Yalla Group Posted Revenue of US $89.6 Million, Exceeding Expectations Again in Q3 2025

Intro:

Yalla Group Limited is the largest MENA-based online social networking and gaming company, in terms of revenue in 2022. The year 2025 marked the 5th anniversary of Yalla Group's listing on the New York Stock Exchange (NYSE), where the company held a grand bell-ringing ceremony, symbolizing five years of steady growth. Meanwhile, as of November 7, 2025, the company had returned approximately US $51.9 million to shareholders through its share repurchase program, exceeding the initial annual target of US $50.0 million ahead of schedule.

Sustained Breakthroughs in CoreBusiness

In Q3, the company's revenue reached US$89.6 million, achieving steady growth compared to the same period last year. Net income increased by 3.9% YoY to US$40.7 million, with a net profit margin of 45.4%, a further improvement from the previous quarter, indicating enhanced operational efficiency.

By business segment, social services revenue stood at US$55.5 million, accounting for 61.9% of total revenue; gaming services revenue was US$33.8 million, representing 37.7%. The proportion of gaming business revenue continued to rise compared to the same period last year, demonstrating that the company's layout in the gaming sector is gradually delivering growth results.

Meanwhile, Yalla Group continued to advance its share repurchase program. As of November 2025, the company's cumulative repurchase amount for the year reached US$ 51.9 million, exceeding the set target. Currently, the company is implementing a US$150.0 million repurchase program and plans to launch a new medium-to-long-term shareholder return plan upon completion, demonstrating management's confidence in long-term value growth. These capital operations reflect management's firm belief in the company's long-term value and enhance market confidence in stock price recovery and growth potential.

Deepening Local Cultural Engagement

In terms of user growth, data shows that in Q3 2025, the company's average monthly active users (MAU) reached 43.1million, a YoY increase of 8.1%. This growth momentum rebounded significantly following the optimization of user acquisition channels in the previous quarter.

This was driven by Yalla Group's operations team continuing its high-frequency, high-creativity festival marketing strategy, achieving remarkable results in the region.

The September Saudi National Day campaign was a highlight. Yalla launched the "Yalla Season" campaign, creating an immersive festive atmosphere online that aligned with "Riyadh Season," a national celebration. This significantly enhanced the platform's user participation rate and brand influence.

Meanwhile, Yalla Ludo continued its brand tradition by successfully hosting the quarterly "Yalla Ludo Carnival" for the third time. Thanks to innovative gameplay and exquisite visual design, the campaign drove significant growth in in-game purchases.

Diversified operational activities and precise content planning demonstrate Yalla Group's profound understanding of user preferences in the MENA region and strong execution capabilities.

AI Empowerment Improves Operational Efficiency

Since the beginning of this year, AI (Artificial Intelligence) has become the most strategically significant keyword for Yalla Group. In Q3, Yalla achieved dual improvements in operational efficiency and user experience through AI-driven user growth and content innovation.

Currently, Yalla Group's self-developed multimodal AI model, Themis, has been fully deployed across all product lines, serving as the core hub for content security, operational efficiency, and commercial monetization. In addition, the company's AI creative generation model has significantly improved material conversion rates in advertising and user acquisition, while the AI event orchestration engine has doubled the version update frequency of flagship product Yalla Ludo, with simultaneous increases in event density and user participation.

Through AI empowerment, the company has achieved more precise user reach, more efficient event organization, and faster product innovation, thereby building a technological moat for long-term growth.

Accelerated Launch of New Game Matrix

Yalla Group's gaming business has entered a new phase of strategic expansion. In Q3, the company soft-launched its first match-3 game, Turbo Match , on the Android platform, featuring both casual entertainment and personalized customization. Initial data performance was excellent, with user acquisition and retention metrics meeting expectations.

In addition, the company's self-developed roguelike game, Boom Survivor , is scheduled to launch this month; meanwhile, a strategy game (SLG) in partnership with a top international studio is in the final preparation stage for year-end release, with in-depth customization for the MENA market and positive test feedback. In the future, the company will continue to expand its user base in mid-core and hard-core games through a dual model of self-development and publishing, leveraging its existing social and casual game user pools to achieve efficient conversion.

Conclusion

The Q3 2025 earnings report once again confirms Yalla Group's three core strengths: a stable fundamental foundation, a clear growth path, and leading technological capabilities.

Looking ahead, Yalla Group will deepen localized operations in the MENA market and continue to expand the boundaries of entertainment content through AI-driven user insight capabilities.
Media Contact
Company Name: Yalla Group Limited
Contact Person: Kerry Gao - IR Director
Email: Send Email [http://www.universalpressrelease.com/?pr=yalla-group-posted-revenue-of-us-896-million-exceeding-expectations-again-in-q3-2025]
State: DUBAI
Country: United Arab Emirates
Website: http://www.yalla.com

Legal Disclaimer: Information contained on this page is provided by an independent third-party content provider. GetNews makes no warranties or responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you are affiliated with this article or have any complaints or copyright issues related to this article and would like it to be removed, please contact retract@swscontact.com



This release was published on openPR.