Yalla Group Ltd
NYSE:YALA
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Yalla Group Ltd
NYSE:YALA
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AE |
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Zhongtai Securities Co Ltd
SSE:600918
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CN |
Yalla Group Ltd
Yalla Group Ltd. is a holding company, which engages in the development of voice-centric social networking and entertainment platform. The company is headquartered in Dubai, Dubai. The company went IPO on 2020-09-30. The Company, through its wholly-owned subsidiaries, operates a voice-centric social networking and entertainment platform in the Middle East and North Africa region. The Company’s mobile application, Yalla facilitates online voice-based chatting among users or voice live streaming, and Yalla Ludo provides a platform for board games such as Ludo and Domino. The platform allows individual users free access to the basic functions on the platform. The company also provides enhanced experiences for individual users by sales of virtual items and provision of upgrade services on the platform. The firm operates its business through Yalla UAE, Hangzhou Yale and Shenzhen Moov. Yalla UAE functions as its primary business operation center and engages in sales, marketing, customer service and other business operations. Hangzhou Yale performs technology and product development functions. Shenzhen Moov primarily performs marketing and financial reporting functions.
Yalla Group Ltd. is a holding company, which engages in the development of voice-centric social networking and entertainment platform. The company is headquartered in Dubai, Dubai. The company went IPO on 2020-09-30. The Company, through its wholly-owned subsidiaries, operates a voice-centric social networking and entertainment platform in the Middle East and North Africa region. The Company’s mobile application, Yalla facilitates online voice-based chatting among users or voice live streaming, and Yalla Ludo provides a platform for board games such as Ludo and Domino. The platform allows individual users free access to the basic functions on the platform. The company also provides enhanced experiences for individual users by sales of virtual items and provision of upgrade services on the platform. The firm operates its business through Yalla UAE, Hangzhou Yale and Shenzhen Moov. Yalla UAE functions as its primary business operation center and engages in sales, marketing, customer service and other business operations. Hangzhou Yale performs technology and product development functions. Shenzhen Moov primarily performs marketing and financial reporting functions.
Revenue: Q4 revenue was USD 83.9 million (down from USD 90.8M a year ago) and full‑year 2025 revenue was USD 341.9 million.
Profitability: Net income for FY2025 rose to USD 148.1 million (up 10.4% YoY); Q4 net income was USD 34.5 million (up 6.2% YoY) with Q4 net margin of 41.2%.
Gaming pipeline: Two new titles — Match‑3 (Turbo Match) and a desert‑themed SLG — are rolling out; management expects meaningful revenue contribution from mid‑core/hard‑core titles in H2 2026.
Users: Monthly active users reached 44.8 million in Q4, up 8.2% YoY; engagement campaigns (e.g., 101 Okey Yalla anniversary) drove record participation and strong short‑term revenue uplift.
AI & product: In‑house multimodal AI model (CMIS) is used for Arabic content moderation, cultural context, and marketing optimization; company plans deeper AI integration across products and ops.
Guidance & outlook: Q4 2026 revenue guidance is USD 75–82 million (Ramadan falls fully in the quarter); management expects mature business revenue roughly flat in 2026 and margin around 40%.
Capital returns: Executed USD 56.6 million of repurchases in 2025 (shares to be cancelled); remaining USD 44 million under prior program and a new USD 150 million repurchase authorization for Mar 9, 2026–Mar 8, 2028.
