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Sep 30, 2025
Yalla Q3 2025 Earnings Report
Yalla posted modest revenue growth and increased profitability in Q3 2025.
Key Takeaways
Yalla delivered solid Q3 2025 results with slight revenue growth, increased net and operating income, and robust user engagement, despite a decline in paying users.
Revenue reached $89.6 million, up from $88.9 million a year ago.
Net income rose to $40.7 million, with a net margin of 45.4%.
Average MAUs increased to 43.4 million, an 8.1% YoY growth.
Paying users declined 9.7% to 11.4 million.
Revenue by Segment
Forward Guidance
Yalla expects Q4 2025 revenues between $78.0 million and $85.0 million.
Positive Outlook
- Strong performance from newly launched Turbo Match game.
- Upcoming roguelike and SLG games to support growth.
- Improved operational efficiency with cost management initiatives.
- Robust cash position to support investments and shareholder returns.
- Continued focus on product optimization and AI development.
Challenges Ahead
- Decline in paying user count may impact monetization.
- Higher marketing expenses driven by user acquisition efforts.
- Increased tech and product development costs due to headcount rise.
- Reduced interest income year-over-year.
- Competitive pressure in MENA gaming and social platforms.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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