dog_cow
commented on
$Nike (NKE.US)$ Bought some nike
Translated
1
4
$Genuine Parts (GPC.US)$ More EV cars, less parts needed in future!
dog_cow
commented on
$Genuine Parts (GPC.US)$ what is the bottom?
1
$Huize (HUIZ.US)$ Rise to $1, and announce dividends or buybacks, this is the smart choice.
Translated
$CNFinance (CNF.US)$ Considering dividends or buybacks, such a cheap valuation.
Translated
$ZW Data Action Tech (CNET.US)$ The risk of delisting is increasing rapidly!
Translated
$Yalla (YALA.US)$
From the key operational data, Yalla's average MAU in the current period reached 38.999 million, a 14.1% year-on-year growth; however, the number of platform paying users decreased by 10.3% year-on-year to 12.023 million. The average revenue per paying user in the company's Q2 quarter increased by 13.8% year-on-year to $6.6.
Combining the current operational data of Yalla, investors can easily see that the overall growth rate of paying users has decreased compared to the MAU growth rate. This indicates that Yalla's focus in Q2 quarter is to improve user payment conversion market strategy by increasing the user payment rate to enhance the company's revenue level. This is why despite the double-digit decline in paying users, revenue can still maintain positive growth.
In the increasingly competitive social and gaming market in the Middle East, North Africa, and surrounding areas, a more restrained cost control and market buying strategy may indicate that Yalla's main focus this quarter is on "profit protection" rather than "seeking growth". This is indeed the case, as with a strong cost control strategy, Yalla achieved $31.4 million in revenue, a 10.9% year-on-year growth despite the revenue increase being only in the single digits.
In terms of market competition, with the entry of giants such as Tencent, MiHoYo, and Lilith, the variety of game categories in the Middle East gaming market has become more diverse. Chinese games occupy 8 positions in the TOP 10 list of the Saudi App Store, showcasing the competitiveness of Chinese games. This also poses significant competitive pressure on companies like Yalla, which have long been established in the Middle East and North Africa.
From the key operational data, Yalla's average MAU in the current period reached 38.999 million, a 14.1% year-on-year growth; however, the number of platform paying users decreased by 10.3% year-on-year to 12.023 million. The average revenue per paying user in the company's Q2 quarter increased by 13.8% year-on-year to $6.6.
Combining the current operational data of Yalla, investors can easily see that the overall growth rate of paying users has decreased compared to the MAU growth rate. This indicates that Yalla's focus in Q2 quarter is to improve user payment conversion market strategy by increasing the user payment rate to enhance the company's revenue level. This is why despite the double-digit decline in paying users, revenue can still maintain positive growth.
In the increasingly competitive social and gaming market in the Middle East, North Africa, and surrounding areas, a more restrained cost control and market buying strategy may indicate that Yalla's main focus this quarter is on "profit protection" rather than "seeking growth". This is indeed the case, as with a strong cost control strategy, Yalla achieved $31.4 million in revenue, a 10.9% year-on-year growth despite the revenue increase being only in the single digits.
In terms of market competition, with the entry of giants such as Tencent, MiHoYo, and Lilith, the variety of game categories in the Middle East gaming market has become more diverse. Chinese games occupy 8 positions in the TOP 10 list of the Saudi App Store, showcasing the competitiveness of Chinese games. This also poses significant competitive pressure on companies like Yalla, which have long been established in the Middle East and North Africa.
Translated
6
1
dog_cow
commented on
$SoFi Technologies (SOFI.US)$ WSB might short squeeze SOFI in near future!!!
1
$Alibaba (BABA.US)$ Take profit, then wait for 74.
Translated
2
1
dog_cow 102698307 : Buy some nike requires some patience, as its performance will take a long time to recover.