Yalla Group Ltd (YALA) SEC Filings & Earnings Calls
EquiReason read 6 Yalla Group Ltd SEC filings in the last 12 months. Latest: 6-K on 2026-08-18 — Yalla Group Q2 2026 revenue $82.6M (down 2.4% YoY), net income $29.3M (down 19.7% YoY), MAUs up 12.3% to 47.6M, paying users down 2.9% to 10.9M. Revenue exceeded guidance upper end.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 898.3M
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 9 Nov, in 16 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
18 Aug 20266-KYalla Group Q2 2026 revenue $82.6M (down 2.4% YoY), net income $29.3M (down 19.7% YoY), MAUs up 12.3% to 47.6M, paying users down 2.9% to 10.9M. Revenue exceeded guidance upper end, but profitability declined due to 106% increase in S&M speearningsopen
Figures in the filing · each found in the filing text
| Revenues · Q2-2026 | $83M | -2% y/y |
| Net income · Q2-2026 | $29M | -20% y/y |
| Non-GAAP net income · Q2-2026 | $34M | -13% y/y |
| Average MAUs · Q2-2026 | 47,625,000 | +12% y/y |
| Paying users · Q2-2026 | 10,861,000 | -3% y/y |
| Net margin · Q2-2026 | 35.5% | |
| Non-GAAP net margin · Q2-2026 | 41.7% | |
| Revenues from chatting services · Chatting services · Q2-2026 | $47M | |
| Revenues from games services · Games services · Q2-2026 | $34M | +12% y/y |
Risks flagged
Geopolitical risk in MENA region impacting paying user base
“decrease in paying users attributable to the impact of recent geopolitical events in the broader region” · word for word
Aggressive S&M spend (106% YoY increase) compressing margins without clear payback
“Selling and marketing expenses were $17.8 million, a 106.0% increase from $8.7 million in Q2 2025”
19 May 20266-KYalla Group Q1 2026 revenue $79.0M (down 5.8% y/y), net income $28.4M (down 22% y/y), MAUs up 7.7% to 48M but paying users down 11.1% to 10.5M. Revenue miss vs prior year, geopolitical impact cited.earningsopen
Figures in the filing · each found in the filing text
| Revenues · Q1-2026 | $79M | -6% y/y |
| Net income · Q1-2026 | $28M | -22% y/y |
| Non-GAAP net income · Q1-2026 | $33M | -15% y/y |
| Average MAUs · Q1-2026 | 48,007,000 | +8% y/y |
| Paying users · Q1-2026 | 10,476,000 | -11% y/y |
| Chatting services revenue · chatting · Q1-2026 | $48M | |
| Games services revenue · games · Q1-2026 | $30M | |
| Net margin · Q1-2026 | 35.9% | |
| Non-GAAP net margin · Q1-2026 | 42.1% |
Risks flagged
Geopolitical events in the broader region impacting paying user base and revenue.
“Revenues decreased primarily due to a decrease in paying users attributable to the impact of the recent geopolitical events in the broader region.”
Selling and marketing expenses up 40% y/y, outpacing revenue growth, raising efficiency concerns.
“Selling and marketing expenses were US$9.7 million, a 40.0% increase from US$6.9 million in the first quarter of 2025.”
22 Apr 202620-FYalla Group reported FY2025 revenue of US$341.9M, up 0.7% YoY, with average MAUs growing to 44.8M in Q4 2025.earningsopen
Figures in the filing · each found in the filing text
| Average MAUs · Q4-2025 | 44,800,000 | +8% y/y |
| Paying Users · Q4-2025 | 10,400,000 | |
| Revenue · FY2025 | $342M | +1% y/y |
| Share-based Compensation Expense · FY2025 | $10M | |
| Unrecognized Share-based Compensation · 2025-12-31 | $28M | |
| Registered Users · 2025-12-31 | 1,037,300,000 |
Risks flagged
Geopolitical Instability in MENA
“More recently, heightened geopolitical tensions involving the United States, Israel and Iran, including direct and indirect military actions, airstrikes and retaliatory measures in the region, have increased the risk of a broader regional conflict.” · word for word
Oil Price Dependency
“The UAE's economy as well as a number of other economies within MENA are highly dependent upon the oil and gas industry.” · word for word
Regulatory Risk in UAE (VoIP)
“Our mobile applications, which enable voice-based, real-time communications on the Internet, may be deemed to be VoIP services.” · word for word
Data Privacy Regulation
“The United Arab Emirates issued Federal Decree-Law No. 45 of 2021 regarding the Protection of Personal Data, or the UAE DP Law, which came into effect on January 2, 2022.” · word for word
User Growth Deceleration
“Our revenues increased by 6.5% from US$318.9 million in 2023 to US$339.7 million in 2024, and further increased by 0.7% to US$341.9 million in 2025.” · word for word
10 Mar 20266-KYalla Group Q4 2025 revenue $83.9M (-7.6% YoY), net income $34.5M (+6.2% YoY), net margin 41.2%. MAUs up 8.2% to 44.8M, but paying users down to 10.4M from 12.3M. FY25 revenue $341.9M (+0.7% YoY), net income $148.1M (+10.4% YoY).earningsopen
Figures in the filing · each found in the filing text
| Revenues · Q4-2025 | $84M | -8% y/y |
| Chatting services revenues · Chatting services · Q4-2025 | $54M | |
| Games services revenues · Games services · Q4-2025 | $30M | |
| Net income · Q4-2025 | $35M | +6% y/y |
| Net margin · Q4-2025 | 41.2% | |
| Non-GAAP net income · Q4-2025 | $37M | +3% y/y |
| Non-GAAP net margin · Q4-2025 | 43.9% | |
| Average MAUs · Q4-2025 | 44,848,000 | +8% y/y |
| Paying users · Q4-2025 | 10,444,000 | -15% y/y |
| Full year revenues · FY2025 | $342M | +1% y/y |
Risks flagged
Revenue decline in Q4 due to fewer promotion events from third-party payment platforms; paying users decreased 15.2% YoY.
“Decrease was primarily due to a decrease in paying users as a result of fewer promotion events held by third-party payment platforms in Q4 2025 compared with Q4 2024.”
Dependence on third-party payment platforms for user acquisition and monetization.
“Revenue decline attributed to fewer promotion events by third-party payment platforms.”
12 Nov 20256-KQ3 2025 revenue $89.6M (+0.8% YoY), net income $40.7M (+3.9% YoY), net margin 45.4% (+1.4pp YoY). Average MAUs 43.4M (+8.1% YoY). Revenue beat high end of guidance. Share repurchase $51.9M YTD.earningsopen
Figures in the filing · each found in the filing text
| Revenues · Q3-2025 | $90M | +1% y/y |
| Net income · Q3-2025 | $41M | +4% y/y |
| Non-GAAP net income · Q3-2025 | $43M | +1% y/y |
| Average MAUs · Q3-2025 | 43,420,000 | +8% y/y |
| Paying users · Q3-2025 | 11,366,000 | -10% y/y |
| Chatting services revenue · Chatting services · Q3-2025 | $56M | |
| Games services revenue · Games services · Q3-2025 | $34M | |
| Net margin · Q3-2025 | 45.4% | |
| Non-GAAP net margin · Q3-2025 | 48.1% |
Risks flagged
Paying users declining (-9.7% YoY) despite MAU growth; monetization shift may pressure revenue if trend continues.
“Paying users decreased by 9.7% to 11.4 million from 12.6 million.”
Yalla Group Ltd — questions
- What did Yalla Group Ltd file recently?
- 6 SEC filings in the last 12 months. Latest: 6-K on 2026-08-18 — Yalla Group Q2 2026 revenue $82.6M (down 2.4% YoY), net income $29.3M (down 19.7% YoY), MAUs up 12.3% to 47.6M, paying users down 2.9% to 10.9M. Revenue exceeded guidance upper end, but profitability declined due to 106% increase in S&M spe
Every figure on this page comes from Yalla Group Ltd's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.