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Jun 30
Yalla Q2 2025 Earnings Report
Delivered year-over-year revenue growth and higher profitability, with Q2 2025 revenue of $84.6M and net income of $36.5M.
Key Takeaways
Yalla posted Q2 2025 revenue of $84.6M (+4.1% YoY) and net income of $36.5M, driven by growth in chatting and games services. Operating income was $30.6M, diluted EPS reached $0.20, and non‑GAAP diluted EPS was $0.22. MAUs rose to 42.4M while paying users declined to 11.2M.
Revenue reached $84.6M (+4.1% YoY) in Q2 2025.
Net income increased to $36.5M with a 43.2% net margin.
Average MAUs grew to 42.4M (+8.8% YoY); paying users fell to 11.2M (−7.0% YoY).
Chatting services generated $53.6M and games services $30.7M in revenue.
Yalla
Yalla
Yalla Revenue by Segment
Revenue by Segment
Chatting services Revenue
CapyFin.comGames services Revenue
CapyFin.com Forward Guidance
For Q3 2025, Yalla expects revenue between $78.0M and $85.0M.
Positive Outlook
- Continued YoY revenue growth in Q2 2025 provides momentum into Q3.
- Improved profitability with higher net income and margins.
- Non‑GAAP net income increased to $39.4M, indicating core strength.
- MAU expansion suggests healthy user engagement trends.
- Strong liquidity with $704.1M in cash, equivalents, term deposits and short‑term investments combined.
Challenges Ahead
- Paying users declined 7% YoY, which may pressure monetization.
- Total costs and expenses increased 4.6% YoY in Q2.
- G&A and technology/product development expenses rose notably YoY.
- Interest income dipped versus prior year, slightly offsetting operating gains.
- Q3 revenue guidance midpoint (~$81.5M) is below Q2 revenue ($84.6M).