YALA's Q1 2025 Earnings Conference Call Company Overview - **Company**: YALA - **Industry**: Online social networking and entertainment, with a focus on the MENA region Key Financial Highlights - **Q1 Revenue**: $84 million, a 6.5% increase year-over-year, exceeding guidance [2] - **Net Margin**: Improved from 39.5% to 43.4% year-over-year [2][7] - **Net Income**: Increased by 17% year-over-year to $36.4 million [7][9] - **Non-GAAP Net Income**: $39.1 million, a 10.9% increase from the previous year [9] - **Cash Position**: $690.9 million as of March 31, 2025, up from $656.3 million at the end of 2024 [9] Operational Performance - **Monthly Active Users (MAU)**: Increased by 17.9% year-over-year to 44.6 million [5] - **User Engagement**: Successful campaigns during Ramadan, including a significant increase in user participation in events [5][6] - **Product Development**: Continued focus on enhancing user experience through AI and gamification strategies [2][3] Strategic Initiatives - **AI Deployment**: Development of an AI content moderation model for Arabic and regional dialects, leading in speed and accuracy in the MENA region [3] - **Gaming Sector Growth**: Strong momentum in the gaming sector due to MENA's young population and government support [3] - **Share Repurchase Program**: Increased buyback target to $50 million for 2025, with over $27.4 million repurchased as of May 16, 2025 [4][10] Market Insights - **MENA Region Stability**: The region remains a vital hub for digital services, with high internet penetration and a young demographic [2] - **Economic Impact**: Despite global economic volatility, YALA's core market has shown resilience and potential for growth [2] Future Outlook - **Q2 Revenue Guidance**: Expected to be between $76 million and $83 million [10] - **MAU Growth Expectation**: Full-year MAU growth projected at around 10% year-over-year [14] Additional Notes - **Community Engagement**: Offline events, such as the Yalla Ludo Friendship Tournament, have strengthened brand presence and user loyalty [6] - **Technological Innovation**: Commitment to leveraging technology for operational efficiency and user experience enhancement [4][6] This summary encapsulates the key points from YALA's Q1 2025 earnings conference call, highlighting financial performance, strategic initiatives, and market insights.