Yalla Group Limited reported its unaudited financial results for the second quarter ended June 30, 2025, with revenues of US$84.6 million. This figure represents a 4.1% increase from US$81.2 million in Q2 2024 and exceeded the upper end of the company's guidance.
Net income for the quarter increased by 16.4% year-over-year to US$36.5 million, compared to US$31.4 million in the second quarter of 2024, with the net margin expanding by 4.6 percentage points to 43.2%. Average monthly active users (MAUs) grew by 8.8% to 42.4 million, despite a short-term sequential dip due to a strategic focus on high-engagement users.
The company announced that it decided to cancel all shares repurchased in 2025, with 6,230,299 ADSs already canceled as of August 11, 2025. From January 1 through June 30, 2025, Yalla repurchased 6,230,299 ADSs for approximately US$41.0 million. Yalla also confirmed plans to release two Match-3 titles in the third quarter of 2025 and a self-developed roguelike game in the fourth quarter, alongside preparing for hard-core game distribution. For the third quarter of 2025, Yalla expects revenues to be between US$78.0 million and US$85.0 million, with full-year 2025 revenue (excluding new products) projected to be flat to low single-digit growth compared to 2024, and net margin around 40%.
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