Voice chat app operator Yalla's Q3 net income rises on user base expansion

Yalla's Q3 2025 revenue increased by 0.8% year-over-year, with adjusted net income rising by 1.2%. The company repurchased $51.9 million in shares this year. Revenue growth was driven by an expanding user base and new game launches, including Turbo Match. Yalla expects Q4 revenue between $78 million and $85 million. Analysts maintain a "buy" rating on the stock, with a median 12-month price target of $8.90, reflecting a 14% upside from its recent closing price of $7.65.

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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/Mis Actual Consensu

s s

Estimate

Q3 Beat $89.60 $86.30

Revenue mln mln (1

Analyst)

Q3 Beat $43.10 $40 mln

Adjusted mln (1

Net Analyst)

Income

Q3 Beat $36.20 $33.90

Adjusted mln mln (1

Operatin Analyst)

g Income

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: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)