What is Aurora Mobile's gross profit margin?

What guidance did Aurora Mobile's management provide for the next earnings period?

What factors drove the changes in Aurora Mobile's revenue and profit?

What were the key takeaways from Aurora Mobile's earnings call?

Did Aurora Mobile beat or miss consensus estimates last quarter?

What is Aurora Mobile's latest dividend and current dividend yield?

What is the revenue and EPS growth rate for Aurora Mobile year over year?

What does Aurora Mobile do and what are its main business segments?

- **Back-to-back GAAP profits**: 15% YoY revenue growth to RMB 19.9 million, 20% gross profit rise to RMB 63.8 million.
- **EngageLab ARR soars 160% to RMB 53.7 million**, driven by global infrastructure and multi-channel engagement.
- **Deferred revenue hits RMB 166.3 million**, with NDR at 104%, ensuring future revenue visibility.
- **Cash flow strength**: RMB 23.3 million net inflow, highest since 2020, supporting expansion and R&D.
- **Operational efficiency**: 12.8% OpEx growth vs. 15% revenue rise, AR turnover days at 49.


**【CEO Summary Section】**
- Q3 2025 revenue reached RMB 19.9 million, up 15% year-over-year and 1% quarter-over-quarter.
- EngageLab ARR reached RMB 53.7 million in September 2025, growing 160% year-over-year.
- Gross profit of RMB 63.8 million, up 20% year-over-year, highest in 15 quarters.
- Net operating cash inflow of RMB 23.3 million, highest since Q4 2020.
- Core developer service NDR reached 104%, deferred revenue RMB 166.3 million.

**【CFO Financial Commentary】**
- GAAP net income achieved for second consecutive quarter, with non-GAAP metrics exceeding expectations.
- Operating expenses grew 12.8% year-over-year to RMB 64.4 million, outpaced by 15% revenue growth.
- R&D expenses up 7% to RMB 25.9 million, sales & marketing up 19% to RMB 26.6 million.
- Financial Risk Management revenue RMB 22.6 million, up 33% year-over-year.
- Deferred revenue at RMB 166.3 million, AR turnover days at 49, industry-leading cash flow.

**【Q&A Key Highlights】**
- **EngageLab Growth**: 160% ARR growth driven by global infrastructure (8 data centers, new Turkey facility), multi-channel engagement (push, email, SMS), and responsive customer service.
- **GAAP Profit Drivers**: Strong revenue growth (15% YoY), margin improvement (gross profit +20%), and operational efficiency (OpEx growth 12.8%).
- **Deferred Revenue**: RMB 166.3 million, ensuring predictable future revenue and cash flow stability.
- **Customer Retention**: NDR of 104%, customers upselling and expanding contracts.
- **Cash Position**: RMB 141.2 million cash, highest in 14 quarters, supporting global expansion and R&D.


Aurora Mobile Limited (JG) Q3 2025 Earnings Call Transcript

- **Historic Milestone**: First GAAP net profit with RMB 89.9 million revenue (13% YoY growth).
- **EngageLab Dominance**: 67% YoY revenue growth, 1,058 global customers, and RMB 11.2 million Q2 contracts.
- **Financial Strength**: 13% YoY gross profit growth, 99% NDR, and RMB 156.1 million deferred revenue.
- **Future Outlook**: Q3 2025 revenue guidance of 11%-15% YoY growth, sustained GAAP profitability, and EngageLab expansion.

**【CEO Opening Remarks】**
- Recorded first-ever quarterly GAAP net profit, a historic milestone.
- Total revenue of RMB 89.9 million, up 13% YoY, with EngageLab revenue growing 67% YoY.
- Global expansion of EngageLab: 1,058 customers across 45+ countries, Q2 contracts worth RMB 11.2 million.
- Cost optimization: Headcount reduced from 820 to 400, OpEx growth (11% YoY) outpaced by revenue growth (13% YoY).
- Subscription services revenue at RMB 53.7 million, 12% YoY growth driven by ARPU and customer count.

**【CFO Financial Commentary】**
- Gross profit reached RMB 59.6 million (13% YoY growth), highest in 10 quarters.
- Operating expenses at RMB 60.8 million (11% YoY growth), with R&D, S&M, and G&A expenses up 10%, 11%, and 14% YoY, respectively.
- Key metrics: NDR of 99%, deferred revenue of RMB 156.1 million, cash inflow of RMB 7.9 million.
- Vertical Applications: Financial risk management up 27% YoY, market intelligence down 38% YoY due to weak demand.
- Q3 2025 revenue guidance: RMB 88-91 million (11%-15% YoY growth).

**【Q&A Highlights】**
- **Q: Factors behind Q2 success?**
  - Dual-engine growth: EngageLab expansion and AI-driven GPTBots.ai; domestic market resilience; cost control and strategic execution.
- **Q: Future GAAP profitability?**
  - Confident in sustained GAAP profits due to high-margin revenue growth, OpEx discipline, and deferred revenue strength.
- **Q: EngageLab outlook?**
  - Targeting 45+ countries with localized teams in Southeast Asia and Japan; 2025 revenue guidance for EngageLab: RMB 50 million+.


Aurora Mobile Limited (JG) Q2 2025 Earnings Call Transcript

- **Record Growth**: Q1 2025 revenue of CNY 89 million (+38% YoY) driven by 127% YoY jump in EngageLab revenue to CNY 8.9 million.
- **Global Expansion**: EngageLab signed CNY 63 million in new contracts, expanding to 40+ countries with 848 customers.
- **Profitability Trend**: 7th consecutive quarter of positive EBITDA, operating expenses growing 14% vs. 38% revenue growth.
- **AI Investment**: Announced enterprise AI agent platform expansion, balancing short-term costs for long-term growth.
- **Q2 Outlook**: Guidance of CNY 87.5-90.5 million (10-14% YoY), with deferred revenue at record CNY 156.9 million.


**【CEO Key Highlights】**
- **Revenue Growth**: Q1 2025 revenue reached CNY 89 million, up 38% YoY, the highest Q1 since transitioning to pure SaaS. EngageLab revenue surged 127% YoY to CNY 8.9 million.
- **Contract Value Milestone**: EngageLab signed CNY 63 million in new contracts, bringing total cumulative value to CNY 110 million (up 10x from Q3 2023). Business now operates in 40+ countries.
- **Subscription Strength**: Core subscription revenue grew 26% YoY to CNY 53.5 million, driven by 22% ARPU increase. NDR rate remained strong at 96%.
- **AI Expansion**: Announced investment in enterprise AI agent platform, with global expansion as key growth driver.

**【CFO Financial Breakdown】**
- **Profitability**: Gross profit up 27% YoY, gross margin improved 520bps QoQ. 7th consecutive quarter of positive adjusted EBITDA.
- **Cost Efficiency**: Operating expenses grew 14% YoY (vs. 38% revenue growth), with disciplined expense management (G&A down 2%).
- **Deferred Revenue**: Record CNY 156.9 million, reflecting strong customer commitments.
- **Share Repurchase**: Repurchased 16,000 ADS in Q1, cumulative total 295,000 ADS since program launch.
- **Q2 Guidance**: Revenue expected CNY 87.5-90.5 million (10-14% YoY growth).

**【Q&A Key Takeaways】**
- **EngageLab Outlook**: Management confident in replicating Q1's CNY 60 million contract signings, citing global brand recognition and product superiority.
- **Profitability Path**: CFO emphasized R&D (e.g., 64% growth in Financial Risk Management) and marketing investments are necessary for long-term growth, delaying net profit but fueling revenue expansion.
- **Cash Collection**: AR turnover days at 53 days (seasonal increase due to Chinese New Year), with efforts to optimize collections.


Aurora Mobile Limited (JG) Q1 2025 Earnings Call Transcript

- **Historic Profitability**: First full year of adjusted EBITDA positivity in 2024, with Q4 revenue up 20% YoY to RMB 93.2 million.
- **Overseas Surge**: EngageLab revenue jumps 200% YoY, signing 32% more customers sequentially to 678 across 37 countries.
- **AI-Driven Growth**: Core products integrate advanced AI tools, with GPTBots.ai subscription revenue accelerating enterprise adoption.
- **Cash Flow Strength**: Record Q4 net cash inflow of RMB 19.5 million, supporting RMB 119.5 million cash balance.
- **Q1 2025 Outlook**: Revenue guidance of RMB 74-77.5 million (+15-20% YoY), driven by global demand and AI innovation.

**【CEO Summary Section】**
- **Full Year Profitability Milestone**: Achieved first full year of adjusted EBITDA positivity in 2024, with 6 consecutive quarterly profits.
- **Revenue Growth**: Q4 revenue of RMB 93.2 million (+20% YoY), driven by 28% YoY growth in Developer Services (subscription + value-added services).
- **Overseas Expansion Success**: EngageLab revenue up 200% YoY, with 32% sequential customer growth to 678 clients across 37 countries.
- **AI Integration**: Core products now feature advanced AI tools (e.g., GPTBots.ai), with subscription revenue accelerating from enterprise AI adoption.

**【CFO Financial Commentary】**
- **Cash Flow Strength**: Q4 net operating cash inflow of RMB 19.5 million (highest in 17 quarters), bringing cash balance to RMB 119.5 million.
- **Cost Efficiency**: OpEx up 1% YoY but tightly aligned with revenue growth; R&D expenses down 10% YoY via headcount optimization.
- **Key Metrics**: 
  - Deferred revenue at record RMB 147.1 million
  - Net Dollar Retention Rate: 95% (vs. 92% prior quarter)
  - AR Turnover Days: 44 days (healthy collections)
- **Q1 2025 Guidance**: Revenue expected RMB 74-77.5 million (+15-20% YoY), reflecting strong market demand.

**【Q&A Highlights】**
- **Growth Drivers**: Management attributes success to strategic focus on high-margin global customers, AI-driven product differentiation, and disciplined cost management.
- **Subscription Sustainability**: 95% net retention rate signals sticky customer base; ARPU and customer count growth validate long-term subscription model.
- **Overseas Potential**: EngageLab's RMB 48 million contracted value as of Q4 2024 suggests significant runway in underserved global markets.

Actual								-1.861	-1.4702	-1.6445	-3.5475	-1.5561	-1.1992	-1.3957	-1.3922	-1.1981	-0.8954	-0.7308	-1.1883	-0.5532	-0.7996	-0.2191	-0.0324	-0.0042	-0.0014	-0.0043	-0.0014	-0.0041	0.0041
Forecast												-2.0776	-1.8121	-1.6023	-1.4067	-0.9961	-0.9975	-1.1767	-0.8294	-0.6087	-0.5918	-0.3993	-0.2043	-0.0199	-0.0197	-0.0204	-0.0098
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+25.10%	+33.82%	+12.89%	+1.03%	-20.28%	+10.24%	+37.89%	-43.27%	+9.12%	-35.11%	+45.13%	+84.14%	+78.89%	+92.89%	+78.92%	+85.71%	0.00%	0.00%	0.00%

Actual	--	--	--	--	--	--	--	17.80M	18.49M	15.95M	16.15M	11.69M	13.77M	14.04M	15.79M	13.45M	11.36M	11.30M	12.59M	9.53M	10.11M	10.14M	10.90M	8.93M	10.93M	11.26M	12.76M	12.26M	12.54M	--
Forecast	--	--	--	--	--	--	--	--	--	--	--	10.83M	13.67M	13.65M	15.66M	14.50M	12.93M	11.80M	12.61M	11.86M	10.44M	10.16M	11.61M	9.70M	10.29M	10.59M	11.34M	--	--	--
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+7.93%	+0.73%	+2.84%	+0.86%	-7.24%	-12.10%	-4.20%	-0.11%	-19.68%	-3.16%	-0.22%	-6.08%	-7.87%	+6.23%	+6.38%	+12.55%	0.00%	0.00%	0.00%

JG

JG fundamentals

JG Q3 2025 Earnings Preview

Earnings Call

You can ask Aime

JG

JG fundamentals

JG Q3 2025 Earnings Preview

Earnings Call

JG Earnings Call Summary for Q3/20257:30 AM on Nov 13, 2025

JG Earnings Call Summary for Q2/20257:30 AM on Aug 28, 2025

JG Earnings Call Summary for Q1/20257:30 AM on May 29, 2025

JG Earnings Call Summary for Q4/20247:30 AM on Mar 13, 2025

JG Earnings Call Summary for Q3/20247:30 AM on Nov 14, 2024

You can ask Aime