Yalla Group/$YALA

1D1W1MYTD1Y5YMAX

About Yalla Group

Yalla Group Ltd is a MENA-based online social networking and gaming company. It operates two flagship mobile applications, Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online versions of board games popular in MENA, with in-game voice chat and localized majlis functions. The group has one operating segment, which is the social networking and entertainment platform.
Ticker
$YALA
Sector
Software & Cloud Services
Primary listing
NYSE
Employees
-
Headquarters
Dubai, United Arab Emirates

Yalla Group Metrics

BasicAdvanced
$826M
7.15
$0.76
0.51
-

What the Analysts think about Yalla Group

Analyst ratings (Buy, Hold, Sell) for Yalla Group stock.
Analyst projections of the future price of Yalla Group stock.

Bulls say / Bears say

Gaming is becoming a stronger second engine: Q2 games-services revenue rose 11.6% year on year to US$34.2 million, or 41.4% of group revenue. Turbo Match is expanding beyond MENA, while the strategy title is being prepared for a larger campaign after its next version update. (PR Newswire, Yahoo Finance)
The platform is still widening its reach: average monthly active users rose 12.3% year on year to 47.6 million in Q2. Management also reported a sequential rebound in Yalla Ludo paying users, suggesting product campaigns can improve monetisation when regional conditions are supportive. (PR Newswire)
Yalla has financial capacity to invest through the transition and return capital to shareholders. Cash, term deposits and short-term investments stood at US$824.2 million at the end of June, while the company has authorised a new two-year share-repurchase programme of up to US$150 million. (PR Newswire, Yahoo Finance)
The core monetisation trend remains weak: Q2 revenue fell to US$82.6 million from US$84.6 million a year earlier, while paying users dropped to 10.9 million from 11.2 million. Management’s Q3 revenue outlook of US$78 million to US$85 million also points to limited near-term growth. (PR Newswire, SEC Filing)
Growth investment is already weighing on profitability: selling and marketing expenses more than doubled year on year to US$17.8 million, while Q2 net income fell to US$29.3 million from US$36.5 million. If user-acquisition spending stays high, the gaming ramp may not translate into stronger earnings per share. (Yahoo Finance, SEC Filing)
The near-term growth plan depends on new products offsetting a declining legacy business. Management expects 2026 revenue to be broadly flat, with new games compensating for a slight core-business decline, so a disappointing launch or slower monetisation could leave Yalla with higher costs but no group-level growth. (Yahoo Finance, PR Newswire)
Data summarised monthly by Lightyear AI. Last updated on 15 Sept 2026.

Yalla Group Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Yalla Group Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.