Aurora Mobile (JG) investor relations material

Business highlights

• Achieved 142% year-over-year and 25% quarter-over-quarter customer growth, with annual recurring revenue reaching $10 million, up 186% from the prior year.

• Expanded global presence, now serving customers in 70 countries and regions, and launched new products LiveDesk and EngageLab CAPTCHA to enhance enterprise communication and security.

• Secured new partnerships across sectors like consumer electronics and mobility, and built out an international channel network with ISVs and SIs in seven countries.

• GPTBots.ai received third-party recognition, earning G2 badges for enterprise performance and customer relationships.

• Plans to deepen focus on AI agent technology and expand global SaaS operations.

Financial performance

• Achieved record total revenue of RMB 105.2 million in Q4, up 13% year-over-year and 16% quarter-over-quarter, with developer services subscription revenue at a historic high of RMB 61.9 million.

• Gross profit rose 23% year-over-year to RMB 69.7 million, and deferred revenue reached a record RMB 178.7 million.

• Achieved full-year profitability for the first time and recorded GAAP net income for the third consecutive quarter.

• Developer services revenue grew 7% year-over-year, while vertical applications revenue increased 31% year-over-year, driven by customer growth and higher ARPU.

• Maintained strong gross margin at 66.3% and managed operating expenses with discipline, supporting sustainable growth.

Operational and strategic updates

• Continued investment in R&D and sales to support global expansion and product innovation.

• Deferred revenue trend indicates strong cash flows, high customer demand, and improved revenue predictability.

• Ended 2025 with RMB 173.4 million in cash and equivalents, and accounts receivable turnover at a two-year best of 37 days.

• Net dollar retention for developer services subscription at 103%, reflecting strong customer loyalty.

• Emphasized use of non-GAAP metrics for supplemental performance assessment, alongside GAAP results.