Aurora Mobile Limited Announces Fourth Quarter and Fiscal Year 2025 Unaudited Financial Results

Core Viewpoint - Aurora Mobile Limited achieved its first full-year net profit on a GAAP basis in 2025, marking a significant milestone for the company [1][2]. Fourth Quarter 2025 Financial Highlights - Revenues reached RMB105.2 million (US$15.0 million), a 13% increase from RMB93.2 million in the same quarter last year, driven by a 7% rise in Developer Services and a 31% increase in Vertical Applications [3][6]. - Cost of revenues decreased by 3% to RMB35.5 million (US$5.1 million) from RMB36.5 million in the same quarter last year, primarily due to reductions in short messaging and media costs [4][7]. - Gross profit increased by 23% to RMB69.7 million (US$10.0 million) compared to RMB56.7 million in the same quarter last year [4][7]. - Total operating expenses rose by 13% to RMB68.2 million (US$9.7 million) from RMB60.3 million in the same quarter last year [5][7]. - Net income was RMB3.0 million (US$0.4 million), a turnaround from a net loss of RMB0.7 million in the same quarter last year [7][9]. Fiscal Year 2025 Financial Results - Total revenues for the fiscal year were RMB374.8 million (US$53.6 million), a 19% increase from RMB316.2 million in 2024, with Developer Services and Vertical Applications growing by 16% and 24%, respectively [12][16]. - Cost of revenues increased by 15% to RMB122.9 million (US$17.6 million) from RMB107.1 million in 2024, mainly due to higher media and technical service costs [13][16]. - Gross profit for the year was RMB251.9 million (US$36.0 million), up 21% from RMB209.0 million in 2024 [13][16]. - Net income for the fiscal year was RMB2.6 million (US$0.4 million), compared to a net loss of RMB6.8 million in 2024 [16][18]. Business Outlook - The company projects full-year 2026 revenue guidance between RMB450.0 million and RMB480.0 million, indicating a growth of 20% to 28% year-over-year compared to 2025 [19]. Share Repurchase Update - As of December 31, 2025, the company repurchased a total of 399,682 ADSs, including 72,598 ADSs during the fourth quarter of 2025, amounting to approximately US$553.3 thousand [20].