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].

Core Viewpoint - Aurora Mobile Limited is set to release its unaudited financial results for Q3 2025 on November 13, 2025, before U.S. market opening [1] Group 1: Financial Results Announcement - The unaudited financial results for the third quarter ended September 30, 2025, will be announced before the U.S. markets open on November 13, 2025 [1] - An earnings conference call will be held on the same day at 7:30 a.m. U.S. Eastern Time [2] - Participants must register in advance to join the conference call, with access information provided upon registration [2][3] Group 2: Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China [4] - The company has established itself as a prominent mobile messaging service provider, focusing on stable and efficient messaging services for enterprises [4] - Aurora Mobile offers innovative solutions such as Cloud Messaging and Cloud Marketing, aimed at enhancing omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions for digital transformation [4]

Core Insights - Aurora Mobile Limited announced the integration of three large language models from Alibaba's Qwen series, marking a significant advancement in its intelligent technology strategy [1][4] Group 1: Integration of Technology - The integration includes Qwen3-Omni-30B-A3B, a multimodal foundation model capable of processing text, image, audio, and video, and generating both textual and spoken outputs [2] - Qwen-Image-Edit-2509 offers enhanced naturalness and consistency in image editing, available for free to all users [2] - Qwen3-TTS utilizes advanced speech synthesis technology for natural voice generation, outperforming competitors in stability tests [3] Group 2: Strategic Goals - By combining Alibaba's LLM technologies with its own services, Aurora Mobile aims to innovate in intelligent interaction, content creation, and enterprise solutions [4] - The company is focused on empowering businesses with AI to redefine user experiences through smarter and more intuitive services [4] Group 3: Company Background - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, with a focus on stable messaging services [5] - The company has developed solutions like Cloud Messaging and Cloud Marketing to assist enterprises in achieving omnichannel customer reach and digital transformation [5]

Core Insights - Aurora Mobile Limited announced the integration of three new large language models from Alibaba's Qwen series, marking a significant advancement in its intelligent technology strategy [1][4] - The integration aims to enhance the efficiency and diversity of AI solutions for users and enterprise customers [1][4] Group 1: New Technology Integration - The three models integrated are Qwen3-Omni-30B-A3B, Qwen-Image-Edit-2509, and Qwen3-TTS, which provide multimodal capabilities, advanced image editing, and natural voice generation respectively [1][2][3] - Qwen3-Omni-30B-A3B can process text, image, audio, and video, generating both textual and spoken outputs [2] - Qwen-Image-Edit-2509 offers improved naturalness and consistency in image outputs, and is freely accessible to all users [2] Group 2: Strategic Goals - By leveraging Alibaba's advanced LLM technologies, Aurora Mobile aims to unlock innovative applications in intelligent interaction, content creation, and enterprise solutions [4] - The company is focused on empowering businesses with AI to redefine user experiences through smarter and more intuitive services [4] Group 3: Company Background - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, with a focus on stable and efficient messaging services [5] - The company has developed solutions like Cloud Messaging and Cloud Marketing to assist enterprises in achieving omnichannel customer reach and digital transformation [5]

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]

Core Insights - Aurora Mobile Limited has announced a strategic partnership with Vonosis Co., Ltd. to expand its AI agent platform, GPTBots.ai, into Southeast Asia, particularly Thailand [1][3][4] - The partnership aims to deliver localized AI solutions for key industries such as healthcare, retail, and manufacturing [1][3] - Vonosis is positioning itself as an "AI-powered digital enabler" and has begun deploying AI to enhance its internal operations [2][5] Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on messaging services and digital transformation solutions [6] - Vonosis, established in 2016, is a subsidiary of Get On Technology, specializing in cloud solutions and digital transformation, with a team boasting over 20 years of industry experience [5] Partnership Details - The collaboration will integrate GPTBots.ai's no-code AI agent platform into Vonosis's offerings, enabling advanced AI capabilities for its enterprise clients [3][4] - The partnership is expected to set a new standard for intelligent transformation in Thailand, with plans to co-develop integrated AI solutions [4] AI Solutions Offered - The partnership will provide smart customer support through 24/7 multilingual AI-powered services, enhancing customer satisfaction [7] - Workflow automation will be implemented to streamline repetitive tasks, allowing staff to focus on innovation [7] - Data-driven business insights will be generated using AI to analyze sales data and user behavior, supporting targeted marketing strategies [7]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with Vonosis Co., Ltd. to expand its AI agent platform, GPTBots.ai, into Southeast Asia, particularly Thailand, focusing on delivering localized AI solutions for key industries such as healthcare, retail, and manufacturing [1][3][4]. Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, specializing in messaging services and digital transformation solutions [6]. - Vonosis, established in 2016, is a subsidiary of Get On Technology and focuses on cloud solutions and digital transformation, positioning itself as an "AI-powered digital enabler" for enterprises in Thailand [5]. Partnership Details - The partnership aims to integrate GPTBots.ai's no-code AI agent platform into Vonosis's offerings, enhancing the capabilities of its large enterprise client base and facilitating business transformation [3][4]. - This collaboration is expected to set a new standard for intelligent transformation in Thailand, leveraging Vonosis's industry expertise and client relationships [4]. Strategic Goals - The two companies plan to co-develop integrated AI solutions that will modernize operations through intelligent automation and support the creation of future-ready business models [4]. - The partnership is positioned to respond quickly to regional demand, establishing a strong foundation for GPTBots.ai's growth in the Thai market [3]. AI Solutions Offered - The AI solutions will include 24/7 multilingual customer support, workflow automation for repetitive tasks, and data-driven business insights to enhance marketing strategies and decision-making [7].

Core Viewpoint - Aurora Mobile Limited, a leading provider of customer engagement and marketing technology services in China, is set to release its unaudited financial results for Q2 2025 on August 28, 2025, before U.S. market opening [1]. Group 1: Financial Results Announcement - The unaudited financial results for the second quarter ended June 30, 2025, will be announced before the U.S. markets open on August 28, 2025 [1]. - An earnings conference call will be held on the same day at 7:30 a.m. U.S. Eastern Time, which corresponds to 7:30 p.m. Beijing time [2]. - Participants must register in advance to join the conference call, and access information will be provided upon registration [2][3]. Group 2: Company Overview - Founded in 2011, Aurora Mobile has established itself as a leading provider of customer engagement and marketing technology services in China [4]. - The company focuses on providing stable and efficient messaging services to enterprises and has developed solutions such as Cloud Messaging and Cloud Marketing to enhance customer reach and interaction [4]. - Aurora Mobile leverages artificial intelligence and big data-driven marketing technology solutions to assist enterprises in their digital transformation [4].

Core Insights - Aurora Mobile Limited has launched an updated version of its AI agent platform, GPTBots.ai, which includes expanded data center options to better serve international businesses [1][2] - The new update allows enterprises to select two overseas data centers simultaneously, currently supporting Singapore and Thailand, enhancing the platform's global reach [2] - The company emphasizes its commitment to providing scalable, secure, and regionally compliant solutions tailored for global enterprises [1][2] Company Overview - Founded in 2011, Aurora Mobile 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 assist enterprises in achieving omnichannel customer reach and interaction [4] - Aurora Mobile is leveraging artificial intelligence and big data-driven marketing technology to support enterprises' digital transformation [4] Product Features - GPTBots.ai aims to deliver localized and reliable AI solutions, ensuring optimized performance with reduced latency and higher reliability [7] - The platform operates in alignment with local data protection laws and regulations, ensuring regional compliance [7] - The company maintains secure and efficient data management, backed by SOC 2 Type II certification, highlighting its commitment to security and confidentiality [7]