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雅乐科技上涨3.05%,报7.255美元/股,总市值11.43亿美元
Jin Rong Jie· 2025-07-08 14:47
资料显示,雅乐集团有限公司是中东和北非地区最大的以语音为中心的社交网络和娱乐平台。该公司运 营两款旗舰移动应用程序,Yalla,一个以语音为中心的群聊平台,Yalla Ludo,一个休闲游戏应用程序,以在线 桌面游戏为特色,在中东地区很受欢迎,具有内置语音聊天和本地化的Majlis功能。在Yalla和Yalla Ludo成 功的基础上,该公司扩展了其内容,创建了一个以区域为重点的综合生态系统,致力于满足中东和北非地区 用户不断发展的在线社交网络和娱乐需求。该生态系统包括YallaChat,一款专为阿拉伯用户定制的即时 通讯产品;Waha是为元宇宙设计的社交网络产品;以及诸如Yalla Baloot和101 Okey Yalla等游戏,这些游戏 旨在维持该地区充满活力的本地游戏社区。Yalla也积极开拓中东地区以外的市场,推出了一款针对南美 市场的Ludo游戏Yalla Parchis。Yalla的移动应用程序提供无缝体验,培养忠诚度和归属感,通过密切关注细 节和本地化吸引力,建立高度投入和参与的用户社区,与用户产生深刻共鸣。此外,通过其控股子公司Yalla Game Limited,扩大了在中东和北非地区的中 ...
雅乐科技20250521
2025-05-21 15:14
雅乐科技 20250521 摘要 雅乐科技 AU 在春节期间增长显著,环比增长 17%,同比增长近 20%,净利润同比增长 17%。付费用户虽受斋月影响环比略有下降, 但同比仍保持平稳,显示出较强的用户基础和增长潜力。 公司积极执行股票回购计划,目标在 2025 年回购力度翻倍至 2,800 万 美元,且已完成大部分额度。CEO 宣布追加 2,200 万美元回购,并承诺 注销所有回购股票,旨在提升股东回报,增强投资者信心。 公司计划在 2025 年第三季度推出两款三消产品,第四季度推出 Roguelike 新游戏,并已上架一款棋牌休闲游戏,正进行变现模块和玩 法调整,多元化产品线布局有望带来新的增长点。 公司收入主要来自社交服务(70%)和游戏服务(30%),Yalla 和 Ludo 是主要收入来源,Ludo 占比 2/3。针对土耳其市场的麻将产品 101 OK 表现出色,连续三个季度创新高,年收入超千万美元。 Ludo 贡献集团 MAU 的 2/3,约为 3,000 万,集团整体 MAU 约为 4,500 万。Yalla 的 RPU 较高(十几二十美元),但付费率较低(百分 之十几二十),Ludo 则付费率 ...
Yalla Group Limited Announces Unaudited First Quarter 2025 Financial Results
Prnewswire· 2025-05-19 21:00
Core Insights - Yalla Group Limited reported a strong performance in Q1 2025, with revenues of US$83.9 million, a 6.5% increase year-over-year, exceeding guidance despite the impact of Ramadan [8][10][13] - The company achieved a significant increase in average monthly active users (MAUs), rising by 17.9% to 44.6 million, attributed to refined user acquisition strategies and AI-driven optimizations [8][10][12] - Yalla plans to accelerate its share buyback program, increasing the target for 2025 by US$22 million to a total of US$50 million, reflecting a commitment to returning value to shareholders [9][12] Financial Performance - Revenues for Q1 2025 were US$83.9 million, up from US$78.7 million in Q1 2024, driven by a broader user base and enhanced monetization capabilities [10][13] - Chatting services generated US$53.5 million, while game services contributed US$30.1 million to total revenues [10][14] - Net income increased by 17.0% to US$36.4 million, with a net margin of 43.4% [10][25] User Metrics - Average MAUs rose to 44.6 million in Q1 2025 from 37.8 million in Q1 2024 [10][13] - The number of paying users decreased by 8.0% to 11.8 million, down from 12.8 million in the previous year [10][12] Cost Structure - Total costs and expenses were US$52.7 million, a 6.2% increase from US$49.6 million in Q1 2024 [15] - Selling and marketing expenses decreased by 14.3% to US$6.9 million, while general and administrative expenses increased by 30.8% to US$8.7 million [17][18] - Technology and product development expenses rose by 25.0% to US$7.8 million, reflecting increased headcount to support new business development [19] Shareholder Returns - The company repurchased 4,275,812 shares for approximately US$27.4 million from January 1 to May 16, 2025, with plans to cancel all repurchased shares [12][30] - Cumulatively, Yalla has repurchased 11,580,950 shares for about US$76.9 million since the inception of the share repurchase program [30] Outlook - For Q2 2025, Yalla expects revenues to be between US$76.0 million and US$83.0 million, based on current market conditions [31]
Q1营收1.1亿元,武汉团队做了款全球第一的打猎手游
3 6 Ke· 2025-05-12 11:15
说起游戏行业闷声发大财的公司,许多人第一时间会想到北京的棋牌厂商,或是广州的买量帮,其实在武汉,也「藏」着好几家平日里十分低调但在某个 细分领域已经做得比较厉害的团队。 例如以《贪吃蛇大作战》闻名的武汉微派,已然跻身海外社交桌游平台头部阵营,旗下《WePlay》月收入达8000多万元,成功反超雅乐旗舰产品 《Yalla》。再例如武汉多比特,此前专注于IAA游戏,去年靠着插花消除游戏《Blossom Sort》在IAP上实现较大突破。 而今天要聊的武汉众娱,则做出了全球第一的打猎手游《Hunting Sniper》。该产品自上线以来便吸引了众多海外狩猎/射击爱好者,近一年收入更是同比 增长292%来到5500万美元(约合人民币4亿),凭一己之力跻身全球射击手游TOP10。 | | | | 19 | Worldwide | | | --- | --- | --- | --- | --- | --- | | | | | | | Feb 2024 - Mar 2025 | | | Shooter Games | | | | | | | PUBG MOBILE- | -1% 51.4B | 114M +22% | $7 ...
Yalla Group Limited to Report First Quarter 2025 Financial Results on May 19, 2025 Eastern Time
Prnewswire· 2025-05-09 10:00
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 ...
Yalla Group Limited Files 2024 Annual Report on Form 20-F
Prnewswire· 2025-04-23 10:50
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]
Yalla Group 2024年Q4及全年财报:营收再创新高,全年净利润同比增长18.7%
IPO早知道· 2025-03-11 03:35
本文为IPO早知道原创 作者|Stone Jin 管理层计划加大股票回购力度。 微信公众号|ipozaozhidao 据IPO早知道消息,中东和北非本地最大的在线社交和游戏公司Yalla Group(NYSE: YALA)于3 月11日发布了截至2024年12月31日的第四季度及全年未经审计的财报。 财报显示, 2024年第四季度,Yalla Group实现营业收入9,082.8万美元,连续两个季度创历史新 高 。其中:社交服务收入为5,980.1万美元;游戏服务收入为3,075.6万美元。利润方面,四季度 Yalla Group实现净利润3,253.1万美元,净利润率为35.8%。 全年表现来看,2024年Yalla Group实现营业收入3.397亿美元。其中:社交服务收入为2.254亿美 元;游戏服务收入为1.136亿美元。利润方面, 2024年Yalla Group实现净利润1.342亿美元,同 比增长18.7 % ,净利润率达39.5 % 。 "回顾2024年,我们通过坚定不移地推动高质量增长,在快速变化的市场环境中取得了出色的业绩 表现。公司营收连续第二个季度创历史新高,并再次超过预期指引区间的上 ...
“迪拜王子们”直播PK,有人刷了2亿元礼物,背后中国公司赚麻了
商业洞察· 2024-11-10 06:07
有深度、有温度、有态度,在这里读懂财富。 以下文章来源于金融八卦女频道 ,作者乌彦祖假正经 金融八卦女频道 . 商业洞察视频号开通啦 手机最近又把好多人带到了一个新赛道—— 中东土豪直播PK。 只见两个中东男人一言不合就开始PK整活,跟在中国看到的差不多,也是嘶吼呐喊,高喊"家人们支棱起来",不同的是刷礼物的观众,全是土豪金 主。 为了让支持的主播赢,嘉年华当成小星星疯狂刷起来。遇到博主势均力敌的情况,狮子、豪车、城堡、TK宇宙等特效礼物秒砸,满屏特效导致主播的 脸都看不清了。 网友统计,有主播几分钟收到的礼物折算成人民币超过1亿元,中国网友看了感慨:" 好久没看到满屏是钱的感觉了 "。也有人说,忽然觉得王思聪、秦 奋等二代也就那么回事儿。 欢迎关注并留下您睿智犀利的评论吧 作者: 乌彦祖假正经 来源:金融八卦女频道(ID: baguanvpindao ) ----------------------------------------- - - 一群有钱人把吃喝玩乐都享受到了极致,但兜里的钱就是花不完,根本花不完,都快长毛了。土豪这么砸钱,按照分成规则,背后的公司得 挣多少钱呐。有意思的是,能够洞察中东土豪 ...