Earning Analysis
Welcome to our in-depth analysis of Yalla Group Ltd(YALA) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Yalla Group Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-10 | After Hours | - | 0.24 | - | 86.30M | 89.64M | +3.87 | -8.24 | -10.07 |
| FY2025Q2 | 2025-08-11 | After Hours | - | 0.22 | - | 84.30M | 84.56M | +0.31 | -4.13 | -12.39 |
| FY2025Q1 | 2025-05-19 | After Hours | 0.00 | 0.20 | - | 81.80M | 83.88M | +2.55 | -4.86 | -8.70 |
| FY2024Q4 | 2025-03-10 | After Hours | - | 0.18 | - | 84.20M | 90.83M | +7.87 | +4.48 | +23.13 |
| FY2024Q2 | 2024-08-12 | After Hours | - | 0.17 | - | 79.00M | 81.20M | +2.78 | -1.55 | -0.26 |
| FY2024Q1 | 2024-05-20 | - | - | 0.17 | - | 78.06M | 78.73M | +0.86 | -0.41 | -1.22 |
| FY2023Q4 | 2024-03-11 | - | - | 0.17 | - | 79.96M | 80.93M | +1.21 | -0.93 | -10.37 |
| - | 2021-08-09 | - | 0.08 | 0.10 | +25.00 | - | - | - | +6.69 | -18.03 |
| - | 2021-05-10 | - | 0.10 | 0.11 | +10.00 | - | - | - | -4.59 | -1.76 |
| - | 2021-03-15 | - | 0.11 | 0.06 | -45.45 | - | - | - | -1.51 | +16.23 |
YALA Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Yalla Group Ltd reported performance for FY2025Q3, announced on 2025-11-10. The company achieved an EPS of 0.24, compared to analyst estimates of by % . Revenue for the quarter reached 89.64M compared to expectations of 86.30M by 3.87% .
The stock price reacted with a -8.24% one-day change and a -10.07% five-day change following the earnings release. These movements reflect market reaction in Yalla Group Ltd growth trajectory and strategic initiatives.
YALA Earnings Forecast
Looking ahead, Yalla Group Ltd(YALA) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 86.30M and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.13%, while EPS estimates have been Revise Upward by 0.25%. For the upcoming , revenue estimates have been adjusted Go Down by -6.34% . These revisions correlate with a % change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Yalla Group Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between YALA's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.13%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.25%
In Past 3 Month
Stock Price
Go Down
-6.34%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:343.56M
--
EPS Estimate-Annual FY 2025:0
—
Stock Price7.09
YALA Revenue and EPS Performance: A Historical Perspective
Yalla Group Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-10,After Hours):
EPS: 0.24 (Actual) vs. (Estimate) (%)
Revenue: 89.64M (Actual) vs. 86.30M (Estimate) (3.87%)
Price Reaction: -8.24%(1-Day), -10.07%(5-Day)
FY2025Q2 (2025-08-11,After Hours):
EPS: 0.22 (Actual) vs. (Estimate) (%)
Revenue: 84.56M (Actual) vs. 84.30M (Estimate) (0.31%)
Price Reaction: -4.13%(1-Day), -12.39%(5-Day)
FY2025Q1 (2025-05-19,After Hours):
EPS: 0.20 (Actual) vs.0.00 (Estimate) (%)
Revenue: 83.88M (Actual) vs. 81.80M (Estimate) (2.55%)
Price Reaction: -4.86%(1-Day), -8.70%(5-Day)
Earnings Reaction
The chart below shows how YALA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, YALA sees a +1.74% change in stock price 10 days leading up to the earnings, and a -6.40% change 10 days following the report. On the earnings day itself, the stock moves by +0.12%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -8.24% on the day following the earnings release and then changed by -8.50% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Yalla Group Ltd (YALA) Q3 2025 Earnings Call Summary
Positive
2025-11-10
The earnings call highlights strong financial performance with a decrease in costs and an increase in operating income. The company is expanding its gaming portfolio and exploring new markets, which is promising for future growth. The Q&A section indicates a clear strategy and positive outlook for flagship products. The commitment to shareholder returns through share repurchases is also a positive signal. However, the guidance for low single-digit revenue growth tempers the overall outlook slightly. Therefore, the stock price is likely to see a positive movement in the short term.
Yalla Group Ltd (YALA) Q2 2025 Earnings Call Summary
Positive
2025-08-11
The earnings call highlights strong financial performance with increased revenue, improved net margin, and reduced costs. The share repurchase program is on track, and the company is investing in new gaming titles targeting the MENA market. Despite a cautious outlook for Q3, management's optimistic guidance for 2025 and strategic initiatives in user acquisition and game development suggest potential growth. The market's response is likely positive, driven by strong financial metrics and strategic investments.
Yalla Group Ltd (YALA) Q1 2025 Earnings Call Summary
Positive
2025-05-21
The earnings call highlights strong financial performance with record-high revenue, improved net income, and a solid cash position. The Q&A session reveals positive sentiment towards product development and an aggressive share repurchase plan, which is further boosted by the cancellation of repurchased shares. Despite some uncertainty around future MAU growth, the overall outlook remains optimistic with a focus on expansion and user engagement. These factors suggest a positive stock price movement, likely between 2% to 8%.
Yalla Group Ltd (YALA) Q1 2025 Earnings Call Summary
Positive
2025-05-19
Yalla Group's earnings call reveals strong financial performance with record revenue and improved margins. The significant share repurchase plan and optimistic guidance for flagship products and new games further support positive sentiment. Despite minor concerns in user acquisition growth trajectory and competitive challenges, the company's strategic moves and solid cash position suggest a positive stock price movement over the next two weeks.
Yalla Group Ltd (YALA) Q4 2024 Earnings Call Summary
Positive
2025-03-11
The earnings call reveals strong financial performance with record revenue growth, improved net income, and efficient cost management. The extension of the share repurchase program and positive guidance on net margins add to investor confidence. However, concerns about supply chain costs and lack of specific guidance on new products slightly temper the outlook. The positive sentiment is further supported by strategic focus on MENA and leveraging AI, leading to a likely positive stock price movement in the short term.
Yalla Group Ltd (YALA) Q4 2024 Earnings Call Summary
Positive
2025-03-11
The company reported strong financial performance with a 12.2% increase in Q4 revenue and a 26% rise in annual operating income. Despite concerns about supply chain and economic factors, the extension of the share repurchase program and strategic investments in AI and new games are positive indicators. The Q&A highlighted ongoing development and potential market expansion, though some uncertainties remain. Overall, the positive financial results and strategic initiatives suggest a likely positive stock price movement.
Yalla Group Ltd (YALA) Q4 2024 Earnings Call Summary
Positive
2025-03-10
The company's strong financial performance, including a 12.2% YoY revenue increase and solid cash position, combined with an optimistic outlook for 2025, suggests positive sentiment. The enhanced share repurchase plan and strategic AI investments further bolster this view. Despite some uncertainties in new product timelines, overall financial health and strategic initiatives indicate a likely positive stock price movement in the short term.
Yalla Group Limited (YALA) Q3 2024 Earnings Call Summary
Positive
2024-11-12
The earnings call indicates strong financial performance with a 15% revenue increase and improved margins. Optimistic guidance for Q4 2024 and upcoming product launches suggest potential growth. Despite regulatory and competitive risks, the management's proactive approach to supply chain issues and cost management is reassuring. The lack of specific sales figures and product launch timelines is a minor concern. Overall, the positive financial metrics and growth strategies suggest a likely 2% to 8% stock price increase.
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FAQ
What were the key highlights of YALA’s latest earnings report for FY2025Q3?
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How does YALA’s stock price correlate with earnings forecast revisions?
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