Aurora Mobile Reports First-Ever Quarterly Net Income, Q2 Revenues Rise 13% YoY

Aurora Mobile reported Q2 2025 earnings with revenues of RMB89.9 million, a 13% YoY increase, and its first-ever quarterly net income of RMB0.5 million. The company's gross profit rose 13%, with a 67% YoY revenue growth for EngageLab, a 27% increase in its Financial Risk Management business, and a 14% and 10% revenue increase in Developer Services and Vertical Applications, respectively. Management projects a 11-15% YoY revenue growth for Q3.

Aurora Mobile Ltd. (NASDAQ: JG) has released its Q2 2025 earnings report, showcasing robust financial performance and setting ambitious revenue guidance for the upcoming quarter. The company reported total revenues of RMB89.9 million, representing a 13% year-over-year (YoY) increase [1]. This marks the company's first-ever quarterly net income of RMB0.5 million, a significant milestone.

The company's gross profit rose by 13%, driven by strong operational efficiency and revenue quality. Aurora Mobile's flagship product, EngageLab, achieved an impressive 67% YoY revenue growth, while the Financial Risk Management business saw a 27% increase. The Developer Services and Vertical Applications segments also contributed to the overall growth with 14% and 10% revenue increases, respectively [1].

EngageLab, which serves customers in over 45 countries and regions, continues to expand its market footprint. The company is expanding its presence in Hong Kong, Singapore, and Malaysia, and forming local teams in Thailand and Japan. The product is expected to continue its growth trajectory by penetrating market demand across different industries and regions [1].

Aurora Mobile's financial risk management segment also performed well, recording a 27% YoY revenue growth. This growth was driven by a 6% increase in customer numbers and deeper cooperation with leading platforms in China [1].

Looking ahead, Aurora Mobile has provided guidance for Q3 2025 revenue to be in the range of RMB88 million to RMB91 million, representing a solid growth of 11% to 15% YoY. This outlook is based on current market conditions and customer demand [1, 2].

Operating expenses increased by 11% YoY, which could impact future profitability if not managed carefully. Additionally, market intelligence revenue decreased by 30% YoY and 23% quarter-over-quarter due to weak demand for Chinese PV data. Despite these challenges, Aurora Mobile remains optimistic about its growth prospects and strategic direction [1].

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