Financial Performance - Revenues for Q2 2025 were RMB89.9 million (US$12.5 million), representing a 13% year-over-year increase from RMB79.4 million[4] - Gross profit increased to RMB59.6 million (US$8.3 million), a 13% rise compared to RMB52.8 million in the same quarter last year[7] - Net income was RMB0.5 million (US$68 thousand), a significant improvement from a net loss of RMB1.3 million in the same quarter last year[10] - The Financial Risk Management business recorded a solid revenue growth of 27% year-over-year[4] - The company added 210 new customers for its flagship product, EngageLab, with a 67% year-over-year revenue growth[4] - For Q3 2025, the company expects total revenue to be between RMB88.0 million and RMB91.0 million, indicating a year-over-year growth of approximately 11% to 15%[13] - Revenues for the three months ended June 30, 2025, were RMB 89,860, representing a 1.0% increase from RMB 88,961 in the previous quarter[27] - Developer Services revenue for the three months ended June 30, 2025, was RMB 64,407, reflecting a 3.3% increase from RMB 62,322 in the previous quarter[32] Profitability Metrics - Adjusted net income (non-GAAP) was RMB0.8 million (US$0.1 million), compared to a RMB0.4 million adjusted net loss in the same quarter last year[10] - The company reported an adjusted EBITDA of RMB 1,187 for the three months ended June 30, 2025, compared to RMB 459 in the previous quarter[30] - The total comprehensive income for the three months ended June 30, 2025, was RMB 308, a recovery from a comprehensive loss of RMB 1,690 in the previous quarter[27] Expenses and Liabilities - Total operating expenses were RMB60.8 million (US$8.5 million), an increase of 11% year-over-year[8] - Total liabilities rose to RMB 283,437 as of June 30, 2025, up from RMB 278,635 at the end of 2024[28] - The company’s accumulated deficit as of June 30, 2025, was RMB 998,288, slightly increasing from RMB 995,715 at the end of 2024[28] Cash and Assets - Cash and cash equivalents as of June 30, 2025, were RMB119.8 million (US$16.7 million), slightly up from RMB119.5 million at the end of 2024[12] - Total current assets increased to RMB 190,430 as of June 30, 2025, compared to RMB 184,615 as of December 31, 2024[28] - Cash and cash equivalents remained stable at RMB 119,422 as of June 30, 2025, compared to RMB 119,171 as of December 31, 2024[28] Retention and Growth Metrics - The Net Dollar Retention Rate for the core Developer Subscription business stood at 99% for the trailing 12 months ended June 30, 2025[4]

Aurora Mobile Conference Summary Company Overview - Aurora Mobile, founded in 2011 and publicly listed on NASDAQ in 2018 under the ticker JG, focuses on customer engagement and marketing technology, primarily providing push notification services to mobile app developers in China [1][2] Industry Position - Aurora Mobile holds a 55% market share in the third-party push notification service market in China, with its SDK deployed on over 90% of mobile phones in the country [1][2] - The company has established partnerships with notable brands such as Tesla China, ByteDance, and Uniqlo, indicating strong industry connections [2][4] Financial Performance - In Q2 2025, Aurora Mobile achieved its first GAAP profitability milestone, with total revenue reaching ¥89.9 million, a 13% year-over-year increase [13] - Operating cash net inflow was ¥7.9 million, and gross profit reached ¥59.6 million, with a gross margin of 66.4%, positioning it favorably among listed Chinese SaaS companies [13][14] Revenue Structure - Revenue is divided into two main segments: - Developer services (72% of revenue), with 60% from core subscription services and 12% from value-added services [3] - Vertical applications (28% of revenue), including data products like MoonFox and fintech services [3][12] Growth Drivers - **OOC Business (EngageLab)**: Launched in 2022, it has become a significant growth engine, serving customers in 45 countries and focusing on Southeast Asia due to geographical and cultural similarities [5][8] - **AI Integration**: The launch of gptbots.ai in September 2023 aims to help enterprises integrate AI into their operations, enhancing efficiency and service quality [9][10] - **Data Products**: MoonFox provides industry trend analysis and operational data, helping companies identify opportunities while adhering to compliance requirements [11][12] Customer Base and Market Expansion - Aurora Mobile's customer base includes leading enterprises across various sectors, such as new energy vehicles, logistics, aviation, and finance [4] - The number of overseas customers grew from 390 to 1,058 between Q2 2024 and Q2 2025, with cumulative contract value increasing from ¥31 million to ¥113 million [8] Conclusion - Aurora Mobile is positioned for continued growth, with strong performance in its core business and expanding influence in global markets. The company has demonstrated effective operational execution and maintains a disciplined approach to cost control [14][15]

Core Insights - Aurora Mobile Limited will present at the Investor Summit Virtual on September 16, 2025, providing insights into the company's growth strategies and market opportunities [1] Company Overview - Aurora Mobile Limited (NASDAQ: JG) is recognized as a leading mobile big data solutions platform in China [1]

Core Insights - The "Golden Lingguang Cup" China Internet Innovation Competition awarded outstanding innovative products and companies, serving as a barometer for industry development [1][2]. Group 1: Competition Overview - The second "Golden Lingguang Cup" competition attracted over 1,000 participants and received more than 1,500 project submissions, indicating a highly competitive environment [1]. - The event was organized by the Internet Society of China, which consists of over 700 member units from various sectors of the internet industry [1]. Group 2: Award Winners - Aurora Mobile's GPTBots won the second prize in the "AI + Innovation Application" category for its innovative approach to pet emotional interaction [2][4]. - Aurora Mobile's JPush SDK received an excellence award in the "Information Communication Security" category, highlighting its strong market position [4][11]. Group 3: Product Highlights - GPTBots is designed to address the challenges of AI implementation in enterprises, allowing for the rapid construction of dedicated AI expert teams without complex coding [6][8]. - The Multi-Agent architecture of GPTBots enables businesses to create virtual teams for various tasks, significantly enhancing automation and decision-making efficiency [8]. - JPush has established itself as a leader in mobile messaging services, providing reliable customer engagement capabilities for millions of apps [11][13]. Group 4: Strategic Implications - The dual recognition of GPTBots and JPush reflects Aurora Mobile's successful dual-driven strategy of combining mature and innovative business models [5][13]. - The synergy between JPush's extensive customer interaction data and GPTBots' AI capabilities enhances marketing precision and operational efficiency for enterprises [14].

Core Insights - GPTBots.ai, a platform by Aurora Mobile, has launched a significant upgrade with AI Workspace 2.0 and a new Marketplace, transforming it into a comprehensive AI productivity platform for all employees [1][2]. Group 1: Enhanced Features - The upgraded AI Workspace features enterprise AI search with multimodal capabilities, allowing for rapid insights from corporate data through customizable models [3]. - Automated workflows are introduced, enabling no-code process automation that simplifies complex business workflows into easy form inputs [3]. Group 2: Marketplace Ecosystem - The new Marketplace offers plug-and-play AI applications for immediate deployment across organizations, enhancing productivity [3]. - A highlight of the Marketplace is "Live Speechly," an intelligent meeting assistant that provides real-time translation, summarizes key points, and integrates with CRM and task management systems [4]. Group 3: Development Space - GPTBots strengthens its Development Space for technical users, allowing developers to create custom AI solutions or use pre-built templates for rapid deployment [5]. Group 4: Integration and Governance - The platform includes Telegram integration, enabling single AI agents to manage multiple customer service bots and monitor group chats for proactive engagement [6]. - Enhanced governance controls are provided through the Space Management module, which includes application review, granular permissions, and cost controls for secure AI adoption [6]. Group 5: Future Vision - The company aims to democratize AI, making it accessible to every employee, not just developers, with a vision to make AI as ubiquitous as Microsoft Office [7]. - The update introduces a Multi-Agent System creation portal, allowing enterprises to build collaborative "AI expert teams" for executing complex tasks [7]. Group 6: Company Overview - GPTBots.ai supports a range of functionalities from single agents to collaborative Multi-Agent teams, focusing on efficiency gains and innovation in the AI era [8].

Core Insights - The collaboration between GP Batteries and GPTBots.ai represents a significant advancement in digital transformation for traditional manufacturing, particularly in enhancing customer service systems [1][10]. Company Overview - GP Batteries, established in the 1960s, operates in over 50 countries and offers a diverse range of battery products, including AA, AAA, and specialty batteries, which are widely used in various electronic devices [2]. - The complexity of GP Batteries' product lines and global operations has created challenges in customer service, as even employees struggle to differentiate between various models [2][5]. Partnership with GPTBots.ai - GPTBots.ai has developed a no-code AI solution for GP Batteries, enabling the creation of an intelligent customer service system that integrates enterprise knowledge bases and natural language processing [3][10]. - The system features include instant battery model recommendations, multilingual support, and location-based purchase recommendations, enhancing the overall customer experience [6][7]. Operational Efficiency - Within two months of implementation in the Netherlands, the AI system handled inquiries from over 1,000 users, reducing the workload of customer service representatives by more than 50% [8]. - The automated response rate exceeded 50%, leading to a reduction in operating costs by over 50% and extending service hours to 24/7, significantly improving customer satisfaction [9]. Broader Applications of AI - The collaboration aims to expand AI capabilities beyond customer service, including sales forecasting, supply chain optimization, and internal process automation, which enhances operational efficiency across the enterprise [10][13]. - AI's multilingual capabilities have standardized training and services, reducing communication costs for GP Batteries' global team [11]. Future Outlook - GPTBots.ai positions itself as a long-term partner for enterprises, focusing on driving intelligent services and digital operations in the manufacturing sector [14]. - The partnership exemplifies a new paradigm for digital transformation, with GPTBots.ai continuing to empower businesses through its no-code AI solutions [14].

Core Insights - Aurora Mobile Limited has formed a strategic partnership with GP Batteries to enhance customer service through AI technology, specifically via its platform GPTBots.ai [1][9] - The collaboration aims to set a new standard for digital transformation in traditional manufacturing sectors by improving customer engagement and operational efficiency [1][9] Company Overview - Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, established in 2011 [10] - The company focuses on delivering stable messaging services and has developed solutions for omnichannel customer reach and AI-driven marketing technology [10] Partnership Details - GP Batteries, a global leader in battery manufacturing, has faced challenges in customer service due to the complexity of its product lines and multilingual markets [2] - The partnership with GPTBots.ai has led to the creation of an intelligent customer service system, including features like battery model recommendations and FAQs [2][3] Implementation and Results - Within two months of launching the AI system in the Netherlands, GP Batteries managed over 1,000 inquiries, reducing customer service workload by over 50% [3] - The implementation of GPTBots.ai has resulted in an automated response rate exceeding 50%, a reduction in operating costs by more than 50%, and extended service hours to 24/7 [4] Broader Applications of AI - The collaboration is expanding AI capabilities beyond customer service to include sales forecasting, supply chain optimization, and internal process automation [8] - AI's multilingual capabilities have standardized training and services across GP Batteries' global operations, significantly reducing communication costs [6][8] Future Outlook - GPTBots.ai positions itself as a long-term partner for enterprises in AI implementation, aiming to drive intelligent services and digital operations in the manufacturing industry [9]

Core Insights - Aurora Mobile Limited has formed a strategic partnership with GP Batteries to enhance customer service through AI technology, specifically via its platform GPTBots.ai [1][9] - The collaboration aims to set a new standard for digital transformation in traditional manufacturing sectors by improving customer engagement and operational efficiency [1][9] Company Overview - Aurora Mobile Limited is a leading provider of customer engagement and marketing technology services in China, established in 2011 [10] - The company focuses on delivering stable messaging services and has developed solutions for omnichannel customer reach and AI-driven marketing technology [10] Partnership Details - GP Batteries, a global leader in battery manufacturing, has faced challenges in customer service due to the complexity of its product lines and multilingual markets [2] - The partnership with GPTBots.ai has led to the creation of a "Battery Advisor" and "Global Customer Service Ambassador" to streamline customer interactions [2][5] Implementation and Results - Within two months of launching the AI system in the Netherlands, GP Batteries managed over 1,000 inquiries, significantly reducing the workload of customer service representatives by over 50% [3] - The implementation of GPTBots.ai has resulted in an automated response rate exceeding 50%, a reduction in operating costs by more than 50%, and extended service hours to 24/7 [4] Broader Applications of AI - The collaboration is expanding AI capabilities beyond customer service to include sales forecasting, supply chain optimization, and internal process automation [8] - AI's multilingual capabilities have enabled standardized training and services, reducing communication costs for GP Batteries [6][8] Future Outlook - GPTBots.ai positions itself as a long-term partner for enterprises in AI implementation, aiming to drive intelligent services and digital operations in the manufacturing industry [9]

Financial Data and Key Metrics Changes - The company achieved its first-ever quarterly GAAP net profit in Q2 2025, marking a significant milestone in its history [6][29]. - Total revenue for Q2 was RMB 89.9 million, representing a year-over-year growth of 13% and reaching the higher end of the guidance provided [7][29]. - Gross profit increased by 13% year-over-year, achieving the highest level in the past ten quarters at RMB 59.6 million [22][29]. - Operating expenses grew by 11% year-over-year, indicating effective cost management alongside revenue growth [23][29]. Business Line Data and Key Metrics Changes - Developer services revenue grew by 14% year-over-year, driven by a strong increase in customer numbers and average revenue per user (ARPU) [12][13]. - EngageLab, the flagship product, recorded a total contract value of RMB 11.2 million in Q2, with revenue growth of 67% year-over-year and 24% quarter-over-quarter [14][15]. - Financial Risk Management business saw a revenue increase of 27% year-over-year, supported by a 48% growth in customer numbers [19][20]. - Value-added services revenue grew by 30% year-over-year and 21% quarter-over-quarter, driven by increased advertiser spending and new customer acquisitions [17][18]. Market Data and Key Metrics Changes - EngageLab is now serving customers in over 45 countries, with a significant increase in customer numbers by 25% sequentially [15][41]. - The domestic market performed well, contributing to solid year-over-year growth alongside international markets [36]. Company Strategy and Development Direction - The company is focused on expanding its global footprint and enhancing localized service capabilities, particularly for EngageLab [41]. - The AI agent platform, gbpboss.ai, is positioned as a future growth engine, leveraging advancements in artificial intelligence [10][36]. - The company aims to maintain high gross margins while pursuing revenue growth, emphasizing a balanced approach to business management [22][30]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to execute its strategies effectively, with a revenue guidance for Q3 2025 projected between RMB 88 million to RMB 91 million, reflecting a year-over-year growth of 11% to 15% [31][32]. - The management highlighted the importance of internal and external growth drivers, including the successful expansion of EngageLab and the performance of the domestic market [36][37]. Other Important Information - The company reported a net operating cash inflow of RMB 7.9 million for the quarter, indicating strong cash collection and usage in operating activities [28]. - Total deferred revenue reached RMB 156.1 million, marking the second consecutive quarter with a balance exceeding RMB 150 million [25][26]. Q&A Session Summary Question: Factors behind the great results in Q2 and outlook for future GAAP net profits - Management attributed the strong performance to the collaborative efforts of employees and effective execution of forward-looking strategies, with both domestic and international markets contributing to growth [35][36]. Question: Insights on EngageLab's current and future states - Management confirmed that EngageLab is a promising business segment, serving customers in over 45 countries with a total signed contract amount of RMB 113 million and a year-on-year revenue growth of 67% [40][41].

Financial Data and Key Metrics Changes - The company achieved its first-ever quarterly GAAP net profit in Q2 2025, marking a significant milestone in its history [7][32]. - Total revenue for Q2 was RMB 89.9 million, representing a year-over-year growth of 13% and reaching the higher end of the guidance provided [8][32]. - Gross profit increased to RMB 59.6 million, the highest level achieved in the past ten quarters, with a gross margin improvement [24][25]. - Operating expenses grew by 11% year-over-year, which was lower than the revenue growth rate, indicating effective cost management [26][32]. Business Line Data and Key Metrics Changes - Developer Services revenue grew by 14% year-over-year, driven by a strong performance in subscription and value-added services [14][15]. - EngageLab, the flagship product, recorded a total contract value of RMB 11.2 million in Q2, with revenue growth of 67% year-over-year [16][19]. - Financial Risk Management business saw a revenue increase of 27% year-over-year, supported by a 48% growth in customer numbers [21][22]. - Market Intelligence revenue decreased by 38% year-over-year due to weak demand, but upgrades to the product are expected to improve future performance [23][24]. Market Data and Key Metrics Changes - EngageLab's customer base increased by 25% sequentially, reaching 1,058 customers, with sales in over 45 countries [17][18]. - The domestic market showed solid year-over-year growth, contributing to the overall performance alongside international markets [39]. Company Strategy and Development Direction - The company is focused on expanding its global footprint and enhancing its service capabilities through localized teams in key markets [45]. - The strategy includes leveraging AI technology through its platform, gbpboss.ai, to drive innovation and growth [12][39]. - The management emphasized the importance of operational efficiency and cost control to sustain revenue growth while maintaining high gross margins [12][25]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to maintain quarterly GAAP net profits moving forward, attributing success to a collaborative effort and strategic execution [40]. - The company anticipates Q3 revenue guidance to be between RMB 88 million and RMB 91 million, reflecting a year-over-year growth of 11% to 15% [34][35]. Other Important Information - The company repurchased 27,000 ADS in Q2, with a total of 323,000 ADS repurchased since the start of the program [35]. - The net dollar retention rate for the core developer service business stood at 99%, indicating strong customer retention and upsell potential [28][29]. Q&A Session Summary Question: Factors behind the great results in Q2 and outlook for future GAAP net profits - Management attributed the strong performance to employee contributions, strategic execution, and growth in both domestic and international markets [38][39]. Question: Current and future states of EngageLab - EngageLab is serving customers in over 45 countries with a total signed contract amount of RMB 113 million and a year-on-year revenue growth of 67% [42][45].