1. YALA's Q1 2025 revenue reached $83.9 million, up 6.5% year-over-year. 2. Net income increased by 17% to $36.4 million, with a 43.4% net margin. 3. Average monthly active users surged 17.9% to 44.6 million. 4. Paying users dropped by 8% to 11.8 million, despite revenue growth. 5. The company plans to increase its share buyback program to $50 million.
YALA's revenue and net income growth indicate strong operational performance. The increase in MAUs reflects effective user acquisition strategies, which could enhance future revenue potentials.
The strong financial results and increasing MAUs position YALA favorably in the market. The raised buyback target adds to investor confidence, enhancing its share value.
The company’s consistent quarterly performance and buyback program are likely to attract investor interest soon, enhancing short-term stock performance.
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 its unaudited financial results for the first quarter ended March 31, 2025.
For the three months ended
| Key Metrics | March 31, 2024 | March 31, 2025 |
|---|---|---|
| Average MAUs (in thousands) | 37,791 | 44,555 |
| Paying users (in thousands) | 12,806 | 11,787 |
[1] Net margin is net income as a percentage of revenues.
[2] Non-GAAP net income represents net income excluding share-based compensation.
[3] Non-GAAP net margin is non-GAAP net income as a percentage of revenues.
[4] "Average MAUs" refers to the average monthly active users.
[5] "Paying users" refers to registered users who played a game or purchased our virtual items.
"We kicked off 2025 with a strong first quarter. Even with the impact of Ramadan, our revenues reached US$83.9 million, up 6.5% year over year," said Mr. Yang Tao, Founder, Chairman and CEO of Yalla.
Our revenues were US$83.9 million in the first quarter of 2025, a 6.5% increase from US$78.7 million in the first quarter of 2024.
In the first quarter of 2025, revenues generated from chatting services were US$53.5 million, and revenues from games services were US$30.1 million.
Our total costs and expenses were US$52.7 million in the first quarter of 2025, a 6.2% increase from US$49.6 million in the first quarter of 2024.
Operating income was US$31.2 million in the first quarter of 2025, a 7.1% increase from US$29.1 million in the same period last year.
Our net income was US$36.4 million in the first quarter of 2025, a 17.0% increase from US$31.1 million in the first quarter of 2024.
For the second quarter of 2025, Yalla currently expects revenues to be between US$76.0 million and US$83.0 million.
The Company's management will host an earnings conference call on Monday, May 19, 2025, at 8:00 PM U.S. Eastern Time.
Dial-in details for the earnings conference call are as follows:
Yalla Group Limited is the largest MENA-based online social networking and gaming company, operating mobile applications Yalla and Yalla Ludo. The Company continues to add engaging new content and is expanding its capabilities in mid-core and hard-core games in the region.