Yalla (YALA) Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, June 1, 2026 astatine 9:26 AM CDT 22 min read

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DATE

Monday, May 18, 2026 astatine 8 p.m. ET

CALL PARTICIPANTS

• Chairman and Chief Executive Officer — Tao Yang

• President — Saifi Ismail

• Chief Financial Officer — Karen Hu

• Chief Operating Officer — Jeff Xu

Full Conference Call Transcript

Tao Yang, our Chairman and Chief Executive Officer, who volition supply an overview of our latest achievements and maturation strategies. He volition beryllium followed by Mr. Saifi Ismail, the company's President, who volition concisely reappraisal our caller concern developments. Mrs. Karen Hu, our Chief Financial Officer, volition past supply further details connected the company's fiscal results and sermon our fiscal outlook. Following management's prepared remarks, we volition unfastened the telephone to questions. Mr. Jeff Xu, our Chief Operating Officer, volition articulation the Q&A session. With that said, I would present similar to crook the telephone implicit to our Chairman and Chief Executive Officer, Mr. Tao Yang. Please spell ahead, sir.

Tao Yang: Thank you, everyone, for joining our archetypal 4th 2026 net league call. We delivered resilient archetypal 4th results with revenues of USD 79 million, successful enactment with our expectations fixed the shifting geopolitical situation and the interaction of Ramadan. Refined operations and focused marketplace strategies drove a 7.7% summation successful mean MAUs, but notable uptick reflecting continued beardown idiosyncratic scope and engagement, underscoring the indispensable relation our level plays successful the regular lives of MENA users. Our halfway merchandise ecosystem performed steadily, and our gaming concern reinforced its presumption arsenic the company's cardinal maturation engine.

We proceed to show the interaction of determination concern connected our concern with our March survey indicating a mean effect connected idiosyncratic sentiment supported by years of accumulated idiosyncratic loyalty and heavy assemblage connections arsenic good arsenic accordant upgrades. We are assured that our bequest merchandise volition proceed to service arsenic a resilient instauration underpinning the company's wide stability. Once more, we expect our mid-core and hard-core games to lend to revenues successful the 2nd fractional of this twelvemonth and beyond boosting our Games conception show and elevating the group's wide gross scale. Let's instrumentality a person look astatine our mid-core and hard-core games business. First, for our SLG crippled initiatives.

We are pleased to denote our concern with BlazeAerie Interactive Entertainment, the International part of our apical SLG crippled workplace whose gross billing successful the SLG class has ranked among the apical 5 globally implicit the past 5 years. This concern harnesses our complementary respective strength. The BlazeAerie squad leads R&D, leveraging its proven crippled improvement expertise to trade a crippled rooted successful MENA's practice and ocular taste, portion Yalla Group leads organisation utilizing its heavy section know-how and accumulated gamer assemblage to present the rubric crossed MENA. Our SLG rubric was officially launched connected Android successful April and has already shown unchangeable show and coagulated aboriginal idiosyncratic feedback. It's besides debuted connected iOS successful aboriginal May.