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Yalla Group Limited (YALA) Q3 2024 Earnings Call Transcript Summary

Yalla Group Limited (YALA) Q3 2024 Earnings Call Transcript Summary

雅樂科技集團有限公司(YALA)2024年第三季度業績會簡報
富途資訊 ·  11/12 14:07  · 電話會議

The following is a summary of the Yalla Group Limited (YALA) Q3 2024 Earnings Call Transcript:

以下是雅樂科技(YALA)2024年第三季度業績會交易摘要:

Financial Performance:

財務表現:

  • Yalla Group reported Q3 2024 revenue of $88.9 million, a 4.4% increase year-over-year.

  • The company achieved a net income of $39.2 million, up 11.2% from the previous year.

  • Net margin expanded to 44.1%, and non-GAAP net margin reached 47.9%.

  • Share repurchases totaled approximately $7 million for the quarter.

  • 雅樂科技報告2024年第三季度營業收入爲8890萬美元,同比增長4.4%。

  • 公司實現淨利潤3920萬美元,比去年同期增長11.2%。

  • 淨利率擴大至44.1%,非GAAP淨利率達到47.9%。

  • 回購股份總額約爲700萬美元。

Business Progress:

業務進展:

  • Average monthly active users grew to 40.2 million, a 14.5% increase year-over-year.

  • Paying users increased to 12.6 million, up 12% year-over-year.

  • Yalla Ludo and 101 Okey Yalla both set new quarterly revenue records.

  • Expanded gaming service revenues, now exceeding 30% of total group revenue.

  • Advanced entry into mid-core and hard-core gaming markets with Yalla Games, expecting to begin testing new games by year's end.

  • Hosted notable offline events including the Yalla Ludo Offline Tournament.

  • 平均月活躍用戶數增至4020萬,同比增長14.5%。

  • 付費用戶增加至1260萬,同比增長12%。

  • 雅樂科技Ludo和101 Okey 都創下了新的季度營業收入記錄。

  • 擴大了arvr遊戲服務的營業收入,目前已超過總收入的30%。

  • 通過雅樂科技Games進軍中檔和重度遊戲市場,預計將在年底前開始測試新遊戲。

  • 舉辦了知名線下活動,包括雅樂科技Ludo離線錦標賽。

Opportunities:

機會:

  • MENA's digital transformation provides significant growth potential, with gaming identified as a key driver.

  • Expansion from casual to mid-core and hard-core games taps into increased user demand and broadens market reach.

  • 中東和北非地區的數字轉型提供了巨大的增長潛力,遊戲被確定爲關鍵驅動因素。

  • 從休閒遊戲擴展到中檔和重度遊戲,滿足了用戶需求的增長,並拓寬了市場覆蓋範圍。

Risks:

風險:

  • Costs increased primarily due to higher commission fees, with cost of revenues as a percentage of total revenues rising to 35.8% from 32.6% the previous year.

  • 成本上升主要是由於更高的佣金費用,營業成本佔總營收的比例從去年的32.6%上升至35.8%。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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