Research analysts who have asked questions during Aurora Mobile earnings calls.
KW
Kelvin Wong
Mica Capital
4 questions for JG
Also covers: GHG
Y(
Yuecong (Marco) Zhang
Gelonghui Research
4 questions for JG
Also covers: NIPG
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[indiscernible]
JPMorgan
1 question for JG
Also covers: BAOS
JS
Jack Sun
Gelonghui Research
1 question for JG
Kevin
RBC Capital Markets
1 question for JG
Also covers: ARBK, BSEM, CMPS +2 more
Recent press releases and 8-K filings for JG.
JG Reports Strong Q3 2025 Financial Results with Record Revenue and EngageLab Growth
JG
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- JG reported GAAP net income for the second consecutive quarter in Q3 2025, with total revenue reaching a historic high of RMB 90.9 million, marking a 15% YoY increase.
- Gross profit rose by 20% YoY and 7% QoQ to RMB 63.8 million, the highest in 15 quarters, with the gross margin improving to 70.2%.
- EngageLab, the global flagship product, demonstrated significant growth with recognized revenue increasing by 102% YoY and Annual Recurring Revenue (ARR) reaching a new milestone of RMB 53.7 million, up over 160% YoY.
- The company's cash balance (including restricted cash and short-term investments) reached RMB 141.2 million as of September 30, 2025, the highest in 14 quarters, complemented by a historic high deferred revenue balance of RMB 166.3 million.
- International expansion efforts continued, with EngageLab serving customers in 52 countries and GPTBots.ai forming a strategic partnership with Vonosis Co., Ltd. for Southeast Asia expansion.
Nov 13, 2025, 12:30 PM
JG Reports Strong Q3 2025 Results with Back-to-Back GAAP Net Profit
JG
Earnings
Guidance Update
Share Buyback
- Aurora Mobile (JG) achieved back-to-back GAAP net profit in Q3 2025, with gross profit increasing 20% year-over-year to RMB 63.8 million, marking its highest level in 15 quarters.
- The company's core businesses demonstrated strong performance, with Developer Subscription Services revenue reaching a historical high of RMB 57.3 million and Financial Risk Management revenue also hitting a historical high of RMB 22.6 million.
- EngageLab's Annual Recurring Revenue (ARR) reached RMB 53.7 million as of September 2025, representing a 160% year-over-year growth, and the Net Dollar Retention (NDR) for core developer services exceeded 100% for the first time, reaching 104% for the trailing 12 months ended September 30, 2025.
- Net operating cash inflow for the quarter ended September 30, 2025, was RMB 23.3 million, the highest since Q4 2020, and total deferred revenue reached a historical high of RMB 166.3 million.
- For Q4 2025, the company expects revenue guidance in the range of RMB 94 million to RMB 96 million, and its board approved an increased share repurchase program of up to $10 million.
Nov 13, 2025, 12:30 PM
Aurora Mobile Announces Strong Q3 2025 Financial Results and New Share Repurchase Program
JG
Earnings
Share Buyback
Guidance Update
- Aurora Mobile Limited reported Q3 2025 revenues of RMB90.9 million (US$12.8 million), a 15% increase year-over-year, and achieved a net income of RMB0.7 million (US$92 thousand), a significant improvement from a net loss in the prior year.
- The company announced a new share repurchase program, authorizing the repurchase of up to US$10 million worth of its ordinary shares until December 31, 2026.
- Key business metrics for Q3 2025 included Annual Recurring Revenue (ARR) of RMB53.7 million for September 2025, representing over 160% year-over-year growth, and a 104% Net Dollar Retention Rate for its core Developer Subscription business for the trailing 12 months.
- For the fourth quarter of 2025, Aurora Mobile anticipates total revenue to be between RMB94.0 million and RMB96.0 million, projecting year-over-year growth of approximately 1% to 3%.
Nov 13, 2025, 11:03 AM
Aurora Mobile Reports Q2 2025 Financial Results and Strategic Initiatives
JG
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Aurora Mobile achieved its first GAAP profitable quarter in history, recording a net operating cash inflow of RMB 7.9 million and maintaining a gross margin of 66.4%.
- Total revenue for Q2 2025 grew 13% year-over-year to RMB 89.9 million, primarily driven by EngageLab's 67% year-over-year revenue growth and a 30% year-over-year surge in value-added services revenue.
- The company's board of directors approved a strategic initiative to invest up to 20% of cash and cash equivalents in cryptocurrency and digital assets as part of its treasury management plan.
- The developer subscription business generated RMB 53.7 million in revenue for Q2 2025, marking four consecutive quarters above the RMB 50 million threshold, with a net dollar retention of 99%.
- Deferred revenue remained robust at RMB 156.1 million, consistently above RMB 100 million for 21 consecutive quarters, reflecting strong customer trust and predictable business momentum.
Sep 24, 2025, 7:55 PM
Aurora Mobile reports strong Q2 2025 results and first GAAP profitability
JG
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Aurora Mobile achieved its first GAAP profitability milestone in Q2 2025.
- The company reported a 13% year-over-year increase in total revenue for Q2 2025, reaching RMB 89.9 million, with a gross profit of ¥59.6 million and a 66.4% gross margin.
- Its OOC business, EngageLab, demonstrated significant growth with Q2 2025 revenue increasing by 67% year-over-year and overseas customers growing from 390 to 1,058 between Q2 2024 and Q2 2025.
- Aurora Mobile maintains a 55% market share in the third-party push notification service in China, with its SDK deployed on over 90% of mobile phones.
- The company also highlighted an operating cash net inflow of ¥7.9 million and a developer services net retention of 99% in Q2 2025.
Sep 16, 2025, 1:00 PM
Aurora Mobile Reports First Quarterly GAAP Net Profit and Strong Q2 2025 Results
JG
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Aurora Mobile achieved its first-ever quarterly GAAP net profit in Q2 2025.
- The group's revenue for Q2 2025 reached RMB89.9 million, marking a 13% year-over-year growth. This was driven by strong performance from EngageLab, with recognized revenue growing 67% year-over-year, and Financial Risk Management, which saw 27% year-over-year revenue growth.
- Gross profit increased 13% year-over-year to RMB59.6 million, representing the highest level in the past ten quarters.
- For Q3 2025, the company anticipates revenue to be in the range of RMB88 million to RMB91 million, indicating an 11% to 15% year-over-year growth.
Aug 29, 2025, 1:46 AM
Quarterly earnings call transcripts for Aurora Mobile.
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