Yalla Group Limited · Q3 2025 earnings

Briefing

Yalla Group grew Q3 revenue 0.8% to $89.6 million and lifted net income 3.9% to $40.7 million with a 45.4% net margin.

Yalla Group reported Q3 2025 revenue of $89.6 million, up 0.8% from $88.9 million a year ago, as a broadening user base and improved monetization offset modest top-line growth. Operating income rose 3.9% to $33.8 million and net income increased 3.9% to $40.7 million, pushing net margin to 45.4%. Non-GAAP net income was $43.1 million, and the company continued returning capital through its share repurchase program with $51.9 million returned year to date as of November 7.

• Revenue of $89.6 million beat the high end of guidance, up 0.8% year over year.
• Net income rose 3.9% to $40.7 million with net margin expanding to 45.4%, up 1.4 percentage points.
• Non-GAAP net income was $43.1 million, reflecting continued cost management and AI-driven efficiency gains.
• Average MAUs reached 43.4 million as Yalla deepened engagement across MENA social networking and gaming.
• The company returned $51.9 million to shareholders in 2025 via buybacks toward its $150 million authorization.

Headline financials

Revenue & EPS history

For Q4 2025, Yalla expects revenue between $78 million and $85 million as it continues pursuing high-quality growth and shareholder returns.