Yalla Group launches new round of stock repurchase plan as 2025 revenue and profit double growth

Shanghai Securities News China Securities Journal (Reporter Wang Zilin) announced that on March 10, 2026, Middle East and North Africa online social and gaming company Yalla Group released its unaudited financial results for the fourth quarter and full year ending December 31, 2025.

In Q4 2025, the company achieved operating revenue of $83.861 million, with social services revenue of $53.797 million and gaming services revenue of $29.485 million. Profit-wise, the company reported a net profit of $34.534 million, with a net profit margin of 41.2%.

For the full year 2025, the company achieved operating revenue of $341.9 million, with social services revenue of $216.4 million and gaming services revenue of $124 million. Net profit for 2025 was $148.1 million, a year-over-year increase of 10.4%, with a net profit margin of 43.3%.

“Our 2025 performance was strong, with full-year revenue reaching $341.9 million and net profit increasing by 10.4% year-over-year to $148.1 million,” said Yang Tao, founder, chairman, and CEO of Yalla Group. “Through efficient execution, we continuously improve our product ecosystem, effectively enhance user engagement, and drove an 8.2% year-over-year increase in average monthly active users in Q4 to 44.842 million. Additionally, thanks to ongoing product innovation and effective marketing strategies, gaming service revenue grew 9.1% year-over-year, showing an accelerating growth trend. Our first match-three game, Turbo Match, received positive reviews after launch, and another desert-themed strategy game is expected to be widely promoted in Q2 2026, helping us further expand new user groups.”

Yalla Group CFO Hu Yang stated, “In Q4 2025, the company continued to improve operational efficiency, strengthen profitability, and achieved a 6.2% year-over-year increase in net profit to $34.534 million, with the net profit margin rising 5.4 percentage points to 41.2%. On an annual basis, driven by strong strategic execution and refined cost management, we achieved both revenue and profit growth. With solid financial health and ample cash flow, we are confident in continuing to create value for shareholders. In 2025, the company returned approximately $56.6 million to shareholders through stock buyback programs. Additionally, we launched a new share repurchase plan, intending to buy back up to $150 million worth of shares over the next 24 months starting from March 9, 2026. Moving forward, the company will continue to focus on long-term high-quality growth opportunities to deliver greater value to all shareholders and investors.”

Founder Yang Tao added that over the past year, the company has deepened the application of AI technology within its product ecosystem, significantly improving operational efficiency and accelerating product innovation and localization. As a core part of the regional growth strategy, Yalla Group further consolidates its market position in Saudi Arabia, reaching a strategic partnership with the Saudi Esports Federation, becoming the official partner of the 2026 Saudi Esports League, and supporting local talent development programs. Looking ahead, the company will continue to deepen the synergy between social and gaming businesses, strengthen technological capabilities, enrich product offerings, and solidify its industry-leading position in the rapidly growing Middle East and North Africa markets, driving sustainable high-quality growth for Yalla Group.

Regarding future performance expectations, Yalla Group forecasts that revenue in Q1 2026 will be between $75 million and $82 million.