Yalla Group (ADR) (YALA)
Operates voice-led social apps and localized mobile games for users across MENA.
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Operates Yalla and Yalla Ludo, pairing voice-led group chat with casual board games. The Dubai-headquartered platform extends into Arabic messaging and region-specific games for users in MENA and selected adjacent markets.
Yalla and Yalla Ludo are the flagship apps, combining Arabic voice-based group interaction with online board games and voice chat. The portfolio also includes YallaChat for Arabic users, Yalla Game Limited for mid-core and hard-core gaming, and WeMuslim. Yalla Ludo incorporates localized Majlis functionality.
Operations are centered on MENA, with products tailored to Saudi Arabian, Turkish, and South American user communities. Yalla Baloot, 101 Okey Yalla, and Yalla Parchis extend that localized approach beyond the flagship apps. The business operates mainly through subsidiaries in the UAE and China under a Cayman Islands holding company.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $824.2M · Total debt $4.5M · Total assets $934.7M · Shareholders' equity $855.9M
- Revenue
- $82.6M
- Operating income
- $19.4M
- Net income
- $31.8M
No dividends on record.
| Institutions | 12.43% | 19.19M ADS | |
|---|---|---|---|
| 73 holders · as of Jun 30, 2026 | |||
| Insiders | 52.04% | 80.35M ADS | |
| 3 holders · as of Mar 18, 2026 | |||
| Strategic holders | 16.69% | 25.78M ADS | |
| 1 holder · as of Aug 6, 2025 | |||
| Other | 18.84% | 29.09M ADS | |
| remainder | |||
154.41M ADS as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Tao Yang1Insiderdirector, officer: Chief Executive Officer | 43.44% | 67.07M A ordinary | filed Dec 31, 2025 |
Areo Holdings LtdStrategic | 16.69% | 25.78M | filed Aug 6, 2025 |
Jianfeng Xu2Insiderdirector, officer: Chief Operating Officer | 8.59% | 13.27M A ordinary | filed Dec 31, 2021 |
Acadian Asset Management LLCInstitution | 2.75% | 4.25M A ADS | as of Jun 30, 2026 |
FIL LtdInstitution | 2.53% | 3.90M A ADS | as of Jun 30, 2026 |
- Tao Yang's transaction reports restate only vehicles that traded; the 2026 ownership statement (67.07M) is used instead.
- Jianfeng Xu's transaction reports restate only vehicles that traded; the 2022 ownership statement (13.27M) is used instead.
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Yalla Group (ADR) | $5.53 | −0.81% | $860.0M | 7.2 | — | 2.6 | −2.3% |
| JOYY (ADR) | $79.75 | +0.26% | $4.12B | 18.9 | 12.7 | 1.8 | +16.4% |
| Sea (ADR) | $103.08 | +0.42% | $61.63B | 39.6 | 24.0 | 2.2 | +46.9% |
| Median | 29.3 | 18.4 | 2.0 | +31.6% |