Slide 1: 3rd Quarter 2025 Earnings Presentation
3rd Quarter 2025 Earnings Presentation Nov 2025
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 3rd Quarter 2025 Achievements and Growth Strategies 02 Recent Developments 03 3rd Quarter 2025 Financial Performance Overview 3
Slide 4: 3rd Quarter 2025 Achievements and Growth Strategies
3rd Quarter 2025 Achievements and Growth Strategies
Slide 5: Robust 3rd Quarter 2025 Results Further Strengthen Yalla's Position
Robust 3rd Quarter 2025 Results Further Strengthen Yalla’s Position as the Largest MENA-based Online Social Networking and Gaming Company US$89.6MM US$40.7MM 45.4% 3Q2025 Revenues 3Q2025 Net Income 3Q2025 Net Margin Core Competitive Strengths First Mover In voice-centric mobile social networking and
Slide 6: Recent Developments
Recent Developments
Slide 7: Our Thriving Integrated Ecosystem
Our Thriving Integrated Ecosystem Social Yalla Group voice-chatting YallaChat Casual Games IM product tailored for Arabic users Yalla Ludo WeMuslim MENA casual games+social networking Supports Arabic users in observing their customs Yalla Baloot & Hand Saudi Arabian card game 101 Okey Yalla Turkish
Slide 8: Yalla Game: Steady Product Pipeline Growth and Progress
Yalla Game: Steady Product Pipeline Growth and Progress Turbo Match, met expectations in initial user metrics during its Android soft launch. Our self-developed roguelike game Boom Survivor is set to launch later this month, demonstrating our growing expertise in creating engaging mid-core titles. W
Slide 9: Flagship Applications: Driving Engagement Through Targeted Events
Flagship Applications: Driving Engagement Through Targeted Events This quarter's precision-targeted online activities showcased our core operational strengths in blending user insights with creative execution. ◼ The Yalla Ludo Carnival set a new revenue record for the event series in its third conse
Slide 10: Share Repurchase Progress
Share Repurchase Progress ◼ Share Repurchase Program The Company’s $150 million share repurchase program began on May 21, 2021, with an extended expiration date of May 21, 2026. As of November 7, 2025, the Company had cumulatively completed cash repurchases in the open market for an US$51.9M Amount
Slide 11: 3rd Quarter 2025 Financial Performance Overview
3rd Quarter 2025 Financial Performance Overview
Slide 12: Robust Financial Performance in 3Q2025
Robust Financial Performance in 3Q2025 Revenues Net Income US$000 US$000 100,000 99,000 98,000 60,000 97,000 96,000 95,000 94,000 93,000 92,000 88,922 89,636 91,000 90,000 89,000 44.1% 45.4% 88,000 87,000 86,000 85,000 84,000 83,000 82,000 81,000 80,000 50,000 79,000 78,000 77,000 76,000 75,000 74,0
Slide 13: MAUs and Paying Users
MAUs and Paying Users Average Monthly Active Users Quarterly Paying Users 000s 000s 43,420 12,582 YoY growth: 40,176 8.1% 11,366 3Q24 3Q25 3Q24 3Q25 13
Slide 14: Continued Efficient Operations with Stable Cost Margin – Cost of Revenues
Continued Efficient Operations with Stable Cost Margin – Cost of Revenues Cost of Revenues US$000 50000 0.4 35.8% 45000 0.35 40000 31.7% 0.3 35000 31,830 0.25 30000 28,431 25000 0.2 20000 0.15 15000 0.1 10000 0.05 5000 0 0 3Q24 3Q25 Cost of Revenues Cost of Revenues as % of Total Revenues 14
Slide 15: Continued Efficient Operations with Stable Cost Margin – Selling and Marketing Expenses
Continued Efficient Operations with Stable Cost Margin – Selling and Marketing Expenses Selling and Marketing Expenses US$000 14000 0.15 10.7% 0.1 12000 8.3% 0.05 10000 9,582 0 8000 7,353 -0.05 6000 -0.1 -0.15 4000 -0.2 2000 -0.25 0 -0.3 3Q24 3Q25 Selling and Marketing Expenses Selling and Marketing
Slide 16: Continued Efficient Operations with Stable Cost Margin – General and Administrative Expenses
Continued Efficient Operations with Stable Cost Margin – General and Administrative Expenses General and Administrative Expenses US$000 14000 11.4% 12000 10.3% 10,133 10000 9,224 8000 6000 4000 2000 0 3Q24 3Q25 General and Administrative Expenses General and Administrative Expenses as % of Total Rev
Slide 17: Continued Efficient Operations with Stable Cost Margin – Technology and Product Development Expenses
Continued Efficient Operations with Stable Cost Margin – Technology and Product Development Expenses Technology and Product Development Expenses US$000 9.6% 8.0% 8,629 7,108 3Q24 3Q25 Technology and Product Development Expenses Technology and Product Development Expenses as % of Total Revenues 17
Slide 18: Profit Margin Expanded
Profit Margin Expanded Operating Income Net Income US$000 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 - 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00 11.00 12.00 50,000 47.9% 48.1% 50,000 50.0% 40.4% 40.4% 50.0% 44.1% 45.4% 45,000 43,128 45,000 36.5% 42,612 37.7% 40,
Slide 19: Continued Strong Cash Flow Position
Continued Strong Cash Flow Position Cash and Cash Equivalents & Restricted Cash & Term Deposits & Short-term Investments US$000 739,533 690,930 704,112 656,272 570,060 Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 19
Slide 20: Appendix
att Yo Appendix
Slide 21: Statements of Operations
STATEMENTS OF OPERATIONS US$ Three months ended Nine months ended September 30, 2024 September 30, 2025 September 30, 2024 September 30, 2025 Revenues 88,922,031 89,636,333 248,848,091 258,077,186 Costs and expenses Cost of revenues (31,830,126) (28,430,988) (89,427,060) (85,576,007) Selling and mar
Slide 22: Reconciliations of GAAP and Non-GAAP Results
RECONCILIATIONS OF GAAP AND NON-GAAP RESULTS US$ Three months ended Nine months ended September 30, 2024 September 30, 2025 September 30, 2024 September 30, 2025 Operating income 32,497,667 33,769,237 91,266,671 95,596,243 Share-based compensation expenses 3,431,077 2,404,054 11,519,250 7,999,205 No
Slide 23: Balance Sheets
BALANCE SHEETS US$ As of December 31, As of September 30, 2024 2025 ASSETS Current a ssets Cash a nd cash equivalen ts 488 ,37 9,8 94 422 ,57 2,6 36 Restricted ca sh 1,975,616 1,645,579 Term deposits 94,983 ,81 3 84,800 ,00 0 Sho rt-term inve stments 70,932 ,71 3 230 ,51 4,5 82 Pre payme nts and oth
Slide 24: 24
24