Aurora Mobile Limited (JG) reports improved profitability for the six months ended June 30, 2026, with revenues rising from RMB178,821 thousand in 2025 to RMB194,510 thousand (US$28,667) and net results turning from a loss of RMB1,112 thousand to net income of RMB3,250 thousand (US$479).
Growth was driven mainly by developer subscription services, which increased to RMB135,590 thousand, while vertical applications declined and value-added services softened. Gross profit rose to RMB135,464 thousand, but total operating expenses also increased to RMB133,692 thousand, keeping profitability modest.
The balance sheet shows total assets of RMB403,524 thousand and shareholders’ equity of RMB87,111 thousand (US$12,839), down from RMB99,425 thousand at year-end 2025, reflecting share repurchases and acquisition of noncontrolling interests. Operating cash flow moved from RMB5,689 thousand provided in 2025 to RMB3,970 thousand used in 2026, and the company added a RMB5,000 thousand short-term bank loan. Aurora continues to operate its PRC businesses through variable interest entities, with detailed VIE arrangements and associated legal and structural risks disclosed.
Aurora Mobile Ltd (JG) director Lee Hon Sang reported a sale of 11,470 American depositary shares on 2026-08-24 at a price of $5.55 per ADS in an open market or private transaction. Following this transaction, the reported direct holdings of American depositary shares decreased to 0. A footnote states that every three American depositary shares represent 40 Class A common shares.
Aurora Mobile Limited (JG) reported stronger results for the quarter ended June 30, 2026. Revenues reached RMB101.2 million, up 13% from RMB89.9 million a year earlier, driven by a 24% increase in Developer Services revenue, partially offset by a 16% decline in Vertical Applications.
Gross profit rose to RMB69.2 million, up 16%, with gross margin improving to 68.3%. Income from operations turned positive at RMB1.6 million versus a prior-year operating loss of RMB0.9 million. Net income increased to RMB2.1 million, while non-GAAP adjusted net income reached RMB2.4 million and adjusted EBITDA RMB3.8 million.
Cash, cash equivalents, restricted cash and short-term investments totaled RMB166.8 million as of June 30, 2026. The company continued its share repurchase program, buying back 43,808 ADSs in the quarter, bringing cumulative repurchases to 485,173 ADSs.
Aurora Mobile Ltd director Tang Kwok Hin exercised 33,962 restricted share units (RSUs) on August 1, 2026, converting them into 2,547 American depositary shares (ADSs). The RSUs were granted on August 1, 2025 and fully vested on August 1, 2026. Following the conversion, he directly holds 17,829 ADSs.
Aurora Mobile Ltd director Lee Hon Sang converted 65,407 restricted share units into American depositary shares (ADSs) on August 1, 2026. The conversion resulted in the acquisition of 4,906 ADSs, and he held 11,470 ADSs directly afterward. The RSUs were granted on August 1, 2025 under a share incentive plan and fully vested on August 1, 2026. Every three ADSs represent 40 Class A common shares, and the RSUs convert at 3 ADSs for every 40 RSUs.
Aurora Mobile Ltd director John Koh converted 87,118 restricted share units into 6,534 American depositary shares on August 1, 2026, with the RSUs reported as fully disposed. These RSUs were granted on August 1, 2025 under a share incentive plan and fully vested on August 1, 2026. After the conversion, he directly holds 48,320 ADSs.
Aurora Mobile Ltd director Peter Si Ngai Yeung exercised fully vested restricted share units on August 1, 2026, converting 87,118 RSUs into 6,534 American depositary shares (ADSs) under the company’s share incentive plan.
After the conversion, he directly holds 52,270 ADSs. The RSUs convert at a ratio of 3 ADSs for every 40 RSUs, and every 3 ADSs represent 40 Class A common shares.
Aurora Mobile Ltd director Lee Hon Sang reported an open-market sale of 10,000 American depositary shares at $5.70 per share. After this transaction, he directly holds 6,564 American depositary shares, which continue to represent an equity stake in the company.
Aurora Mobile Ltd director Lee Hon Sang sold a small block of shares in an open-market transaction. On the reported date, he sold 182 American depositary shares (ADS) at a price of $5.95 per ADS. After this sale, he continued to hold 16,564 ADS directly, indicating the transaction was minor relative to his remaining position. Each three ADS represent 40 Class A common shares.
Aurora Mobile Limited reported improved results for the first quarter ended March 31, 2026. Revenue reached RMB93.3 million (US$13.5 million), up 5% from a year earlier, driven by a 15% increase in Developer Services, while Vertical Applications revenue fell 19%.
Cost controls helped lift gross profit to RMB66.3 million (US$9.6 million), up 13%, with gross margin improving to 71.0%. The company generated income from operations of RMB0.5 million (US$68 thousand) versus a prior operating loss, and net income of RMB1.2 million (US$0.2 million) compared with a net loss last year.
On a non-GAAP basis, adjusted net income was RMB1.6 million (US$0.2 million) and adjusted EBITDA was RMB2.9 million (US$0.4 million), both improving from losses or lower levels a year ago. Cash, restricted cash and short-term investments totaled RMB142.2 million (US$20.6 million), and the company had repurchased 441,365 ADSs as of March 31, 2026.