Yalla Group

YALA

Market cap $1.1B

Yalla Group Limited (NYSE:YALA ) Q2 2025 Earnings Conference Call August 11, 2025 8:00 PM ET Company Participants Jianfeng Xu - Director & COO Kerry Gao - Investor Relations Director Saifi Ismail - Director & President Tao Yang - Chairman & CEO Yang Hu - Chief Financial Officer Conference Call Participants Chloe Wei - Unidentified Company CICC - Unidentified Company Lincoln Kong - Goldman Sachs Group, Inc., Research Division Xiaoyue Hu - Haitong International Research Limited Xueqing Zhang - China International Capital Corporation Limited, Research Division Yicheng Yuan - UBS Investment Bank, Research Division Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by for Yalla Group Limited's Second Quarter 2025 Earnings Conference Call.

DUBAI, UAE, Aug. 11, 2025 /PRNewswire/ -- 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 second quarter ended June 30, 2025. Second Quarter 202 5 Financial and Operating Highlights Revenues were US$84.6 million in the second quarter of 2025, representing an increase of 4.1% from the second quarter of 2024.

DUBAI, UAE, Aug. 4, 2025 /PRNewswire/ -- 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 that it will report its unaudited financial results for the second quarter 2025 after the U.S. market closes on Monday, August 11, 2025. Yalla Group Limited will hold a conference call on Monday, August 11, 2025, at 8:00 PM Eastern Time, 4:00 AM  Dubai  Time on Tuesday, August 12, 2025, or 8:00 AM Beijing Time on Tuesday, August 12, 2025, to discuss the financial results.

Yalla Group is a buy due to its strong financials, debt-free status, and significant cash reserves supporting strategic growth through 2026. The stock is undervalued, trading below peers on forward PE and EV/EBITDA, with a high free cash flow per share and active share repurchase program. YALA's share price has surged year-to-date, partly driven by its ongoing buyback initiative, with further upside expected as repurchases continue.

Yalla Group Limited. (NYSE:YALA ) Q1 2025 Earnings Conference Call May 19, 2025 8:00 PM ET Company Participants Kerry Gao - Investor Relations Director Tao Yang - Chairman and Chief Executive Officer Saifi Ismail - Director and President Karen Hu - Chief Financial Officer Jianfeng Xu - Director and Chief Operating Officer Conference Call Participants Xueqing Zhang - CICC Xiaoyue Hu - Haitong International Lincoln Kong - Goldman Sachs Kaifang Jia - CITIC Jenny Yuan - UBS Operator Good morning and good evening, ladies and gentlemen.

DUBAI, UAE, May 19, 2025 /PRNewswire/ -- 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. First Quarter 202 5 Financial and Operating Highlights Revenues were US$83.9 million in the first quarter of 2025, representing an increase of 6.5% from the first quarter of 2024.

DUBAI, UAE, May 9, 2025 /PRNewswire/ -- 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 that it will report its unaudited financial results for the first quarter 2025 after the U.S. market closes on Monday, May 19, 2025. Yalla Group Limited will hold a conference call on Monday, May 19, 2025, at 8:00 PM Eastern Time, 4:00 AM  Dubai  Time on Tuesday, May 20, 2025, or 8:00 AM Beijing Time on Tuesday, May 20, 2025, to discuss the financial results.

DUBAI, UAE, April 24, 2025 /PRNewswire/ -- 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 published its 2024 Environmental, Social and Governance (ESG) Report. The report outlines the Company's 2024 ESG performance and forward-looking strategy across five key pillars: responsible governance, environmental stewardship, trust, people, and community engagement, underscoring its continued commitment to sustainable development.

DUBAI, UAE, April 23, 2025  /PRNewswire/ -- 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 that it has filed its annual report on Form 20-F that includes its audited financial statements for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission (the "SEC") on April 23, 2025, U.S. Eastern Time. The annual report can be accessed on Yalla's investor relations website at https://ir.yalla.com and on the SEC's website at https://www.sec.gov.

Yalla's strong cash generation and net cash position of $653M reinforce its potential for dividends and buybacks, making it an attractive investment. The company achieved record revenues of $90M in 4Q24, driven by user growth and increased spending per user, with improved gross margins. Yalla's new game launches and partnerships in 2025 are expected to drive double-digit revenue growth, expanding its user base and increasing in-game spending.