Financial Data and Key Metrics Changes - The group's revenue for Q3 2025 was RMB 19.9 million, reflecting a 15% year-over-year growth and a 1% sequential growth, which was at the high end of the guidance provided [5][18] - The company achieved its first-ever back-to-back quarterly net GAAP profit, indicating strong business performance [4][18] - Gross profit grew by 20% year-over-year, reaching the highest level in the past 15 quarters, with improved gross margin [6][13] - Net operating cash inflow was RMB 23.3 million, the highest since Q4 2020, indicating a strong cash position [6][17] Business Line Data and Key Metrics Changes - EngageLab, the flagship product, recorded an ARR of RMB 53.7 million, representing a 160% year-over-year growth [8][18] - Financial Risk Management business achieved its highest quarterly revenue of RMB 22.6 million, with a 43% year-over-year growth [5][12] - Developer services revenue increased by 12% year-over-year, while subscription revenue grew by 11% year-over-year [7][8] - Value-Added Services revenue grew by 22% year-over-year but decreased by 34% quarter-over-quarter [10][11] Market Data and Key Metrics Changes - EngageLab's customer base increased by 156% year-over-year, reaching 1,312 customers, with sales in over 52 countries [9][10] - The Financial Risk Management segment saw a 44% growth in customer numbers, contributing to its revenue growth [12] Company Strategy and Development Direction - The company is focused on expanding its global footprint, with EngageLab positioned as a key driver for revenue growth over the next 12 to 24 months [10][29] - Continuous investment in product improvements and customer service has been emphasized as a strategy to maintain growth [27][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining revenue growth momentum, with Q4 2025 revenue guidance projected between RMB 94 million and RMB 96 million, indicating a 1%-3% year-over-year growth [20] - The company highlighted the importance of maintaining high gross margins while expanding revenue [34] Other Important Information - The company has initiated a share repurchase program, increasing the authorization to repurchase up to $10 million worth of ordinary shares [21] - Total deferred revenue reached a historical high of RMB 166.3 million, indicating strong customer loyalty and predictable future revenue [16][35] Q&A Session Summary Question: Strength of EngageLab business and growth trajectory - Management highlighted that EngageLab's ARR reached RMB 53.7 million, a 160% increase year-over-year, driven by product improvements and global customer engagement [24][26] Question: Recap of what went well in Q3 for GAAP net profit - Management noted strong revenue growth across all business lines, with EngageLab contributing RMB 13 million, and emphasized the importance of maintaining margins while achieving revenue growth [32][34]

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]

Core Viewpoint - The company, Aurora (NASDAQ: JG), reported strong financial results for Q3 2025, achieving net profit under US GAAP for two consecutive quarters, indicating sustainable profitability and robust business performance across all segments [1][2][21]. Financial Performance - Aurora's total revenue reached 90.9 million RMB, marking a 15% year-over-year increase and a 1% quarter-over-quarter growth, aligning with previous performance guidance [2][12]. - The company achieved a net profit of 650,000 RMB for the third quarter, signaling a positive trend in profitability [2][10]. - Operating cash flow reached 23.3 million RMB, the highest in 20 quarters, reflecting strong cash collection capabilities [19]. Business Segments - All business lines reported double-digit year-over-year growth, with developer services revenue increasing by 12%, subscription services by 11%, value-added services by 22%, and industry applications by 23% [5][12][14]. - The flagship product, EngageLab, saw its annual recurring revenue (ARR) grow by 160% year-over-year, reaching 53.7 million RMB [1][7]. Strategic Initiatives - The company is leveraging AI advancements to enhance its SaaS offerings, transitioning from tool provision to value co-creation, which is opening new growth avenues [1][21]. - Strategic collaborations, such as with ZohoSalesIQ and Tellvoice, are expanding Aurora's market reach and enhancing its service offerings [9][10]. Operational Efficiency - Gross profit reached 63.8 million RMB, with a gross margin of 70.2%, reflecting a 20% year-over-year increase and the highest level in 15 quarters [17]. - The company maintains a "light cost" operational strategy, ensuring low operational expenses while investing in core business areas [18]. Customer Retention and Future Outlook - The developer subscription service's net dollar retention rate (NDR) reached 104%, indicating strong customer loyalty and the ability to offset potential revenue losses from churn [19][20]. - Deferred revenue hit a record high of 166 million RMB, demonstrating a solid customer base willing to commit long-term [20]. Conclusion - Overall, Aurora's Q3 results highlight a strong and sustainable growth trajectory, supported by strategic initiatives, operational efficiency, and robust financial health, positioning the company favorably for future developments [21][22].

Core Viewpoint - Aurora (NASDAQ: JG) reported significant growth in its Q3 financial results for the period ending September 30, 2025, showcasing enhanced profitability and robust revenue growth across all business lines [1] Financial Performance - Total revenue reached 90.9 million, representing a year-over-year increase of 15%, with all business lines achieving double-digit growth [1] - Gross profit increased by 20% year-over-year and 7% quarter-over-quarter, marking the highest level in the past 15 quarters [1] - Net cash inflow from operating activities hit a new high of 23.3 million, the highest in the past 20 quarters [1] Business Segments - EngageLab's customer count surged by 156% year-over-year, with cumulative contract value reaching 128 million, a 237% increase [1] - Annual Recurring Revenue (ARR) saw a strong year-over-year growth of 160% [1] - Subscription service revenue reached a record high of 57.3 million, reflecting an 11% year-over-year increase [1] - The financial risk control business achieved its highest revenue ever, growing by 33% year-over-year and 3% quarter-over-quarter, becoming a key driver for industry application business [1] Customer Metrics - Developer subscription service revenue retention rate (NDR) reached 104%, marking the best in history [1]

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 Insights - Aurora Mobile Limited showcased its platforms EngageLab and GPTBots.ai at DXPO Fukuoka 2025, emphasizing their role in enhancing efficiency and customer engagement for Japanese enterprises [1][5]. Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and innovative solutions for digital transformation [7]. Event Highlights - DXPO Fukuoka 2025 attracted decision-makers from various industries, with Aurora Mobile's booth becoming a focal point for discussions on leveraging AI and automation [2]. - Attendees aimed to utilize AI for smarter customer engagement and operational efficiency, showing interest in multi-channel marketing automation and intelligent customer service agents [3]. Product Features - EngageLab offers omni-channel marketing automation capabilities, allowing businesses to run personalized campaigns across various channels [4]. - GPTBots.ai features an advanced multi-agent architecture for deploying intelligent agents in customer support, multilingual communication, and automated process integration [4]. Market Trends - Japanese enterprises are increasingly focused on using AI to enhance internal efficiency, integrating systems, and automating workflows [5].

Core Insights - The article highlights the importance of intelligent and seamless customer interaction capabilities as key competitive advantages for Chinese shared mobility brands expanding globally [1][3]. Group 1: HelloRide and EngageLab Collaboration - HelloRide, a global bike-sharing platform by 哈啰出行, aims to provide convenient and eco-friendly travel options [3]. - Since the partnership with EngageLab began at the end of 2022, HelloRide has improved global user experience and brand influence through effective AppPush and Email strategies [1][3]. Group 2: AppPush Capabilities - EngageLab's AppPush ensures timely notifications for users in Southeast Asia and Australia, regardless of their device, covering critical information such as ride reminders and order changes [4]. - The platform can handle over 12 billion messages daily and supports high concurrency, allowing millions of users to receive promotional messages simultaneously [4]. Group 3: Email Services for International Growth - HelloRide utilizes email services for various scenarios, achieving a global delivery rate of over 90% and a 99% inbox reach rate [5]. - The email strategy includes multi-language support and compatibility with major international email providers, facilitating market expansion [5]. Group 4: EngageLab's Comprehensive Solutions - EngageLab offers an AI-driven, multi-channel customer interaction solution, covering AppPush, WebPush, Email, OTP, SMS, and WhatsApp, enabling higher conversion rates and user retention [5]. - The platform supports diverse push strategies, including scheduled, segmented, and personalized notifications, backed by real-time data monitoring for continuous optimization [5].

Core Insights - Aurora Mobile has officially launched operations in the Japanese market, marking a new phase in its globalization efforts and enhancing its presence in the Asia-Pacific region [1] - The company aims to provide robust, scalable, and secure technology services to enterprise clients across various industries, including e-commerce, finance, SaaS, manufacturing, and gaming [1] Product Offerings - Aurora has introduced two core platforms for the Japanese market: EngageLab, a comprehensive multi-channel marketing automation platform, and GPTBots, a no-code AI agent building platform [2] - EngageLab supports various communication methods such as AppPush, WebPush, email, SMS, WhatsApp, and OTP verification, facilitating seamless user communication and deep interaction for enterprises [2] - GPTBots enables enterprises to quickly build intelligent customer service, workflow automation, and multi-language support applications, with extensive integration capabilities with existing systems [2] AI Productivity Applications - The company has launched several AI productivity applications to enhance operational efficiency, including LiveSpeechly for real-time multilingual communication in business meetings and international customer service [2] - LiveSpeechly offers features like instant translation, automatic meeting minutes, and AI-generated summaries without the need for additional hardware or paid software [2] - WorkPilot, integrated with Microsoft Word, assists users in drafting, reviewing, translating, and managing knowledge, while allowing deep customization based on enterprise workflows [2] Market Engagement - Aurora will showcase its GPTBots platform at the NexTech Week Tokyo event from October 8 to 10, 2025, at Makuhari Messe [3] - The founder of Aurora expressed excitement about bringing the company's enterprise service experience and digital transformation insights to Japan, aiming for collaboration with local partners [3] - The establishment of a localized team and infrastructure in Japan is part of Aurora's strategy to provide timely responses and continuous technical support, ensuring sustainable long-term value for Japanese enterprise clients [3]

Core Insights - Aurora Mobile Limited is expanding its global business by introducing advanced omnichannel and AI solutions specifically designed for Japanese enterprises [1][4] - The company has a strong background in serving various sectors including e-commerce, finance, SaaS, manufacturing, and gaming, providing scalable and secure solutions [2] - A dedicated local team and infrastructure in Japan will ensure responsive support and ongoing innovation for Japanese clients [4] 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 [5] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to enhance omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions [5] Product Offerings - EngageLab: An omnichannel marketing automation platform for seamless user engagement across multiple channels [8] - GPTBots.ai: A no-code AI agent builder for deploying intelligent agents in customer service and workflow automation [8] - LiveSpeechly: A real-time multilingual communication tool for business meetings, featuring instant translation and AI-generated summaries [8] - WorkPilot: An AI-powered document and contract intelligence application integrated with Microsoft Word for secure and efficient document management [8] Market Commitment - Aurora Mobile will showcase its GPTBots.ai at NexTech Week Tokyo from October 8 to 10, 2025, highlighting its commitment to the Japanese market [3]

Summary of Aurora Mobile's Q2 2025 Earnings Call Company Overview - **Company**: Aurora Mobile (NasdaqCM: JG) - **Quarter**: Q2 2025 - **Date of Call**: September 24, 2025 Key Business Developments - **EngageLab Growth**: - Customer base increased by 171% year-over-year [2] - Cumulative contract value rose by 265% year-over-year [2] - Revenue grew by 67% year-over-year and 24% quarter-over-quarter [2] - EngageLab is now a second growth driver for the company [2] - **Partnership with China Unicom**: - Launched a smart integrated verification service for international clients [3] - This collaboration enhances EngageLab's position in global user identity verification [3] - **AI Agent Platform - GPT-Bots**: - Successfully integrated with major large language models [3] - Focused on optimizing service quality and enhancing user satisfaction [3] Financial Performance - **Revenue**: - Total revenue increased by 13% year-over-year to RMB 89.9 million [5] - Developer service revenue grew by 14% year-over-year [6] - Value-added services revenue surged by 30% year-over-year [6] - **Profitability**: - Achieved first profitable quarter in company history [5] - Gross profit increased by 13% year-over-year to RMB 59.6 million [6] - Gross margin maintained at a high level of 66.4% [5] - **Operational Metrics**: - Net dollar retention for developer subscription service at 99% [5] - Deferred revenue reached RMB 156.1 million, indicating strong market trust [7] - Cash and cash equivalents totaled RMB 119.8 million [7] Strategic Initiatives - **Investment in Cryptocurrency**: - Board approved a strategic initiative to invest up to 20% of cash and cash equivalents in cryptocurrency and digital assets [4] - **Operational Efficiency**: - Operating expenses kept stable at RMB 60.8 million [6] - AR turnover days reduced to 54 days, indicating strong revenue assurance [7] Conclusion - **Outlook**: - Company expresses confidence in continued profitability and high-quality earnings reports [5] - Emphasis on maintaining growth momentum and delivering outstanding performance [8]