Aurora Mobile (JG) Q4 2025 earnings summary

Executive summary

• Achieved first-ever full-year GAAP net profit in 2025, with three consecutive profitable quarters and strong Q4 performance.

• Q4 revenue surpassed RMB 100 million for the first time since SaaS transition, reaching RMB 105.2 million, up 13% year-over-year and 16% sequentially.

• EngageLab's ARR reached US$10 million in December 2025, up 186% year-over-year, with customer numbers up 142% year-over-year.

• Robust international expansion and strong execution, with EngageLab now serving customers in over 70 countries and regions.

• Launched new AI-driven products including Live Desk and CAPTCHA, and secured partnerships with major brands.

Financial highlights

• Q4 2025 group revenue was RMB 105.2 million (US$15.0 million), up 13% year-over-year and 16% quarter-over-quarter.

• Gross profit grew 23% year-over-year and 9% quarter-over-quarter to RMB 69.7 million (US$10.0 million), with gross margin at 66.3%.

• Net operating cash inflow for Q4 was RMB 35.1 million, the highest since Q4 2020.

• Cash and cash equivalents increased 45% year-over-year to RMB 173.4 million (US$24.8 million) as of December 31, 2025.

• Deferred revenue reached a record RMB 178.7 million in Q4, indicating strong cash flow and revenue visibility.

Outlook and guidance

• FY2026 revenue guidance is RMB 450–480 million, representing 20–28% year-over-year growth.

• Management is optimistic about continued growth, with EngageLab and AI strategy expected to drive momentum and deepen international presence.