Aurora Mobile announces Q4 and full-year 2025 financial results
Shenzhen, China, March 12, 2026 — Aurora Mobile (Nasdaq: JG), a global leading provider of customer engagement and marketing technology services (“Aurora Mobile” or the “Company”), announced unaudited financial results for the fourth quarter and full year ended December 31, 2025.
Wei Dong Luo, founder and CEO of Aurora MobileWe achieved our first full-year net profit under US GAAP in 2025. Moreover, we delivered outstanding performance in the fourth quarter, with key highlights including:
– Total revenue exceeded RMB 100 million, reaching RMB 105.2 million, representing a significant year-over-year increase of 13% and a quarter-over-quarter increase of 16%, surpassing the guidance provided last quarter.
– EngageLab, our flagship global product, continued its accelerated growth and gained new customers worldwide. In December 2025, EngageLab’s Annual Recurring Revenue (ARR) reached a new high of USD 10 million, increasing 186% year over year.
– Gross profit grew by 23% year over year and 9% quarter over quarter, marking the highest level in the past 16 quarters.
– For the 12 months ended December 31, 2025, the Net Dollar Retention (NDR) rate for Aurora Mobile’s core developer subscription services reached 103%.
Shangneng Huang, Chief Financial Officer of Aurora Mobilestated: “Throughout 2025, we maintained a high level of focus and disciplined operations while further strengthening financial management. The Company's overall financial condition has significantly improved and continues to trend positively. Looking at our 2025 performance, we have exceeded the majority of our established goals. We believe Aurora Mobile is well-positioned to carry this strong growth momentum into 2026.”
Financial Data for Q4 2025
– Revenuereached RMB 105.2 million (USD 15 million), representing a year-over-year increase of 13%.
– Cost of revenueAmounted to RMB 35.5 million (USD 5.1 million), representing a 3% decrease year-over-year.
– Gross profitAmounted to RMB 69.7 million (USD 10 million), representing a 23% increase year-over-year.
– Total operating expensesAmounted to RMB 68.2 million (USD 9.7 million), representing a 13% increase year-over-year.
– Net profitNet profit was RMB 3 million (USD 0.4 million), compared to a net loss of RMB 0.7 million for the same period in 2024.
– Net profit attributable to Aurora shareholdersNet profit was RMB 3 million (USD 0.4 million), compared to a net loss of RMB 1.1 million attributable to Aurora shareholders for the same period in 2024.
– Adjusted (non-GAAP) net profitAmounted to RMB 5.2 million (USD 0.7 million), compared to an adjusted net profit of RMB 0.1 million for the same period in 2024.
– Adjusted (non-GAAP) earnings before interest, taxes, depreciation, and amortization (ADJUSTED EBITDA)RMB 7.1 million (USD 1 million), with a profit of RMB 1.3 million in the same period of 2024.
Q4 2025 Earnings Report
RevenueRMB 105.2 million (USD 15 million), representing a 13% increase compared to RMB 93.2 million in the same period of 2024, primarily due to a 7% growth in developer service revenue and a 31% increase in industry application revenue, driven by rising demand and an increase in the number of clients.
Cost of revenueRMB 35.5 million (USD 5.1 million), reflecting a 3% decrease compared to RMB 36.5 million in the same period of 2024, mainly due to a reduction in SMS costs by RMB 2.4 million and media costs by RMB 1.6 million, partially offset by an increase in cloud costs by RMB 1.1 million and other direct costs by RMB 2 million.
Gross profitRMB 69.7 million (USD 10 million), showing a 23% increase compared to RMB 56.7 million in the same period of 2024.
Total operating expensesRMB 68.2 million (USD 9.7 million), indicating a 13% increase compared to RMB 60.3 million in the same period of 2024.
– R&D expensesRMB 28.3 million (USD 4 million), marking a 16% increase compared to RMB 24.3 million in the same period of 2024, mainly due to an increase in employee costs by RMB 1.9 million and technical service fees by RMB 1.9 million.
– Sales and marketing expensesRMB 28.4 million (USD 4.1 million), reflecting a 16% increase compared to RMB 24.6 million in the same period of 2024, primarily due to an increase in employee costs by RMB 2.1 million and marketing expenses by RMB 1 million.
– Administrative expensesRMB 11.4 million (USD 1.6 million), remaining flat compared to RMB 11.4 million in the same period of 2024.
Operating profitAmounting to RMB 2.8 million (USD 400,000), the operating loss for the same period in 2024 was RMB 200,000.
Net profitAmounting to RMB 3 million (USD 400,000), the net loss for the same period in 2024 was RMB 700,000.
Adjusted (non-GAAP) net profitAmounting to RMB 5.2 million (USD 700,000), the adjusted net profit for the same period in 2024 was RMB 100,000.
Adjusted (non-GAAP) earnings before interest, taxes, depreciation, and amortization (ADJUSTED EBITDA)Amounting to RMB 7.1 million (USD 1 million), the profit for the same period in 2024 was RMB 1.3 million.
As of December 31, 2025, the company's total cash and cash equivalents, restricted cash, and short-term investments amounted to RMB 173.4 million (USD 24.8 million), compared to RMB 119.5 million as of December 31, 2024.
Full-year financial data for 2025
– RevenueAmounting to RMB 374.8 million (USD 53.6 million), representing a year-over-year increase of 19%.
– Cost of revenueAmounting to RMB 122.9 million (USD 17.6 million), representing a year-over-year increase of 15%.
– Gross profitAmounting to RMB 251.9 million (USD 36 million), representing a year-over-year increase of 21%.
– Total operating expenseswere RMB 253.9 million (USD 36.3 million), representing a 13% increase year-over-year.
– Net profitwere RMB 2.6 million (USD 0.4 million), with a net loss of RMB 6.8 million in 2024.
– Net profit attributable to Aurora shareholderswas RMB 0.4 million (USD 0.061 million), with a net loss of RMB 7 million attributable to Aurora shareholders in 2024.
– Adjusted (non-GAAP) net profitwas RMB 6.3 million (USD 0.9 million), with an adjusted net loss of RMB 2.5 million in 2024.
– Adjusted (non-GAAP) EBITDAwas RMB 11.6 million (USD 1.7 million), with a profit of RMB 3.7 million in 2024.
Full-year 2025 financial report
RevenueAmounting to RMB 374.8 million (USD 53.6 million), representing a 19% increase compared to RMB 316.2 million in 2024, primarily driven by a 16% growth in developer service revenue and a 24% rise in industry application revenue, benefiting from increased demand and customer numbers.
Cost of revenueAmounting to RMB 122.9 million (USD 17.6 million), marking a 15% increase compared to RMB 107.1 million in 2024, mainly due to a RMB 7.7 million increase in media costs, a RMB 9.6 million rise in technical service costs, a RMB 2.6 million increase in cloud costs, and a RMB 3.3 million rise in other direct costs, partially offset by a RMB 7.4 million decrease in SMS costs.
Gross profitAmounting to RMB 251.9 million (USD 36.0 million), reflecting a 21% increase compared to RMB 209.0 million in 2024.
Total operating expensesAmounting to RMB 253.9 million (USD 36.3 million), showing a 13% increase compared to RMB 225.2 million in 2024.
– R&D expensesAmounting to RMB 104.7 million (USD 15.0 million), indicating a 10% increase compared to RMB 94.8 million in 2024, primarily due to a RMB 5.6 million increase in employee costs, a RMB 3.2 million rise in technical service fees, and a RMB 1.6 million increase in cloud costs.
– Sales and marketing expensesAmounting to RMB 101.0 million (USD 14.4 million), reflecting a 19% increase compared to RMB 84.9 million in 2024, mainly due to a RMB 12.1 million increase in employee costs, a RMB 2.2 million rise in marketing expenses, and a RMB 1.0 million increase in travel and entertainment expenses.
– Administrative expensesAmounting to RMB 48.2 million (USD 6.9 million), showing a 6% increase compared to RMB 45.4 million in 2024, primarily due to a RMB 2.3 million increase in employee costs and a RMB 1.9 million rise in bad debt provisions, partially offset by a RMB 2.2 million decrease in professional fees.
Operating profitAmounting to RMB 700,000 (USD 100,000), compared to an operating loss of RMB 9.9 million in 2024.
Net profitThe net loss for 2024 was RMB 6.8 million (USD 1 million), compared to a net loss of RMB 2.6 million (USD 400,000) previously.
Adjusted (non-GAAP) net profitwas RMB 6.3 million (USD 900,000), while the adjusted net loss for 2024 was RMB 2.5 million.
Adjusted (non-GAAP) earnings before interest, taxes, depreciation, and amortization (ADJUSTED EBITDA)amounted to RMB 11.6 million (USD 1.7 million), with a profit of RMB 3.7 million in 2024.
Business Outlook
Based on currently available information, the company expects its total revenue for 2026 to range between RMB 450 million and RMB 480 million, reflecting a year-over-year growth of approximately 20% to 28%.
The above outlook is based on current market conditions and reflects the company’s preliminary expectations regarding its present market, operational status, and customer demands, which are subject to change.
Progress of the Share Repurchase Program
As of December 31, 2025, the company had repurchased a total of 399,682 American Depositary Shares (ADS), including 72,598 ADS repurchased in Q4 2025 at an approximate cost of USD 553,300. Each 3 ADS represents 40 Class A ordinary shares.
Earnings Call
The company's management will hold a conference call at 7:30 AM Eastern Time on Thursday, March 12, 2026 (7:30 PM Beijing Time on the same day).
All participants must register in advance to attend the conference. (To obtain the registration link, please reply with the keyword 'Earnings Call Registration Link' on Aurora Mobile's WeChat Official Account, Aurora JIGUANG.) Please dial in 15 minutes prior to the start of the conference call; dial-in details will be provided after registration.
The conference call will also be available for live listening and replay on the company’s investor relations website.
About Aurora Mobile
Aurora (Aurora Mobile, Nasdaq stock code: JG), founded in 2011, is a leading global provider of customer engagement and marketing technology services. The company has consistently focused on empowering global enterprises with stable, efficient, and intelligent customer engagement solutions. Leveraging its first-mover advantage in mobile messaging, Aurora has evolved into an integrated platform offering omnichannel customer interaction, AI-driven marketing, advanced AI customer service, and seamless identity security. Supported by its flagship brand EngageLab and robust AI infrastructure GPTBots.ai, the company enables businesses to achieve seamless customer reach, automate complex marketing journeys, and optimize service efficiency through AI agents, comprehensively accelerating the digital transformation of its global clients.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
Comments
to post a comment