Business Highlights - The company's customer numbers increased by 156% year-over-year (YoY) and 24% quarter-over-quarter (QoQ)[8] - Annual Recurring Revenue (ARR) reached RMB 5370万 in September 2025, representing a YoY growth of over 160%[9] - EngageLab's customers span 52 countries and regions, with offices established in Hong Kong, Singapore, Malaysia, and Japan[12] - GPTBots.ai entered a strategic partnership with Vonosis Co, Ltd in Thailand to deliver localized AI solutions[15] - EngageLab upgraded its Marketing Automation functions with AI-powered capabilities to enhance marketing efficiency and user conversion rates[18] Financial Highlights - The company achieved GAAP net income for two consecutive quarters, a historic first[29, 33] - Q3 2025 recorded the highest quarterly revenue in EngageLab's history[29] - Net Dollar Retention (NDR) for Developer Services (Subscription) reached 104%, the highest level in history[29, 53] - Total revenue reached RMB 9090万, a 15% YoY increase and 1% QoQ increase[36] - Gross profit increased by 20% YoY and 7% QoQ, reaching RMB 6380万, the highest level in the past 15 quarters, with a gross margin of 702%[30, 46] - Deferred revenue reached RMB 16630万, a historic high[30, 50, 53]

Exhibit 99.1 Aurora Mobile Limited Announces Third Quarter 2025 Third Quarter 2025 Financial Results Unaudited Financial Results SHENZHEN, CHINA, November 13, 2025 – Aurora Mobile Limited ("Aurora Mobile" or the "Company") (NASDAQ: JG), a leading provider of customer engagement and marketing technology services in China, today announced its unaudited financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights Mr. Weidong Luo, Chairman and Chief Executive Officer ...

Core Viewpoint - Aurora Mobile Limited has announced a new share repurchase program, reflecting confidence in its business model and stock valuation [2][3]. Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [4]. - The company has developed solutions such as Cloud Messaging and Cloud Marketing to enhance customer reach and interaction, alongside AI and big data-driven marketing technology for digital transformation [4]. Share Repurchase Program - The board of directors has approved a program allowing the repurchase of up to US$10 million worth of ordinary shares until December 31, 2026 [2]. - Repurchases may occur on the open market, in privately negotiated transactions, or through other legally permissible means, depending on market conditions [3]. - The program is seen as a commitment to shareholders, with the company viewing its stock as substantially undervalued [3].

Core Viewpoint - Aurora Mobile Limited reported its third-quarter financial results for 2025, achieving a historic milestone with back-to-back quarterly U.S. GAAP net income, reflecting strong operational execution and financial performance [3][4]. Financial Highlights - Revenues reached RMB 90.9 million (US$ 12.8 million), marking a 15% increase from RMB 79.1 million in the same quarter last year, driven by a 12% rise in Developer Services and a 23% increase in Vertical Applications [4][7]. - Cost of revenues was RMB 27.1 million (US$ 3.8 million), up 5% from RMB 25.8 million year-over-year, primarily due to increases in media, cloud, and technical service costs, partially offset by a decrease in short messaging costs [5][7]. - Gross profit increased by 20% to RMB 63.8 million (US$ 9.0 million) from RMB 53.2 million in the same quarter last year [5][7]. - Total operating expenses rose by 13% to RMB 64.4 million (US$ 9.0 million) compared to RMB 57.1 million in the same quarter last year [6][7]. - Net income was RMB 0.7 million (US$ 92 thousand), a significant improvement from a net loss of RMB 2.2 million in the same quarter last year [8][7]. - Adjusted net income (non-GAAP) was RMB 1.5 million (US$ 0.2 million), compared to an adjusted net loss of RMB 0.9 million for the same quarter last year [7][8]. - Annual Recurring Revenue (ARR) reached RMB 53.7 million, growing over 160% year-over-year [7]. Business Outlook - For the fourth quarter of 2025, the company anticipates total revenue between RMB 94.0 million and RMB 96.0 million, representing year-over-year growth of approximately 1% to 3% [10]. Share Repurchase Update - As of September 30, 2025, the company had repurchased a total of 327,084 American Depositary Shares (ADS), with 4,435 ADSs repurchased during the third quarter of 2025 [11]. Key Metrics - The Net Dollar Retention Rate for the core Developer Subscription business was 104% for the trailing 12 months ended September 30, 2025 [7].

Group 1 - The article highlights the strong performance of the analyst team, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus is on providing income-focused picks for investors who prefer lower-risk firms with steady dividend payouts [1] Group 2 - The analyst has previously covered Aurora Cannabis Inc., indicating that this article serves as an update to earlier coverage [2] - The analyst has a historical focus on tech stocks but has expanded coverage to include the offshore drilling, supply industry, and shipping industry [3]

Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23x [1] - The focus includes income-oriented picks for investors preferring lower-risk firms with steady dividend payouts [1] - The research covers sectors such as energy, shipping, and offshore markets, indicating a broad scope of industry analysis [1] Group 2 - Aurora Cannabis Inc. is mentioned as a company previously covered, indicating ongoing interest and updates regarding its performance [2] - The analyst has expanded coverage to include offshore drilling, supply industry, and shipping, alongside a focus on the fuel cell industry [3] - The analyst has a background in auditing and trading, providing a diverse perspective on market movements and industry trends [3]

Core Viewpoint - Aurora Cannabis Inc. reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, and showing a significant increase from $0.04 per share a year ago, representing an earnings surprise of +200.00% [1][2] Financial Performance - The company posted revenues of $65.62 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.88%, and an increase from $59.47 million in the same quarter last year [2] - Over the last four quarters, Aurora Cannabis has exceeded consensus EPS estimates two times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Aurora Cannabis shares have increased by approximately 6.8% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [3][4] Earnings Estimates and Revisions - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $69 million, while for the current fiscal year, the estimate is -$0.31 on revenues of $271.75 million [7] - Prior to the earnings release, the trend for estimate revisions was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Medical - Products industry, to which Aurora Cannabis belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]

Financial Data and Key Metrics Changes - Net revenue increased by 11% to $90 million, with record global medical cannabis revenue rising 15% and international revenue up 22% [5][16] - Consolidated adjusted gross margin improved by 700 basis points to 61%, with medical cannabis adjusted gross margin reaching 69% [5][17] - Adjusted EBITDA rose more than 52% to $15 million, significantly outpacing top-line growth [5][16] Business Line Data and Key Metrics Changes - Medical cannabis net revenue grew by 15% to $70.5 million, accounting for 78% of total net revenue [17] - Consumer cannabis net revenue decreased to $6.9 million from $10.4 million, reflecting a strategic focus on higher-margin medical cannabis [17] - Bevo's plant propagation net revenue increased by 34% to $11.6 million, driven by higher orchid sales [18] Market Data and Key Metrics Changes - Australia is the largest medical cannabis market outside Canada, with a market opportunity of AUD 1 billion [9] - In Germany, imports of medical cannabis have increased from 8 metric tons in 2018 to 72 metric tons in 2024, with expectations to double in 2025 [10] - Poland's medical cannabis market size has more than doubled from over 2 tons in 2023 to approximately 5 tons in 2025 [11] Company Strategy and Development Direction - The company focuses on global medical cannabis, emphasizing operational execution and a strong cash position without cannabis-related debt [4] - Aurora aims to strengthen its leadership in Canada, Europe, and Australia through consistent revenue generation and positive adjusted EBITDA growth [24] - The company is investing in science and technology to support patient access and physician engagement, building a foundation for long-term success [6] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate potential regulatory changes in Germany and Poland, citing a strong track record [10][12] - The company anticipates continued strength in adjusted gross margins and higher global medical cannabis revenue growth, leading to annual adjusted EBITDA growth [21] - Management highlighted the importance of maintaining a high-quality supply of medical cannabis to meet patient and practitioner needs [35] Other Important Information - The company ended the quarter with $142 million in cash and cash equivalents and no cannabis business debt [16][19] - Free cash flow was negative $42.3 million, reflecting expected cash outflows typical for the second quarter [20] Q&A Session Summary Question: What is a realistic goal for medical gross margins? - Management indicated that production costs are decreasing, and efficiencies in execution are contributing to higher margins [26][30] Question: What is the status of cannabis import permits in Germany? - Management confirmed that the company maintained strong relationships with regulators and was not disrupted by import limits [56][58] Question: How will proposed changes to reimbursement for medical cannabis veterans in Canada impact the business? - Management expressed disappointment over the lack of consultation and indicated that the changes could disrupt patient care [41][46] Question: What is the timeline for potential regulatory changes in Germany and Australia? - Management noted that changes in Germany could take until spring for clarity, while Australia has a more open-ended timeline [95][102]

Financial Performance - Net revenue reached $90.4 million, an 11% year-over-year increase[8] - Global medical cannabis net revenue grew by 15% year-over-year, reaching $70.5 million[8, 13] - Adjusted gross margin was 61%, a 700 bps year-over-year increase[8] - Adjusted EBITDA increased by 52% year-over-year to $15.4 million[8, 13] - Free cash flow was $(42) million, a $(16) million year-over-year decrease[8] Market Leadership and Expansion - The company holds the 1 market share in the Canadian medical cannabis market[25, 29] - International net revenue increased by 22% year-over-year, reaching $42.7 million[13] - The company maintains leadership positions in key global markets including Germany, Australia, Poland, and the UK[7, 29, 30] Strategic Focus and Assets - The company focuses on high-growth, high-margin global medical cannabis opportunities[7] - The company has a strong cash balance of $141.9 million and no cannabis business debt[13] - The company has leading cannabis manufacturing facilities with GMP certification[37] - Plant propagation net revenue increased by 34% year-over-year, reaching $11.6 million[13]

AURORA CANNABIS INC. Interim Condensed Consolidated Financial Statements (Unaudited) For the three and six months ended September 30, 2025 and 2024 (in Canadian Dollars) AURORA CANNABIS INC. Interim Condensed Consolidated Statements of Financial Position (Unaudited) | ($ thousands) | Note | September 30, 2025 | March 31, 2025 | | --- | --- | --- | --- | | | | $ | $ | | Assets | | | | | Current assets | | | | | Cash and cash equivalents | | 95,689 | 137,921 | | Restricted cash | 10, 2(c) | 46,257 | 47,407 | ...