Aurora Mobile Limited (JG) Reports Third Quarter 2025 Unaudited Financial Earnings Results

Aurora Mobile Limited (JG) today announced its financial results for the most recent quarter, revealing a challenging performance amid a competitive landscape. The company reported quarterly revenue of $12.8 million, significantly below analysts’ expectations of $81.3 million, marking a substantial revenue miss of approximately $68.5 million. Additionally, Aurora Mobile’s earnings per share (EPS) met expectations at $0, indicating a steady performance in that regard despite the revenue shortfall.

Key Highlights:

• Revenues for Q3 2025 were RMB90.9 million (US$12.8 million), a 15% increase year-over-year.
• Gross profit increased by 20% year-over-year to RMB63.8 million (US$9.0 million).
• The company achieved its first back-to-back quarterly U.S. GAAP net income, reporting RMB0.7 million (US$92 thousand).
• Annual Recurring Revenue (ARR) reached RMB53.7 million, growing over 160% year-over-year.
• The Developer Subscription and Financial Risk Management business had its best revenue quarter in history.
• The company expects Q4 2025 revenue to be between RMB94.0 million and RMB96.0 million, reflecting 1% to 3% year-over-year growth.

In the third quarter of 2025, Aurora Mobile Limited reported significant financial growth, with revenues reaching RMB90.9 million, marking a 15% increase from the previous year. The company also noted a gross profit of RMB63.8 million, which is a 20% rise year-over-year. Mr. Weidong Luo, Chairman and CEO, highlighted the achievement of back-to-back quarterly net income under U.S. GAAP, stating, “Our team worked hard, executed well and delivered another great quarterly financial results.” The company’s flagship product, EngageLab, contributed to this success, with a notable increase in new customers and cumulative contract value.

Looking ahead, Aurora Mobile projects a revenue range of RMB94.0 million to RMB96.0 million for the fourth quarter of 2025, indicating a modest growth expectation of 1% to 3% year-over-year. CFO Mr. Shan-Nen Bong expressed optimism about the company’s financial position, noting a net cash inflow from operating activities of RMB23.3 million, which has bolstered their cash reserves to the highest level in 14 quarters. This solid foundation is expected to support ongoing and future growth acceleration.

Aurora Mobile Limited (JG) has experienced a rollercoaster ride in its stock price, with a notable 32.96% increase over the past year, despite a more recent decline of 30.25% over the last six months. This volatility reflects the company’s struggle with profitability, as indicated by a negative net profit margin of -1.83% and a troubling price-to-earnings ratio of -6.70, suggesting that investors are currently pricing in significant challenges ahead. However, the company has shown some resilience with a revenue growth rate of 5.78% over the past two years, hinting at potential for recovery. The return on invested capital stands at a modest 7.64%, which, while not stellar, indicates that the company is generating some returns on its investments. The recent uptick of 2.48% in the past week may signal a short-term rebound, but investors should remain cautious given the broader downward trend. Overall, while Aurora Mobile Limited has shown some positive signs, its fundamental metrics suggest that it still faces significant hurdles in achieving sustainable growth and profitability.

Aurora Mobile Limited, through its subsidiaries, operates as a mobile app developer service provider in China. The company provides push notification, instant messaging, analytics, sharing and short message service, one-click verification, and other services. Its vertical applications have expanded to market intelligence, financial risk management, and location-based intelligence; and offers real-time market intelligence solutions, such as product iApp, which provides analysis and statistical results on the usage and trends of mobile apps to investment funds and corporations. The company also provides financial risk management solutions to assist financial institutions, licensed lenders, and credit card companies in making informed lending and credit decisions; and location-based intelligence solutions to help retailers and other traditional brick-and-mortar industries, such as real estate developers, track and analyze foot traffic, conduct targeted marketing, and make more informed and impactful operating decisions, such as site selection. In addition, it offers targeted marketing solutions to help advertisers to target the right audience with the right content at the right time; application programming interfaces that create connectivity and automate the process of message exchange between the mobile apps and its backend network; and an interactive web-based service dashboard that allows app developers to utilize and monitor its services through controls on an ongoing basis. The company primarily serves mobile app developers in a range of industries, such as media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare. The company was founded in 2011 and is headquartered in Shenzhen, the People’s Republic of China.