Aurora Mobile Achieves First Net Profit with 13% YoY Revenue Growth and Strong EngageLab Performance

Aurora Mobile reported Q2 2025 earnings, achieving its first GAAP net profit driven by 13% YoY revenue growth to RMB 89.9 million. EngageLab, its flagship product, saw a 67% YoY revenue increase and a 25% sequential customer count rise to 1,058. The company reduced headcount from over 820 to 400 and reported double-digit YoY revenue growth across all business segments. Gross profit climbed 13% YoY to RMB 59.6 million, the highest in the last 10 quarters.

Aurora Mobile Ltd (NASDAQ: JG) has reported its Q2 2025 earnings, marking a significant milestone with the company achieving its first GAAP net profit. The results highlight strong performance across various business segments, driven by robust revenue growth and operational efficiency.

The company reported a total revenue of RMB89.9 million for Q2 2025, representing a remarkable 13% year-over-year (YoY) growth [1]. This growth was primarily driven by EngageLab, the company's flagship product, which saw a 67% YoY revenue increase and a 25% sequential customer count rise to 1,058 [3]. EngageLab continues to expand globally, serving customers in over 45 countries and regions [1].

Aurora Mobile's financial risk management business also performed well, recording a 27% YoY revenue growth [1]. This growth was driven by a 6% increase in customer numbers and deeper cooperation with leading platforms in China [1]. The company's gross profit climbed 13% YoY to RMB59.6 million, the highest in the last 10 quarters [1].

Despite the positive performance, Aurora Mobile faced challenges, including an increase in operating expenses by 11% YoY to RMB60.8 million [1]. The company also reduced its headcount from over 820 to around 400, indicating potential challenges in maintaining operational efficiency [1]. Additionally, the vertical application revenue decreased by 4% quarter-over-quarter [1].

Aurora Mobile provided Q3 revenue guidance of RMB88 million to RMB91 million, representing a solid growth of 11% to 15% YoY [1]. This outlook is based on current market conditions and customer demand [2].

The company's financial metrics reflect high customer retention, strong cash collection, and efficient operations. The net dollar retention rate for core developer services is 99%, and total deferred revenue stands at RMB156.1 million [1]. The company is focused on maintaining these key KPIs to ensure sustainable growth.

Aurora Mobile's Q2 2025 results demonstrate the company's ability to execute a forward-looking strategy and achieve significant milestones. The company's leadership is optimistic about the future and confident in their ability to execute against the things they can control.

References:
[1] https://finance.yahoo.com/news/aurora-mobile-ltd-jg-q2-070443242.html
[2] https://www.marketscreener.com/news/aurora-mobile-limited-provides-earnings-guidance-for-the-third-quarter-of-2025-ce7c50dfdc8df220
[3] https://auroramobile.gcs-web.com/news-releases/news-release-details/aurora-mobile-limited-announces-second-quarter-2025-unaudited