Yalla Group releases Q4 and full-year 2025 financial report

March 10, 2026, Dubai, UAE ——Yalla Group (NYSE: YALA), the largest local online social and gaming company in the Middle East and North Africa(Hereinafter referred to as 'Yalla' or 'the Company') announced its unaudited financial results for the fourth quarter and full year ended December 31, 2025 today.

Core financial and operational data for the fourth quarter of 2025

RevenueAmounting to 83.861 million US dollars, of which:

——Social service revenue was 53.797 million US dollars

——Game service revenue was 29.485 million US dollars

Net profit34.534 million US dollars,Net profit marginan increase of 6.2% compared to 32.531 million US dollars in the same period last year, with a growth rate of 41.2%

Net profit (according to non-US GAAP)was 36.851 million US dollars,Net profit margin (according to non-US GAAP)was 43.9%, an increase of 3.2% compared to 35.703 million US dollars in the same period last year

Average monthly active usersreached 44.848 million, an increase of 8.2% compared to 41.445 million in the same period last year

Number of paying usersamounted to 10.444 million,average revenue per paying useran increase of 8.8% compared to the same period last year

Highlights of full-year performance in 2025

Revenueamounted to 341.9 million US dollars, including:

——Social service revenue was 216.4 million US dollars

——Game service revenue was 124.0 million US dollars

Net profitamounted to 148.1 million US dollars,Net profit marginaccounting for 43.3%, an increase of 10.4% compared to 134.2 million US dollars in the same period last year

Net profit (according to non-US GAAP)amounted to USD 158.5 million,Net profit margin (non-GAAP)was 46.3%, representing a 6.5% increase from USD 148.8 million in the same period last year

Our financial performance in 2025 was strong, with full-year revenue increasing to USD 341.9 million and net profit growing by 10.4% year-over-year to USD 148.1 millionYang Tao, Founder, Chairman, and CEO of Yalla Groupstated, 'Through efficient execution, we have continuously improved our product ecosystem, effectively enhancing user engagement, which drove a year-over-year increase of 8.2% in average monthly active users during Q4 to 44.842 million. Additionally, driven by continuous product innovation and effective marketing strategies, gaming services revenue grew by 9.1% for the full year, showing an accelerating growth trend. Our first match-3 game, Turbo Match, received positive feedback after launch, while another desert-themed strategy game is expected to be promoted widely in Q2 2026, helping us expand into new user demographics.'

At the same time, we continue to deepen the application of AI technology within our product ecosystem, greatly improving operational efficiency and accelerating product innovation and localization. As a core initiative of our regional growth strategy, we have further solidified our market position in Saudi Arabia, reaching a strategic partnership with the Saudi Esports Federation to become the official partner of the 2026 Saudi Esports League and supporting local talent development programs. Moving forward, we will continue strengthening the synergies between our social and gaming businesses, reinforcing our technical capabilities, enriching our product pipeline, and consolidating our leading position in the fast-growing MENA region to drive long-term sustainable high-quality growth,' Yang Tao concluded.

Hu Yang, Chief Financial Officer of Yalla Groupstated, 'In Q4 2025, the company continued to enhance operational efficiency and strengthen profitability, driving a 6.2% year-over-year increase in net profit to USD 34.534 million, with the net profit margin increasing by 5.4 percentage points year-over-year to 41.2%. On a full-year basis, through strong strategic execution and meticulous cost management, we achieved dual growth in both revenue and profit. With robust financial health and ample cash flow, we are confident in continuing to create value for shareholders. In 2025, the company returned approximately USD 56.6 million to shareholders through its stock repurchase program. Moreover,the company has initiated a new share repurchase program, planning to repurchase shares up to a total of USD 150 million over the next 24 months starting from March 9, 2026.Looking ahead, we will continue to focus on long-term high-quality growth opportunities, delivering greater value and returns to all shareholders and investors.

Business Outlook

For the first quarter of 2026, the company expects revenue to be in the range ofUSD 75 million to USD 82 million。

The above forecast is based on current market conditions and reflects the preliminary views of the company’s management regarding the market, operational status, and customer demand, all of which are subject to change in the future.

Earnings Call

The company will hold its earnings call onMonday, March 9, 2026, at 8:00 PM Eastern Standard Time (which corresponds to 4:00 AM Dubai time and 8:00 AM Beijing time on Tuesday, March 10, 2026)to discuss its financial performance.

You can complete online registration by accessing the following link prior to the start of the meeting:
https://register-conf.media-server.com/register/BId6ac40b44aa146df8531eae7cb1148cf

Upon successful registration, you will receive meeting access information, including dial-in numbers, personal PINs, and detailed email instructions for joining the teleconference.

In addition, you can also visit the company's investor relations websitehttps://ir.yalla.com/ Listen to the conference call live or access the replay after the event.

Yalla Group (YALA)

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