YALA

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雅乐科技20250520
2025-07-16 06:13
Good morning and good evening, ladies and gentlemen. Thank you for standing by for YALA Group's limited first quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After management's prepared remarks, there will be a question and answer session. Today's conference call is being recorded. Now I would like to turn the call over to your speaker host today, Ms. Kari Gow, Investor Relations Director of the company. Please go ahead, ma'am. Hello, everyone, and welcome to ...
X @Yuyue
Yuyue· 2025-07-12 07:47
Project Overview - Yala Genesis SBT is conducting a lottery with a total of 2,000 units, allocating over 1,000 whitelist spots [1] - Obtaining the SBT requires depositing funds later [1] - Interaction and registration through a specific link increases the chances of winning one of three whitelist spots [1] SBT Utility - Provides U Card qualification, offering automatic interest on BTC or USDC deposits [1] - Grants access to future rights and rewards within the Yala ecosystem [1] Project Activity & Potential - Previous gold vault deposit event reached its 1 million limit rapidly [1] - Yala's own YAP activity is generating significant interest [1] - Project's popularity is increasing, suggesting the TGE (Token Generation Event) may be approaching [1] Lottery Requirements - Join using the provided link [1] - Follow @yalaorg & @Palace86_xyz on Twitter [1] - Comment and retweet [1]
X @Yuyue
Yuyue· 2025-07-07 09:49
通常来说不限额存款的会有可能反撸,但存款限额的有肉概率比较大,Yala 开的这个 Lite Mode 预存款可以存 USDC,限额 1M 美金12% 固定年化,还能有积分,不过要注意这个应该是要存一个月的,个人感觉有点 Huma 存款的意思10 分钟后开抢,准备一下Yala (@yalaorg):Yala Lite Mode is coming soon.Earn 12% fixed APR in just one-click.Cap: $1MFirst come, first served. Get your $YU ready.July 7, 10am UTC.↓ https://t.co/JqWWLJHWvv ...
Yalla Group(YALA) - 2025 Q1 - Earnings Call Transcript
2025-05-20 01:00
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]