Aurora Mobile Limited Announces Second Quarter 2025 Unaudited Financial Results

Rhea-AI Summary

Aurora Mobile (NASDAQ: JG) reported strong Q2 2025 financial results, marking its first-ever quarterly U.S. GAAP net income. Total revenues reached RMB89.9 million (US$12.5 million), up 13% year-over-year. The company achieved a net income of RMB0.5 million, compared to a net loss of RMB1.3 million in Q2 2024.

Key highlights include: EngageLab added 210 new customers with 67% YoY revenue growth, Financial Risk Management business grew 27% YoY, and Developer Services revenue increased 14%. The company maintained a 99% Net Dollar Retention Rate for its core Developer Subscription business.

For Q3 2025, Aurora Mobile expects revenue between RMB88.0-91.0 million, representing 11-15% YoY growth. The company also continued its share repurchase program, buying back 27,470 ADSs worth US$294.9 thousand during Q2 2025.

Positive

• First ever quarterly U.S. GAAP net income achieved
• Revenue grew 13% year-over-year to RMB89.9 million
• EngageLab showed strong growth with 67% YoY revenue increase and 210 new customers
• Financial Risk Management business revenue grew 27% YoY
• Strong 99% Net Dollar Retention Rate in Developer Subscription business
• Value-Added Services revenue increased 30% YoY

Negative

• Operating expenses increased 11% YoY to RMB60.8 million
• Adjusted EBITDA decreased to RMB1.2 million from RMB1.6 million YoY
• Still recorded operating loss of RMB0.9 million despite overall profitability

Insights

Financial Analyst

Aurora Mobile achieves first-ever quarterly profit with 13% revenue growth, signaling successful business transformation and operational improvements.

Aurora Mobile has delivered a pivotal quarter that marks its first-ever positive GAAP net income, transforming from a RMB1.3 million loss in Q2 2024 to a RMB0.5 million (US$68,000) profit. This milestone comes alongside 13% year-over-year revenue growth to RMB89.9 million (US$12.5 million), hitting the higher end of management's guidance range.

The company's performance shows encouraging operational momentum across multiple segments. Their global flagship product, EngageLab, demonstrated exceptional traction with 210 new customers added in Q2 and an impressive 67% year-over-year revenue growth. Their Financial Risk Management business also performed strongly with 27% year-over-year growth. Developer Services revenue increased 14%, with Value-Added Services within this segment growing 30%.

The company has maintained disciplined cost management despite growing the business. While total operating expenses increased 11% year-over-year to RMB60.8 million, this was slightly below the revenue growth rate, allowing for operating leverage. The 99% Net Dollar Retention Rate for their core Developer Subscription business indicates solid customer retention, providing stable recurring revenue.

Looking forward, management's Q3 guidance projects continued momentum with expected revenue between RMB88.0-91.0 million, representing 11-15% year-over-year growth. The company maintains a stable cash position of RMB119.8 million (US$16.7 million), essentially unchanged from December 2024, suggesting balanced cash flow management. Their ongoing share repurchase program, with 27,470 ADSs bought back in Q2, reflects management's confidence in the company's intrinsic value.

SHENZHEN, China, Aug. 28, 2025 (GLOBE NEWSWIRE) -- Aurora Mobile Limited (“Aurora Mobile” or the “Company”) (NASDAQ: JG), a leading provider of customer engagement and marketing technology services in China, today announced its unaudited financial results for the second quarter ended June 30, 2025.

Second Quarter 2025 Financial Highlights

• Revenues were RMB89.9 million (US$12.5 million), an increase of 13% year-over-year.
• Cost of revenues was RMB30.2 million (US$4.2 million), an increase of 13% year-over-year.
• Gross profit was RMB59.6 million (US$8.3 million), an increase of 13% year-over-year.
• Total operating expenses were RMB60.8 million (US$8.5 million), an increase of 11% year-over-year.
• Net income was RMB0.5 million (US$68 thousand), compared with a net loss of RMB1.3 million for the same quarter last year.
• Net loss attributable to Aurora Mobile Limited’s shareholders was RMB21 thousand (US$4 thousand), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB1.0 million for the same quarter last year.
• Adjusted net income (non-GAAP) was RMB0.8 million (US$0.1 million), compared with a RMB0.4 million adjusted net loss for the same quarter last year.
• Adjusted EBITDA (non-GAAP) was RMB1.2 million (US$0.2 million), compared with RMB1.6 million for the same quarter last year.

Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “We have had the best quarter in Aurora Mobile’s history! In this quarter, we recorded the first ever quarterly U.S. GAAP net income. This is a remarkable achievement and is a cumulation of things that we have executed well. The great operational results that contributed to net income quarter include:

• Our global flagship product, EngageLab, continues to expand and scale globally with an increase of 210 new customers in Q2’2025 and a significant 67% year-over-year revenue growth.
• Secondly, the Group’s total revenue of RMB89.9 million, achieving a remarkable 13% year-over-year growth. This RMB 89.9 million was at the higher end of the guidance we have provided.
• Thirdly, our Financial Risk Management business had another great quarter, recording solid revenue growth of 27% year-over-year.
• Fourthly, Net Dollar Retention Rate stood at 99% for our core Developer Subscription business for the trailing 12 months period ended June 30, 2025.”

Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “We are encouraged by the spectacular Q2’2025 results we have delivered. As we look ahead for the rest of 2025, we are very optimistic and confident about our ability to execute against the things we can control.

Chris and I are thankful for the dedication and commitments by the teams. This quarter's exceptional performance is a true testament to the effort they put in day-in and day-out. We are truly honored to come to work side by side with such an exceptional group everyday!”

Second Quarter 2025 Financial Results

Revenues were RMB89.9 million (US$12.5 million), an increase of 13% from RMB79.4 million in the same quarter of last year, attributable to a 14% increase in revenue from Developer Services and a 10% increase in revenue from Vertical Applications. In particular, the revenues from Value-Added Services within Developer Services increased by 30% compared to the same quarter of last year.

Cost of revenues was RMB30.2 million (US$4.2 million), an increase of 13% from RMB26.7 million in the same quarter of last year. The increase was mainly due to a RMB2.4 million increase in media cost and a RMB3.2 million increase in technical service cost. The impact is partially offset by a RMB2.6 million decrease in short messaging cost.

Gross profit was RMB59.6 million (US$8.3 million), an increase of 13% from RMB52.8 million in the same quarter of last year.

Total operating expenses were RMB60.8 million (US$8.5 million), an increase of 11% from RMB54.8 million in the same quarter of last year.

• Research and development expenses were RMB26.0 million (US$3.6 million), an increase of 10% from RMB23.7 million in the same quarter of last year, mainly due to a RMB1.3 million increase in personnel costs, a RMB0.5 million increase in technical service expense, and a RMB0.2 million increase in cloud cost.
• Sales and marketing expenses were RMB22.7 million (US$3.2 million), an increase of 11% from RMB20.5 million in the same quarter of last year, mainly due to a RMB0.9 million increase in personnel costs and a RMB0.4 million increase in marketing expense.
• General and administrative expenses were RMB12.2 million (US$1.7 million), an increase of 14% from RMB10.7 million in the same quarter of last year, mainly due to a RMB0.7 million increase in personnel costs and a one-time RMB0.8 million loss on disposal of property and equipment.
  

Loss from operations was RMB0.9 million (US$0.1 million), compared with RMB1.0 million in the same quarter of last year.

Net income was RMB0.5 million (US$68 thousand), compared with a RMB1.3 million net loss in the same quarter of last year.

Adjusted net income (non-GAAP) was RMB0.8 million (US$0.1 million), compared with a RMB0.4 million adjusted net loss in the same quarter of last year.

Adjusted EBITDA (non-GAAP) was RMB1.2 million (US$0.2 million) compared with RMB1.6 million for the same quarter of last year.

The cash and cash equivalents and restricted cash were RMB119.8 million (US$16.7 million) as of June 30, 2025 compared with RMB119.5 million as of December 31, 2024.

Business Outlook

For the third quarter of 2025, the Company expects the total revenue to be between RMB88.0 million and RMB91.0 million, representing year-over-year growth of approximately 11% to 15%.

The above outlook is based on the current market conditions and reflects the Company’s current and preliminary estimates of market and operating conditions and customer demand, which are all subject to change.

Update on Share Repurchase

As of June 30, 2025, the Company had repurchased a total of 322,649 ADS, of which 27,470 ADSs, or around US$294.9 thousand were repurchased during the second quarter in 2025.

Conference Call

The Company will host an earnings conference call on Thursday, August 28, 2025 at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Beijing time on the same day).

All participants must register in advance to join the conference using the link provided below. Please dial in 15 minutes before the call is scheduled to begin. Conference access information will be provided upon registration.

Participant Online Registration:
https://register-conf.media-server.com/register/BI7d56f557f4374f0da4a7b80ded8cc8ef

A live and archived webcast of the conference call will be available on the Investor Relations section of Aurora Mobile’s website at https://ir.jiguang.cn/.

Use of Non-GAAP Financial Measures

In evaluating the business, the Company considers and uses two non-GAAP measures, adjusted net (loss)/income and adjusted EBITDA, as a supplemental measure to review and assess its operating performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with U.S. GAAP. The Company defines adjusted net (loss)/income as net (loss)/income excluding share-based compensation. The Company defines adjusted EBITDA as net (loss)/income excluding interest expense, depreciation of property and equipment, amortization of intangible assets, income tax expenses/(benefits) and share-based compensation.

The Company believes that adjusted net (loss)/income and adjusted EBITDA help identify underlying trends in its business that could otherwise be distorted by the effect of certain expenses that it includes in loss from operations and net (loss)/income.

The Company believes that adjusted net (loss)/income and adjusted EBITDA provide useful information about its operating results, enhance the overall understanding of its past performance and future prospects and allow for greater visibility with respect to key metrics used by the management in their financial and operational decision-making.

The non-GAAP financial measures are not defined under U.S. GAAP and are not presented in accordance with U.S. GAAP. The non-GAAP financial measures have limitations as analytical tools. One of the key limitations of using adjusted net (loss)/income and adjusted EBITDA is that they do not reflect all items of income and expense that affect the Company’s operations. Further, the non-GAAP financial measures may differ from the non-GAAP information used by other companies, including peer companies, and therefore their comparability may be limited.

The Company compensates for these limitations by reconciling the non-GAAP financial measures to the nearest U.S. GAAP performance measure, all of which should be considered when evaluating the Company’s performance. The Company encourages you to review its financial information in its entirety and not rely on a single financial measure.

Reconciliations of the non-GAAP financial measures to the most comparable U.S. GAAP measure are included at the end of this press release.

Net Dollar Retention Rate

Net Dollar Retention Rate is calculated for a trailing 12-month period by first identifying all Developer Subscription customers (excluding private cloud business) in the prior 12-month period, and then calculating the quotient from dividing the revenue generated from such customers in the trailing 12-month period by the revenue generated from the same group of customers in the prior 12-month period.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates,” “confident” and similar statements. Among other things, the Business Outlook and quotations from management in this announcement, as well as Aurora Mobile’s strategic and operational plans, contain forward-looking statements. Aurora Mobile may also make written or oral forward-looking statements in its reports to the U.S. Securities and Exchange Commission, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about Aurora Mobile’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Aurora Mobile’s strategies; Aurora Mobile’s future business development, financial condition and results of operations; Aurora Mobile’s ability to attract and retain customers; its ability to develop and effectively market data solutions, and penetrate the existing market for developer services; its ability to transition to the new advertising-driven SAAS business model; its ability to maintain or enhance its brand; the competition with current or future competitors; its ability to continue to gain access to mobile data in the future; the laws and regulations relating to data privacy and protection; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in the Company’s filings with the Securities and Exchange Commission. All information provided in this press release and in the attachments is as of the date of the press release, and Aurora Mobile undertakes no duty to update such information, except as required under applicable law.

About Aurora Mobile Limited

Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China. Since its inception, Aurora Mobile has focused on providing stable and efficient messaging services to enterprises and has grown to be a leading mobile messaging service provider with its first-mover advantage. With the increasing demand for customer reach and marketing growth, Aurora Mobile has developed forward-looking solutions such as Cloud Messaging and Cloud Marketing to help enterprises achieve omnichannel customer reach and interaction, as well as artificial intelligence and big data-driven marketing technology solutions to help enterprises' digital transformation.

For more information, please visit https://ir.jiguang.cn/.

For investor and media inquiries, please contact:

Aurora Mobile Limited

ir@jiguang.cn

Christensen

In China

Ms. Xiaoyan Su

Phone: +86-10-5900-1548

E-mail: Xiaoyan.Su@christensencomms.com

In U.S.

Ms. Linda Bergkamp

Phone: +1-480-614-3004

Email: linda.bergkamp@christensencomms.com

Footnote:

This announcement contains translations of certain RMB amounts into U.S. dollars at specified rates solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to U.S. dollars are made at a rate of RMB7.1636 to US$1.00, the exchange rate set forth in the H.10 statistical release of the Board of Governors of the Federal Reserve System as of June 30, 2025.

AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data)
		Three months ended												Six months ended
		June 30, 2024			March 31, 2025			June 30, 2025						June 30, 2024			June 30, 2025
		RMB			RMB			RMB			US$			RMB			RMB			US$
Revenues		79,441			88,961			89,860			12,544			143,965			178,821			24,962
Cost of revenues		(26,670	)		(30,117	)		(30,215	)		(4,218	)		(44,822	)		(60,332	)		(8,422	)
Gross profit		52,771			58,844			59,645			8,326			99,143			118,489			16,540
Operating expenses
Research and development		(23,652	)		(24,607	)		(25,958	)		(3,624	)		(46,333	)		(50,565	)		(7,059	)
Sales and marketing		(20,478	)		(23,303	)		(22,651	)		(3,162	)		(37,869	)		(45,954	)		(6,415	)
General and administrative		(10,677	)		(12,676	)		(12,190	)		(1,702	)		(23,609	)		(24,866	)		(3,471	)
Total operating expenses		(54,807	)		(60,586	)		(60,799	)		(8,488	)		(107,811	)		(121,385	)		(16,945	)
Other operating income		1,055			197			210			29			2,634			407			57
Loss from operations		(981	)		(1,545	)		(944	)		(133	)		(6,034	)		(2,489	)		(348	)
Foreign exchange gain/(loss), net		12			38			143			20			(11	)		181			25
Interest income		195			236			314			44			2,382			550			77
Interest expenses		(42	)		(39	)		(6	)		(1	)		(48	)		(45	)		(6	)
Other (loss)/income		(20	)		-			34			5			(5	)		34			5
Gains from fair value change		15			38			73			10			38			111			15
Loss before income taxes		(821	)		(1,272	)		(386	)		(55	)		(3,678	)		(1,658	)		(232	)
Income tax (expenses)/benefits		(483	)		(336	)		882			123			(239	)		546			76
Net (loss)/income		(1,304	)		(1,608	)		496			68			(3,917	)		(1,112	)		(156	)
Less: net (loss)/income attributable to noncontrolling interests		(304	)		944			517			72			(518	)		1,461			204
Net loss attributable to Aurora Mobile Limited’s shareholders		(1,000	)		(2,552	)		(21	)		(4	)		(3,399	)		(2,573	)		(360	)
Net loss per share, for Class A and Class B common shares:
Class A and B Common Shares - basic and diluted		(0.01	)		(0.03	)		(0.00	)		(0.00	)		(0.04	)		(0.03	)		(0.00	)
Shares used in net loss per share computation:
Class A Common Shares - basic and diluted		62,603,736			63,254,710			63,394,534			63,394,534			62,645,540			63,325,008			63,325,008
Class B Common Shares - basic and diluted		17,000,189			17,000,189			17,000,189			17,000,189			17,000,189			17,000,189			17,000,189
Other comprehensive income/(loss)
Foreign currency translation adjustments		208			(82	)		(188	)		(26	)		286			(270	)		(38	)
Total other comprehensive income/(loss), net of tax		208			(82	)		(188	)		(26	)		286			(270	)		(38	)
Total comprehensive (loss)/income		(1,096	)		(1,690	)		308			42			(3,631	)		(1,382	)		(194	)
Less: comprehensive (loss)/income attributable to noncontrolling interests		(304	)		944			517		��	72			(518	)		1,461			204
Comprehensive loss attributable to Aurora Mobile Limited’s shareholders		(792	)		(2,634	)		(209	)		(30	)		(3,113	)		(2,843	)		(398	)

AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
		As of
		December 31, 2024			June 30, 2025
		RMB			RMB			US$
ASSETS
Current assets:
Cash and cash equivalents		119,171			119,422			16,671
Restricted cash		376			391			55
Accounts receivable		50,804			54,114			7,554
Prepayments and other current assets		14,264			16,503			2,302
Total current assets		184,615			190,430			26,582
Non-current assets:
Long-term investments		113,506			113,339			15,822
Property and equipment, net		4,573			3,151			440
Operating lease right-of-use assets		17,146			17,399			2,429
Intangible assets, net		13,767			12,100			1,689
Goodwill		37,785			37,785			5,275
Deferred tax assets		131			11			2
Other non-current assets		6,510			6,779			945
Total non-current assets		193,418			190,564			26,602
Total assets		378,033			380,994			53,184
LIABILITIES AND SHAREHOLDERS’ EQUITY
Current liabilities:
Short-term loan		3,000			-			-
Accounts payable		32,691			38,387			5,359
Deferred revenue and customer deposits		147,111			156,095			21,790
Operating lease liabilities		4,461			4,766			665
Accrued liabilities and other current liabilities		74,370			68,449			9,555
Total current liabilities		261,633			267,697			37,369
Non-current liabilities:
Operating lease liabilities		13,376			13,055			1,822
Deferred tax liabilities		3,059			2,118			296
Other non-current liabilities		567			567			79
Total non-current liabilities		17,002			15,740			2,197
Total liabilities		278,635			283,437			39,566
Shareholders’ equity:
Common shares		50			51			7
Treasury shares		(1,674	)		(4,319	)		(603	)
Additional paid-in capital		1,045,221			1,047,406			146,212
Accumulated deficit		(995,715	)		(998,288	)		(139,356	)
Accumulated other comprehensive income		20,040			19,770			2,760
Total Aurora Mobile Limited’s shareholders’ equity		67,922			64,620			9,020
Noncontrolling interests		31,476			32,937			4,598
Total shareholders’ equity		99,398			97,557			13,618
Total liabilities and shareholders’ equity		378,033			380,994			53,184

AURORA MOBILE LIMITED
RECONCILIATION OF GAAP AND NON-GAAP RESULTS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
		Three months ended												Six months ended
		June 30, 2024			March 31, 2025			June 30, 2025						June 30, 2024			June 30, 2025
		RMB			RMB			RMB			US$			RMB			RMB			US$
Reconciliation of Net (Loss)/Income to Adjusted Net (Loss)/Income:
Net (loss)/income		(1,304	)		(1,608	)		496			68			(3,917	)		(1,112	)		(156	)
Add:
Share-based compensation		913			407			287			40			2,181			694			97
Adjusted net (loss)/income		(391	)		(1,201	)		783			108			(1,736	)		(418	)		(59	)
Reconciliation of Net (Loss)/Income to Adjusted EBITDA:
Net (loss)/income		(1,304	)		(1,608	)		496			68			(3,917	)		(1,112	)		(156	)
Add:
Income tax expenses/(benefits)		483			336			(882	)		(123	)		239			(546	)		(76	)
Interest expenses		42			39			6			1			48			45			6
Depreciation of property and equipment		371			266			232			32			751			498			70
Amortization of intangible assets		1,115			1,019			1,048			146			2,484			2,067			289
EBITDA		707			52			900			124			(395	)		952			133
Add:
Share-based compensation		913			407			287			40			2,181			694			97
Adjusted EBITDA		1,620			459			1,187			164			1,786			1,646			230

AURORA MOBILE LIMITED
UNAUDITED SAAS BUSINESSES REVENUE
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
		Three months ended												Six months ended
		June 30, 2024			March 31, 2025			June 30, 2025						June 30, 2024			June 30, 2025
		RMB			RMB			RMB			US$			RMB			RMB			US$
Developer Services		56,406			62,322			64,407			8,991			101,155			126,729			17,690
Subscription		48,124			53,467			53,659			7,491			90,475			107,126			14,954
Value-Added Services		8,282			8,855			10,748			1,500			10,680			19,603			2,736
Vertical Applications		23,035			26,639			25,453			3,553			42,810			52,092			7,272
Total Revenue		79,441			88,961			89,860			12,544			143,965			178,821			24,962
Gross Profits		52,771			58,844			59,645			8,326			99,143			118,489			16,540
Gross Margin		66.4	%		66.1	%		66.4	%		66.4	%		68.9	%		66.3	%		66.3	%

FAQ

What were Aurora Mobile's (JG) Q2 2025 earnings results?

Aurora Mobile reported revenue of RMB89.9 million (US$12.5 million), up 13% YoY, and achieved its first-ever quarterly net income of RMB0.5 million (US$68,000).

How did Aurora Mobile's EngageLab perform in Q2 2025?

EngageLab showed strong performance with 67% year-over-year revenue growth and added 210 new customers during Q2 2025.

What is Aurora Mobile's revenue guidance for Q3 2025?

The company expects Q3 2025 revenue between RMB88.0-91.0 million, representing year-over-year growth of approximately 11-15%.

How much cash does Aurora Mobile (JG) have as of Q2 2025?

Aurora Mobile had RMB119.8 million (US$16.7 million) in cash, cash equivalents, and restricted cash as of June 30, 2025.

What was Aurora Mobile's share repurchase activity in Q2 2025?

The company repurchased 27,470 ADSs worth US$294.9 thousand during Q2 2025, bringing total repurchases to 322,649 ADSs.