Aurora Mobile Ltd. · NASDAQ:JG
Aurora Mobile — Q3 2025 Earnings Presentation
22 slides from Aurora Mobile's earnings presentation, Nov 13, 2025
Slide 1: 2025 Q3 Earnings Presentation
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Slide 2: 2025 Q3 Business Highlights
Part 1 2025 Q3 Business Highlights
Slide 3: Our International Business (EngageLab)
Our International Business (EngageLab) Customer Numbers • The number of customers this quarter increased by 156% YoY and 24% QoQ! We continued to make great market penetration by acquiring new customers globally ARR - Explosive Growth! • ARR for Sept ’25 reached a new milestone of RMB 53.7M! • Compa
Slide 4: Global Expansion of EngageLab
Global Expansion of EngageLab • Our customers came from 52 countries and regions around the world. EngageLab brand name is well received and widely recognized in the international market • As our overseas business has expanded, we have established offices in Hong Kong, Singapore, Malaysia, and Japan
Slide 5: GPTBots.ai + Vonosis
GPTBots.ai + Vonosis • We have entered into a strategic partnership with Vonosis Co., Ltd., a leading digital transformation and cloud solutions provider in Thailand • This partnership marks a new milestone in GPTBots.ai's Southeast Asia expansion, as the two companies join forces to deliver turnkey
Slide 6: EngageLab - Marketing Automation Platform
EngageLab - Marketing Automation Platform • EngageLab has upgraded its Marketing Automation (MA) functions with AI-powered capabilities, further empowering businesses to achieve exceptional results • Through scenario-based and personalized user journey design, omni-channel precise targeting, AI-driv
Slide 7: Go-To-Market Exposure via Trade Expos
Go-To-Market Exposure via Trade Expos • We continuously participated in various overseas events / expos / exhibitions to enhance our global visibility • Through proactive promotion and in-depth discussions, we successfully garnered numerous cooperation intentions from various companies, laying a sol
Slide 8: 2025 Q3 Financial Highlights
Part 2 2025 Q3 Financial Highlights
Slide 9: Group Revenues - Defined
Group Revenues - Defined Developer Services Vertical Applications • Subscription • Market Intelligence • Value-Added Services • Financial Risk Management 9
Slide 10: Great Business and Financial Results!
Great Business and Financial Results! 01 GAAP NET INCOME for 2 consecutive quarters! Historic first! 01 EngageLab (our global flagship product): 02 • The recognized revenue increased by 102% YoY; 02 • ARR reached RMB 53.7M new milestone! Explosive YoY growth of 160%! Q3’25, recorded highest quarterl
Slide 11: Great Business and Financial Results!
Great Business and Financial Results! Gross profit increased by 20% YoY and 7% QoQ, reached the highest level in the past 15 quarters! 05 Cash balance (including restricted cash and short-term investments) 02 of RMB 141.2M, representing a YoY increase of 40%, was the highest balance of the past 14 q
Slide 12: Quarterly GAAP Net Income Again - Good Things Come in Pairs!
Quarterly GAAP Net Income Again - Good Things Come in Pairs! • In Q3 2025, we achieved US GAAP profits for two consecutive quarters! • We delivered the impressive results through strong revenue growth while maintaining high profit margins 12
Slide 13: Total Revenue Grew Both YoY and QoQ
Total Revenue Grew Both YoY and QoQ RMB (‘Million) Total revenue at RMB 90.9M increased by 70.2% 15% YoY and 1% QoQ mainly due to: 67.3% 66.1% 66.4% 60.9% 93.2 • Developer Services revenue grew by 89.9 90.9 23.7 89.0 12% YoY 79.1 23.4 22.2 20.9 26.7 25.5 21.3 26.5 21.6 20.0 • Vertical Applications r
Slide 14: Developer Subscription Revenue of RMB 57.3M at Historic High!
Developer Subscription Revenue of RMB 57.3M at Historic High! • Subscription revenue: 71.0 64.4 64.4 - Increased by 11% YoY and 7% QoQ 62.3 57.5 16.3 mainly due to the customer growth and 7.1 8.8 10.7 the increase in ARPU 5.8 .9 11.5 - This quarter marked a historic peak 8.0 and 5th consecutive quar
Slide 15: Vertical Application Revenue Increased by 23% YoY and 4% QoQ
Vertical Application Revenue Increased by 23% YoY and 4% QoQ • Include revenues from: 26.7 26.5 25.5 a) Market Intelligence b) Financial Risk Management 22.2 21.6 • Vertical Application revenue increased by 23% YoY and 4% QoQ • Financial Risk Management revenue reached the best quarter in history •
Slide 16: Gross Profits - Highest Level in The Past 15 Quarters!
Gross Profits - Highest Level in The Past 15 Quarters! 63.8 59.6 120.00% 58.8 56.7 53.2 100.00% • Gross profit increased by 20% YoY and 7% QoQ to RMB 80.00% 63.8M, reaching the highest 70.2% level in the past 15 quarters 67.3% 66.1% 66.4% 60.9% 60.00% 65.1% • Gross margin reached a high level of 70.
Slide 17: Operating Expenses at Optimal Level
Operating Expenses at Optimal Level • The slight increase in operating expenses QoQ was due to the expansion of overseas business 64.4 where we made more overseas trips, 60.3 60.6 60.8 attended more overseas trade 57.1 exhibitions and expos to showcase our 25.9 products and services; and to create 2
Slide 18: Deferred Revenue of RMB 166.3M at Historic High!
Deferred Revenue of RMB 166.3M at Historic High! 166.3 156.9 156.1 147.1 • Deferred Revenue Q3 balance of 135.2 135.1 134.8 RMB 166.3M, reaching a historic high • We continued to receive cash in advance from customers at the inception of the service period. This greatly improve our cash flows and mi
Slide 19: Balance Sheet & Financials at Healthy Level as of 9/30/2025
Balance Sheet & Financials at Healthy Level as of 9/30/2025 Cash and cash equivalents, restricted cash and short- 1 term investments of: • Cash reserves reached highest level in the past 14 quarters! RMB 141.2M as of 9/30/2025 Deferred Revenue balance at high level: 2 • 22th consecutive quarter of >
Slide 20: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures In evaluating the business, Aurora Mobile Limited, The Company believes that adjusted net (loss)/income and (“Aurora”, ”The Company”) considers and uses two non-GAAP adjusted EBITDA provide useful information about its operating measures, adjusted net (loss)/income
Slide 21: Safe Harbor Statement
Safe Harbor Statement This presentation and the accompanying oral presentation employees to third parties. Statements that are not historical have been prepared by Aurora Mobile Limited, (“Aurora”) for facts, including but not limited to statements about Aurora informational purposes only and not fo
Slide 22: THANKS
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