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Aurora Mobile
wrote a column · Aug 20 18:36

Aurora Mobile Announces Second Quarter 2026 Financial Results

Shenzhen, China, August 20, 2026 – Aurora Mobile Limited (Nasdaq: JG) (“Aurora” or the “Company”), a leading global provider of customer engagement and marketing technology services, today announced its unaudited financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights – Revenuewere RMB101.2 million (USD14.9 million), representing a 13% year-over-year increase. – Cost of revenuewere RMB32.0 million (USD4.7 million), representing a 6% year-over-year increase. – Gross Profitwas RMB69.2 million (USD10.2 million), representing a 16% year-over-year increase. – Total Operating Expenseswere RMB67.6 million (USD10.0 million), representing an 11% year-over-year increase. – Net profitwas RMB 2.1 million (USD 300,000), compared with RMB 500,000 in the same period of 2025. – Net income attributable to Aurora Mobile shareholderswas RMB 1.9 million (USD 300,000), compared with a net loss attributable to Aurora Mobile shareholders of RMB 21,000 in the same period of 2025. – Adjusted (non-GAAP) net incomewas RMB 2.4 million (USD 400,000), compared with RMB 800,000 in the same period of 2025. – Adjusted (non-GAAP) earnings before interest, taxes, depreciation and amortization (Adjusted EBITDA)was RMB 3.8 million (USD 600,000), compared with RMB 1.2 million in the same period of 2025...
Shenzhen, China, August 20, 2026 – Aurora Mobile (Nasdaq: JG) (hereinafter referred to as “Aurora” or the “Company”), a global leading provider of customer engagement and marketing technology services, announced its unaudited financial results for the second quarter ended June 30, 2026.
Financial Highlights for the Second Quarter of 2026
– Revenuewas RMB 101.2 million (USD 14.9 million), representing a year-over-year increase of 13%.
– Cost of revenueRMB 32.0 million (USD 4.7 million), representing a 6% year-over-year increase.
– Gross profitRMB 69.2 million (USD 10.2 million), representing a 16% year-over-year increase.
– Total operating expensesRMB 67.6 million (USD 10.0 million), representing an 11% year-over-year increase.
– Net profitRMB 2.1 million (USD 0.3 million), compared to RMB 0.5 million in the same period of 2025.
– Net income attributable to Aurora shareholdersRMB 1.9 million (USD 0.3 million), compared to a net loss attributable to Aurora shareholders of RMB 21,000 in the same period of 2025.
– Adjusted (non-GAAP) net incomeRMB 2.4 million (USD 0.4 million), compared to RMB 0.8 million in the same period of 2025.
– Adjusted EBITDA (Non-GAAP)amounted to RMB 3.8 million (USD 600,000), compared to a profit of RMB 1.2 million in the same period of 2025.
Luo Weidong, Founder and CEO of Aurorastated: "The company delivered strong performance in the second quarter of 2026, with the following highlights:
– For only the third time in its history, the company’s quarterly SaaS revenue exceeded RMB 100 million.
– Developer services revenue reached approximately RMB 79.9 million, setting a new all-time high for a single quarter.
– Our global flagship product, EngageLab, achieved another milestone! In June 2026, EngageLab’s Annual Recurring Revenue (“ARR”) hit a record USD 14.6 million, representing a 170% year-over-year increase.
– Gross profit increased by 16% year-over-year, and gross margin improved by 197 basis points year-over-year.
– This quarter marked our fifth consecutive quarter of achieving net profit under US GAAP.
– The Net Dollar Retention rate (“NDR”) for core developer subscription services reached 106%, hitting an all-time high!
– Finally, net cash inflow from operating activities amounted to RMB 23.3 million this quarter.”
Huang Shangneng, Chief Financial Officer of Aurora Mobilestated: "In the second quarter of 2026, the company's business development maintained strong momentum. The quarterly operating and financial results announced today fully reflect the outstanding performance across all business segments. We will continue to execute our established strategic priorities. As various implementation plans advance, we are confident in translating these operational achievements into sustained improvements in financial performance."
Second Quarter 2026 Financial Results
Revenueamounted to RMB 101.2 million (USD 14.9 million), representing a 13% increase from RMB 89.9 million in the same period of 2025, primarily driven by a 24% growth in developer services revenue, partially offset by a 16% decline in industry application revenue.
Cost of revenueamounted to RMB 32.0 million (USD 4.7 million), representing a 6% increase from RMB 30.2 million in the same period of 2025, mainly due to a RMB 5.9 million increase in direct costs associated with overseas operations (including one-time password ("OTP") services, WhatsApp pushes, and GPTBots.ai), partially offset by a RMB 1.4 million reduction in media costs and a RMB 2.5 million decrease in messaging channel costs.
Gross Profitamounted to RMB 69.2 million (USD 10.2 million), representing a 16% increase from RMB 59.6 million in the same period of 2025.
Total Operating Expensesamounted to RMB 67.6 million (USD 10.0 million), representing an 11% increase from RMB 60.8 million in the same period of 2025.
– Research and Development Expensesamounted to RMB 29.3 million (USD 4.3 million), representing a 13% increase from RMB 26.0 million in the same period of 2025, primarily due to a RMB 1.4 million increase in employee costs and a RMB 1.3 million increase in technical service fees.
– Selling and marketing expensesamounted to RMB 28.3 million (USD 4.2 million), representing a 25% increase from RMB 22.7 million in the same period of 2025, primarily due to an increase of RMB 5.7 million in employee costs.
– General and administrative expensesamounted to RMB 10.0 million (USD 1.5 million), representing an 18% decrease from RMB 12.2 million in the same period of 2025, primarily due to a RMB 1.5 million reduction in provisions for bad debts and a RMB 0.7 million reduction in losses on disposal of assets and equipment.
Operating Profitamounted to RMB 1.6 million (USD 0.2 million), compared to an operating loss of RMB 0.9 million in the same period of 2025.
Net profitamounted to RMB 2.1 million (USD 0.3 million), compared to RMB 0.5 million in the same period of 2025.
Adjusted net profit (non-GAAP)amounted to RMB 2.4 million (USD 0.4 million), compared to RMB 0.8 million in the same period of 2025.
Adjusted EBITDA (non-GAAP)amounted to RMB 3.8 million (USD 0.6 million), compared to RMB 1.2 million in the same period of 2025.
As of June 30, 2026, the Company's total cash and cash equivalents, restricted funds, and short-term investments amounted to RMB 166.8 million (USD 24.6 million), compared to RMB 173.4 million as of December 31, 2025.
Progress on Share Repurchase Program
As of June 30, 2026, the Company had repurchased a total of 485,173 American Depositary Shares (ADSs), including 43,808 ADSs repurchased in the second quarter of 2026 for an aggregate amount of approximately USD 252,200. Each three ADSs represent 40 Class A ordinary shares.
Earnings call
The Company's management will hold a conference call at 7:30 a.m. Eastern Time on Thursday, August 20, 2026 (7:30 p.m. Beijing Time on the same day).
All participants must register in advance to join the call. (To obtain the registration link, please visit Aurora Mobile’s WeChat official account “AuroraJIGUANG” and reply with the keyword “earnings registration link.”) Please dial in 15 minutes prior to the start of the conference call; dial-in details will be provided upon registration.
Additionally, the conference call can be listened to live or accessed via replay on the Company's Investor Relations website.
About Aurora Mobile
Founded in 2011, Aurora Mobile Limited (Nasdaq: JG) is a global leader in customer engagement and marketing technology services. The Company is committed to empowering enterprises worldwide with stable, efficient, and intelligent customer engagement solutions. Leveraging its first-mover advantage in mobile messaging, Aurora Mobile has evolved into an integrated platform offering omnichannel customer engagement, AI-driven marketing, advanced AI-powered customer service, and frictionless identity security. Built on its flagship brand EngageLab and its powerful AI infrastructure GPTBots.ai, the Company enables seamless customer outreach, automates complex marketing journeys, optimizes service efficiency through AI agents, and accelerates digital transformation for its global clients.
Shenzhen, China, August 20, 2026 – Aurora Mobile Limited (Nasdaq: JG) (“Aurora” or the “Company”), a leading global provider of customer engagement and marketing technology services, today announced its unaudited financial results for the second quarter ended June 30, 2026. Second Quarter 2026 Financial Highlights – Revenuewere RMB101.2 million (USD14.9 million), representing a 13% year-over-year increase. – Cost of revenuewere RMB32.0 million (USD4.7 million), representing a 6% year-over-year increase. – Gross Profitwas RMB69.2 million (USD10.2 million), representing a 16% year-over-year increase. – Total Operating Expenseswere RMB67.6 million (USD10.0 million), representing an 11% year-over-year increase. – Net profitwas RMB 2.1 million (USD 300,000), compared with RMB 500,000 in the same period of 2025. – Net income attributable to Aurora Mobile shareholderswas RMB 1.9 million (USD 300,000), compared with a net loss attributable to Aurora Mobile shareholders of RMB 21,000 in the same period of 2025. – Adjusted (non-GAAP) net incomewas RMB 2.4 million (USD 400,000), compared with RMB 800,000 in the same period of 2025. – Adjusted (non-GAAP) earnings before interest, taxes, depreciation and amortization (Adjusted EBITDA)was RMB 3.8 million (USD 600,000), compared with RMB 1.2 million in the same period of 2025...
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