Yalla Group Limited (“Yalla” or the “Company”) (NYSE: YALA), the largest online social networking and gaming company in the Middle East and North Africa (MENA), today announced its unaudited financial results for the first quarter of fiscal year 2026, ending 31 March.
Financial Performance Highlights
Revenue: AED 290.1 million (USD 79.0 million)
Games Service Revenue: AED 111.3 million (USD 30.3 million), representing 38.3% of total revenue
Net Income: AED 104.3 million (USD 28.4 million)
Non-GAAP Net Income: AED 122.3 million (USD 33.3 million) with a net margin of 42.1%
Average Monthly Active Users (MAUs) grew to 48.0 million, a 7.7% increase from 44.6 million in the same period last year, highlighting strong user engagement and platform expansion across the MENA region.
Leadership Commentary
Yang Tao, Founder, Chairman, and CEO, stated:
“We delivered resilient first quarter results with revenues meeting our expectations despite a shifting geopolitical environment and Ramadan’s impact. The 7.7% growth in MAUs reflects strong user engagement, while our gaming business continues as a key growth engine.”
He added:
“2026 will be pivotal for Yalla’s evolution as a leader in MENA’s digital transformation.
By strengthening product offerings, enhancing social-gaming synergies, leveraging R&D, and collaborating with global partners, we aim to unlock the region’s growth potential while delivering long-term value for investors.”
Operational Progress and User Engagement
Saifi Ismail, Group President, commented:
“Operations progressed smoothly in Q1 2026. Team members in affected regions transitioned safely to remote work, supported by allowances and infrastructure.
Our Ramadan marketing campaign strengthened community engagement, driving record MAU growth and reinforcing Yalla’s role as a regional hub for social interaction and digital culture.”
He continued:
“Throughout 2026, we will refine operations, advance the ‘gaming plus social’ integration, localize content, and leverage AI to boost user engagement, further solidifying Yalla’s leadership in MENA’s digital entertainment market.”
Yalla Group is the largest MENA-based online social networking and gaming company by revenue in 2022. Its flagship apps include:
Yalla: Voice-centric group chat platform
Yalla Ludo: Casual gaming app with board games, voice chat, and localized features
Yalla’s ecosystem also features YallaChat, WeMuslim, Yalla Baloot, 101 Okey Yalla, and international expansion through Yalla Parchis. The Company emphasizes local culture, user engagement, and community loyalty.
