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Aurora Mobile Limited Announces Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results

SHENZHEN, China, March 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 fourth quarter and fiscal year ended December 31, 2025.

Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “2025 marks the first time in our history that we recorded full-year net profit on a GAAP basis!

In addition, we delivered an incredible fourth quarter of 2025 where:

  • Total revenue surpassed the RMB100 million mark to reach RMB105.2 million, representing a remarkable 13% year-over-year and 16% sequential increase and exceeding the guidance we issued last quarter.
  • Our global flagship product, EngageLab, accelerated its growth trajectory as it continues to acquire new customers globally. EngageLab’s Annual Recurring Revenue (“ARR”) for December 2025 reached a new milestone of US$10 million, an increase of 186% year-over-year.
  • Gross profit grew strongly by 23% year-over-year and 9% sequentially, reaching its highest level for the past 16 quarters.
  • Net Dollar Retention Rate was at 103% for our core Developer Subscription business for twelve months ended December 31, 2025.”

Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “Throughout all of 2025, we operated with a high level of focus and rigor, along with greater financial discipline. Our financial profile has fundamentally improved and is moving in the right direction. Based on the numbers we delivered for 2025, we have exceeded most, if not all, of our targets. Weidong and I believe we are very well positioned to continue this momentum into 2026.”

Fourth Quarter 2025 Financial Highlights

  • Revenues were RMB105.2 million (US$15.0 million), an increase of 13% year-over-year.
  • Cost of revenues was RMB35.5 million (US$5.1 million), a decrease of 3% year-over-year.
  • Gross profit was RMB69.7 million (US$10.0 million), an increase of 23% year-over-year.
  • Total operating expenses were RMB68.2 million (US$9.7 million), an increase of 13% year-over-year.
  • Net income was RMB3.0 million (US$0.4 million), compared with a net loss of RMB0.7 million for the same quarter last year.
  • Net income attributable to Aurora Mobile Limited’s shareholders was RMB3.0 million (US$0.4 million), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB1.1 million for the same quarter last year.
  • Adjusted net income (non-GAAP) was RMB5.2 million (US$0.7 million), compared with a RMB0.1 million adjusted net income for the same quarter last year.
  • Adjusted EBITDA (non-GAAP) was RMB7.1 million (US$1.0 million), compared with RMB1.3 million for the same quarter last year.

Fourth Quarter 2025 Financial Results

Revenues were RMB105.2 million (US$15.0 million), an increase of 13% from RMB93.2 million in the same quarter of last year, attributable to a 7% increase in revenue from Developer Services and a 31% increase in revenue from Vertical Applications. The increase was a result of both the growth of demand and the increase in the number of customers.

Cost of revenues was RMB35.5 million (US$5.1 million), a decrease of 3% from RMB36.5 million in the same quarter of last year. The decrease was mainly due to a RMB2.4 million decrease in short messaging cost and a RMB1.6 million decrease in media cost. The impact is partially offset by a RMB1.1 million increase in cloud cost and a RMB2.0 million increase in other direct costs.

Gross profit was RMB69.7 million (US$10.0 million), an increase of 23% from RMB56.7 million in the same quarter of last year.

Total operating expenses were RMB68.2 million (US$9.7 million), an increase of 13% from RMB60.3 million in the same quarter of last year.

  • Research and development expenses were RMB28.3 million (US$4.0 million), an increase of 16% from RMB24.3 million in the same quarter of last year, mainly due to a RMB1.9 million increase in personnel costs and a RMB1.9 million increase in technical service expense.
  • Sales and marketing expenses were RMB28.4 million (US$4.1 million), an increase of 16% from RMB24.6 million in the same quarter of last year, mainly due to a RMB2.1 million increase in personnel costs and a RMB1.0 million increase in marketing expenses.
  • General and administrative expenses were RMB11.4 million (US$1.6 million), flat compared with RMB11.4 million in the same quarter of last year.

Income from operations was RMB2.8 million (US$0.4 million), compared with a loss from operations of RMB0.2 million in the same quarter of last year.

Net income was RMB3.0 million (US$0.4 million), compared with a net loss of RMB0.7 million in the same quarter of last year.

Adjusted net income (non-GAAP) was RMB5.2 million (US$0.7 million), compared with a RMB0.1 million adjusted net income in the same quarter of last year.

Adjusted EBITDA (non-GAAP) was RMB7.1 million (US$1.0 million), compared with RMB1.3 million for the same quarter of last year.

The cash and cash equivalents, restricted cash and short-term investment were RMB173.4 million (US$24.8 million) as of December 31, 2025 compared with RMB119.5 million as of December 31, 2024.

Fiscal year 2025 Financial Highlights

  • Revenues were RMB374.8 million (US$53.6 million), an increase of 19% year-over-year.
  • Cost of revenues was RMB122.9 million (US$17.6 million), an increase of 15% year-over-year.
  • Gross profit was RMB251.9 million (US$36.0 million), an increase of 21% year-over-year.
  • Total operating expenses were RMB253.9 million (US$36.3 million), an increase of 13% year-over-year.
  • Net income was RMB2.6 million (US$0.4 million), compared with a net loss of RMB6.8 million in 2024.
  • Net income attributable to Aurora Mobile Limited’s shareholders was RMB0.4 million (US$61 thousand), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB7.0 million in 2024.
  • Adjusted net income (non-GAAP) was RMB6.3 million (US$0.9 million), compared with an adjusted net loss of RMB2.5 million adjusted net loss in 2024.
  • Adjusted EBITDA (non-GAAP) was RMB11.6 million (US$1.7 million), compared with RMB3.7 million in 2024.

Fiscal year 2025 Financial Results

Revenues were RMB374.8 million (US$53.6 million), an increase of 19% from RMB316.2 million in 2024, attributable to a 16% increase in revenue from Developer Services and a 24% increase in revenue from Vertical Applications. The increase was a result of both the growth of demand and the increase in the number of customers.

Cost of revenues was RMB122.9 million (US$17.6 million), an increase of 15% from RMB107.1 million in 2024. The increase was mainly due to a RMB7.7 million increase in media cost, a RMB9.6 million increase in technical service cost, a RMB2.6 million increase in cloud cost, and a RMB3.3 million increase in other direct costs. The impact is partially offset by a RMB7.4 million decrease in short message cost.

Gross profit was RMB251.9 million (US$36.0 million), an increase of 21% from RMB209.0 million in 2024.

Total operating expenses were RMB253.9 million (US$36.3 million), an increase of 13% from RMB225.2 million in last year.

  • Research and development expenses were RMB104.7 million (US$15.0 million), an increase of 10% from RMB94.8 million in last year, mainly due to a RMB5.6 million increase in personnel costs, a RMB3.2 million increase in technical service expense, and a RMB1.6 million increase in cloud cost.
  • Sales and marketing expenses were RMB101.0 million (US$14.4 million), an increase of 19% from RMB84.9 million in last year, mainly due to a RMB12.1 million increase in personnel costs, a RMB2.2 million increase in marketing expenses, and a RMB1.0 million increase in travel and entertainment expenses.
  • General and administrative expenses were RMB48.2 million (US$6.9 million), an increase of 6% from RMB45.4 million in last year, mainly due to a RMB2.3 million increase in personnel costs, a RMB1.9 million increase in bad debt provision. The impact is partially offset by a RMB2.2 million decrease in professional expenses.

Income from operations was RMB0.7 million (US$0.1 million), compared with a loss from operations of RMB9.9 million in 2024.

Net income was RMB2.6 million (US$0.4 million), compared with a net loss of RMB6.8 million in 2024.

Adjusted net income (non-GAAP) was RMB6.3 million (US$0.9 million), compared with an adjusted net loss of RMB2.5 million in 2024.

Adjusted EBITDA (non-GAAP) was RMB11.6 million (US$1.7 million), compared with RMB3.7 million in 2024.

Business Outlook

Based on the current available information, the Company sees full year 2026 revenue guidance to be in the range of RMB450.0 million to RMB480.0 million, representing growth of 20% to 28% year-over-year compared with 2025 results.

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 December 31, 2025, the Company had repurchased a total of 399,682 ADSs, of which 72,598 ADSs, or around US$553.3 thousand were repurchased during the fourth quarter in 2025. 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, March 12, 2026, at 7:30 a.m. U.S. Eastern Time (7:30 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/BI87806d12692d4023a77b32108d8366ad

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 (benefits)/expenses 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 (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.jiguang.cn/.

For investor and media inquiries, please contact:
Aurora Mobile Limited
E-mail: ir@jiguang.cn

Christensen Advisory
Ms. Xiaoyan Su
Phone: +86-10-5900-1548
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 RMB6.9931 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 December 31, 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   Twelve months ended
    December 31, 2024   September 30, 2025   December 31, 2025   December 31, 2024   December 31, 2025
    RMB   RMB   RMB   US$   RMB   RMB   US$
                             
Revenues   93,153     90,872     105,154     15,037     316,170     374,847     53,602  
Cost of revenues   (36,468 )   (27,117 )   (35,488 )   (5,075 )   (107,136 )   (122,937 )   (17,580 )
Gross profit   56,685     63,755     69,666     9,962     209,034     251,910     36,022  
Operating expenses                            
Research and development   (24,326 )   (25,881 )   (28,277 )   (4,044 )   (94,816 )   (104,723 )   (14,975 )
Sales and marketing   (24,583 )   (26,618 )   (28,431 )   (4,066 )   (84,900 )   (101,003 )   (14,443 )
General and administrative   (11,392 )   (11,856 )   (11,446 )   (1,637 )   (45,448 )   (48,168 )   (6,888 )
Total operating expenses   (60,301 )   (64,355 )   (68,154 )   (9,747 )   (225,164 )   (253,894 )   (36,306 )
Other operating income   3,393     1,039     1,244     178     6,229     2,690     385  
(Loss)/Income from operations   (223 )   439     2,756     393     (9,901 )   706     101  
Foreign exchange (loss)/gain, net   (62 )   (98 )   (107 )   (15 )   122     (24 )   (3 )
Interest income   288     308     440     63     2,881     1,298     186  
Interest expenses   (42 )   (27 )   (4 )   (1 )   (132 )   (76 )   (11 )
Other (loss)/income   (805 )   -     393     56     238     427     61  
Gains from fair value change   45     74     131     19     133     316     45  
(Loss)/Income before income taxes   (799 )   696     3,609     515     (6,659 )   2,647     379  
Income tax benefits/(expenses)   105     (46 )   (573 )   (82 )   (110 )   (73 )   (10 )
Net (loss)/income   (694 )   650     3,036     433     (6,769 )   2,574     369  
Less: net income attributable to noncontrolling interests   372     663     27     4     277     2,151     308  
Net (loss)/income attributable to Aurora Mobile Limited’s shareholders   (1,066 )   (13 )   3,009     429     (7,046 )   423     61  
Net (loss)/income per share, for Class A and Class B common shares:                            
Class A and B Common Shares - basic and diluted   (0.01 )   (0.00 )   0.04     0.01     (0.09 )   0.01     0.00  
Shares used in net (loss)/income per share computation:                            
Class A Common Shares - basic and diluted   63,200,100     63,370,150     63,255,984     63,255,984     62,802,678     63,357,628     63,357,628  
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 income/(loss)                            
Foreign currency translation adjustments   1,357     (453 )   (877 )   (125 )   817     (1,600 )   (229 )
Total other comprehensive income/(loss), net of tax   1,357     (453 )   (877 )   (125 )   817     (1,600 )   (229 )
Total comprehensive income/(loss)   663     197     2,159     308     (5,952 )   974     140  
Less: comprehensive income attributable to noncontrolling interests   372     663     27     4     277     2,151     308  
Comprehensive income/(loss) attributable to Aurora Mobile Limited’s shareholders   291     (466 )   2,132     304     (6,229 )   (1,177 )   (168 )
                             


AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
             
    As of
    December 31, 2024   December 31, 2025
    RMB   RMB   US$
ASSETS            
Current assets:            
Cash and cash equivalents   119,171     167,955     24,017  
Restricted cash   376     384     55  
Short-term investments   -     5,090     728  
Accounts receivable   50,804     43,228     6,182  
Prepayments and other current assets   14,264     15,306     2,188  
Total current assets   184,615     231,963     33,170  
Non-current assets:            
Long-term investments   113,506     112,609     16,103  
Property and equipment, net   4,573     2,798     400  
Operating lease right-of-use assets   17,146     14,873     2,127  
Intangible assets, net   13,767     9,966     1,425  
Goodwill   37,785     37,785     5,403  
Deferred tax assets   131     6     1  
Other non-current assets   6,510     6,165     882  
Total non-current assets   193,418     184,202     26,341  
Total assets   378,033     416,165     59,511  
LIABILITIES AND SHAREHOLDERS’ EQUITY            
Current liabilities:            
Short-term loan   3,000     -     -  
Accounts payable   32,691     39,404     5,635  
Deferred revenue and customer deposits   147,111     178,650     25,547  
Operating lease liabilities   4,461     3,982     569  
Accrued liabilities and other current liabilities   74,370     80,939     11,574  
Total current liabilities   261,633     302,975     43,325  
Non-current liabilities:            
Operating lease liabilities   13,376     11,432     1,635  
Deferred tax liabilities   3,059     1,883     269  
Other non-current liabilities   567     450     64  
Total non-current liabilities   17,002     13,765     1,968  
Total liabilities   278,635     316,740     45,293  
Shareholders’ equity:            
Common shares   50     51     7  
Treasury shares   (1,674 )   (6,430 )   (919 )
Additional paid-in capital   1,045,221     1,049,029     150,009  
Accumulated deficit   (995,715 )   (995,292 )   (142,325 )
Accumulated other comprehensive income   20,040     18,440     2,637  
Total Aurora Mobile Limited’s shareholders’ equity   67,922     65,798     9,409  
Noncontrolling interests   31,476     33,627     4,809  
Total shareholders’ equity   99,398     99,425     14,218  
Total liabilities and shareholders’ equity   378,033     416,165     59,511  
             


AURORA MOBILE LIMITED  
RECONCILIATION OF GAAP AND NON-GAAP RESULTS  
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))  
                               
    Three months ended   Twelve months ended  
    December 31, 2024   September 30, 2025   December 31, 2025   December 31, 2024   December 31, 2025  
    RMB   RMB   RMB   US$   RMB   RMB   US$  
Reconciliation of Net (Loss)/Income to Adjusted Net Income/(Loss):                              
Net (loss)/income   (694 )   650   3,036   433   (6,769 )   2,574   369  
Add:                              
Share-based compensation   795     813   2,177   311   4,225     3,684   527  
Adjusted net income/(loss)   101     1,463   5,213   744   (2,544 )   6,258   896  
Reconciliation of Net (Loss)/Income to Adjusted EBITDA:                              
Net (loss)/income   (694 )   650   3,036   433   (6,769 )   2,574   369  
Add:                              
Income tax (benefits)/expenses   (105 )   46   573   82   110     73   10  
Interest expenses   42     27   4   1   132     76   11  
Depreciation of property and equipment   197     217   216   31   1,309     931   133  
Amortization of intangible assets   1,052     1,079   1,074   154   4,648     4,220   603  
EBITDA   492     2,019   4,903   701   (570 )   7,874   1,126  
Add:                              
Share-based compensation   795     813   2,177   311   4,225     3,684   527  
Adjusted EBITDA   1,287     2,832   7,080   1,012   3,655     11,558   1,653  
                               


AURORA MOBILE LIMITED
UNAUDITED SAAS BUSINESSES REVENUE
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))
                             
                             
    Three months ended   Twelve months ended
    December 31, 2024   September 30, 2025   December 31, 2025   December 31, 2024   December 31, 2025
    RMB   RMB   RMB   US$   RMB   RMB   US$
                             
Developer Services   70,998   64,422   76,105   10,883   229,638   267,256   38,217
Subscription   54,687   57,330   61,882   8,849   196,813   226,338   32,366
Value-Added Services   16,311   7,092   14,223   2,034   32,825   40,918   5,851
Vertical Applications   22,155   26,450   29,049   4,154   86,532   107,591   15,385
Total Revenue   93,153   90,872   105,154   15,037   316,170   374,847   53,602
Gross Profits   56,685   63,755   69,666   9,962   209,034   251,910   36,022
Gross Margin   60.9%   70.2%   66.3%   66.3%   66.1%   67.2%   67.2%
                             



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