Aurora Mobile Ltd. · NASDAQ:JG
Aurora Mobile — Q2 2026 Earnings Presentation
21 slides from Aurora Mobile's earnings presentation, Aug 20, 2026
Slide 1: Earnings Presentation
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Slide 2: Business Highlights
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Slide 3: EngageLab — Our Global Flagship Product
EngageLab — Our Global Flagship Product 2108 27.5 14.6 99% 186% 170% 5.4 1058 9.6 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Q2’25 Q3’25 Q4’25 Q1’26 Q2’26 Jun. 2025 ………... Jun. 2026 Customer Numbers Revenue ARR - Explosive Growth! • Continued to gain new customers globally • The Q2’26 revenue reached RMB 27.5M •
Slide 4: Silent Auth Phone Number Authentication
Silent Auth Phone Number Authentication • We officially launched "Silent Auth", an advanced passwordless authentication solution designed to complement existing SMS OTP services and elevate identity verification for the global market • Silent Auth is not designed to replace SMS OTP, but to complete
Slide 5: Modellix Integrated with Leading AI Models
Modellix Integrated with Leading AI Models • By integrating industry-leading AI models into a unified platform, Modellix enables enterprises to access the latest AI capabilities through a single API, reducing integration complexity while accelerating AI application development • This strengthens our
Slide 6: Foster Ongoing Partnerships with Diverse Enterprises
Foster Ongoing Partnerships with Diverse Enterprises • In Q2 2026, we secured partnerships with a diverse group of enterprises, including CICC Wealth Management, Pobo Financial, Mocasa, Hebei Yuanda Information Technology Co., Ltd., Axios Management, and Azuki Partners, further demonstrating strong
Slide 7: Expanding Our ISV & SI Partner Ecosystem
Expanding Our ISV & SI Partner Ecosystem • Our expanding ISV and SI ecosystem validates the Number of ISVs/SIs growing market demand for Aurora's enterprise solutions • Rather than relying solely on direct sales, our partner network creates a scalable distribution model that accelerates customer acq
Slide 8: Financial Highlights
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Slide 9: Group Revenues - Defined
“| Group Revenues - Defined A Os Developer Services Vertical Applications Consist of: Consist of: * Subscription * Market Intelligence * Value-Added Services * Financial Risk Management
Slide 10: Q2'26 Financial Performance at One Glance
Q2’26 Financial Performance at One Glance Revenue Exceeded EngageLab Profitable Q2ʼ26 5th Consecutive Quarter of RMB 100M Revenue 186% ++ growth YoY US GAAP Profit In Q2’26 ARR reached USD 14.6M, 170% ++ growth YoY RMB 70.7M NDR for Developer Services (Subscription): (record high) For Developer Serv
Slide 11: Recorded Key Financial Milestones in Q2'26
Recorded 3 Key Financial Milestones in Q2’26 • 3 important milestones in Q2’26: Quarterly Revenue Exceeded RMB 100M • Revenue exceeded the RMB 100M mark • Achieved our 5th consecutive profitable quarter • Operating activities generated net cash INFLOW of RMB 23.3M Profitable Q2’26 Net Cash INFLOW (O
Slide 12: Total Revenue Increased by 13% YoY and 9% QoQ
Total Revenue Increased by 13% YoY and 9% QoQ RMB(‘Million) 105.2 101.2 Total revenue at RMB 101.2M increased by 89.9 90.9 93.3 13% YoY and 9% QoQ, mainly due to: 29.0 21.3 26.5 21.7 25.5 • Developer Services revenue grew strongly by 24% YoY and 12% QoQ 76.2 71.6 79.9 64.4 64.4 • Vertical Applicatio
Slide 13: Developer Subscription Revenue Hit a Record High of RMB 70.7M
Developer Subscription Revenue Hit a Record High of RMB 70.7M RMB(‘Million) • Subscription revenue: 79.9 - Increased by 32% YoY and 9% QoQ 76.2 71.6 9.2 mainly driven by the rapid expansion of 64.4 64.4 14.3 6.7 the overseas business and growth in 7.1 the customer base 10.7 - Reached a historic high
Slide 14: Vertical Application Revenue
Vertical Application Revenue RMB(‘Million) 29.0 • Include revenues from: 26.5 a) Market Intelligence 25.5 21.7 21.3 b) Financial Risk Management • Vertical Application revenue decreased by 16% YoY and 1% QoQ primarily due to lower customer demand • Financial Risk Management revenue decreased by 17%
Slide 15: Gross Profit and Gross Margin Improved YoY
Gross Profit and Gross Margin Improved YoY RMB(‘Million) 69.7 69.2 66.3 63.8 59.6 • Q2’26 Gross profit increased by 16% YoY and 4% QoQ to RMB 69.2M 71.0% 70.2% 68.3% 66.3% 66.4% • Q2’26 Gross margin at 68.3%, increased by 197 basis points YoY, driven by a higher-quality revenue mix Q2’25 Q3’25 Q4’25
Slide 16: OPEX At Optimal Level
OPEX At Optimal Level RMB(‘Million) 68.2 66.1 67.6 64.4 60.8 • OPEX increased by 11% YoY and 2% 25.9 28.3 28.7 29.3 QoQ, mainly driven by the expansion 25.9 of our overseas business 22.7 26.6 28.5 25.9 28.3 • Management is comfortable with our current OPEX profile, which is calibrated to support sus
Slide 17: Deferred Revenue Balance Reached a Record High!
Deferred Revenue Balance Reached a Record High! RMB(‘Million) 181.9 178.7 173.9 166.3 • Q2’26 Deferred Revenue balance of 156.9 RMB 181.9M 156.1 147.1 • An all-time high deferred revenue signifies: • strong customer contract commitments; • better revenue visibility; • growing enterprise demand; Q1’2
Slide 18: Balance Sheet & Financials at Healthy Level as of 6/30/2026
Balance Sheet & Financials at Healthy Level as of 6/30/2026 Cash and cash equivalents, restricted cash and short-term investments of: RMB 166.8M • Support future growth and strategic investments Deferred Revenue balance at high level: • 25th consecutive quarter of > RMB 100M RMB 181.9M • High revenu
Slide 19: 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 20: 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 21: Thanks
A Nasdaq : JG Thanks August 20, 2026