Yalla Group Ltd (YALA) Form 6-K — Aug 18, 2026
Yalla Group reported second quarter 2026 revenues of US$82.6 million, exceeding the upper end of its guidance, though down from US$84.6 million a year earlier on fewer paying users amid geopolitical events in the region. Net income was US$29.3 million with a 35.5% net margin, compared with US$36.5 million in Q2 2025. User engagement grew while monetization slipped: average MAUs rose 12.3% year over year to 47.6 million and games services revenue climbed 11.6% to US$34.2 million, but paying users fell to 10.9 million from 11.2 million.
Key figures
- Eps
- US$0.21 basic / US$0.18 diluted
- Revenue
- US$82.6 million
- Guidance
- Q3 2026 revenues of US$78.0 million to US$85.0 million
- Net Income
- US$29.3 million
- Revenue Yoy
- down from US$84.6 million in Q2 2025
- Total Assets
- 934689757
- Cash Position
- US$824.2 million (cash and cash equivalents, restricted cash, term deposits and short-term investments as of June 30, 2026)
- Net margin
- 35.5%
- Average maus
- 47.6 million (+12.3% YoY vs 42.4 million)
- Non gaap eps
- US$0.24 basic / US$0.21 diluted
- Paying users
- 10.9 million (vs 11.2 million in Q2 2025)
- Ads cancelled
- 12,734,059 ADSs as of August 14, 2026
- H1 2026 buyback
- US$27.6 million for 4,357,024 ADSs
- Q2 2026 buyback
- US$18.0 million for 2,896,035 ADSs
- Operating income
- US$19.4 million (vs US$30.6 million in Q2 2025)
- Non gaap net income
- US$34.4 million (vs US$39.4 million in Q2 2025)
- Non gaap net margin
- 41.7%
- Buyback program 2026
- up to US$150 million over 24 months starting March 9, 2026
- Games services revenue
- US$34.2 million (+11.6% YoY, 41.4% of total revenue)
- Chatting services revenue
- US$47.4 million
- Non gaap operating income
- US$24.5 million (vs US$33.5 million in Q2 2025)
- Selling marketing expenses
- US$17.8 million (+106.0% YoY)
AI analysis
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