Aurora Mobile Ltd. · NASDAQ:JG
Aurora Mobile — Q4 2025 Earnings Presentation
24 slides from Aurora Mobile's earnings presentation, Mar 12, 2026
Slide 1: Aurora Mobile Limited Q4 2025 Earnings Presentation
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Slide 2: Part 1: 2025 Q4 Business Highlights
Part 1 2025 Q4 Business Highlights
Slide 3: Our International Business (EngageLab)
Our International Business (EngageLab) Customer Numbers • We continued to conquer and acquire new customers in more countries and regions. The number of customers for this quarter increased by 142% YoY and 25% QoQ! ARR - Explosive Growth! • In Dec’ 25, the ARR scaled new highs of USD 10M! It has inc
Slide 4: Global Expansion of EngageLab
Global Expansion of EngageLab • Our customers came from 70 countries and regions around the world. The steady expansion of our customer base laid a solid foundation for on- going revenue growth! • We will execute the strategy of deepening our presence in the global market and continuously expand our
Slide 5: EngageLab - LiveDesk
EngageLab - LiveDesk • EngageLab launched its new product, LiveDesk, which is built on the core principle of "AI Agent x Human Agent" deep collaboration • LiveDesk is dedicated to helping enterprises efficiently address multi-channel customer communication challenges, comprehensively enhancing custo
Slide 6: EngageLab - CAPTCHA
EngageLab - CAPTCHA • EngageLab CAPTCHA delivers advanced bot detection powered by AI behavior analysis — combining strong security with seamless user experience • CAPTCHA delivers proven bot protection across all industries and seamlessly adapts to every business scenario: it helps businesses block
Slide 7: Partnering with High-quality Enterprises Across Various Sectors
Partnering with High-quality Enterprises Across Various Sectors • We have secured partnerships with high-quality enterprises across various sectors, and successively entered into collaborations with brands including GP Batteries, Tuniu, HashNut, Fenbeitong and HelloRide • These partnerships cover co
Slide 8: Partnering with ISVs/SIs to Jointly Explore the Overseas Market
Partnering with ISVs/SIs to Jointly Explore the Overseas Market • We have now established partnerships with ISVs/SIs across 7 countries and regions, and are gradually building a global channel cooperation network, which delivers efficient channel to service and support our overseas customer expansio
Slide 9: GPTBots.ai Received Authoritative Awards
GPTBots.ai Received Authoritative Awards • G2 has officially released its G2 Winter 2026 Report. GPTBots.ai once again secured three core category badges with its exceptional product strength and outstanding customer reputation: - High Performer | Enterprise - Momentum Leader | Global - Best Relatio
Slide 10: Part 2: 2025 Q4 Financial Highlights
Part 2 2025 Q4 Financial Highlights
Slide 11: Group Revenues - Defined
Group Revenues - Defined Developer Services Vertical Applications • Subscription • Market Intelligence • Value-Added Services • Financial Risk Management 11
Slide 12: Great Business and Financial Results!
Great Business and Financial Results! • Achieved Full-Year Profitability for the First Time in history! 01 • GAAP NET INCOME for 3 consecutive quarters! 01 02 Total Q4 revenue exceeded guidance, reaching RMB 105.2M, with a YoY growth of 13% and a QoQ growth of 16% 02 EngageLab (our global flagship p
Slide 13: Great Business and Financial Results!
Great Business and Financial Results! Net Dollar Retention (NDR) for Developer Services (Subscription) at 103% 05 02 Gross profit increased by 23% YoY and 9% QoQ, reaching RMB 69.7M; the highest level in the past 16 quarters! 06 03Operating quarters! cash net INFLOW of RMB 35.1M; the highest in the
Slide 14: Achieved the 2025 Full-year Profitability
Achieved the 2025 Full-year Profitability • We have successfully achieved the 2025 full-year profitability target, supported by robust revenue growth and the steady expansion of our cross- industry customer base; and controlling the OPEX at optimal level to support business growth and expansion • In
Slide 15: Total Revenue At the Highest Level in the Past 20 Quarters
Total Revenue At the Highest Level in the Past 20 Quarters RECORD HIGH * RMB (‘Million) 105.2 Total revenue at RMB 105.2M increased by 100 13% YoY and 16% QoQ, reached a historic 93.2 89.0 23.7 89.9 90.9 29.0 quarterly high, since the transition to Pure- 23.4 SAAS business model, mainly due to: 22.2
Slide 16: Developer Subscription Revenue of RMB 61.9M at Historic High!
Developer Subscription Revenue of RMB 61.9M at Historic High! RECORD HIGH 76.2 • Subscription revenue: 71.0 64.4 64.4 14.3 - Increased by 13% YoY and 8% QoQ 62.3 16.3 mainly due to the the robust growth in 7.1 8.8 10.7 overseas revenue .9 11.5 - This quarter marked a historic peak 8.0 and achieved t
Slide 17: Vertical Application Revenue Increased by 31% YoY and 10% QoQ
Vertical Application Revenue Increased by 31% YoY and 10% QoQ 29.0 26.7 26.5 25.5 • Include revenues from: a) Market Intelligence 22.2 b) Financial Risk Management • Vertical Application revenue increased by 31% YoY and 10% QoQ primarily attributable to the customer growth and the increase in ARPU •
Slide 18: Gross Profits Increased by 23% YoY and 9% QoQ
Gross Profits Increased by 23% YoY and 9% QoQ 69.7 120.00% 63.8 58.8 59.6 56.7 100.00% • Gross profit increased by 23% YoY and 9% QoQ to RMB 69.7M, 80.00% reaching the highest level in the 70.2% past 16 quarters 66.1% 66.4% 66.3% 66.3% 60.9% 60.00% 65.1% 40.00% • Gross margin reached 66.3%, increase
Slide 19: Operating Expenses at Optimal Level
Operating Expenses at Optimal Level • We strictly reviewed and controlled all 68.2 expense outlays, ensuring 64.4 60.3 60.6 60.8 reasonableness 28.3 25.9 24.3 24.6 25.9 • S&M expenses increased by 16% YoY and 7% QoQ, due to the expansion of EngageLab business globally. This is in-line with our expec
Slide 20: Deferred Revenue of RMB 178.7M!
Deferred Revenue of RMB 178.7M! RECORD HIGH 178.7 166.3 156.9 156.1 • Deferred Revenue Q4 balance of 147.1 RMB 178.7M, broke the historical 135.1 134.8 record once again • This high balance means: 1. Strong cash flows where customers prepaid 2. High customer demand 3. Revenue visibility is high Q2'2
Slide 21: Balance Sheet & Financials at Healthy Level as of 12/31/2025
Balance Sheet & Financials at Healthy Level as of 12/31/2025 Cash and cash equivalents, restricted cash and short- 1 term investments of: • Sufficient cash sustained business growth RMB 173.4M as of 12/31/2025 Deferred Revenue balance at high level: 2 • 23th consecutive quarter of > RMB 100M • Reach
Slide 22: 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 23: 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 24: THANKS
THANKS