Yalla Group (ADR)
Operates voice-led social apps and localized mobile games for users across MENA.
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Profile
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
Categories
Key statistics
Year to date −21.8% · Average volume (30d) 297.7K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next 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% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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 margin | 65.2% | 67.0% | 68.3% | 68.6% | 66.5% | 67.6% | |
| Operating margin | 37.2% | 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
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
Shares outstanding 154.41M · Float 48.00M · 31.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Tao Yang · director, officer: Chief Executive Officer | 60.37M | 39.10% | Form 4 | Mar 18, 2026 |
| Areo Holdings Ltd | 25.78M | 19.20% | 13G | Aug 6, 2025 |
| Jianfeng Xu · director, officer: Chief Operating Officer | 7.57M | 4.90% | Form 4 | Mar 18, 2026 |
| Acadian Asset Management LLC | 4.21M | 2.73% | 13F | May 13, 2026 |
| FIL Ltd | 3.56M | 2.31% | 13F | May 15, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- JOYY (ADR)
Global live-streaming and social-entertainment platform
- Sea (ADR)
Mobile-game portfolio led by Garena and Free Fire
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Yalla Group (ADR) | $5.51 | −0.18% | $850.8M | 7.2 | — | 2.5 | −2.3% |
| JOYY (ADR) | $74.53 | −0.12% | $3.86B | 17.7 | 12.2 | 1.7 | +16.4% |
| Sea (ADR) | $119.84 | +0.46% | $71.66B | 46.1 | 27.8 | 2.6 | +46.9% |
| Median | 31.9 | 20.0 | 2.1 | +31.6% |




