Yalla Group Ltd. · NYSE:YALA
Yalla — Q2 2026 Earnings Presentation
24 slides from Yalla's earnings presentation, August 2026
Slide 1: Second Quarter 2026 Earnings Presentation
Second Quarter 2026 Earnings Presentation AUG 2026
Slide 2: Disclaimer
Disclaimer The information in this presentation is provided to you by Yalla Group Limited (the “Company”) considered as any form of financial opinion or recommendation by the Company or any other solely for informational purposes and is not an offer to buy or sell, or a solicitation of an offer to p
Slide 3: Agenda
Agenda 01 Second Quarter 2026 Achievements and Growth Strategies 02 Recent Developments 03 Second Quarter 2026 Financial Performance Overview 3
Slide 4: Second Quarter 2026 Achievements and Growth Strategies
Second Quarter 2026 Achievements and Growth Strategies
Slide 5: Solid Second Quarter 2026 Results Further Strengthen Yalla's Position
Solid Second Quarter 2026 Results Further Strengthen Yalla’s Position as the Largest MENA-based Online Social Networking and Gaming Company US$82.6MM US$29.3MM 35.5% 2Q2026 Revenues 2Q2026 Net Income 2Q2026 Net Margin Core Competitive Strengths First Mover In voice-centric mobile social networking a
Slide 6: Recent Developments
Recent Developments
Slide 7: Our Integrated Ecosystem
Our Integrated Ecosystem Social Yalla Casual Games Group voice-chatting Yalla Ludo YallaChat MENA casual games + social networking IM product tailored for Arabic users Yalla Baloot & Hand Saudi Arabian card game 101 Okey Yalla Turkish board game Turbo Match Yalla Parchis Match-3 game featuring vehic
Slide 8: Yalla Game: Advancing Strategic Titles & Expanding Pipeline
Yalla Game: Advancing Strategic Titles & Expanding Pipeline Self-Developed Games ◼ Turbo Match: Our first match-3 title maintained healthy user retention trends in 2Q26 and featured on the Apple App Store in Saudi Arabia, among other MENA markets, in mid-July. Key priorities for 2H26 include monetiz
Slide 9: Flagship Products: Driving Engagement Through Targeted Events
Flagship Products: Driving Engagement Through Targeted Events Targeted online activities in Q2 showcased our core operational strengths, driving a meaningful rebound across our flagship products. ◼ Yalla: Celebrated its 10th Anniversary with localized operational campaigns deeply rooted in Middle Ea
Slide 10: Share Repurchase Progress
Share Repurchase Progress ◼ 2021 Share Repurchase Program Review The Company’s US$150 million share repurchase program, initiated on May 21, 2021, was expired on May 21, 2026. Under this program, the Company cumulatively repurchased 18,762,758 ADSs/Class A shares for an aggregate amount of US$27.6 M
Slide 11: Second Quarter 2026 Financial Performance Overview
Second Quarter 2026 Financial Performance Overview
Slide 12: Solid Financial Performance in 2Q2026
Solid Financial Performance in 2Q2026 Revenues Net Income (Non-GAAP) US$000 US$000 46.5% 41.7% 84,564 50,001 82,609 40,001 39,350 30,650 +11.6% YoY Games Services 34,220 34,426 30,001 20,001 53,635 47,393 10,001 1 -300.0% 2Q25 2Q26 2Q25 2Q26 Net Income (Non-GAAP) Margin Revenues generated from chatt
Slide 13: MAUs and Paying Users
MAUs and Paying Users Average Monthly Active Users Quarterly Paying Users 000s 000s 47,625 42,421 11,186 10,861 2Q25 2Q26 2Q25 2Q26 13
Slide 14: Cost Structure Overview
Cost Structure Overview Cost of Revenues US$000 50000 0.6 45000 0.5 40000 0.4 33.0% 32.4% 35000 0.3 27,945 30000 26,803 0.2 25000 0.1 20000 0 15000 -0.1 10000 -0.2 5000 -0.3 0 -0.4 2Q25 2Q26 Cost of Revenues Cost of Revenues as % of Total Revenues 14
Slide 15: Cost Structure Overview
Cost Structure Overview Selling and Marketing Expenses US$000 21.6% 20000 0.2 10.2% 17,841 0 15000 -0.2 10000 -0.4 8,662 -0.6 5000 -0.8 0 -1 2Q25 2Q26 Selling and Marketing Expenses Selling and Marketing Expenses as % of Total Revenues 15
Slide 16: Cost Structure Overview
Cost Structure Overview General and Administrative Expenses US$000 18000 0.3 16000 0.2 14000 10.6% 10.5% 0.1 12000 0 10000 -0.1 9,002 8,642 8000 -0.2 6000 -0.3 4000 -0.4 2000 -0.5 0 -0.6 2Q25 2Q26 General and Administrative Expenses General and Administrative Expenses as % of Total Revenues 16
Slide 17: Cost Structure Overview
Cost Structure Overview Technology and Product Development Expenses US$000 12000 12.0% 9.9% 9,915 10000 8,338 8000 6000 4000 2000 0 2Q25 2Q26 Technology and Product Development Expenses Technology and Product Development Expenses as % of Total Revenues 17
Slide 18: Sustained Profitability
Sustained Profitability Operating Income Net Income US$000 - 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00 11.00 12.00 US$000 50,000 39.6% - 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00 11.00 12.00 29.7% 50,000 46.5% 41.7% 36.2% 43.2% 35.5% 45,000 23.5% 0.0% 45,000 0.0% 40,000 39,350 40,0
Slide 19: Continued Strong Cash Flow Position
Continued Strong Cash Flow Position Cash and Cash Equivalents & Restricted Cash & Term Deposits & Short-term Investments US$000 824,192 806,658 754,649 739,533 Sep-25 Dec-25 Mar-26 Jun-26 19
Slide 20: Appendix
tt Yo Appendix
Slide 21: Statements of Operations
STATEMENTS OF OPERATIONS US$ Three Months Ended Six Months Ended June 30, 2025 June 30, 2026 June 30, 2025 June 30, 2026 Revenues 84,564,086 82,608,696 168,440,853 161,615,485 Costs and expenses Cost of revenues (27,944,596) (26,802,984) (57,145,019) (53,276,797) Selling and marketing expenses (8,66
Slide 22: Reconciliations of GAAP and Non-GAAP Results
RECONCILIATIONS OF GAAP AND NON-GAAP RESULTS US$ Three Months Ended Six Months Ended June 30, 2025 June 30, 2026 June 30, 2025 June 30, 2026 Operating income 30,617,375 19,406,865 61,827,006 42,868,277 Share-based compensation expenses 2,848,057 5,097,196 5,595,151 9,996,520 Non-GAAP operating incom
Slide 23: Balance Sheets
BALANCE SHEETS US$ As of December 31, As of June 30, 2025 2026 ASSETS Current assets Cash and cash equivalents 526,972,019 268,371,117 Restricted cash 1,625,525 1,797,132 Term deposits 84,800,000 217,427,135 Short-term investments 141,251,128 336,596,144 Prepayments and other current assets 41,659,2
Slide 24: 24
24