SHENZHEN, China, Nov. 13, 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 third quarter ended September 30, 2025.
Third Quarter 2025 Financial Highlights
- Revenues were RMB90.9 million (US$12.8 million), an increase of 15% year-over-year.
- Cost of revenues was RMB27.1 million (US$3.8 million), an increase of 5% year-over-year.
- Gross profit was RMB63.8 million (US$9.0 million), an increase of 20% year-over-year.
- Total operating expenses were RMB64.4 million (US$9.0 million), an increase of 13% year-over-year.
- Net income was RMB0.7 million (US$92 thousand), compared with a net loss of RMB2.2 million for the same quarter last year.
- Net loss attributable to Aurora Mobile Limited’s shareholders was RMB13 thousand (US$1 thousand), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB2.6 million for the same quarter last year.
- Adjusted net income (non-GAAP) was RMB1.5 million (US$0.2 million), compared with a RMB0.9 million adjusted net loss for the same quarter last year.
- Adjusted EBITDA (non-GAAP) was RMB2.8 million (US$0.4 million), compared with RMB0.6 million for the same quarter last year.
Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “We achieved another Aurora Mobile’s historic milestone again! In this quarter, we recorded the first ever back-to-back quarterly U.S. GAAP net income.
Our team worked hard, executed well and delivered another great quarterly financial results. These include:
- Our global flagship product, EngageLab, continues to shine with great year-over-year new customers and cumulative contract value growth. The ARR (“Annual Recurring Revenue”) for September 2025 was at a new milestone of RMB53.7 million. Compared to a year ago, ARR has grown by more than 160% in 12 months.
- Secondly, the Group’s total revenue of RMB90.9 million, achieving a remarkable 15% year-over-year and sequential 1% growth. This RMB90.9 million was at the very high end of the guidance we have provided.
- Thirdly, our Developer Subscription and Financial Risk Management business had their best revenue quarter in history.
- Fourthly, Net Dollar Retention Rate was at 104% for our core Developer Subscription business for the trailing 12 months period ended September 30, 2025.”
Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “We are encouraged by the Q3 numbers we have delivered. Apart from the above Chris has mentioned, we have recorded net cash inflow from operating activities of RMB23.3 million which boosted our cash balance (including restricted cash and short-term investments) to the highest balance in the past 14 quarters. I believed we are on solid foundation with strong financial position to propel our ongoing and future growth acceleration.”
Third Quarter 2025 Financial Results
Revenues were RMB90.9 million (US$12.8 million), an increase of 15% from RMB79.1 million in the same quarter of last year, attributable to a 12% increase in revenue from Developer Services and a 23% increase in revenue from Vertical Applications. In particular, the revenues from Value-Added Services within Developer Services increased by 22% compared to the same quarter of last year.
Cost of revenues was RMB27.1 million (US$3.8 million), an increase of 5% from RMB25.8 million in the same quarter of last year. The increase was mainly due to a RMB1.3 million increase in media cost, a RMB0.9 million increase in cloud cost and a RMB2.8 million increase in technical service cost. The impact is partially offset by a RMB3.7 million decrease in short messaging cost.
Gross profit was RMB63.8 million (US$9.0 million), an increase of 20% from RMB53.2 million in the same quarter of last year.
Total operating expenses were RMB64.4 million (US$9.0 million), an increase of 13% from RMB57.1 million in the same quarter of last year.
- Research and development expenses were RMB25.9 million (US$3.6 million), an increase of 7% from RMB24.2 million in the same quarter of last year, mainly due to a RMB1.5 million increase in personnel costs.
- Sales and marketing expenses were RMB26.6 million (US$3.7 million), an increase of 19% from RMB22.4 million in the same quarter of last year, mainly due to a RMB3.8 million increase in personnel costs and a RMB1.0 million increase in marketing expense.
- General and administrative expenses were RMB11.9 million (US$1.7 million), an increase of 13% from RMB10.4 million in the same quarter of last year, mainly due to a RMB0.4 million increase in personnel costs and a RMB0.9 million increase in bad debt provision.
Income from operations was RMB0.4 million (US$63 thousand), compared with a RMB3.6 million loss from operations in the same quarter of last year.
Net income was RMB0.7 million (US$92 thousand), compared with a RMB2.2 million net loss in the same quarter of last year.
Adjusted net income (non-GAAP) was RMB1.5 million (US$0.2 million), compared with a RMB0.9 million adjusted net loss in the same quarter of last year.
Adjusted EBITDA (non-GAAP) was RMB2.8 million (US$0.4 million) compared with RMB0.6 million for the same quarter of last year.
The cash and cash equivalents, restricted cash and short-term investment were RMB141.2 million (US$19.8 million) as of September 30, 2025 compared with RMB119.5 million as of December 31, 2024.
Business Outlook
For the fourth quarter of 2025, the Company expects the total revenue to be between RMB94.0 million and RMB96.0 million, representing year-over-year growth of approximately 1% to 3%.
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, 2025, the Company had repurchased a total of 327,084 ADS, of which 4,435 ADSs, or around US$37.7 thousand were repurchased during the third quarter in 2025.
Conference Call
The Company will host an earnings conference call on Thursday, November 13, 2025 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/BI6c0a9eb882844ba3af7d69e57b3ec7dc
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.
Annual Recurring Revenue
We define Annual Recurring Revenue (“ARR”) as the annualized revenue run rate of subscription agreements from all customers at a point in time. We calculate ARR by taking the monthly recurring revenue (“MRR”) and multiplying it by 12. MRR is defined as the recurring revenue run-rate of subscription agreements from all customers for the relevant month.
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 RMB7.1190 to US$1.00, the exchange rate set forth in the H.10 statistical release of the Board of Governors of the Federal Reserve System as of September 30, 2025.
| AURORA MOBILE LIMITED | ||||||||||||||||||||||
| UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS | ||||||||||||||||||||||
| (Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data) | ||||||||||||||||||||||
| Three months ended | Nine months ended | |||||||||||||||||||||
| September 30, 2024 | June 30, 2025 | September 30, 2025 | September 30, 2024 | September 30, 2025 | ||||||||||||||||||
| RMB | RMB | RMB | US$ | RMB | RMB | US$ | ||||||||||||||||
| Revenues | 79,052 | 89,860 | 90,872 | 12,765 | 223,017 | 269,693 | 37,884 | |||||||||||||||
| Cost of revenues | (25,846 | ) | (30,215 | ) | (27,117 | ) | (3,809 | ) | (70,668 | ) | (87,449 | ) | (12,284 | ) | ||||||||
| Gross profit | 53,206 | 59,645 | 63,755 | 8,956 | 152,349 | 182,244 | 25,600 | |||||||||||||||
| Operating expenses | ||||||||||||||||||||||
| Research and development | (24,157 | ) | (25,958 | ) | (25,881 | ) | (3,635 | ) | (70,490 | ) | (76,446 | ) | (10,738 | ) | ||||||||
| Sales and marketing | (22,448 | ) | (22,651 | ) | (26,618 | ) | (3,739 | ) | (60,317 | ) | (72,572 | ) | (10,194 | ) | ||||||||
| General and administrative | (10,447 | ) | (12,190 | ) | (11,856 | ) | (1,665 | ) | (34,056 | ) | (36,722 | ) | (5,158 | ) | ||||||||
| Total operating expenses | (57,052 | ) | (60,799 | ) | (64,355 | ) | (9,039 | ) | (164,863 | ) | (185,740 | ) | (26,090 | ) | ||||||||
| Other operating income | 202 | 210 | 1,039 | 146 | 2,836 | 1,446 | 203 | |||||||||||||||
| (Loss)/Income from operations | (3,644 | ) | (944 | ) | 439 | 63 | (9,678 | ) | (2,050 | ) | (287 | ) | ||||||||||
| Foreign exchange gain/(loss), net | 195 | 143 | (98 | ) | (14 | ) | 184 | 83 | 12 | |||||||||||||
| Interest income | 211 | 314 | 308 | 43 | 2,593 | 858 | 121 | |||||||||||||||
| Interest expenses | (42 | ) | (6 | ) | (27 | ) | (4 | ) | (90 | ) | (72 | ) | (10 | ) | ||||||||
| Other income | 1,048 | 34 | - | - | 1,043 | 34 | 5 | |||||||||||||||
| Gains from fair value change | 50 | 73 | 74 | 10 | 88 | 185 | 26 | |||||||||||||||
| (Loss)/Income before income taxes | (2,182 | ) | (386 | ) | 696 | 98 | (5,860 | ) | (962 | ) | (133 | ) | ||||||||||
| Income tax benefits/(expenses) | 24 | 882 | (46 | ) | (6 | ) | (215 | ) | 500 | 70 | ||||||||||||
| Net (loss)/income | (2,158 | ) | 496 | 650 | 92 | (6,075 | ) | (462 | ) | (63 | ) | |||||||||||
| Less: net income/(loss) attributable to noncontrolling interests | 423 | 517 | 663 | 93 | (95 | ) | 2,124 | 298 | ||||||||||||||
| Net loss attributable to Aurora Mobile Limited’s shareholders | (2,581 | ) | (21 | ) | (13 | ) | (1 | ) | (5,980 | ) | (2,586 | ) | (361 | ) | ||||||||
| Net loss per share, for Class A and Class B common shares: | ||||||||||||||||||||||
| Class A and B Common Shares - basic and diluted | (0.03 | ) | (0.00 | ) | (0.00 | ) | (0.00 | ) | (0.08 | ) | (0.03 | ) | (0.00 | ) | ||||||||
| Shares used in net loss per share computation: | ||||||||||||||||||||||
| Class A Common Shares - basic and diluted | 62,717,083 | 63,394,534 | 63,370,150 | 63,370,150 | 62,669,237 | 63,340,221 | 63,340,221 | |||||||||||||||
| 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 loss | ||||||||||||||||||||||
| Foreign currency translation adjustments | (826 | ) | (188 | ) | (453 | ) | (64 | ) | (540 | ) | (723 | ) | (102 | ) | ||||||||
| Total other comprehensive loss, net of tax | (826 | ) | (188 | ) | (453 | ) | (64 | ) | (540 | ) | (723 | ) | (102 | ) | ||||||||
| Total comprehensive (loss)/income | (2,984 | ) | 308 | 197 | 28 | (6,615 | ) | (1,185 | ) | (165 | ) | |||||||||||
| Less: comprehensive income/(loss) attributable to noncontrolling interests | 423 | 517 | 663 | 93 | (95 | ) | 2,124 | 298 | ||||||||||||||
| Comprehensive loss attributable to Aurora Mobile Limited’s shareholders | (3,407 | ) | (209 | ) | (466 | ) | (65 | ) | (6,520 | ) | (3,309 | ) | (463 | ) | ||||||||
| AURORA MOBILE LIMITED | ||||||||||
| UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS | ||||||||||
| (Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”)) | ||||||||||
| As of | ||||||||||
| December 31, 2024 | September 30, 2025 | |||||||||
| RMB | RMB | US$ | ||||||||
| ASSETS | ||||||||||
| Current assets: | ||||||||||
| Cash and cash equivalents | 119,171 | 92,408 | 12,980 | |||||||
| Restricted cash | 376 | 388 | 55 | |||||||
| Short-term investments | - | 48,416 | 6,801 | |||||||
| Accounts receivable | 50,804 | 43,911 | 6,168 | |||||||
| Prepayments and other current assets | 14,264 | 15,656 | 2,199 | |||||||
| Total current assets | 184,615 | 200,779 | 28,203 | |||||||
| Non-current assets: | ||||||||||
| Long-term investments | 113,506 | 113,040 | 15,879 | |||||||
| Property and equipment, net | 4,573 | 2,944 | 414 | |||||||
| Operating lease right-of-use assets | 17,146 | 15,903 | 2,234 | |||||||
| Intangible assets, net | 13,767 | 11,482 | 1,613 | |||||||
| Goodwill | 37,785 | 37,785 | 5,308 | |||||||
| Deferred tax assets | 131 | 10 | 1 | |||||||
| Other non-current assets | 6,510 | 6,220 | 874 | |||||||
| Total non-current assets | 193,418 | 187,384 | 26,323 | |||||||
| Total assets | 378,033 | 388,163 | 54,526 | |||||||
| LIABILITIES AND SHAREHOLDERS’ EQUITY | ||||||||||
| Current liabilities: | ||||||||||
| Short-term loan | 3,000 | - | - | |||||||
| Accounts payable | 32,691 | 31,863 | 4,476 | |||||||
| Deferred revenue and customer deposits | 147,111 | 166,325 | 23,364 | |||||||
| Operating lease liabilities | 4,461 | 4,066 | 571 | |||||||
| Accrued liabilities and other current liabilities | 74,370 | 72,348 | 10,163 | |||||||
| Total current liabilities | 261,633 | 274,602 | 38,574 | |||||||
| Non-current liabilities: | ||||||||||
| Operating lease liabilities | 13,376 | 12,138 | 1,705 | |||||||
| Deferred tax liabilities | 3,059 | 1,850 | 260 | |||||||
| Other non-current liabilities | 567 | 567 | 80 | |||||||
| Total non-current liabilities | 17,002 | 14,555 | 2,045 | |||||||
| Total liabilities | 278,635 | 289,157 | 40,619 | |||||||
| Shareholders’ equity: | ||||||||||
| Common shares | 50 | 51 | 7 | |||||||
| Treasury shares | (1,674 | ) | (2,542 | ) | (357 | ) | ||||
| Additional paid-in capital | 1,045,221 | 1,046,881 | 147,055 | |||||||
| Accumulated deficit | (995,715 | ) | (998,301 | ) | (140,231 | ) | ||||
| Accumulated other comprehensive income | 20,040 | 19,317 | 2,713 | |||||||
| Total Aurora Mobile Limited’s shareholders’ equity | 67,922 | 65,406 | 9,187 | |||||||
| Noncontrolling interests | 31,476 | 33,600 | 4,720 | |||||||
| Total shareholders’ equity | 99,398 | 99,006 | 13,907 | |||||||
| Total liabilities and shareholders’ equity | 378,033 | 388,163 | 54,526 | |||||||
| AURORA MOBILE LIMITED | ||||||||||||||||||||
| RECONCILIATION OF GAAP AND NON-GAAP RESULTS | ||||||||||||||||||||
| (Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”)) | ||||||||||||||||||||
| Three months ended | Nine months ended | |||||||||||||||||||
| September 30, 2024 | June 30, 2025 | September 30, 2025 | September 30, 2024 | September 30, 2025 | ||||||||||||||||
| RMB | RMB | RMB | US$ | RMB | RMB | US$ | ||||||||||||||
| Reconciliation of Net (Loss)/Income to Adjusted Net (Loss)/Income: | ||||||||||||||||||||
| Net (loss)/income | (2,158 | ) | 496 | 650 | 92 | (6,075 | ) | (462 | ) | (63 | ) | |||||||||
| Add: | ||||||||||||||||||||
| Share-based compensation | 1,249 | 287 | 813 | 114 | 3,430 | 1,507 | 212 | |||||||||||||
| Adjusted net (loss)/income | (909 | ) | 783 | 1,463 | 206 | (2,645 | ) | 1,045 | 149 | |||||||||||
| Reconciliation of Net (Loss)/Income to Adjusted EBITDA: | ||||||||||||||||||||
| Net (loss)/income | (2,158 | ) | 496 | 650 | 92 | (6,075 | ) | (462 | ) | (63 | ) | |||||||||
| Add: | ||||||||||||||||||||
| Income tax (benefits)/expenses | (24 | ) | (882 | ) | 46 | 6 | 215 | (500 | ) | (70 | ) | |||||||||
| Interest expenses | 42 | 6 | 27 | 4 | 90 | 72 | 10 | |||||||||||||
| Depreciation of property and equipment | 361 | 232 | 217 | 30 | 1,112 | 715 | 100 | |||||||||||||
| Amortization of intangible assets | 1,112 | 1,048 | 1,079 | 152 | 3,596 | 3,146 | 442 | |||||||||||||
| EBITDA | (667 | ) | 900 | 2,019 | 284 | (1,062 | ) | 2,971 | 419 | |||||||||||
| Add: | ||||||||||||||||||||
| Share-based compensation | 1,249 | 287 | 813 | 114 | 3,430 | 1,507 | 212 | |||||||||||||
| Adjusted EBITDA | 582 | 1,187 | 2,832 | 398 | 2,368 | 4,478 | 631 | |||||||||||||
| AURORA MOBILE LIMITED | ||||||||||||||||||||||
| UNAUDITED SAAS BUSINESSES REVENUE | ||||||||||||||||||||||
| (Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”)) | ||||||||||||||||||||||
| Three months ended | Nine months ended | |||||||||||||||||||||
| September 30, 2024 | June 30, 2025 | September 30, 2025 | September 30, 2024 | September 30, 2025 | ||||||||||||||||||
| RMB | RMB | RMB | US$ | RMB | RMB | US$ | ||||||||||||||||
| Developer Services | 57,485 | 64,407 | 64,422 | 9,049 | 158,640 | 191,151 | 26,851 | |||||||||||||||
| Subscription | 51,651 | 53,659 | 57,330 | 8,053 | 142,126 | 164,456 | 23,101 | |||||||||||||||
| Value-Added Services | 5,834 | 10,748 | 7,092 | 996 | 16,514 | 26,695 | 3,750 | |||||||||||||||
| Vertical Applications | 21,567 | 25,453 | 26,450 | 3,716 | 64,377 | 78,542 | 11,033 | |||||||||||||||
| Total Revenue | 79,052 | 89,860 | 90,872 | 12,765 | 223,017 | 269,693 | 37,884 | |||||||||||||||
| Gross Profits | 53,206 | 59,645 | 63,755 | 8,956 | 152,349 | 182,244 | 25,600 | |||||||||||||||
| Gross Margin | 67.3 | % | 66.4 | % | 70.2 | % | 70.2 | % | 68.3 | % | 67.6 | % | 67.6 | % | ||||||||
