Overview
Yalla Q3 2025 revenue rises 0.8% yr/yr
Adjusted net income grew 1.2% yr/yr
Company repurchased $51.9 mln in shares YTD, continuing its share buyback program
Outlook
Yalla expects Q4 2025 revenue between $78 mln and $85 mln
Result Drivers
USER BASE EXPANSION - Revenue growth driven by a broader user base and enhanced monetization capabilities
NEW GAME LAUNCHES - Soft launch of new games, including Turbo Match, contributed to market expansion
COST MANAGEMENT - Net income increase supported by cost management and efficiency improvements, including AI
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$89.60 mln
$86.30 mln (1 Analyst)
Q3 Adjusted Net Income
Beat
$43.10 mln
$40 mln (1 Analyst)
Q3 Adjusted Operating Income
Beat
$36.20 mln
$33.90 mln (1 Analyst)
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Yalla Group Ltd is $8.90, about 14% above its November 10 closing price of $7.65
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nPnpb3jXa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
