Overview

* Yalla Q3 2025 revenue rises 0.8% yr/yr

* Adjusted net income grew 1.2% yr/yr

* Company repurchased $51.9 mln in shares YTD, continuing its share buyback program

Outlook

* Yalla expects Q4 2025 revenue between $78 mln and $85 mln

Result Drivers

* USER BASE EXPANSION - Revenue growth driven by a broader user base and enhanced monetization capabilities

* NEW GAME LAUNCHES - Soft launch of new games, including Turbo Match, contributed to market expansion

* COST MANAGEMENT - Net income increase supported by cost management and efficiency improvements, including AI

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $89.60 $86.30

Revenue mln mln (1

Analyst)

Q3 Beat $43.10 $40 mln

Adjusted mln (1

Net Analyst)

Income

Q3 Beat $36.20 $33.90

Adjusted mln mln (1

Operatin Analyst)

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the online services peer group is "buy"

* Wall Street's median 12-month price target for Yalla Group Ltd is $8.90, about 14% above its November 10 closing price of $7.65

* The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)