Core Insights - Aurora Mobile showcased its innovative AI and omnichannel marketing solutions at the 2025 Global Cross-Border E-commerce Expo, attracting over 130,000 industry attendees [1][3] - The expo featured over 3,800 participating companies and focused on the upgrade and innovation paths of the cross-border e-commerce industry [3] Group 1: Event Highlights - The event took place from March 20 to 22, 2025, at the Shenzhen Futian Convention Center, emphasizing new opportunities for businesses going global [1] - Aurora's Marketing Director, Quan Xiaoyu, delivered a keynote on "Intelligent Solutions for Cross-Border E-commerce," discussing key strategies for global expansion [3] Group 2: Product Offerings - EngageLab provides a comprehensive messaging notification solution, integrating multiple channels such as AppPush, WebPush, WhatsApp Business API, Email, SMS, and OTP, enabling localized and precise outreach [4] - EngageLab supports over 12 billion messages daily, with a peak capacity of 1 million messages per second, serving hundreds of leading enterprises across various industries [4] Group 3: AI Solutions - GPTBots is an enterprise-level AI platform that offers end-to-end AI solutions for customer service, knowledge search, data analysis, and lead conversion, significantly reducing customer service costs by 70% and increasing user satisfaction to 95% [5] - The platform integrates major language models to analyze user behavior and enhance marketing conversion rates through automated content generation [5] Group 4: Future Directions - Aurora aims to continue providing efficient and intelligent technical support for cross-border e-commerce enterprises, helping them navigate globalization challenges and achieve digital upgrades [7] - The company plans to deepen technological innovation and collaborate with more enterprises to explore the vast potential of cross-border e-commerce [7]

Core Viewpoint - Aurora Mobile Limited's GPTBots.ai has entered a strategic partnership with ZANROO MALAYSIA SDN. BHD. to enhance AI solutions in Southeast Asia, aiming to drive digital transformation and operational efficiency in the region [1][2][3]. Group 1: Partnership Details - The collaboration will focus on developing AI-driven business solutions tailored to Southeast Asian businesses, leveraging GPTBots.ai's advanced AI capabilities and ZANROO's local market expertise [8]. - The partnership will also include strategic AI awareness campaigns to promote AI technology adoption through thematic campaigns across online and offline channels [8]. - A unified regional brand presence will be established, enhancing market visibility and competitive edge for both companies in Southeast Asia [8]. Group 2: Company Backgrounds - ZANROO, founded in 2013, specializes in data technology and has rapidly grown to become a leading marketing technology company in Southeast Asia, providing data analytics software that enhances marketing strategies [4]. - GPTBots.ai offers a general-purpose LLM AI bot designed to improve user experience and reduce costs, aiming to integrate AI solutions into existing business applications and workflows [5]. - Aurora Mobile, established in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on messaging services and digital transformation solutions for enterprises [9].

Core Insights - Aurora Mobile Limited has announced a strategic partnership with ZANROO MALAYSIA SDN. BHD. to enhance the adoption of AI solutions in Southeast Asia [1][2][3] 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 [8] - ZANROO, founded in 2013, specializes in data technology and has rapidly grown in the Southeast Asian marketing technology sector, offering data analytics software to enhance marketing strategies [4] Partnership Objectives - The partnership aims to develop AI-driven business solutions tailored to the needs of Southeast Asian businesses, combining GPTBots.ai's advanced AI capabilities with ZANROO's local market expertise [7] - A series of strategic AI awareness campaigns will be launched to promote AI technologies and their applications, utilizing both online and offline channels [7] - The collaboration will create a unified regional brand presence, enhancing market visibility and competitive edge for both companies in Southeast Asia [7]

Core Insights - GPTBots.ai has partnered with an international gaming company to enhance customer service operations through AI integration [1] - The collaboration has led to improved service efficiency, reduced workload, and increased player satisfaction [1] Challenges Faced by the Gaming Company - The gaming company initially relied on Livechat for real-time customer support, which became insufficient as the player base grew [2][3] - High volumes of repetitive inquiries overwhelmed the support team, leading to resource strain [4] - The need for multi-language support and 24/7 availability created additional pressure on the support team [4] - Efficiency bottlenecks hindered the team's ability to maintain response speed and quality [4] GPTBots' Tailored AI Solution - GPTBots implemented a customized AI solution to enhance the existing Livechat system [3] - Key features included seamless integration with Livechat, advanced intent recognition, and efficient knowledge base retrieval [4] Tangible Results Delivered - The AI solution resulted in a 65% reduction in workload for human agents by handling repetitive inquiries [6] - Players experienced faster response times, leading to a smoother and more satisfying experience [6] - Enhanced global support was achieved through multi-language capabilities and 24/7 availability [6] - Increased player satisfaction was noted due to consistent and reliable responses [6]

Core Insights - Aurora Mobile Limited's subsidiary, SendCloud, has formed a strategic partnership with SaleSmartly to enhance email communication strategies and customer engagement [1][2] Group 1: Partnership Overview - The partnership allows SaleSmartly to send an average of 400,000 triggered notification emails per month with a 96% delivery rate, significantly improving email campaign efficiency [2][7] - SaleSmartly's clients utilize SendCloud's Email API to send a total of 700,000 emails monthly, showcasing the scale of the collaboration [2][7] - The collaboration enhances SaleSmartly's email marketing capabilities, leading to higher engagement rates and improved marketing ROI [4] Group 2: Technology and Infrastructure - SendCloud provides email infrastructure and expertise to EngageLab, another subsidiary of Aurora Mobile, enabling comprehensive email marketing solutions [5] - EngageLab supports businesses in over 220 countries, delivering more than 1 million messages every second across various channels [6] - SendCloud's technology ensures a 99.97% inbox placement rate and advanced features like real-time analytics and sender certification [8] Group 3: 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 [10]

Core Insights - Aurora Mobile Limited's subsidiary, SendCloud, has formed a strategic partnership with SaleSmartly to enhance customer communication and email marketing capabilities [1][2][4] Partnership Overview - SaleSmartly utilizes SendCloud to send an average of 400,000 triggered notification emails monthly, achieving a 96% delivery rate and over 20% open rate [2][7] - The partnership has significantly improved email communication strategies, leading to increased efficiency and performance in email campaigns [2][4] Technology and Services - SendCloud provides advanced email marketing capabilities, enabling higher engagement rates and improved marketing ROI for SaleSmartly [4] - SendCloud's API integration allows for real-time tracking and multi-dimensional analytics, optimizing email marketing campaigns for clients [7] Additional Collaborations - SendCloud also supports EngageLab, another subsidiary of Aurora Mobile, by providing email infrastructure and expertise for comprehensive email marketing solutions [5][6] - EngageLab delivers over 1 million messages per second across various channels, enhancing customer engagement and conversion rates [6] 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 innovative solutions [10]

Financial Data and Key Metrics Changes - The company recorded a revenue of RMB 93.2 million for Q4 2024, achieving a remarkable 20% year-over-year growth [8][35] - Adjusted EBITDA was positive for the full year 2024, marking the first full year of profitability since the company's inception [8][36] - Net operating cash inflow reached RMB 19.5 million, the highest quarterly number in the past 17 quarters, bringing the cash balance close to RMB 120 million as of December 31, 2024 [9][32] Business Line Data and Key Metrics Changes - Developer Services revenue increased by 28% year-over-year and 24% quarter-over-quarter, with subscription revenue growing by 12% year-over-year and 6% quarter-over-quarter [10][11] - Value-added services revenue grew by 142% year-over-year and 180% quarter-over-quarter, driven by online shopping festivals [11][18] - EngageLab revenue saw a significant increase of close to 200% year-over-year, with a cumulative signed contract value of RMB 48 million [13][16] Market Data and Key Metrics Changes - The number of contracted customers for EngageLab reached 678, representing a 32% sequential growth [16] - The total deferred revenue was at a record high of RMB 147.1 million, marking the 12th consecutive quarter where it exceeded RMB 130 million [31] Company Strategy and Development Direction - The company is committed to an "AI First" strategy, integrating AI into workflows and using it as a KPI for performance assessments [21][22] - There is a focus on expanding overseas market share, with plans to direct more resources towards this initiative [13][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, citing strong market signals and a commitment to optimizing operational efficiency [51] - The company anticipates Q1 2025 revenue guidance to be in the range of RMB 74 million to RMB 77.5 million, representing a 15% to 20% year-over-year growth [38] Other Important Information - Operating expenses for Q4 were RMB 16.3 million, showing a slight decrease year-over-year and an increase quarter-over-quarter [28] - The company repurchased 33,000 ADS in the quarter ended December 31, 2024, with a total of 279,000 ADS repurchased since the start of the program [39] Q&A Session Summary Question: What measures or actions were taken by management to achieve such good results? - Management highlighted strong revenue growth, diligent spending, and a focus on overseas expansion as key factors contributing to the success [45][51] Question: How should the trend of developer subscription revenue be viewed going forward? - Management noted that the developer subscription business has strong demand and a suite of products catering to customer needs, indicating a healthy growth trajectory [56][57]

Core Viewpoint - Aurora Mobile Limited reported strong financial results for Q4 and fiscal year 2024, highlighting significant revenue growth and a commitment to an "AI First" strategy as a key business driver for the future [2][3]. Financial Performance - Q4 2024 revenue reached RMB 93.2 million (US$ 12.8 million), a 20% increase from RMB 77.4 million in Q4 2023, driven by a 28% rise in Developer Services revenue and a 1% increase in Vertical Applications revenue [6][13]. - For the full fiscal year 2024, total revenue was RMB 316.2 million (US$ 43.3 million), marking a 9% increase from RMB 290.2 million in 2023 [13][17]. - The company achieved a gross profit of RMB 209.0 million (US$ 28.6 million) for the fiscal year, a 5% increase year-over-year [14][17]. Cost and Profitability - Cost of revenues for Q4 2024 was RMB 36.5 million (US$ 5.0 million), up 51% from RMB 24.1 million in the same quarter last year, primarily due to increased media and technical service costs [7][8]. - Adjusted EBITDA for Q4 2024 was positive at RMB 1.3 million (US$ 0.2 million), compared to a positive RMB 0.1 million in the same quarter last year [10][11]. Cash Flow and Retention - The company reported a net operating cash inflow of RMB 19.5 million in Q4 2024 [4]. - The Net Dollar Retention Rate for the core Developer Subscription business was 95% for the trailing 12 months ending December 31, 2024 [5][29]. Business Outlook - For Q1 2025, Aurora Mobile expects total revenue to be between RMB 74.0 million and RMB 77.5 million, indicating a year-over-year growth of approximately 15% to 20% [21]. Share Repurchase Update - As of December 31, 2024, the company had repurchased a total of 278,857 ADS, with 33,219 ADSs repurchased during Q4 2024 [22].

Core Insights - Youdao has achieved a significant turnaround in profitability, with a 10.3% YoY increase in Q4 operating profit and a full-year operating profit of RMB 150 million, marking the first positive operating profit in its history [1][3][6] - The company reported a full-year net revenue of RMB 5.63 billion, a 4.4% YoY increase, despite a Q4 net revenue decline of 9.5% [1][3][5] - Youdao's strategic shift towards "AI-driven education services" has been validated, with a focus on technology value-added business models and a commitment to the "AI Native" strategy [2][15] Financial Performance - In Q4 2024, Youdao's net revenue was RMB 1.3 billion, while the full-year net revenue reached RMB 5.63 billion [3][5] - The annual operating profit was RMB 150 million, with Q4 operating profit at RMB 84.2 million, reflecting a 10.3% YoY growth [3][5] - Operating expenses decreased by approximately 16% YoY in Q4 and 19.6% for the full year, contributing to the profitability turnaround [6][8] Business Segments - Learning services generated RMB 2.7 billion in revenue, accounting for 48% of total revenue, but saw a 12.7% decline YoY [11][12] - Online marketing services reported a substantial 48.3% YoY increase in revenue, reaching RMB 2 billion, establishing itself as a core growth engine [12][15] - Smart devices maintained revenue at over RMB 900 million, with a notable 20% YoY increase in the Youdao SpaceOne Dictionary Pen series [12][15] AI and Technology Integration - Youdao's AI subscription services saw remarkable growth, with sales exceeding RMB 200 million, marking a 130% YoY increase [12][15] - The launch of the "Ziyue-o1" inference model and the integration of the DeepSeek-R1 model are expected to enhance Youdao's AI capabilities and educational offerings [15][17] - The company is focusing on optimizing its AI-powered educational applications and expanding its hardware offerings to enhance user engagement [17][18]

Core Insights - EngageLab is a leading customer engagement platform that addresses email campaign challenges for global B2B e-commerce platforms, focusing on optimizing customer engagement and improving email deliverability [1][2] Group 1: Company Overview - EngageLab specializes in providing innovative email solutions tailored for B2B e-commerce platforms facing challenges like low email deliverability and fragmented customer communication [2] - The company is a subsidiary of Aurora Mobile (NASDAQ: JG) and operates in over 220 countries, delivering more than 1 million messages every second across various channels [11] Group 2: Key Advantages - EngageLab has a global infrastructure with strategically distributed servers and outbound IPs, ensuring high delivery rates and compliance with local regulations [3] - The platform boasts a 99.97% inbox placement rate through advanced techniques such as domain preheating and sender certification, ensuring critical marketing messages reach their audience [4] - EngageLab's Omnichannel Automation Platform integrates multiple communication channels, allowing for personalized marketing workflows that enhance customer engagement [5] Group 3: Case Study Insights - A case study involving a 17-year-old leading B2B e-commerce platform highlighted challenges in email deliverability due to a new domain name and the need for personalized marketing content [7][8] - EngageLab implemented a domain preheating strategy that achieved over 90% email deliverability, ensuring messages consistently reached inboxes worldwide [9] - The integration of omnichannel automation allowed the e-commerce leader to execute cohesive marketing strategies, resulting in a 16% increase in order volume and 40% higher repurchase rates [13]