Yalla Group (YALA) Q3 2025 Earnings — Mild Revenue Growth, Strong User Engagement

Yalla Group Limited reported Q3 2025 revenues of US$89.6 million, marking a modest 0.8% year‑over‑year increase. Net income rose to US$40.7 million, up 3.9% from a year ago, and net margin improved to 45.4%. Active user engagement showed positive momentum: average monthly active users (MAUs) climbed 8.1% to 43.4 million, though paying users declined by 9.7% to 11.4 million. The company slowed its cost of revenues by 10.7% to US$28.4 million, aiding margin expansion. Looking ahead, Yalla expects Q4 2025 revenues in the range of US$78 million to US$85 million and full‑year growth to be in line with 2024 or low single‑digits. The company plans to continue its share repurchase program (US$150 million target by 2026) to support shareholder value. In short: solid operational efficiency and user reach, but the drop in paying users and cautious guidance temper the optimism. #YallaGroup #Q3Earnings #MAUGrowth #GamingApps #SlimScan #GrowthStocks #CANSLIM