Core Insights - Aurora Mobile (NASDAQ: JG) has shown significant financial performance and operational milestones worth noting as of February 13, 2026 [1] Financial Performance - For the third quarter reported on November 13, 2025, the company achieved net profit under US GAAP for two consecutive quarters, with revenue increasing by 15% year-over-year to 90.9 million RMB [2] - Gross profit reached 63.8 million RMB, marking a new high over the past 15 quarters [2] - The flagship product EngageLab saw annual recurring revenue (ARR) grow over 160% year-over-year, while the net dollar retention (NDR) rate for developer subscription services reached 104% [2] - Revenue from the financial risk control business hit a historical high [2] Recent Events - Currently, there is no public information indicating any upcoming significant events for Aurora Mobile [3] - Investors are advised to monitor the company's future earnings report schedules for the latest updates [3]

Core Viewpoint - Recent events surrounding Aurora (JG.US) focus on financial performance and stock price fluctuations [1] Group 1: Stock Performance - On January 7, 2026, Aurora's stock experienced a significant increase of 6.20%, reaching $6.85 per share, with a trading volume of 1,152 shares. The overall software services industry rose by 0.48% on the same day, but no rating recommendations have been issued by institutions for this stock [2] Group 2: Financial Performance - On November 13, 2025, Aurora announced its unaudited financial results for the third quarter ending September 30, 2025. The report indicated a year-over-year revenue growth of 15% to 90.9 million RMB, with a net profit of 700,000 RMB, marking the second consecutive quarter of profitability under GAAP. Key highlights include the flagship product EngageLab achieving an annual recurring revenue (ARR) of 53.7 million RMB, representing over 160% year-over-year growth, and record high revenues from developer subscription services and financial risk control business [3] - On August 28, 2025, Aurora released its second-quarter financial report, reporting its first GAAP net profit of 500,000 RMB, with a year-over-year revenue increase of 13% to 89.9 million RMB. The company had projected third-quarter revenue in the range of 88 million to 91 million RMB [3]

Core Insights - Aurora Mobile Limited has integrated the GLM-5 series model into its AI agent platform, GPTBots.ai, enhancing AI performance and productivity for enterprise users [1][6] - GLM-5 sets new industry standards for knowledge reliability and automation, featuring an open-source MIT License and open weights for enterprise deployment [2] - The GLM-5 model achieved a record-low hallucination rate on the Artificial Analysis Intelligence Index v4.0, outperforming competitors like Google and OpenAI [3] - GLM-5 includes "Agent Mode" capabilities that autonomously generate professional documents, improving business productivity [4] - With a 744 billion parameter architecture and 28.5 trillion tokens of training data, GLM-5 is designed for scalability and cost-effectiveness, making advanced AI accessible to more organizations [5] - GPTBots.ai's integration of GLM-5 allows organizations to access advanced AI capabilities immediately, enhancing reasoning, document generation, and automation [6] - Chris Lo, CEO of GPTBots.ai, emphasized that GLM-5 represents a significant advancement in enterprise AI, providing first-mover access to cutting-edge technology [7] Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services, focusing on intelligent customer interaction solutions [8] - The company has evolved into a comprehensive platform that integrates various services, including AI-driven marketing and customer support, to facilitate digital transformation for clients [8]

Core Viewpoint - Aurora Mobile has entered into a strategic partnership with PAG Pegasus Fund LP to leverage big data and AI for investment practices, with PAG Pegasus committing $10 million to support investment decisions based on Aurora's data [1] Group 1: Strategic Partnership - Aurora Mobile will collaborate with PAG Pegasus to utilize its big data for AI-driven investment practices [1] - PAG Pegasus plans to allocate $10 million in funding and will use Aurora's data to inform its investment decisions [1] - The partnership includes a revenue-sharing model based on the performance of the fund's investments [1] Group 2: Financial Instruments - Aurora has issued a three-year warrant to PAG Pegasus, allowing the purchase of 725,000 American Depositary Shares (ADS) at a price of $13.80 per ADS [1] - The exercise price represents a premium of over 85% compared to the average closing price of approximately $7.43 per ADS over the last 10 trading days [1] - If fully exercised, this issuance could generate $10 million in financing for Aurora [1] Group 3: Leadership Statements - The CEO of Aurora Mobile expressed optimism about the collaboration, emphasizing a steady approach to validating methods and scaling operations [1] - The founder of PAG Pegasus highlighted the long-term value of Aurora's data, particularly in the evolving landscape of AI-driven investments [1]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with PAG Pegasus Fund to leverage big data and AI for investment opportunities [1][2][3] Group 1: Partnership Details - PAG Pegasus will allocate $10 million towards an investment strategy supported by Aurora Mobile's data insights [2] - The partnership includes the issuance of three-year warrants to PAG Pegasus, allowing the purchase of up to 725,000 American depositary shares (ADSs) at an exercise price of $13.80 per ADS, representing an 85% premium over the recent average closing price of $7.43 per ADS [2] Group 2: Company Background - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and digital transformation solutions [4] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to enhance omnichannel customer reach and interaction [4]

Core Insights - Ants Asia Limited has announced a strategic partnership with GPTBots.ai, a platform under Aurora Mobile (NASDAQ: JG), to provide scalable AI-driven solutions for enterprises in Hong Kong [1][3] Group 1: Company Overview - Ants Asia is a subsidiary of Pro-Tech Technology, serving over 1,000 institutions, and focuses on bridging the gap between AI concepts and commercial implementation [3] - The company is recognized as a leading enterprise-level AI solutions and systems integration expert in the Asia-Pacific region, offering comprehensive IT services including IT infrastructure planning, cloud integration, and data governance [4] Group 2: Strategic Partnership Details - The collaboration aims to leverage GPTBots' no-code platform capabilities alongside Ants Asia's local implementation experience to enhance three core business pillars: 1. Customized AI Agent Development using multi-model integration and RAG technology [3] 2. Intelligent Process Automation to improve operational efficiency through workflow orchestration [3] 3. High-reliability customized solutions that ensure security and compliance [3] Group 3: Market Impact - The partnership is expected to accelerate the digital transformation of enterprises by enabling efficient deployment of AI agents, supported by Ants Asia's deep insights into local industry operations and compliance requirements [4] - GPTBots' CEO expressed enthusiasm about empowering Ants Asia's local industry insights with AI technology, indicating a commitment to facilitating digital transformation for enterprises in the Asia-Pacific region [4]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with Ants Asia Limited to enhance AI solutions in the enterprise sector, leveraging GPTBots.ai's no-code platform and Ants Asia's local expertise in Hong Kong [1][3]. Company Overview - Aurora Mobile Limited, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and digital transformation solutions [7]. - GPTBots.ai, a subsidiary of Aurora Mobile, offers an enterprise-grade AI agent platform that enables no-code/low-code development and management of AI agents for enterprise clients [5]. Partnership Details - The collaboration between GPTBots.ai and Ants Asia aims to combine advanced AI technology with local operational knowledge to facilitate digital transformation for enterprises in various sectors, including government, finance, retail, and logistics [3][4]. - Ants Asia, a subsidiary of Pro-Tech Technology, serves over 1,000 organizations and specializes in bridging AI concepts with business applications, enhancing productivity through AI orchestration systems [3][4]. Technological Capabilities - GPTBots.ai provides a no-code platform for rapid deployment of AI agents, allowing organizations to automate processes, optimize customer service, and enhance knowledge management [5][6]. - The platform supports multi-model integration and intelligent workflow automation, enabling enterprises to achieve significant operational efficiency [5][6].

Core Viewpoint - Aurora Mobile has announced a strategic partnership with Blurams Tec Limited to enhance customer engagement through its AI-driven platform EngageLab, aiming to support Blurams' transition from hardware sales to comprehensive service growth in the AIoT sector [1]. Company Overview - Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and digital transformation solutions for enterprises [8]. - Blurams Tec Limited is a global provider of smart video cloud platform services, offering "Smart Hardware + AI Cloud Platform" solutions across key markets [5]. Partnership Details - The collaboration will utilize EngageLab's Marketing Automation technology to create an intelligent user operation system, enhancing Blurams' service delivery and operational efficiency [1][4]. - EngageLab's solution includes Marketing Automation, AppPush, and Email services, designed to optimize user engagement throughout the customer lifecycle [4][5]. Market Strategy - Blurams aims to increase the adoption of its cloud services (SaaS) by focusing on superior user experiences, recognizing that sustainable growth depends on satisfying its existing user base [2]. - The partnership is expected to improve operational efficiency and inject new momentum into Blurams' global business growth [4]. Technological Impact - EngageLab's automated strategies will enhance user journeys at key lifecycle nodes, improving the timeliness and relevance of interactions through personalized service messages [5]. - The collaboration will leverage EngageLab's global resources to optimize cross-regional message delivery, significantly increasing the delivery rate of key service notifications [5].

Core Viewpoint - Aurora Mobile has announced a strategic partnership with Blurams Tec Limited to enhance customer engagement through its AI-driven platform EngageLab, aiming to support Blurams' transition from hardware sales to comprehensive service growth in the AIoT sector [1]. Company Overview - Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and digital transformation solutions for enterprises [8]. - Blurams Tec Limited is a global provider of smart video cloud platform services, offering "Smart Hardware + AI Cloud Platform" solutions across key markets [5]. Partnership Details - The collaboration will utilize EngageLab's Marketing Automation technology to create an intelligent user operation system, enhancing Blurams' service delivery and operational efficiency [1][4]. - EngageLab's solution includes Marketing Automation, AppPush, and Email services, designed to optimize user engagement throughout the customer lifecycle [4][5]. Market Strategy - Blurams aims to increase the adoption of its cloud services (SaaS) by focusing on superior user experiences, recognizing that sustainable growth depends on satisfying its existing user base [2]. - The partnership is expected to improve operational efficiency and inject new momentum into Blurams' global business growth [4]. Technological Impact - EngageLab's automated strategies will enhance user journeys at key lifecycle stages, improving the timeliness and relevance of interactions through personalized service messages [5]. - The collaboration will leverage EngageLab's global resources to optimize cross-regional message delivery, significantly increasing the delivery rate of key service notifications [5].

Core Insights - Aurora Mobile Limited has been recognized for its contributions to customer engagement and marketing technology services in China, with its CEO Mr. Weidong Luo being named a 2025 Greater Bay Area Strategic Emerging Industry Youth Leader [1][2] Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services for enterprises [10] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to facilitate omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions for digital transformation [10] Leadership and Recognition - Mr. Weidong Luo's leadership has been pivotal in driving the company's international expansion and AI integration, earning him recognition for his contributions to the industry [1][2][3] - The award reflects the industry's acknowledgment of Aurora Mobile's overseas strategy and its role in empowering companies in the Greater Bay Area to scale globally [2] Growth Strategy - Aurora Mobile has adopted a dual-engine growth strategy focusing on international expansion and AI integration, providing intelligent, end-to-end user engagement solutions for global companies [3] - The company has established service networks across key regions, including North America, Southeast Asia, the Middle East, and Latin America, to support Chinese companies expanding abroad and international brands operating in China [3] Product Offerings - EngageLab, a key product of Aurora Mobile, offers omnichannel customer engagement solutions, including App Push, Web Push, Email, SMS, and marketing automation, ensuring compatibility with global communication channels [4] - The company has developed a unified platform that consolidates user data from multiple channels, enabling businesses to achieve consistent identity verification and behavioral tracking [5] AI Integration - GPTBots.ai serves as the underlying technology for EngageLab and LiveDesk, providing enterprise-grade AI capabilities for customer engagement and support [6] - LiveDesk offers 24/7 automated responses and multilingual support, enhancing service efficiency and customer satisfaction [6] Future Commitment - The company aims to strengthen its localized service capabilities, enhance its product suite, and improve its AI technology to help more companies in the Greater Bay Area connect with global users efficiently [8]