Aurora Mobile Announces First Quarter 2026 Financial Results

May 26, 2026, Shenzhen, China – Aurora Mobile Limited (Nasdaq: JG) (“Aurora” or the “Company”), a global leader in customer engagement and marketing technology services, announced its unaudited financial results for the first quarter ended March 31, 2026.

First Quarter 2026 Financial Highlights

– revenuewas RMB 93.3 million (USD 13.5 million), an increase of 5% year-over-year.

– Cost of revenuewas RMB 27 million (USD 3.9 million), a decrease of 10% year-over-year.

– Gross profitwas RMB 66.3 million (USD 9.6 million), an increase of 13% year-over-year.

– Total operating expenseswas RMB 66.1 million (USD 9.6 million), an increase of 9% year-over-year.

– Net profitwas RMB 1.2 million (USD 200,000), compared to a net loss of RMB 1.6 million for the same period in 2025.

– Net profit attributable to Aurora shareholderswas RMB 1 million (USD 100,000), compared to a net loss attributable to Aurora shareholders of RMB 2.6 million for the same period in 2025.

– Adjusted (non-GAAP) net profitwas RMB 1.6 million (USD 200,000), compared to an adjusted net loss of RMB 1.2 million for the same period in 2025.

– Adjusted (non-GAAP) earnings before interest, taxes, depreciation, and amortization (ADJUSTED EBITDA)was RMB 2.9 million (USD 400,000), compared to a profit of RMB 500,000 for the same period in 2025.

Luo Weidong, Founder and CEO of Aurorastated: “Fiscal year 2026 got off to a strong start. Highlights from our first quarter include:

– Achieved net profit under U.S. GAAP again, marking our fourth consecutive quarter of profitability!

– Total group revenue increased by 5% year-over-year.

– Revenue from our core developer subscription services reached a record high of RMB 64.9 million.

– In March 2026, annual recurring revenue (ARR) from our global flagship product EngageLab reached USD 11.7 million, a substantial 172% increase year-over-year.

– Both gross profit and gross margin increased year-over-year.

– Revenue retention rate for core developer subscription services (a key performance indicator for SaaS companies) reached 103%.

Shangneng Huang, Chief Financial Officer of Aurora Mobilestated, “Despite a challenging first quarter, we demonstrated strong business resilience and successfully navigated through it—today’s financial results clearly reflect this. We achieved revenue growth in the first quarter, and our EngageLab business continued to expand, reaching a new high, laying a solid foundation for further growth in 2026. We remain committed to expanding our business globally and will continue to tightly manage expenses, confident that this strategy will effectively drive our business forward.”

First quarter financial report of 2026

revenuewas RMB 93.3 million (USD 13.5 million), an increase of 5% compared to RMB 89.0 million in the same period of 2025, primarily driven by a 15% increase in developer services revenue, partially offset by a 19% decline in industry application revenue.

Cost of revenuewas RMB 27.0 million (USD 3.9 million), a 10% decrease compared to RMB 30.1 million in the same period of 2025, mainly due to a RMB 21.0 million reduction in media costs and a RMB 30.0 million decrease in other direct costs, partially offset by a RMB 11.0 million increase in cloud costs and a RMB 10.0 million increase in messaging channel costs.

Gross profitwas RMB 66.3 million (USD 9.6 million), an increase of 13% compared to RMB 58.8 million in the same period of 2025.

Total operating expenseswas RMB 66.1 million (USD 9.6 million), an increase of 9% compared to RMB 60.6 million in the same period of 2025.

– Research and development expenseswas RMB 28.7 million (USD 4.2 million), an increase of 17% compared to RMB 24.6 million in the same period of 2025, primarily due to a RMB 14.0 million increase in employee-related costs and a RMB 22.0 million rise in technology service expenses.

– Sales and marketing expenseswas RMB 25.9 million (USD 3.8 million), an increase of 11% compared to RMB 23.3 million in the same period of 2025, primarily driven by a RMB 24.0 million increase in employee-related costs and travel expenses.

– Administrative expensesRMB 11.5 million (USD 1.7 million), a 9% decrease compared to RMB 12.7 million for the same period in 2025, primarily due to a RMB 1.8 million reduction in bad debt provisions.

Operating profitRMB 500,000 (USD 68,000), compared to an operating loss of RMB 1.5 million for the same period in 2025.

Net profitRMB 1.2 million (USD 200,000), compared to a net loss of RMB 1.6 million for the same period in 2025.

Adjusted (non-GAAP) net profitRMB 1.6 million (USD 200,000), compared to an adjusted net loss of RMB 1.2 million for the same period in 2025.

Adjusted (non-GAAP) earnings before interest, taxes, depreciation, and amortization (ADJUSTED EBITDA)RMB 2.9 million (USD 400,000), compared to a profit of RMB 500,000 for the same period in 2025.

As of March 31, 2026, the company held cash and cash equivalents, restricted cash, and short-term investments totaling RMB 142.2 million (USD 20.6 million), compared to RMB 173.4 million as of December 31, 2025.

Progress of the Share Repurchase Program

As of March 31, 2026, the company had repurchased a total of 441,365 American Depositary Shares (ADS), including 41,683 ADS repurchased in the first quarter of 2026 at a cost of approximately USD 316,100. Each three ADS represent 40 Class A ordinary shares.

Earnings Call

Company management will host a conference call at 7:30 a.m. Eastern Time on Tuesday, May 26, 2026 (7:30 p.m. 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.

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