Aurora Mobile (JG) Q2 2025 earnings summary

Executive summary

• Achieved first-ever quarterly GAAP net profit/net income in Q2 2025, marking a significant milestone in company history.

• Total revenue reached RMB 89.9 million (US$12.5 million), up 13% year-over-year and at the high end of guidance.

• EngageLab saw 67% year-over-year revenue growth, with customer count up 171% and contract value up 265% year-over-year.

• Strategic focus on global expansion, operational efficiency, and product innovation drove performance.

• Board approved investing up to 20% of cash in cryptocurrencies as part of treasury management.

Financial highlights

• Gross profit grew 13% year-over-year to RMB 59.6 million, with gross margin at 66.4%, the highest in 10 quarters.

• Operating expenses increased 11% year-over-year to RMB 60.8 million, with R&D, sales, and G&A all rising.

• Net operating cash inflow was RMB 7.9 million for the quarter.

• Total assets stood at RMB 381 million, with cash and equivalents of RMB 119.8 million as of June 30, 2025.

• Adjusted EBITDA (non-GAAP) was RMB 1.2 million, down from RMB 1.6 million a year ago.

Outlook and guidance

• Q3 2025 revenue guidance is RMB 88–91 million, representing 11–15% year-over-year growth.

• High deferred revenue balance (RMB 156.1 million) signals strong future earning potential.

• Management remains optimistic about continued execution and growth for the remainder of 2025.