Aurora Mobile Limited Announces Second Quarter 2025 Unaudited Financial Results

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]