Welcome to our dedicated page for Yalla Group SEC filings (Ticker: YALA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Yalla Group Limited filings document foreign-issuer reporting for a MENA-based online social networking and gaming company with American depositary shares representing Class A ordinary shares. Form 6-K reports furnish earnings releases, operating metrics such as average MAUs and paying users, revenue categories for chatting and games services, and capital actions including ADS and Class A ordinary share repurchase programs.
The company’s disclosure record also includes Form 20-F annual reporting, which covers audited financial statements and the public-company framework for its ADR-listed securities. These filings describe business performance, non-GAAP reconciliations, share-based compensation, capital structure and updates tied to Yalla’s social networking and gaming application ecosystem.
Yalla Group Limited reported unaudited second-quarter 2026 results with revenues of US$82.6 million, slightly below US$84.6 million a year earlier, as lower paying users and regional geopolitical impacts were partly offset by growth in games. Games services revenue rose to US$34.2 million, while chatting services contributed US$47.4 million. Average monthly active users increased 12.3% to 47.6 million, though paying users edged down to 10.9 million.
Net income declined to US$29.3 million from US$36.5 million, yet profitability remained strong with a 35.5% net margin and 41.7% non-GAAP net margin, supported by lower cost-of-revenue ratios and higher investment income. Total costs and expenses rose to US$63.2 million, driven mainly by a 106.0% year-over-year jump in selling and marketing as the company promoted new products and expanded user acquisition.
Yalla held US$824.2 million in cash, restricted cash, term deposits and short-term investments as of June 30, 2026, up from US$754.6 million at year-end 2025. It repurchased 4.36 million ADSs for about US$27.6 million in the first half, including 2.90 million ADSs in the quarter, and continues a US$150 million 2026 repurchase program. For third-quarter 2026, Yalla expects revenues between US$78.0 million and US$85.0 million.
Yalla Group Limited received an updated Schedule 13G/A (Amendment No. 4) from Jianfeng Xu, Windbell Holdings Limited and WindBell Limited regarding their holdings of Class A ordinary shares. Xu is reported as beneficially owning 11,136,326 Class A shares, or 8.7% of the Class A class, consisting of 7,366,326 shares held by WindBell Limited, 200,000 shares held directly, and 3,570,000 shares he has the right to receive within 60 days after June 30, 2026.
Windbell Holdings Limited and WindBell Limited each report 7,366,326 Class A shares, representing 5.9% of the class. For these calculations, Yalla had 124,443,563 Class A and 24,734,013 Class B ordinary shares issued and outstanding as of June 30, 2026. All reporting persons indicate sole voting and sole dispositive power over their respective shares.
Yalla Group Limited reports updated large-shareholder information as of June 30, 2026. Tao Yang beneficially owns 67,069,518 ordinary shares, representing 43.2% of the company’s ordinary shares, through direct rights to receive shares and holdings via YooYoo Limited and Allies Partners Limited.
Cheerio Investments Limited and YooYoo Limited each report beneficial ownership of 60,374,013 ordinary shares, or 40.5%. The capital structure is dual class, with 124,443,563 Class A and 24,734,013 Class B ordinary shares outstanding. Each Class A share carries one vote, while each Class B share carries 20 votes and is convertible into one Class A share at any time, concentrating voting power with the Class B holder.
Yalla Group reported first-quarter 2026 revenue of US$79.0 million, down from US$83.9 million a year earlier, as paying users declined but game revenue reached US$30.3 million. Net income was US$28.4 million, with a strong net margin of 35.9% and non-GAAP net income of US$33.3 million.
Average monthly active users rose 7.7% year over year to 48.0 million, while paying users fell to 10.5 million. Cash, term deposits and short-term investments totaled US$806.7 million as of March 31, 2026. The company repurchased about 1.46 million ADSs for US$9.7 million in the quarter and has a new share repurchase authorization of up to US$150 million. For second-quarter 2026, Yalla expects revenue between US$75.0 million and US$82.0 million.
Yalla Group Limited, a Cayman Islands holding company that runs social networking and gaming platforms focused on MENA, files its 2025 Form 20-F. Revenue grew from US$318.9 million in 2023 to US$341.9 million in 2025, while average MAUs rose from 36.2 million to 44.8 million over the same period, showing slower but continued expansion.
The filing highlights heavy reliance on UAE-based operations, with supporting teams and subsidiaries in China and other jurisdictions, and details extensive regulatory, geopolitical, data privacy and cybersecurity risks. It also discusses intercompany cash movements, lack of dividends, PRC foreign exchange constraints, and continued control by the founder via high-vote Class B shares.
Yalla Group Ltd director Xu Lili filed an initial statement of beneficial ownership with the SEC on Form 3. The filing lists Xu Lili as a director of Yalla Group but does not report any insider transactions in the data provided.
Yalla Group Ltd director AlGhanim Mohamed Nasser Hussain has filed an initial statement of beneficial ownership on Form 3. This filing does not report any buy, sell, or other share transactions, and no derivative positions are listed in the available data.
Yalla Group Ltd director AlShamsi Saeed Hamad Ibrahim AlHamli has filed an initial statement of beneficial ownership on Form 3. This filing establishes his status as a director and brings his equity holdings under public disclosure rules, although no specific transactions or position details are listed in the provided data.
Yalla Group Ltd director David Cui filed an initial Form 3, which is a required statement of beneficial ownership when someone becomes an insider. The filing does not list any buy, sell, or other share transactions, so it serves purely as a baseline ownership disclosure.
Yalla Group Ltd chief operating officer Xu Jianfeng has filed an initial statement of beneficial ownership, detailing both share holdings and stock options in the company’s Class A ordinary shares.
He holds 200,000 Class A shares directly and 7,366,326 Class A shares indirectly through WindBell Limited, an entity ultimately controlled by a trust for him and his family, over which he can direct voting and disposition. In addition, he holds employee stock options to acquire 2,770,000 Class A shares at an exercise price of $0.22 per share expiring on June 30, 2029, all of which are fully vested and exercisable. He also has options over 1,600,000 shares at $0.22 expiring on August 1, 2034 and 1,000,000 shares at $0.22 expiring on December 18, 2035, with each of these grants vesting 25% on August 1, 2025 and December 18, 2026 respectively, and 25% on each of the next three anniversaries, subject to his continued service.