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]

Group 1 - The core viewpoint of the article highlights Yalla Technology's recent stock performance and financial results, indicating a positive growth trajectory in both revenue and net profit [1][3] - As of September 30, 2025, Yalla Technology reported total revenue of $258 million, reflecting a year-over-year increase of 3.71% [1] - The company's net profit attributable to shareholders reached $115 million, showing a year-over-year growth of 11.53% [1] Group 2 - Yalla Group Limited is the largest voice-centric social network and entertainment platform in the Middle East and North Africa, operating two flagship mobile applications: Yalla and Yalla Ludo [2] - Yalla has expanded its content offerings to create a comprehensive ecosystem focused on meeting the evolving online social networking and entertainment needs of users in the region [2] - The company is actively exploring markets outside the Middle East, launching a Ludo game tailored for the South American market called Yalla Parchis [2]

Group 1 - Yalla Technology (YALA) experienced a 2.08% increase in stock price, reaching $7.115 per share, with a total market capitalization of $1.121 billion as of December 17 [1] - For the fiscal year ending June 30, 2025, Yalla Technology reported total revenue of $168 million, reflecting a year-over-year growth of 5.32%, and a net profit attributable to shareholders of $73.86 million, which is a 16.8% increase compared to the previous year [1] - The company is set to release its Q3 financial report for the fiscal year 2025 on November 10, with the actual disclosure date subject to company announcements [1] Group 2 - Yalla Group Limited is the largest voice-centric social network and entertainment platform in the Middle East and North Africa, operating two flagship mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application [2] - The company has expanded its content offerings to create a region-focused integrated ecosystem that caters to the evolving online social networking and entertainment needs of users in the Middle East and North Africa [2] - Yalla is actively exploring markets outside the Middle East, having launched a Ludo game called Yalla Parchis targeted at the South American market [2]

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 Technology (YALA) experienced a stock price increase of 2.31%, reaching $7.97 per share, with a total market capitalization of $1.256 billion as of August 25 [1] - For the fiscal year ending June 30, 2025, Yalla reported total revenue of $168 million, reflecting a year-over-year growth of 5.32%, and a net profit attributable to shareholders of $73.86 million, which is a 16.8% increase compared to the previous year [1] Company Overview - Yalla Group Limited is the largest voice-centric social network and entertainment platform in the Middle East and North Africa (MENA) region [2] - The company operates two flagship mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming app featuring online board games, which are popular in the MENA region [2] - Yalla has expanded its content offerings to create a region-focused integrated ecosystem that caters to the evolving online social networking and entertainment needs of users in MENA [2] Product and Market Expansion - The ecosystem includes YallaChat, an instant messaging product tailored for Arabic users, and Waha, a social networking product designed for the metaverse [2] - Yalla also offers games like Yalla Baloot and 101 Okey Yalla, aimed at maintaining a vibrant local gaming community [2] - The company is actively exploring markets outside the MENA region, launching a Ludo game called Yalla Parchis targeted at the South American market [2] User Engagement and Community Building - Yalla's mobile applications provide a seamless experience that fosters loyalty and a sense of belonging among users [2] - The company emphasizes attention to detail and localization to build a highly engaged and participatory user community that resonates deeply with its audience [2] - Through its subsidiary Yalla Game Limited, the company has enhanced its distribution capabilities for core and hardcore gaming in the MENA region, leveraging local expertise to deliver exciting new content to users [2]

Core Insights - Yalla Technology (YALA) experienced a 2.03% increase in stock price, reaching $7.775 per share, with a total market capitalization of $1.225 billion as of August 19 [1] - For the fiscal year ending March 31, 2025, Yalla reported total revenue of $83.8768 million, reflecting a year-over-year growth of 6.54%, and a net profit attributable to shareholders of $37.0914 million, which is a 17.4% increase compared to the previous year [1] - Yalla Technology is set to release its fiscal year 2025 mid-term report on August 11, after market hours [1] Company Overview - Yalla Group Limited is the largest voice-centric social network and entertainment platform in the Middle East and North Africa (MENA) region [2] - The company operates two flagship mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online tabletop games [2] - Yalla has expanded its content offerings to create a region-focused integrated ecosystem that caters to the evolving online social networking and entertainment needs of users in MENA [2] Product and Market Expansion - The ecosystem includes YallaChat, a messaging product tailored for Arabic users, and Waha, a social network designed for the metaverse [2] - Yalla also offers games like Yalla Baloot and 101 Okey Yalla, aimed at maintaining a vibrant local gaming community [2] - The company is actively exploring markets outside the MENA region, launching a Ludo game called Yalla Parchis targeted at the South American market [2] User Engagement Strategy - Yalla's mobile applications provide a seamless experience that fosters loyalty and a sense of belonging among users [2] - The company emphasizes attention to detail and localization to build a highly engaged and participatory user community [2] - Through its subsidiary Yalla Game Limited, Yalla has enhanced its distribution capabilities for core and hardcore games in the MENA region, leveraging local expertise to deliver exciting new content [2]