Aurora Mobile Ltd. · NASDAQ:JG
Aurora Mobile — Q2 2025 Earnings Presentation
23 slides from Aurora Mobile's earnings presentation, Aug 28, 2025
Slide 1: Earnings Presentation
2025 Q1 EARNINGS PRESENTATION May 29, 2025
Slide 2: 2025 Q2 Business Highlights
Part 1 2025 Q2 Business Highlights
Slide 3: EngageLab – In Expansion Mode!
EngageLab – In Expansion Mode! Customer Numbers • The number of customers this quarter increased by 171% year-over-year! EngageLab continues to acquire new customers globally Contract Value (Cumulative) • The total cumulative signed contract value continued to grow; recorded a spectacular 265% growt
Slide 4: EngageLab & China Unicom
EngageLab & China Unicom • We have partnered with China Unicom to launch the Smart Integrated Verification (International Edition) through our EngageLab platform • This solution provides secure, one-click mobile number verification for Chinese enterprises expanding overseas, leveraging China Unicom'
Slide 5: GPTBots.ai + Latest & Mainstream LLMs
GPTBots.ai + Latest & Mainstream LLMs • We have successfully integrated majority of the mainstream large language models (“LLMs”) and plan to complete the integration of more in the near future • The addition of these high-quality LLMs will significantly enhance the core capabilities of the GPTBots.
Slide 6: GPTBots.ai Awarded and Recognized as Best-in-Class Enterprise-Ready Solution
GPTBots.ai ~ Awarded and Recognized as Best-in-Class Enterprise-Ready Solution • As a benchmark leader in the enterprise-level AI Agent sector, GPTBots.ai remains focused on core customer needs. To establish a more reliable service assurance system, the platform has successfully obtained multiple in
Slide 7: EngageLab & GPTBots.ai ~ Showcasing to the World!
EngageLab & GPTBots.ai ~ Showcasing to the World! • We are honored to participate in numerous events, expos, and exhibitions, showcasing our core products and services to global customers • During these events, we shared and demonstrated our strong technical capabilities and innovative solutions to
Slide 8: Aurora Mobile To Invest in Cryptocurrencies
Aurora Mobile To Invest in Cryptocurrencies • Our Board of Directors has approved a strategic initiative to invest up to 20% of our cash and cash equivalents in cryptocurrencies and digital assets as part of its treasury management plan. This includes investments in Bitcoin, Ethereum, Solana, SUI, a
Slide 9: 2025 Q2 Financial Highlights
2025 Q2 Financial Highlights
Slide 10: Group Revenues - Defined
Group Revenues - Defined Developer Services Vertical Applications • Subscription • Market Intelligence • Value-Added Services • Financial Risk Management 10
Slide 11: Core Business and Revenues with Growth
Core Business and Revenues with Growth Great growth momentum for EngageLab • Quarterly revenue grew by 67% YoY 01 • Customer number 25%++ growth QoQ Great Financial Results • The new contract signed for this quarter reached RMB 11.2M 01 02 Developer Services (Subscription) Q2’25 revenue at RMB 53.7M
Slide 12: Great Financial Results
Great Financial Results Our first quarterly GAAP NET INCOME in history! Great Financial Results 01 01 02 Gross profit increased by 13% YoY and 1% QoQ. Gross margin consistently at a high level (at 66.4%) 02 03 OPEX are kept at optimal level to support revenue growth acceleration 03 04 Operating cash
Slide 13: Achieved GAAP Net Income – First in History!
Achieved GAAP Net Income – First in History! • In Q2 2025, we successfully reached our first GAAP profitability milestone in history! • This breakthrough is attributed to the relentless efforts and teamwork from all from the initiatives and strategies laid out 2-3 years ago • Through great execution
Slide 14: Total Revenue Increased by 13% YoY!
Total Revenue Increased by 13% YoY! RMB (‘Million) 93.2 89.0 89.9 Total revenue at RMB 89.9M increased by 79.4 79.1 23.7 22.2 23.4 25.5 13% YoY and 1% QoQ mainly due to: 20.9 26.7 21.3 23.0 21.6 20.0 • Developer Services revenue grew by 14% YoY and 3% QoQ 57.0 63.2 71.0 55.2 62.3 52.0 64.4 56.4 57.5
Slide 15: Developer Service Subscription Revenue Increased by 12% YoY
Developer Service Subscription Revenue Increased by 12% YoY • Subscription revenue: 71.0 64.4 - Increased by 12% YoY mainly due to 62.3 16.3 the growth in customer numbers and 56.4 57.5 10.7 8.8 the increase in ARPU 5.8 8.3 16.9 11.5 - 4th consecutive quarter of quarterly 8.0 revenue exceeding RMB 5
Slide 16: Vertical Application Revenue Increased by 10% YoY
Vertical Application Revenue Increased by 10% YoY 26.7 • Include revenues from: 25.5 a) Market Intelligence 23.0 22.2 b) Financial Risk Management 21.6 • Vertical Application Revenue increased by 10% YoY and decreased by 4% QoQ • Financial Risk Management Revenue increased by 27% YoY due to the acqu
Slide 17: Gross Profits Increased by 13% YoY; Margins at High Level!
Gross Profits Increased by 13% YoY; Margins at High Level! 120.00% 58.8 59.6 56.7 52.8 53.2 100.00% • Gross profits increased by 13% YoY to RMB 59.6M and 80.00% 1% QoQ, reaching the 67.3% highest level in the past 10 66.4% 66.1% 66.4% 60.9% quarters 60.00% 65.1% • Gross margin maintained at a 40.00%
Slide 18: Operating Expenses – at Optimal Level
Operating Expenses – at Optimal Level 60.3 60.6 60.8 57.1 • Through management continuous 54.8 effort in expenses monitoring, all 24.3 24.6 three expense components within 25.9 23.7 24.2 OPEX are kept within a reasonable range 24.6 23.3 22.7 20.5 22.5 • OPEX are at an optimal level to fuel our overs
Slide 19: Deferred Revenue Remained at a High Level
Deferred Revenue Remained at a High Level 156.9 156.1 147.1 141.5 135.2 135.1 134.8 • Deferred Revenue Q2 balance of RMB 156.1M • High level of deferred revenue balance demonstrates strong future earning potential and fuels continuous revenue growth for the Group Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25
Slide 20: Balance Sheet & Financials at Healthy Level as of 6/30/2025
Balance Sheet & Financials at Healthy Level as of 6/30/2025 Cash and cash equivalents and restricted cash of: 1 • Abundant and healthy cash reserves provide strong support and momentum for sustained business growth RMB 119.8M as of 6/30/2025 Deferred Revenue balance at high level: 2 • 21th consecuti
Slide 21: 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 22: 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 23: THANKS
THANKS