Jack Sun's questions to Aurora Mobile Ltd (JG) leadership • Q4 2024
Question
Jack Sun from Gelonghui Research noted that developer subscription revenue surpassed RMB 50 million for two consecutive quarters and asked for management's perspective on the future trend and sustainability of this growth.
Answer
Executive Shan-Nen Bong attributed the strong performance to persistent market demand for effective and cost-efficient user engagement tools. He highlighted that Aurora's comprehensive product suite is successfully winning customers from competitors, leading to healthy growth in both customer numbers and Average Revenue Per User (ARPU). Bong expressed confidence that the developer services segment will remain a crucial growth driver for the entire group.