Yalla Group/$YALA

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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

815

Headquarters

Dubai, United Arab Emirates

Yalla Group Metrics

BasicAdvanced
$1.1B
8.96
$0.81
0.80
-

What the Analysts think about Yalla Group

Analyst ratings (Buy, Hold, Sell) for Yalla Group stock.

Bulls say / Bears say

Net income for Q2 2025 grew 16.4% year-over-year to US$36.5 million, while net margin expanded by 4.6 percentage points to 43.2%, reflecting strong operational efficiency improvements (PR Newswire).
Average monthly active users (MAUs) increased 8.8% year-over-year to 42.4 million in Q2 2025, underscoring robust user engagement and successful regional expansion efforts (PR Newswire).
Yalla repurchased 6,230,299 American depositary shares for approximately US$41.0 million through June 30, 2025 under its share buyback program, demonstrating management’s confidence in the company’s long-term value creation potential (PR Newswire).
Paying users on Yalla’s platform declined 7.0% year-over-year to 11.19 million in Q2 2025, signaling potential challenges in converting a growing user base into paying customers (IR Yalla).
Technology and product development expenses rose 28.6% and general & administrative expenses increased 18.8% year-over-year in Q2 2025, suggesting rising operating costs that could pressure margins if revenue growth slows (IR Yalla).
Yalla’s Q2 revenue of US$84.6 million missed the consensus analyst estimate of US$84.95 million, contributing to a 7.1% share price drop on the earnings release date and raising concerns about near-term growth momentum (Investing.com).
Data summarised monthly by Lightyear AI. Last updated on 7 Nov 2025.

Yalla Group Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Yalla Group Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
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.

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