Aurora Mobile (JG) investor relations material

Executive summary

• Achieved fifth consecutive profitable quarter under US GAAP, with Q2 2026 revenue reaching RMB 101.2 million, up 13% year-over-year, and SaaS revenue exceeding RMB 100 million for the third time.

• Gross profit increased 16% year-over-year to RMB 69.2 million, with gross margin up 197 basis points to 68.3%.

• Net operating cash inflow was RMB 23.3 million, and net income reached RMB 2.1 million, a significant improvement year-over-year.

• EngageLab ARR reached $14.6 million, up 170% year-over-year, with recognized revenue of RMB 27.5 million, up 186% year-over-year.

• Launched new products including Silent Auth and major upgrades to GPTBots.ai and Modellix, strengthening platform capabilities and global market presence.

Financial highlights

• Total Q2 revenue: RMB 101.2 million, up 13% year-over-year and 9% quarter-over-quarter.

• Developer Services revenue grew 24% year-over-year and 12% quarter-over-quarter, hitting a record RMB 79.9 million.

• Subscription revenue reached RMB 70.7 million, up 32% year-over-year and 9% quarter-over-quarter.

• Value-Added Services revenue was RMB 9.2 million, up 36% quarter-over-quarter but down 15% year-over-year.

• Cash, cash equivalents, restricted cash, and short-term investments totaled RMB 166.8 million as of June 30, 2026.

Outlook and guidance

• Management remains cautiously optimistic for the rest of 2026, expecting continued growth from EngageLab and ongoing cost discipline.

• Strategic priorities and execution roadmap remain in focus, with resources allocated to high-priority initiatives and expansion of ISV & SI partner ecosystem.