Aurora Mobile Reports Record Revenue and First-Ever GAAP Net Profit in Q2 2025

Aurora Mobile Ltd reported Q2 2025 revenue of RMB89.9 million, a 13% YoY increase and highest in the past 10 quarters. EngageLab revenue grew 67% YoY and 24% QoQ, while Financial Risk Management revenue increased 27% YoY. Gross profit reached RMB59.6 million, and net operating cash inflow was RMB7.9 million. Net dollar retention rate was 99% for core developer service business. Q3 revenue guidance is RMB88 million to RMB91 million, representing 11% to 15% YoY growth.

Aurora Mobile Ltd (NASDAQ: JG) has reported robust financial results for the second quarter of 2025, marking its first-ever quarterly U.S. GAAP net income. The company achieved a total revenue of RMB89.9 million, representing a 13% year-over-year (YoY) increase and the highest level in the past 10 quarters [1][2]. This growth was driven by strong performance across its key segments, with EngageLab revenue growing by 67% YoY and 24% quarter-over-quarter (QoQ), and Financial Risk Management revenue increasing by 27% YoY [1][2].

Gross profit for the quarter reached RMB59.6 million, a 13% YoY increase, marking the highest level in the past 10 quarters. This indicates strong operational efficiency and revenue quality. The company also reported a net operating cash inflow of RMB7.9 million for the quarter [1][2].

Aurora Mobile maintained a high net dollar retention rate of 99% for its core developer service business, reflecting strong customer loyalty and stable recurring revenue. The company's Q3 2025 revenue guidance ranges from RMB88 million to RMB91 million, representing an 11% to 15% YoY growth [1][2].

However, the company's operating expenses increased by 11% YoY to RMB60.8 million, which could impact future profitability if not managed carefully. Additionally, market intelligence revenue decreased by 30% YoY and 23% QoQ due to weak demand for Chinese PV data, and vertical application revenue decreased by 4% QoQ [1][2].

Aurora Mobile has also continued its share repurchase program, buying back 27,470 ADSs worth US$294.9 thousand during Q2 2025, totaling 322,649 ADSs since the program's inception. The company's stable cash position of RMB119.8 million as of June 30, 2025, suggests balanced cash flow management [1][2].

Aurora Mobile's strong Q2 2025 performance indicates a successful business transformation and operational improvements, setting the stage for continued growth in the coming quarters. The company's outlook for Q3 2025 is optimistic, with expected revenue between RMB88.0 million and RMB91.0 million, representing 11% to 15% YoY growth [1][2].

References:
[1] https://uk.finance.yahoo.com/news/aurora-mobile-ltd-jg-q2-070443242.html
[2] https://www.stocktitan.net/news/JG/aurora-mobile-limited-announces-second-quarter-2025-unaudited-b0pli6zkekox.html