Aurora Mobile Limited Announces Third Quarter 2026 Unaudited Financial Results

The reduced full-year revenue outlook still implies approximately 8%–11% growth, despite weaker Financial Risk Management demand.

Rhea-AI Summary

Aurora Mobile (NASDAQ: JG) reported third-quarter 2026 revenue of RMB106.5 million, with higher profit despite a reduced full-year revenue outlook. Revenue rose 17% year over year, as Developer Services grew 37% while Vertical Applications declined 31%. Net income reached RMB4.5 million, versus RMB0.7 million a year earlier, marking the sixth consecutive quarter of U.S. GAAP profit. Gross profit increased 11% to RMB70.9 million, while cost of revenues rose 31% to RMB35.6 million.

The company cut its 2026 revenue guidance to RMB405–415 million from RMB450–480 million, still representing approximately 8%–11% annual growth. It attributed the revision to weaker-than-expected Financial Risk Management revenue amid adjustments in China's consumer credit industry. EngageLab revenue rose 124% to RMB29.5 million. Cash, restricted cash and short-term investments totaled RMB165.0 million at September 30, versus RMB173.4 million at year-end 2025.

14 points · 0 major

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Rhea-AI Sentiment measures something else, the tone of the wording.

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1 major · 7 points

Hollow bars mark forward-looking points. How the balance works

Positive

• Moderate pointThird-quarter revenue rose 17% year over year to RMB106.5 million.
• Moderate pointThird-quarter gross profit rose 11% year over year to RMB70.9 million.
• Moderate pointThird-quarter net income rose to RMB4.5 million from RMB0.7 million, the sixth consecutive quarterly GAAP profit.
• Minor pointDeveloper Services revenue increased 37% year over year in the third quarter.
• Minor pointEngageLab quarterly revenue reached RMB29.5 million, up 124% year over year.

9 minor points

• Minor pointCore Developer Subscription revenue reached an all-time high of approximately RMB77.0 million.
• Minor pointThird-quarter operating income increased to RMB5.5 million from RMB0.4 million a year earlier.
• Minor pointThird-quarter shareholder net income reached RMB4.7 million, versus a RMB13 thousand loss a year earlier.
• Minor pointThird-quarter adjusted net income, a non-GAAP measure, increased to RMB5.0 million from RMB1.5 million a year earlier.
• Minor pointThird-quarter adjusted EBITDA, a non-GAAP earnings measure, increased to RMB6.3 million from RMB2.8 million a year earlier.
• Minor pointThird-quarter general and administrative expenses fell 24% year over year to RMB9.0 million.
• Minor pointQuarterly operating cash flow was a RMB6.6 million net inflow.
• Minor pointNine-month revenue increased to RMB300.976 million from RMB269.693 million in the comparable 2025 period.
• Minor pointNine-month net income reached RMB7.796 million, versus a RMB0.462 million loss in the comparable 2025 period.

Negative

• Major point. Forward-looking: it has not happened yet and may not happen.2026 revenue guidance cut to RMB405–415 million from RMB450–480 million; approximately 8%–11% annual growth remains expected.
• Moderate pointThird-quarter cost of revenues increased 31% year over year to RMB35.6 million.
• Minor pointVertical Applications revenue declined 31% year over year in the third quarter.
• Minor pointThird-quarter research and development expenses rose 17% year over year to RMB30.2 million.
• Minor pointThird-quarter sales and marketing expenses rose 9% year over year to RMB29.0 million.

2 minor points

• Minor pointThird-quarter foreign exchange loss widened to RMB3.101 million from RMB0.098 million a year earlier.
• Minor pointCash, restricted cash and short-term investments fell to RMB165.0 million at September 30 from RMB173.4 million at year-end 2025.

News Explained

Aurora adds a completed buyback disclosure: by September 30, 2026, it had repurchased 584,605 ADSs, including 99,432 in Q3 for around US$532.1 thousand, quantifying purchases already made.

Key Figures

Revenue: RMB106.5 million, +17% year-over-year Gross profit: RMB70.9 million, +11% year-over-year Shareholder-attributable net income: RMB4.7 million, versus a loss of RMB13 thousand +5 more

Revenue

RMB106.5 million, +17% year-over-year

Third quarter 2026

Gross profit

RMB70.9 million, +11% year-over-year

Third quarter 2026

Shareholder-attributable net income

RMB4.7 million, versus a loss of RMB13 thousand

Third quarter 2026 compared with the same quarter last year

Adjusted EBITDA

RMB6.3 million, versus RMB2.8 million

Third quarter 2026 compared with the same quarter last year; non-GAAP

Core Developer Subscription revenue

Approximately RMB77.0 million

Third quarter 2026

EngageLab revenue

RMB29.5 million, +124% year-over-year

Third quarter 2026

Full-year revenue guidance

RMB405.0–415.0 million, revised from RMB450.0–480.0 million

2026 guidance; stated year-over-year growth of approximately 8%–11%

Net cash inflow

RMB6.6 million

Third quarter 2026

Previous Earnings Reports

5 past events · Latest: Aug 20

Same Type 5 events

1. Aug 20

   Quarterly earnings

   24h Move

   -3.0%

   Revenue grew 13% and net income marked a fifth consecutive US GAAP-profitable quarter.

2. May 26

   Quarterly earnings

   24h Move

   +6.7%

   Revenue grew 5%, with a fourth consecutive GAAP-profitable quarter and RMB1.2 million net income.

3. Mar 12

   Annual earnings

   24h Move

   +0.4%

   Set 2026 revenue guidance at RMB450.0–480.0 million, the range reduced in this update.

4. Nov 13

   Quarterly earnings

   24h Move

   -2.3%

   Revenue grew 15%, with RMB0.7 million net income and RMB2.8 million adjusted EBITDA.

5. Aug 28

   Quarterly earnings

   24h Move

   +1.8%

   Recorded first quarterly U.S. GAAP net income, establishing the profitability streak continued this quarter.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

non-gaap, adjusted ebitda, otp, ads, +1 more

5 terms

non-gaap financial

"Adjusted net income (non-GAAP) was RMB5.0 million"

Non-GAAP refers to financial measures that companies use to show their earnings or performance without including certain expenses or income that are often added back to give a different picture. It matters because it can make a company's results look better or more favorable, but it may also hide important costs, so investors need to look at both GAAP (official rules) and non-GAAP numbers to get a full understanding.

View in glossary

adjusted ebitda financial

"Adjusted EBITDA (non-GAAP) was RMB6.3 million"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

otp technical

"including One-Time Password (“OTP”), WhatsApp push and GPTBots.ai"

An OTP (one-time password) is a short, single-use code sent to a user’s phone, email, or authentication app to confirm their identity when logging in or approving a transaction. For investors it acts like a digital key that prevents unauthorized access to accounts and trades, reducing the risk of fraud; losing or sharing an OTP can allow someone to impersonate you, so secure handling matters.

ads financial

"99,432 ADSs, or around US$532.1 thousand were repurchased"

Ads are paid promotional messages a company places across media — online, on TV, in print, or on social platforms — to attract customers, explain products, or shape public perception. For investors, ads matter because they drive sales growth, affect how much a company must spend to win customers, and influence brand strength and long-term value. Ads can also create regulatory or reputational risk if claims are misleading, which can affect profits and stock price.

u.s. gaap financial

"We posted our sixth consecutive quarter of US GAAP net profit."

U.S. GAAP is a set of rules and standards that companies in the United States follow to prepare their financial reports. It helps ensure that financial information is consistent and clear, so investors and others can compare and understand a company's financial health easily.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SHENZHEN, China, Nov. 12, 2026 (GLOBE NEWSWIRE) -- Aurora Mobile Limited (“Aurora Mobile” or the “Company”) (NASDAQ: JG), a leading provider of customer engagement and marketing technology services, today announced its unaudited financial results for the third quarter ended September 30, 2026.

Third Quarter 2026 Financial Highlights

• Revenues were RMB106.5 million (US$15.9 million), an increase of 17% year-over-year.
• Cost of revenues was RMB35.6 million (US$5.3 million), an increase of 31% year-over-year.
• Gross profit was RMB70.9 million (US$10.6 million), an increase of 11% year-over-year.
• Total operating expenses were RMB68.1 million (US$10.2 million), an increase of 6% year-over-year.
• Net income was RMB4.5 million (US$0.7 million), compared with RMB0.7 million in the same quarter last year.
• Net income attributable to Aurora Mobile Limited’s shareholders was RMB4.7 million (US$0.7 million), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB13 thousand in the same quarter last year.
• Adjusted net income (non-GAAP) was RMB5.0 million (US$0.7 million), compared with RMB1.5 million in the same quarter last year.
• Adjusted EBITDA (non-GAAP) was RMB6.3 million (US$0.9 million), compared with RMB2.8 million in the same quarter last year.
  
  

Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “We delivered a strong Q3 performance. Our achievements this quarter are as follows:

• For the fourth time in our history, we recorded quarterly SAAS revenue in excess of RMB100 million, marking back-to-back quarters above this level and our highest revenue since we transitioned to the Pure-SAAS model in Q1 2021.
• Core Developer Subscription revenue reached an all-time high of approximately RMB77.0 million.
• Our global flagship product, EngageLab, achieved its highest quarterly revenue of RMB29.5 million, up 124% year-over-year.
• Gross profit rose 11% year-over-year to RMB70.9 million, a new high since Q1 2022.
• We posted our sixth consecutive quarter of US GAAP net profit.
• Operationally, we generated a net cash inflow of RMB6.6 million during the quarter.”
  
  

Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “This is an exceptionally strong set of financial results. These outcomes did not happen by chance. They are rooted in sound strategic choices, disciplined operating decisions, and consistent execution across the organization. Our financial performance reflects the collective hard work and alignment of our entire team.

We achieved meaningful top-line growth during the quarter, which, together with favorable profitability dynamics, lifted gross profit to its highest level since Q1 2022. This operational strength flowed through to the bottom line, resulting in our highest net profit since we transitioned to the Pure-SAAS model in Q1 2021.

With this proven operating model firmly in place, we are confident in our long-term growth prospects as we move forward.”

Third Quarter 2026 Financial Results

Revenues were RMB106.5 million (US$15.9 million), an increase of 17% from RMB90.9 million in the same quarter of last year, attributable to a 37% increase in revenue from Developer Services and partially offset by a 31% decrease in revenue from Vertical Applications.

Cost of revenues was RMB35.6 million (US$5.3 million), an increase of 31% from RMB27.1 million in the same quarter of last year. The increase was mainly due to a RMB3.2 million increase in media cost and a RMB6.2 million increase in direct costs related to overseas business including One-Time Password (“OTP”), WhatsApp push and GPTBots.ai.

Gross profit was RMB70.9 million (US$10.6 million), an increase of 11% from RMB63.8 million in the same quarter of last year.

Total operating expenses were RMB68.1 million (US$10.2 million), an increase of 6% from RMB64.4 million in the same quarter of last year.

• Research and development expenses were RMB30.2 million (US$4.5 million), an increase of 17% from RMB25.9 million in the same quarter of last year, mainly due to a RMB2.1 million increase in personnel costs and a RMB1.1 million increase in technical service expense.
• Sales and marketing expenses were RMB29.0 million (US$4.3 million), an increase of 9% from RMB26.6 million in the same quarter of last year, mainly due to a RMB2.9 million increase in personnel costs.
• General and administrative expenses were RMB9.0 million (US$1.3 million), a decrease of 24% from RMB11.9 million in the same quarter of last year, mainly due to a RMB1.9 million decrease in bad debt provision and a RMB1.7 million decrease in personnel costs.
  
  

Income from operations was RMB5.5 million (US$0.8 million), compared with RMB0.4 million in the same quarter of last year.

Net income was RMB4.5 million (US$0.7 million), compared with RMB0.7 million in the same quarter of last year.

Adjusted net income (non-GAAP) was RMB5.0 million (US$0.7 million), compared with RMB1.5 million in the same quarter of last year.

Adjusted EBITDA (non-GAAP) was RMB6.3 million (US$0.9 million), compared with RMB2.8 million for the same quarter of last year.

The cash and cash equivalents, restricted cash and short-term investment were RMB165.0 million (US$24.6 million) as of September 30, 2026, compared with RMB173.4 million as of December 31, 2025.

Business Outlook Update

The Company is revising its full-year 2026 revenue guidance from a range of RMB450.0 million to RMB480.0 million to a range of RMB405.0 million to RMB415.0 million, representing year-over-year growth of approximately 8% to 11%. The revision primarily reflects revenue from the Financial Risk Management business coming in below the Company’s previous expectations.

This shortfall was driven by the continued adjustment underway in China's consumer credit and loan facilitation industries. As regulatory requirements continue to be implemented in greater depth, financial institutions and loan facilitation platforms have further adjusted their product pricing, customer mix and business scale. Certain customers have tightened new credit origination and taken a more prudent approach to business budgeting, which in turn has affected demand for the Company’s related data and technology services.

The Company had previously expected customer demand to gradually stabilize following the industry adjustment. However, the depth and duration of the adjustment have exceeded its expectations.

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 September 30, 2026, the Company had repurchased a total of 584,605 ADSs, of which 99,432 ADSs, or around US$532.1 thousand were repurchased during the third quarter in 2026. ADS refers to American Depositary Shares, each 3 ADS representing 40 Class A common shares.

Conference Call

The Company will host an earnings conference call on Thursday, November 12, 2026 at 7:30 a.m. U.S. Eastern Time (8:30 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/BIfab4aba23906470c9b3f901613f2edc9

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.aurora-mobile.com/.

Use of Non-GAAP Financial Measures

In evaluating the business, the Company considers and uses two non-GAAP measures, adjusted net 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 income as net income/(loss) excluding share-based compensation. The Company defines adjusted EBITDA as net income/(loss) 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 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 income/(loss) from operations and net income/(loss).

The Company believes that adjusted net 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 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.

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 (NASDAQ: JG) is a leading provider of customer engagement and marketing technology services. The Company is dedicated to empowering global enterprises with stable, efficient, and intelligent customer interaction solutions. Leveraging its first-mover advantage in mobile messaging, Aurora Mobile has evolved into a comprehensive platform that integrates Omnichannel Engagement, AI-Driven Marketing, Advanced AI Customer Support, and Frictionless Identity Security. Through its flagship brand EngageLab and its robust AI infrastructure GPTBots.ai, the Company helps businesses achieve seamless customer reach, automate complex marketing journeys, and optimize service efficiency with AI agents, accelerating digital transformation for clients worldwide.

For more information, please visit https://ir.aurora-mobile.com/.

For investor and media inquiries, please contact:

Aurora Mobile Limited
E-mail: ir@aurora-mobile.com

Christensen Advisory
Ms. Xiaoyan Su
E-mail: Xiaoyan.Su@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 RMB6.7045 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 September 30, 2026.

AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data)
		Three months ended												Nine months ended
		September 30, 2025			June 30, 2026			September 30, 2026						September 30, 2025			September 30, 2026
		RMB			RMB			RMB			US$			RMB			RMB			US$
Revenues		90,872			101,226			106,466			15,880			269,693			300,976			44,892
Cost of revenues		(27,117	)		(32,039	)		(35,583	)		(5,307	)		(87,449	)		(94,629	)		(14,114	)
Gross profit		63,755			69,187			70,883			10,573			182,244			206,347			30,778
Operating expenses
Research and development		(25,881	)		(29,274	)		(30,167	)		(4,500	)		(76,446	)		(88,154	)		(13,148	)
Sales and marketing		(26,618	)		(28,309	)		(28,971	)		(4,321	)		(72,572	)		(83,175	)		(12,406	)
General and administrative		(11,856	)		(10,003	)		(8,968	)		(1,338	)		(36,722	)		(30,469	)		(4,545	)
Total operating expenses		(64,355	)		(67,586	)		(68,106	)		(10,159	)		(185,740	)		(201,798	)		(30,099	)
Other operating income		1,039			17			2,700			403			1,446			3,022			451
Income/(Loss) from operations		439			1,618			5,477			817			(2,050	)		7,571			1,130
Foreign exchange (loss)/gain, net		(98	)		(995	)		(3,101	)		(463	)		83			(4,598	)		(686	)
Interest income		308			488			667			99			858			1,831			273
Interest expenses		(27	)		(14	)		(41	)		(6	)		(72	)		(61	)		(9	)
Other income		-			549			551			82			34			1,559			233
Gains from fair value change		74			519			866			129			185			1,429			213
Income/(Loss) before income taxes		696			2,165			4,419			658			(962	)		7,731			1,154
Income tax (expenses)/benefits		(46	)		(111	)		127			19			500			65			10
Net income/(loss)		650			2,054			4,546			677			(462	)		7,796			1,164
Less: net income/(loss) attributable to noncontrolling interests		663			136			(187	)		(28	)		2,124			126			19
Net (loss)/income attributable to Aurora Mobile Limited’s shareholders		(13	)		1,918			4,733			705			(2,586	)		7,670			1,145
Net (loss)/income per share, for Class A and Class B common shares:
Class A and B Common Shares - basic		(0.00	)		0.02			0.06			0.01			(0.03	)		0.10			0.01
Class A and B Common Shares - diluted		(0.00	)		0.02			0.06			0.01			(0.03	)		0.09			0.01
Shares used in net (loss)/income per share computation:
Class A Common Shares - basic		63,370,150			62,237,640			61,593,596			61,593,596			63,340,221			62,146,778			62,146,778
Class B Common Shares - basic		17,000,189			17,000,189			17,000,189			17,000,189			17,000,189			17,000,189			17,000,189
Class A Common Shares - diluted		63,370,150			66,635,022			65,641,108			65,641,108			63,340,221			65,791,267			65,791,267
Class B Common Shares - diluted		17,000,189			17,000,189			17,000,189			17,000,189			17,000,189			17,000,189			17,000,189
Other comprehensive (loss)/income
Foreign currency translation adjustments		(453	)		85			1,381			206			(723	)		(149	)		(22	)
Total other comprehensive (loss)/income, net of tax		(453	)		85			1,381			206			(723	)		(149	)		(22	)
Total comprehensive income/(loss)		197			2,139			5,927			883			(1,185	)		7,647			1,142
Less: comprehensive income/(loss) attributable to noncontrolling interests		663			165			(151	)		(23	)		2,124			191			28
Comprehensive (loss)/income attributable to Aurora Mobile Limited’s shareholders		(466	)		1,974			6,078			906			(3,309	)		7,456			1,114

AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
		As of
		December 31, 2025			September 30, 2026
		RMB			RMB			US$
ASSETS
Current assets:
Cash and cash equivalents		167,955			132,042			19,695
Restricted cash		384			27,767			4,142
Derivative asset		-			557			83
Short-term investments		5,090			5,144			767
Accounts receivable		43,228			45,267			6,752
Prepayments and other current assets		15,306			18,102			2,697
Total current assets		231,963			228,879			34,136
Non-current assets:
Long-term investments		112,609			110,957			16,550
Property and equipment, net		2,798			4,385			654
Operating lease right-of-use assets		14,873			14,075			2,099
Intangible assets, net		9,966			6,810			1,016
Goodwill		37,785			37,785			5,636
Digital assets		-			3,676			548
Deferred tax assets		6			25			4
Other non-current assets		6,165			6,219			928
Total non-current assets		184,202			183,932			27,435
Total assets		416,165			412,811			61,571
LIABILITIES AND SHAREHOLDERS’ EQUITY
Current liabilities:
Short-term loan		-			5,000			746
Accounts payable		39,404			30,935			4,614
Deferred revenue and customer deposits		178,650			185,240			27,629
Operating lease liabilities		3,982			4,441			662
Accrued liabilities and other current liabilities		80,939			85,185			12,706
Total current liabilities		302,975			310,801			46,357
Non-current liabilities:
Operating lease liabilities		11,432			10,093			1,505
Deferred tax liabilities		1,883			1,431			213
Other non-current liabilities		450			450			67
Total non-current liabilities		13,765			11,974			1,785
Total liabilities		316,740			322,775			48,142
Shareholders’ equity:
Common shares		51			51			8
Treasury shares		(6,430	)		(10,390	)		(1,550	)
Additional paid-in capital		1,049,029			1,047,208			156,195
Accumulated deficit		(995,292	)		(987,622	)		(147,307	)
Accumulated other comprehensive income		18,440			18,226			2,718
Total Aurora Mobile Limited’s shareholders’ equity		65,798			67,473			10,064
Noncontrolling interests		33,627			22,563			3,365
Total shareholders’ equity		99,425			90,036			13,429
Total liabilities and shareholders’ equity		416,165			412,811			61,571

AURORA MOBILE LIMITED
RECONCILIATION OF GAAP AND NON-GAAP RESULTS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
		Three months ended												Nine months ended
		September 30, 2025			June 30, 2026			September 30, 2026						September 30, 2025			September 30, 2026
		RMB			RMB			RMB			US$			RMB			RMB			US$
Reconciliation of Net Income/(Loss) to Adjusted Net Income:
Net income/(loss)		650			2,054			4,546			677			(462	)		7,796			1,164
Add:
Share-based compensation		813			349			475			71			1,507			1,253			187
Adjusted net income		1,463			2,403			5,021			748			1,045			9,049			1,351
Reconciliation of Net Income/(Loss) to Adjusted EBITDA:
Net income/(loss)		650			2,054			4,546			677			(462	)		7,796			1,164
Add:
Income tax expenses/(benefits)		46			111			(127	)		(19	)		(500	)		(65	)		(10	)
Interest expenses		27			14			41			6			72			61			9
Depreciation of property and equipment		217			242			318			47			715			779			116
Amortization of intangible assets		1,079			1,054			1,012			151			3,146			3,137			468
EBITDA		2,019			3,475			5,790			862			2,971			11,708			1,747
Add:
Share-based compensation		813			349			475			71			1,507			1,253			187
Adjusted EBITDA		2,832			3,824			6,265			933			4,478			12,961			1,934

AURORA MOBILE LIMITED
UNAUDITED SAAS BUSINESSES REVENUE
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
		Three months ended												Nine months ended
		September 30, 2025			June 30, 2026			September 30, 2026						September 30, 2025			September 30, 2026
		RMB			RMB			RMB			US$			RMB			RMB			US$
Developer Services		64,422			79,886			88,173			13,152			191,151			239,688			35,751
Subscription		57,330			70,697			77,036			11,490			164,456			212,627			31,714
Value-Added Services		7,092			9,189			11,137			1,662			26,695			27,061			4,037
Vertical Applications		26,450			21,340			18,293			2,728			78,542			61,288			9,141
Total Revenue		90,872			101,226			106,466			15,880			269,693			300,976			44,892
Gross Profits		63,755			69,187			70,883			10,573			182,244			206,347			30,778
Gross Margin		70.2	%		68.3	%		66.6	%		66.6	%		67.6	%		68.6	%		68.6	%

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What were Aurora Mobile's third-quarter 2026 financial results?

Aurora Mobile reported RMB106.5 million in revenue, up 17% year over year, and RMB4.5 million in net income, compared with RMB0.7 million a year earlier. Gross profit increased 11% to RMB70.9 million.

Why did Aurora Mobile lower its 2026 revenue guidance?

Aurora Mobile attributed the cut to Financial Risk Management revenue below its previous expectations. The company said adjustments in China's consumer credit and loan facilitation industries lasted longer and went deeper than expected. Certain customers tightened new credit origination and business budgets, affecting demand for related data and technology services.

How does Aurora Mobile calculate adjusted net income and adjusted EBITDA?

Adjusted net income excludes share-based compensation from net income or loss. Adjusted EBITDA also excludes interest expense, depreciation of property and equipment, amortization of intangible assets, and income tax expenses or benefits. These non-GAAP measures supplement, rather than replace, U.S. GAAP results.