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Yalla Group Limited Announces Unaudited Second Quarter 2026 Financial Results

YALA
  • Yalla Group Limited reported second quarter 2026 total revenues of US$82.6 million, a decrease from US$84.6 million in the same period in 2025.
  • Chatting services generated US$47.4 million in revenue, while games services contributed US$34.2 million, reflecting an 11.6% year-over-year growth.
  • Net income for the quarter was US$29.3 million compared to US$36.5 million in 2025, resulting in a net margin of 35.5%.
  • Non-GAAP net income was US$34.4 million, down from US$39.4 million in 2025, with a non-GAAP net margin of 41.7%.
  • Average monthly active users (MAUs) increased by 12.3% year-over-year to 47.6 million, while the number of paying users decreased to 10.9 million from 11.2 million.
  • Total costs and expenses rose to US$63.2 million, driven by a 106.0% increase in selling and marketing expenses to US$17.8 million for new product promotion.
  • Operating income was US$19.4 million, compared to US$30.6 million in the second quarter of 2025.
  • The company repurchased approximately 2.9 million ADSs during the quarter for US$18.0 million, bringing the first half 2026 total repurchase value to US$27.6 million.
  • Cash and cash equivalents, restricted cash, term deposits, and short-term investments totaled US$824.2 million as of June 30, 2026.
  • For the third quarter of 2026, Yalla expects revenues to range between US$78.0 million and US$85.0 million.
  • A conference call to discuss these results is scheduled for August 17, 2026, at 8:00 PM Eastern Time.