Voice chat app operator Yalla's Q3 net income rises on user base expansion
Overview
Yalla Q3 2025 revenue rises 0.8% yr/yr
Adjusted net income grew 1.2% yr/yr
Company repurchased $51.9 mln in shares YTD, continuing its share buyback program
Outlook
Yalla expects Q4 2025 revenue between $78 mln and $85 mln
Result Drivers
USER BASE EXPANSION - Revenue growth driven by a broader user base and enhanced monetization capabilities
NEW GAME LAUNCHES - Soft launch of new games, including Turbo Match, contributed to market expansion
COST MANAGEMENT - Net income increase supported by cost management and efficiency improvements, including AI
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $89.60 mln | $86.30 mln (1 Analyst) |
Q3 Adjusted Net Income | Beat | $43.10 mln | $40 mln (1 Analyst) |
Q3 Adjusted Operating Income | Beat | $36.20 mln | $33.90 mln (1 Analyst) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Yalla Group Ltd is $8.90, about 14% above its November 10 closing price of $7.65
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release:
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