Aurora Mobile Ltd. · NASDAQ:JG
Aurora Mobile — Q1 2026 Earnings Presentation
22 slides from Aurora Mobile's earnings presentation, May 26, 2026
Slide 1: 2026 Q1 Earnings Presentation
2026 Q1 EARNINGS PRESENTATION May 26, 2026
Slide 2: Part 1: 2026 Q1 Business Highlights
Part 1 2026 Q1 Business Highlights
Slide 3: Our International Business (EngageLab)
Our International Business (EngageLab) Customer Numbers Revenue ARR - Explosive Growth! • EngageLab continues to deliver strong growth; • The Q1’26 revenue reached RMB 24.1M; • In Mar’ 26, the ARR reached USD 11.7M! customer numbers increased by 120% YoY increased by 210% YoY and 31% QoQ • Increased
Slide 4: Modellix - A Unified Multimodal AI Platform
Modellix- A Unified Multimodal AI Platform • We launched the new product, Modellix, a unified multimodal AI platform that provides a seamless, standardized bridge to global elite image and video models, transforming fragmented AI capabilities into scalable business innovation • By standardizing requ
Slide 5: Strategic Market Expansion into Japan
Strategic Market Expansion into Japan • We officially established our Japanese subsidiary, Aurora Mobile Japan K.K., in March 2026 • This strategic expansion brings the Company's flagship platform, EngageLab, directly to the Japanese market • By establishing a local presence, Aurora Mobile Japan K.K
Slide 6: Cross-Industry Collaboration with More Leading Enterprises
Cross-Industry Collaboration with More Leading Enterprises • We continued to deepen our multi-industry cooperation layout and established partnerships with well-known enterprises including Xiaoe, Echosens China, Blurams, China Post Securities, Hong Kong Ants Asia Forge and the Shenzhen Stock Exchang
Slide 7: EngageLab and OpenClaw
EngageLab and OpenClaw • EngageLab officially released EngageLab Omni Connect in March 2026 — a purpose-built Skill for the OpenClaw ecosystem — equipping AI Agents with out-of-the-box, global omnichannel communication capabilities • In practice, enterprises can rapidly build dedicated AI Agents for
Slide 8: Part 2: 2026 Q1 Financial Highlights
Part 2 2026 Q1 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: Strong Operational and Financial Performance
Strong Operational and Financial Performance Q1’26 – recorded GAAP NET INCOME. A great start to 2026!! 01 Making it 4 consecutive quarters in a row!! 01 EngageLab (our global flagship product): 02 • The recognized revenue increased by 210% YoY and 31% QoQ; 02 • ARR reached USD 11.7M. Explosive YoY g
Slide 11: Strong Operational and Financial Performance
Strong Operational and Financial Performance Developer Services (Subscription) revenue continued to scale new heights; hitting an all-time high of RMB 64.9M in Q1’26 04 02 Net Dollar Retention (NDR) for Developer Services (Subscription) at 103% 05 Gross profit increased by 13% YoY, reaching RMB 66.3
Slide 12: Excellent Opening Performance for FY2026
Excellent Opening Performance for FY2026 • In Q1’26, we achieved US GAAP profits; marking 4th consecutive quarters of profitable quarters! • This represented a strong beginning for 2026 • Despite the traditional slower operational momentum in Q1’26, we maintained profitability and recorded a net pro
Slide 13: Total Revenue Increased by 5% YoY
Total Revenue Increased by 5% YoY RMB (‘Million) 105.2 89.0 89.9 90.9 93.3 Total revenue at RMB 93.3M increased by 23.7 29.0 5% YoY, mainly due to: 23.4 21.7 20.9 26.7 25.5 26.5 21.3 20.0 • Developer Services revenue grew by 15% YoY and decreased by 6% QoQ 57.0 63.2 76.2 55.2 52.0 71.6 62.3 64.4 64.
Slide 14: Developer Subscription Revenue of RMB 64.9M at Historic High
Developer Subscription Revenue of RMB 64.9M at Historic High! • Subscription revenue: 76.2 71.6 64.4 64.4 14.3 6.7 - Increased by 21% YoY and 5% QoQ 62.3 mainly due strong growth in overseas 7.1 8.8 10.7 business and rising ARPU .9 11.5 - Hit a new all-time high, with revenue at 8.0 RMB 64.9M! 61.9
Slide 15: Vertical Application Revenue
Vertical Application Revenue 29.0 26.7 26.5 25.5 • Include revenues from: 21.7 a) Market Intelligence b) Financial Risk Management • Vertical Application revenue decreased by 19% YoY and 25% QoQ mainly due to overall weaker customer demand • Financial Risk Management revenue decreased by 18% YoY due
Slide 16: Gross Profit and Gross Margin Improved YoY
Gross Profit and Gross Margin Improved YoY 69.7 66.3 120.00% 63.8 58.8 59.6 100.00% • Q1’26 Gross profit increased by 13% YoY to RMB 66.3M 80.00% 70.2% 71.0% 66.1% 66.4% 66.3% • Q1’26 Gross margin at 71.0%, 65.1% 60.00% increased by 490 basis points YoY, driven by the incremental contribution from h
Slide 17: Operating Expenses Decreased by 3% QoQ
Operating Expenses Decreased by 3% QoQ 68.2 66.1 64.4 60.6 60.8 • Operating expenses structure 28.3 25.9 28.7 remained stable with effective cost 24.6 25.9 control measures 28.5 • Management has been diligent in 23.3 26.6 25.9 22.7 ensuring OPEX is kept at optimal level while ensuring we can grow th
Slide 18: Deferred Revenue Increased by 11% YoY
Deferred Revenue Increased by 11% YoY 178.7 173.9 166.3 156.9 156.1 • Deferred Revenue Q1 balance of 147.1 RMB 173.9M 134.8 • High deferred revenue balance signifies: • strong customer loyalty; • predictable future revenue; • healthy cash flow; • an effective sales strategy Q3'24 Q4'24 Q1'25 Q2'25 Q
Slide 19: Balance Sheet & Financials at Healthy Level as of 3/31/2026
Balance Sheet & Financials at Healthy Level as of 3/31/2026 Cash and cash equivalents, restricted cash and short- 1 term investments of: • Healthy and high balance to fuel growth and expansion RMB 142.2M as of 3/31/2026 Deferred Revenue balance at high level: 2 • 24th consecutive quarter of > RMB 10
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
a Nasdaq: JG May 26, 2026