Aurora Mobile Reports Record Q2 2025 Revenue Growth, First U.S. GAAP Net Income

Aurora Mobile reported Q2 2025 financial results with a 13% YoY revenue growth to RMB89.9 million. The company achieved its first-ever quarterly US GAAP net income, driven by a 67% revenue increase in EngageLab and a 27% revenue growth in Financial Risk Management. The company projects continued revenue growth in Q3.

Aurora Mobile (NASDAQ: JG) has announced its unaudited financial results for the second quarter of 2025, marking a significant milestone with its first-ever quarterly U.S. GAAP net income. The company reported total revenues of RMB89.9 million (US$12.5 million), representing a 13% year-over-year (YoY) increase. This growth was driven by strong performances across multiple segments, including a 67% YoY revenue increase in EngageLab and a 27% YoY revenue growth in the Financial Risk Management business.

The company's net income for Q2 2025 was RMB0.5 million, compared to a net loss of RMB1.3 million in the same quarter of 2024. This turnaround reflects the company's successful business transformation and operational improvements. Aurora Mobile's Developer Services revenue also increased by 14%, with Value-Added Services within this segment growing by 30%.

The company's cost management remained disciplined despite the revenue growth, with total operating expenses increasing by 11% YoY to RMB60.8 million. This was slightly below the revenue growth rate, allowing for operating leverage. Aurora Mobile maintained a 99% Net Dollar Retention Rate for its core Developer Subscription business, indicating solid customer retention and stable recurring revenue.

Looking ahead, Aurora Mobile expects revenue between RMB88.0-91.0 million for the third quarter of 2025, representing 11-15% YoY growth. The company maintains a stable cash position of RMB119.8 million (US$16.7 million), suggesting balanced cash flow management. The ongoing share repurchase program, with 27,470 ADSs bought back in Q2, reflects management's confidence in the company's intrinsic value.

Aurora Mobile's performance in Q2 2025 is a testament to its operational momentum and strategic execution. The company's strong revenue growth and net income achievement signal a positive outlook for the remainder of 2025.

References:
[1] https://www.stocktitan.net/news/JG/aurora-mobile-limited-announces-second-quarter-2025-unaudited-b0pli6zkekox.html