YALLA GROUP SP.ADS/1 CL.A

Yalla Group reported Q2/2026 revenue of $82.6 million, which beat internal guidance but missed analysts' estimate of $85.4 million; EPS was $0.24. Revenue from game services rose 11.6% to $34.2 million, while sales and marketing expenses more than doubled; the non-GAAP net margin remained robust at 41.7%. Cash and cash equivalents stood at $824.2 million, but operating income and non-GAAP profit declined. For Q3 Yalla expects revenue of $78–85 million and largely keeps its full-year 2026 guidance intact; the stock fell about 2.6% after the announcement. » Plus sur de.investing.com

Yalla Group reported Q1 2026 revenue of $79.0 million and EPS of $0.22, missing analyst expectations (revenue $81.7 million, EPS $0.23). Revenue fell 5.8% year‑on‑year and the stock dropped 3.66% in after‑hours trading. The company attributed the decline to geopolitical issues in the MENA region and higher marketing and technology spending, but maintained a non‑GAAP net profit margin of 42.1%. For upcoming quarters, Yalla forecasts moderate revenue growth and plans to drive expansion with new games, AI integration and strategic partnerships. » Plus sur de.investing.com

Yalla Group reported Q4 2025 revenue of $90.83 million, beating expectations of $88.7 million. Net income rose year‑on‑year to $34.5 million with a net margin of 41.2%, while operating profit fell to $26.6 million. Despite the positive revenue and earnings performance, the stock dropped 6.72% in after‑hours trading to $6.52, weighed down by higher sales and marketing expenses and investor concerns. The company is guiding 2026 revenue of $366.24 million and EPS of $1.02, and plans to expand its portfolio in the MENA region. » Plus sur de.investing.com