Financial Data and Key Metrics Changes - The company reported Q1 2025 revenue of USD 84 million, a 6.5% increase year over year, exceeding guidance [6][20] - Net margin improved from 39.5% to 43.4% year over year, with net income rising 17% to USD 36.4 million [7][24] - Non-GAAP net margin increased to 46.6%, reflecting strong fundamentals and a clear strategy [21] Business Line Data and Key Metrics Changes - The gaming business is a significant growth driver, with a robust product pipeline and three titles set for release in Q3 [11][42] - Monthly active users (MAU) increased by 17.9% year over year to 44.6 million, driven by effective user engagement strategies [15][45] - Selling and marketing expenses decreased by 14.3%, contributing to improved profitability [22] Market Data and Key Metrics Changes - The MENA region remains a core strategic market with high internet penetration and a young demographic, providing growth opportunities [7][8] - The company is leveraging AI for content moderation and user profile management, enhancing user experience and acquisition efficiency [10] Company Strategy and Development Direction - The company is committed to R&D and AI deployment to capitalize on digital service opportunities in the MENA region [8][10] - Plans to increase share repurchase targets to USD 50 million for 2025, reflecting a commitment to shareholder returns [12][40] Management Comments on Operating Environment and Future Outlook - Management noted the stability and potential upside in the MENA region despite global economic volatility [7] - The company expects Q2 2025 revenues to be between USD 76 million and USD 83 million, based on current market conditions [26] Other Important Information - The company has repurchased over 4.2 million ADS or Class A ordinary shares in 2025, totaling approximately USD 27.4 million [25] - The company plans to cancel all shares repurchased this year to benefit shareholders [13] Q&A Session Summary Question: What is the main driver of the significant year-over-year increase in net margin and guidance for next quarter? - Management indicated that revenues from game services are the main growth driver, with decreased selling and marketing expenses supporting robust net margin performance [29][31] Question: Can management share the recent developments of flagship products Yala and Yala Ludo? - Management highlighted ongoing celebrations for Yala's ninth anniversary and continued user engagement initiatives for Yala Ludo, which are generating steady cash flow [34][36] Question: What is the mindset behind the shareholder return plan going forward? - Management expressed satisfaction with the recent market correction and confirmed an accelerated buyback program, raising the target to USD 50 million [38][40] Question: Can management brief on advancements in mid-core and hardcore games? - Management confirmed several mid-core games in the pipeline, with potential launches as early as Q3, focusing on both MENA and overseas markets [41][42] Question: Where do we see a more ambitious user acquisition plan in the future? - Management noted that MAU growth exceeded expectations in Q1, driven by refined user acquisition strategies, and expects full-year MAU growth to be around 10% year over year [44][46]

DUBAI, UAE, May 9, 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 that it will report its unaudited financial results for the first quarter 2025 after the U.S. market closes on Monday, May 19, 2025.Yalla Group Limited will hold a conference call on Monday, May 19, 2025, at 8:00 PM Eastern Time, 4:00 AM Dubai Time on Tuesday, May 20, 2025, or 8:00 AM Beijing Ti ...

Core Viewpoint - Yalla Group Limited has filed its annual report for the fiscal year ended December 31, 2024, with the SEC, highlighting its position as the largest online social networking and gaming company in the MENA region [1] Company Overview - Yalla Group Limited is recognized as the largest MENA-based online social networking and gaming company by revenue in 2022 [3] - The company operates two main mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming app featuring popular board games in the MENA region [3] - Yalla has expanded its offerings through its subsidiary, Yalla Game Limited, focusing on mid-core and hard-core games, and has developed additional products like YallaChat and WeMuslim to cater to specific user needs [3] - The company is also exploring opportunities outside the MENA region with Yalla Parchis, a Ludo game aimed at South American markets [3] Financial Reporting - The annual report, which includes audited financial statements, is accessible on Yalla's investor relations website and the SEC's website, with hard copies available upon request for shareholders [2]