Aurora Mobile (JG) investor relations material

Key business developments

• EngageLab customer base grew 171% year-over-year, with contract value up 265% and Q2 revenue up 67% year-over-year and 24% quarter-over-quarter.

• EngageLab expanded globally, becoming a major growth driver and partnered with China Unicom for international mobile verification.

• GPT-Bots AI agent platform integrated most mainstream large language models, aiming for further integration and improved customer service.

• Multiple industry certifications obtained, and active participation in global exhibitions increased product recognition.

• Board approved investing up to 20% of cash in cryptocurrency and digital assets for treasury management.

Financial performance highlights

• Achieved first profitable quarter in company history, with gross profit up 13% year-over-year and gross margin at 66.4%.

• Operating cash inflow reached RMB 7.9 million; total revenue grew 13% year-over-year to RMB 89.9 million.

• Developer service revenue rose 14% year-over-year; value-added services revenue surged 30% year-over-year and 21% quarter-over-quarter.

• Gross profit hit RMB 59.6 million, the highest in 10 quarters, driven by scalable high-margin services.

• Operating expenses remained stable at RMB 60.8 million, with controlled R&D, sales, and G&A spending.

Operational and strategic outlook

• Deferred revenue reached RMB 156.1 million, marking 21 consecutive quarters above RMB 100 million.

• Cash and cash equivalents stood at RMB 119.8 million; AR turnover days reduced to 54, indicating strong revenue assurance.

• Net dollar retention for developer service held at 99%, reflecting operational efficiency and customer loyalty.

• Management expressed confidence in continued profitability and high-quality earnings growth.

• Emphasis on sustained business momentum and ongoing engagement with investors and stakeholders.