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 announced that its board has authorized a new share repurchase program allowing the company to buy back up to US$150 million of its outstanding ADSs and/or Class A ordinary shares over the 24 months starting from March 9, 2026. The company plans to conduct repurchases through open market transactions, privately negotiated deals, block trades or other legally permissible means, subject to market conditions and regulations. Yalla intends to fund these repurchases using its available cash reserves, reflecting management’s stated confidence in the company’s long-term growth and commitment to enhancing shareholder value.
Yalla Group reported largely stable 2025 revenue of US$341.9 million, up 0.7% year over year, while boosting profitability. Full-year net income rose 10.4% to US$148.1 million, with net margin at 43.3%, supported by lower payment platform commissions and controlled operating costs.
In the fourth quarter of 2025, revenue was US$83.9 million versus US$90.8 million a year earlier, but net income increased 6.2% to US$34.5 million, and net margin reached 41.2%. Average MAUs grew 8.2% to 44.8 million, while paying users declined to 10.4 million from 12.3 million.
Cash, restricted cash, term deposits and short-term investments totaled US$754.6 million as of December 31, 2025. Yalla repurchased 8.38 million ADSs for about US$56.6 million in 2025 and authorized a new share repurchase program of up to US$150 million over 24 months. For first quarter 2026, the company guides revenue between US$75.0 million and US$82.0 million, factoring in Ramadan.
Yalla Group Limited received an updated Schedule 13G/A from founder Tao Yang and related entities reporting large ownership stakes in its Class A ordinary shares as of December 31, 2025.
Tao Yang is reported as beneficially owning 67,069,518 shares, representing 42.1% of the class, including shares held through YooYoo Limited and Allies Partners Limited and 6,250,000 shares he has the right to receive within 60 days after December 31, 2025. Cheerio Investments Limited and YooYoo Limited each report beneficial ownership of 60,374,013 shares, or 39.5% of the class, mainly through YooYoo’s holdings of 35,640,000 Class A shares and 24,734,013 Class B shares.
The filing highlights Yalla’s dual-class structure: each Class A share carries one vote, while each Class B share is convertible into one Class A share and carries 20 votes, with all shares voting together as a single class.
Yalla Group Limited (YALA) submitted a Form 144 notice to sell 100,000 American Depositary Shares (ADS), each representing one Class A ordinary share, through Tiger Brokers (NZ) Limited on the NYSE with an aggregate market value of $836,000. The filing reports 132,801,840 shares outstanding, indicating the proposed sale represents a small fraction of the company’s outstanding shares.
The ADS were recorded as acquired under an employee incentive plan on 08/14/2025 and the planned disposition is described as a cashless transaction. The filing also discloses a related sale in the prior three months: Saifi Ismail sold 50,000 ADS on 06/04/2025 for $352,501. The filer affirms no undisclosed material adverse information.
Schedule 13G/A (Amendment No. 5) filed for Yalla Group Ltd (Class A Ordinary Shares, CUSIP 98459U103) discloses joint beneficial ownership by AREO Holdings Ltd, Jolly Unique Limited, Orchid Asia entities and Ms. Lam Lai Ming.
The filing reports 25,775,661 shares beneficially owned by the reporting group representing 19.2% of the Class A shares. Orchid Asia-related entities (multiple funds and management companies) are reported as beneficial owners of 23,971,365 shares, representing 17.8%. Orchid Asia VII Co-Investment holds 1,804,296 shares (1.3%). The disclosure shows 0 shares held with sole voting or dispositive power and all reported amounts are in shared voting/dispositive power.
Effective date of the event requiring filing: 06/30/2025. Signatures on the amendment are dated 08/06/2025. Issuer principal executive office listed as #226, Building 16, Dubai, UAE, 501913.