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]