Business Performance - EngageLab 客户数量同比增长 171%[9] - EngageLab 累计签约合同价值同比增长 265%[10] - EngageLab 季度收入同比增长 67%，环比增长 24%[11] - 公司与中国联通合作，通过 EngageLab 平台推出智能综合验证（国际版）[14] - 公司董事会批准一项战略计划，将高达 20% 的现金和现金等价物投资于加密货币和数字资产[26] Financial Highlights - 公司首次实现 GAAP 净利润[40] - 总收入为 8990 万人民币，同比增长 13%，环比增长 1%[43] - 开发者服务收入同比增长 14%，环比增长 3%[43] - 垂直应用收入同比增长 10%，环比下降 4%[43] - 开发者服务（订阅）收入同比增长 12%[47] - 增值服务收入同比增长 30%，环比增长 21%[47] - 财务风险管理收入同比增长 27%，客户数量同比增长 48%[49] - 毛利润同比增长 13% 至 5960 万人民币[52] - 递延收入余额为 1.561 亿人民币[58] - 截至 2025 年 6 月 30 日，现金和现金等价物及受限现金为 1.198 亿人民币[61] - 开发者服务（订阅）的净美元留存率 (NDR) 达到 99%[61]

Core Insights - Aurora Mobile achieved its first quarterly net profit under GAAP in Q2 2025, marking a significant milestone for the company [3][4][14] - The company reported a revenue of 89.9 million RMB (12.5 million USD), a 13% increase year-over-year, driven by growth in developer services and industry applications [4][5][17] - The adjusted net profit for the quarter was 800,000 RMB (100,000 USD), compared to a loss of 400,000 RMB in the same period last year [4][7] Financial Performance - Revenue for Q2 2025 was 89.9 million RMB (12.5 million USD), up from 79.4 million RMB in Q2 2024, reflecting a 13% growth [4][5] - Cost of revenue was 30.2 million RMB (4.2 million USD), also a 13% increase from the previous year [4][5] - Gross profit reached 59.6 million RMB (8.3 million USD), marking a 13% increase year-over-year [4][5] - Total operating expenses were 60.8 million RMB (8.5 million USD), an 11% increase compared to the same quarter last year [5][12] - The company reported a net profit of 500,000 RMB (68,000 USD), a turnaround from a net loss of 1.3 million RMB in Q2 2024 [4][7] Business Highlights - The EngageLab product saw a significant increase in customer numbers, with a net addition of 210 clients and a revenue increase of 67% year-over-year [4][18] - The financial risk control business also performed well, with a revenue growth of 27% year-over-year [4] - Developer subscription service revenue retention rate (NDR) reached 99%, indicating strong customer loyalty [20] Future Outlook - The company expects Q3 2025 revenue to be between 88 million RMB and 91 million RMB, representing a year-over-year growth of approximately 11% to 15% [8] - The management remains optimistic about the execution capabilities of the team and the overall market conditions [3][8] Stock Buyback Program - As of June 30, 2025, the company repurchased a total of 322,649 American Depositary Shares (ADS), with 27,470 ADS repurchased in Q2 2025 for approximately 294,900 USD [9]

Core Viewpoint - The company achieved its first quarterly U.S. GAAP profit in Q2 2025, marking a significant milestone in its profitability journey, supported by strong cash flow and robust growth in overseas business [1][4][17]. Financial Performance - Total revenue reached 89.9 million RMB, reflecting a significant year-on-year growth of 13% and positioning within the high range of previous performance guidance [2][8]. - Gross profit amounted to 59.6 million RMB, also showing a year-on-year increase of 13%, with a gross margin of 66.4%, indicating strong profitability [11][12]. - Operating cash flow net inflow was 7.94 million RMB, demonstrating high-quality earnings and financial stability [14]. Business Segments - Developer services generated 64.4 million RMB, accounting for 72% of total revenue, with subscription service revenue growing by 12% year-on-year [8][9]. - The financial risk control business saw a robust year-on-year growth of 27%, becoming a key driver for the industry application segment [3][9]. - Industry application revenue reached 25.5 million RMB, with a 10% year-on-year increase, supported by strong performance in the financial sector [9]. Key Products and Innovations - EngageLab achieved a 67% year-on-year revenue increase, with a customer base expansion of 210 new clients in Q2, totaling 1,058 clients [5][6]. - GPTBots.ai continued to gain market recognition, receiving four prestigious certifications and showcasing its innovations at major industry events [7][5]. Customer Retention and Growth Strategy - The developer subscription service revenue retention rate reached 99%, indicating effective customer relationship management and value extraction from existing clients [15][16]. - The company is focused on maintaining a lean operational cost structure, with total operating expenses at 60.8 million RMB, supporting sustained profitability [13].

Core Insights - Aurora (NASDAQ: JG) reported its first quarter of U.S. GAAP profitability in Q2 2025, significantly enhancing its self-sustainability [1] - The company achieved a net cash inflow from operating activities of 7.94 million, with EngageLab's cumulative contract amount increasing by 265% year-over-year, expanding its customer base to 1,058, including a surge of 210 new customers in Q2 [1] - Total revenue reached 89.90 million, reflecting a year-over-year growth of 13%, with subscription service revenue at 53.70 million (up 12%), value-added service revenue at 10.70 million (up 30%), and industry application revenue at 25.50 million (up 10%) [1] Additional Highlights - EngageLab's customer base now spans 45 countries and regions, with revenue increasing by 67% year-over-year, maintaining a rapid market expansion pace; GPTBots.ai has also made significant commercial progress, becoming a "twin star" for the group's growth [2] - The financial risk control business has become a core engine driving industry application revenue, showing a year-over-year growth of 27%, indicating an ongoing optimization of Aurora's client base in the financial sector [2] - Aurora's developer subscription service revenue retention rate (NDR) stands at 99%, demonstrating steady progress in acquiring new customers while successfully maintaining and deepening existing customer relationships, thereby solidifying its growth foundation [2]

Financial Performance - Aurora Mobile reported revenues of RMB 89.9 million (US$ 12.5 million) for Q2 2025, representing a 13% increase from RMB 79.4 million in the same quarter last year, driven by a 14% increase in Developer Services and a 10% increase in Vertical Applications revenue [4][6] - The cost of revenues was RMB 30.2 million (US$ 4.2 million), also up 13% year-over-year, primarily due to increased media and technical service costs, partially offset by a decrease in short messaging costs [5][6] - Gross profit for the quarter was RMB 59.6 million (US$ 8.3 million), reflecting a 13% year-over-year increase [6][7] - Total operating expenses rose to RMB 60.8 million (US$ 8.5 million), an increase of 11% from the same quarter last year [6][7] - The company achieved a net income of RMB 0.5 million (US$ 68 thousand), compared to a net loss of RMB 1.3 million in the same quarter last year [6][8] Business Highlights - The company recorded its first-ever quarterly U.S. GAAP net income, marking a significant milestone in its operational performance [3] - EngageLab, the company's flagship product, saw an increase of 210 new customers in Q2 2025, with a notable 67% year-over-year revenue growth [6] - The Financial Risk Management business experienced solid revenue growth of 27% year-over-year [6] Outlook - For Q3 2025, Aurora Mobile expects total revenue to be between RMB 88.0 million and RMB 91.0 million, indicating a year-over-year growth of approximately 11% to 15% [10] Share Repurchase - As of June 30, 2025, the company had repurchased a total of 322,649 ADS, with 27,470 ADSs repurchased during Q2 2025, amounting to approximately US$ 294.9 thousand [11] Research and Development - Research and development expenses increased to RMB 26.0 million (US$ 3.6 million), a 10% rise from RMB 23.7 million in the same quarter last year, primarily due to higher personnel and technical service costs [14] Financial Metrics - The adjusted net income (non-GAAP) for Q2 2025 was RMB 0.8 million (US$ 0.1 million), compared to an adjusted net loss of RMB 0.4 million in the same quarter last year [6][8] - The adjusted EBITDA (non-GAAP) was RMB 1.2 million (US$ 0.2 million), down from RMB 1.6 million in the same quarter last year [6][9]

Group 1 - GPTBots.ai has formed a strategic partnership with Vonosis Co., Ltd. to enhance its presence in the Southeast Asian market, particularly in Thailand [1][4] - The partnership aims to empower Thai businesses in sectors such as healthcare, retail, and manufacturing by providing accessible enterprise-grade AI capabilities [1][4] - Vonosis is evolving into an "AI-driven digital enabler" and will leverage GPTBots' no-code platform to offer sophisticated AI agents to its clients, enhancing operations and decision-making [3][4] Group 2 - The collaboration allows GPTBots to utilize Vonosis's industry expertise and established customer base to deliver integrated solutions that modernize operations and future-proof business models [4] - Chris Lo, Founder and CEO of GPTBots, emphasized the importance of this partnership in setting a new benchmark for digital enablement in the region [5] - Vonosis, established in 2016, specializes in cloud solutions and digital business transformation, with a commitment to helping clients adopt a digital-first strategy [5][6]

Core Insights - Aurora Mobile Limited has announced a strategic partnership with Vonosis Co., Ltd. to expand its AI agent platform, GPTBots.ai, into Southeast Asia, particularly Thailand [1][3][4] - The partnership aims to deliver localized AI solutions for key industries such as healthcare, retail, and manufacturing [1][3] - Vonosis is positioning itself as an "AI-powered digital enabler" and has begun deploying AI to enhance its internal operations [2][5] Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on messaging services and digital transformation solutions [6] - Vonosis, established in 2016, is a subsidiary of Get On Technology, specializing in cloud solutions and digital transformation, with a team boasting over 20 years of industry experience [5] Partnership Details - The collaboration will integrate GPTBots.ai's no-code AI agent platform into Vonosis's offerings, enabling advanced AI capabilities for its enterprise clients [3][4] - The partnership is expected to set a new standard for intelligent transformation in Thailand, with plans to co-develop integrated AI solutions [4] AI Solutions Offered - The partnership will provide smart customer support through 24/7 multilingual AI-powered services, enhancing customer satisfaction [7] - Workflow automation will be implemented to streamline repetitive tasks, allowing staff to focus on innovation [7] - Data-driven business insights will be generated using AI to analyze sales data and user behavior, supporting targeted marketing strategies [7]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with Vonosis Co., Ltd. to expand its AI agent platform, GPTBots.ai, into Southeast Asia, particularly Thailand, focusing on delivering localized AI solutions for key industries such as healthcare, retail, and manufacturing [1][3][4]. Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, specializing in messaging services and digital transformation solutions [6]. - Vonosis, established in 2016, is a subsidiary of Get On Technology and focuses on cloud solutions and digital transformation, positioning itself as an "AI-powered digital enabler" for enterprises in Thailand [5]. Partnership Details - The partnership aims to integrate GPTBots.ai's no-code AI agent platform into Vonosis's offerings, enhancing the capabilities of its large enterprise client base and facilitating business transformation [3][4]. - This collaboration is expected to set a new standard for intelligent transformation in Thailand, leveraging Vonosis's industry expertise and client relationships [4]. Strategic Goals - The two companies plan to co-develop integrated AI solutions that will modernize operations through intelligent automation and support the creation of future-ready business models [4]. - The partnership is positioned to respond quickly to regional demand, establishing a strong foundation for GPTBots.ai's growth in the Thai market [3]. AI Solutions Offered - The AI solutions will include 24/7 multilingual customer support, workflow automation for repetitive tasks, and data-driven business insights to enhance marketing strategies and decision-making [7].

Core Viewpoint - Japan Gold Corp. successfully closed an oversubscribed non-brokered private placement financing, raising gross proceeds of C$2,067,600 to support its initiatives in Japan's resource-rich regions [1][3]. Financing Details - The Company issued a total of 25,845,000 common shares at a price of C$0.08 per share, with a significant portion (17,182,500 shares for C$1,374,600) sold to Equinox Partners Investment Management LLC, a strategic investor and major shareholder [2][3]. - The net proceeds will be allocated for general and administrative expenses, marketing, and advertising [3]. Shareholder Information - As of the closing date, Equinox holds approximately 30% of the issued and outstanding common shares of the Company, totaling 90,133,518 shares [5]. - Equinox's participation in the Offering is classified as a "related party transaction," and the Company will rely on exemptions from formal valuation and minority shareholder approval requirements [6]. Company Overview - Japan Gold Corp. is focused on exploring high-grade epithermal gold deposits across Japan, holding a significant portfolio of tenements in stable and underexplored regions [8]. - The Company has an alliance with Barrick Mining Corporation to explore and develop gold mineral properties in Japan [8].

Group 1: Industry Insights - Chrome extensions are becoming a vital tool for developers and brands, acting as "smart switches" for various online activities, enhancing user engagement without leaving the current page [2][3] - The global browser market is dominated by Google Chrome, which has over 3 billion users and more than 140,000 extensions, with top-performing extensions attracting over 10 million users [3] - Businesses are increasingly adopting a "website + extension" strategy, making extensions a critical second touchpoint for user engagement [3] Group 2: EngageLab's Innovation - EngageLab has introduced advanced WebPush support for Chrome Extensions, allowing seamless notifications that empower brands and developers to reach users instantly and reliably [5][10] - The new WebPush solution eliminates the need for extra permissions, leading to higher subscription rates and system-level notifications that remain visible even when Chrome is closed [8][10] - EngageLab's solution enables precision targeting using user aliases and tags, allowing for highly segmented and relevant messaging [8] Group 3: Real-World Applications - EngageLab's Chrome Extension WebPush is transforming user engagement across various industries, including productivity tools, security, financial news, e-commerce, and team collaboration [6][7] - Use cases include to-do reminders, unusual login alerts, stock price changes, price drop notifications, and task assignments, all aimed at enhancing user experience and driving engagement [6][7] Group 4: User Feedback and Advantages - Developers and business teams report improved click-through rates, better delivery of notifications, and faster integration processes with EngageLab's solution [9] - Users appreciate the lightweight SDK and flexible targeting options, which contribute to smoother recall and conversion paths [9]