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极光(JG.US)Q2财报:GAAP净利润转正,各业务均得双位数增长!
Ge Long Hui· 2025-08-28 07:53
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]