Aurora Mobile (JG) Q3 2026 earnings summary

Executive summary

• Q3 revenue reached RMB 106.5M, up 17% YoY and 5% QoQ; the highest quarterly level since the pure-SaaS transition and second consecutive quarter above RMB 100M.

• U.S. GAAP net profit was RMB 4.5M, the highest since the pure-SaaS transition and the sixth consecutive profitable quarter.

• Overseas markets contributed 34% of Q3 revenue, with expansion through local teams and regional partners to limit upfront investment.

Financial highlights

• Gross profit rose 11% YoY and 2% QoQ to RMB 70.9M, the highest since Q1 2022.

• Operating income was RMB 5.5M versus RMB 0.4M YoY; net income was RMB 4.5M versus RMB 0.7M.

• Adjusted net income was RMB 5.0M versus RMB 1.5M; adjusted EBITDA was RMB 6.3M versus RMB 2.8M.

• Operating expenses were RMB 68.1M, up 6% YoY and 1% QoQ, mainly reflecting AI product development and personnel costs.

• Operating cash inflow was RMB 6.6M for the quarter ended September 30, 2026.

Outlook and guidance

• FY2026 revenue guidance was reduced to RMB 405M–RMB 415M from RMB 450M–RMB 480M, implying 8%–11% YoY growth.

• Revision reflects Financial Risk Management revenue below expectations amid a deeper and longer-than-expected adjustment in China’s consumer credit and loan facilitation markets.