YALA · NYSE · Software - Application

Yalla Group (ADR)

Operates voice-led social apps and localized mobile games for users across MENA.

$5.51
After-hours close−0.01 (−0.18%)
At close$5.52(−0.72%)
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Profile

Yalla Group LimitedYALAInformation Technology

Operates Yalla and Yalla Ludo, pairing voice-led group chat with casual board games. The Dubai-headquartered platform extends into Arabic messaging and region-specific games for users in MENA and selected adjacent markets.

Yalla and Yalla Ludo are the flagship apps, combining Arabic voice-based group interaction with online board games and voice chat. The portfolio also includes YallaChat for Arabic users, Yalla Game Limited for mid-core and hard-core gaming, and WeMuslim. Yalla Ludo incorporates localized Majlis functionality.

Operations are centered on MENA, with products tailored to Saudi Arabian, Turkish, and South American user communities. Yalla Baloot, 101 Okey Yalla, and Yalla Parchis extend that localized approach beyond the flagship apps. The business operates mainly through subsidiaries in the UAE and China under a Cayman Islands holding company.

Company facts

CEOTao Yang
ListedSep 30, 2020
ExchangeNYSE
HeadquartersDubai, United Arab Emirates
CountryUnited Arab Emirates
Employees815
CIK0001794350
ISINUS98459U1034

Key statistics

Market cap$850.8M
EPS (ttm)$0.7700
P/E (ttm)7.16
ROE16.6%
P/B0.9718
P/S2.54
Dividend yield
Beta0.89vs XLK −0.17

Year to date −21.8% · Average volume (30d) 297.7K

Analysts

No analyst consensus on record.

Earnings

EPS

Estimate
ReportedDue Nov 16, 2026

Revenue

Estimate$87.2M
ReportedDue Nov 16, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 17, 2026Q2 FY26$0.18$79.1M$82.6M+4.5%+4.12%
May 18, 2026Q1 FY26$0.16$78.1M$79.0M+1.2%−6.65%
Mar 9, 2026Q4 FY25$0.20$85.2M$83.9M−1.6%−8.30%
Nov 10, 2025Q3 FY25$0.23$85.2M$89.6M+5.2%−8.24%
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Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$83.9M$84.6M$89.6M$83.9M$79.0M$82.6M
Gross profit$54.7M$56.6M$61.2M$57.5M$52.5M$55.8M
Operating income$31.2M$30.6M$33.8M$26.6M$23.5M$19.4M
Net income$37.1M$36.8M$41.1M$34.9M$28.9M$31.8M
Diluted EPS$0.20$0.20$0.23$0.20$0.16$0.18
Gross margin65.2%67.0%68.3%68.6%66.5%67.6%
Operating margin37.2%36.2%37.7%31.7%29.7%23.5%

Fiscal years (4-quarter sums)FY21 $273.1M · FY22 $303.6M · FY23 $318.9M · FY24 $339.7M · FY25 $341.9M

Revenue by product · FY25

Group Chatting Services$216.4M · 99%
Product And Service, Other$1.5M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $824.2M · Total debt $4.5M · Total assets $934.7M · Shareholders' equity $855.9M

Dividends

No dividends on record.

Ownership

Institutions 13.10%20.23M sharesInsiders 44.01%67.96M sharesOther 42.89%66.22M shares

Shares outstanding 154.41M · Float 48.00M · 31.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Tao Yang · director, officer: Chief Executive Officer60.37M39.10%Form 4Mar 18, 2026
Areo Holdings Ltd25.78M19.20%13GAug 6, 2025
Jianfeng Xu · director, officer: Chief Operating Officer7.57M4.90%Form 4Mar 18, 2026
Acadian Asset Management LLC4.21M2.73%13FMay 13, 2026
FIL Ltd3.56M2.31%13FMay 15, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

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Peers

  • JOYY (ADR)

    Global live-streaming and social-entertainment platform

  • Sea (ADR)

    Mobile-game portfolio led by Garena and Free Fire

CompareAfter-hours close

CompanyPriceChange
Yalla Group (ADR)$5.51−0.18%$850.8M7.22.5−2.3%
JOYY (ADR)$74.53−0.12%$3.86B17.712.21.7+16.4%
Sea (ADR)$119.84+0.46%$71.66B46.127.82.6+46.9%
Median31.920.02.1+31.6%