Aurora Mobile (JG) Registration filing summary

Company overview and business model

• Leading provider of customer engagement and marketing technology services in mainland China, leveraging AI and machine learning for actionable insights from mobile behavioral data.

• Offers developer services and vertical applications (SAAS Businesses) to over 786,900 mobile app developers across diverse industries as of December 31, 2025.

• Operates through a Cayman Islands holding company structure, with operations in China conducted via subsidiaries and a consolidated VIE due to foreign investment restrictions.

• Revenue is primarily generated from SAAS Businesses, with 85.2% of external revenues in 2025 derived from the VIE.

• Accumulated data from over 83.8 billion SDK installations, providing differentiated data in volume, variety, velocity, and veracity.

Financial performance and metrics

• Cumulative app installations increased from over 1,919,000 in 2023 to over 1,990,000 in 2025.

• Net liabilities of the VIE were RMB398 million in 2023, RMB159 million in 2024, and RMB150 million (US$21 million) in 2025.

• No dividends have been paid to date; the company intends to retain earnings for business operations and expansion.

Use of proceeds and capital allocation

• Will not receive proceeds from the sale of Class A common shares or ADSs in this offering; proceeds from warrant exercise, if any, will go to the company.

• Proceeds from the warrant exercise would be used for general corporate purposes.