Core Insights - Aurora Mobile's AI-first customer engagement platform, EngageLab, successfully showcased its capabilities at the Hong Kong MarketingPulse & eTailingPulse 2026 event, emphasizing the need to redefine customer relationships in the AI era [1][2] Group 1: AI Integration in Marketing - The event highlighted a shift towards Agentic AI, where marketers seek intelligent agents for autonomous reasoning and execution, moving beyond simple automation [2] - EngageLab demonstrated AI-Human collaboration through its LiveDesk, allowing AI agents to handle routine inquiries and automate complex workflows, enabling human agents to focus on high-value interactions [2] Group 2: Marketing Efficiency and Content Generation - EngageLab's Native AI automates high-converting content generation and optimizes delivery strategies, ensuring personalized messages are delivered at impactful moments, thus shortening the engagement-to-conversion path [3] Group 3: Addressing Fragmentation in Marketing - EngageLab's Unified Platform received significant interest for addressing "fragmentation fatigue" among e-commerce leaders, consolidating marketing channels into a cohesive ecosystem [4] - The platform provides a single source of truth by combining marketing automation with real-time support, enhancing the consumer journey and enabling a customer-centric marketing strategy [5] Group 4: Simplification for Growth - The Marketing Director at EngageLab emphasized the importance of building relationships over merely sending messages, advocating for a unified solution that simplifies the marketing tech stack [6] - EngageLab's approach encourages brands to start with a single channel and expand into a full-scale AI-driven ecosystem, promoting growth through simplification [6]

Core Insights - Aurora Mobile Limited has officially established its Japanese subsidiary, Aurora Mobile Japan K.K., to expand its market presence in Japan [1] - The subsidiary will introduce the EngageLab platform, which offers a Full-Journey AI Engagement ecosystem tailored for Japanese enterprises [2] Strategic Expansion - The establishment of Aurora Mobile Japan K.K. aims to address the fragmentation of customer data and channels in Japan, providing a unified solution to enhance efficiency and ROI in customer lifecycle management [3] - The company emphasizes the importance of precision, stability, and innovation in the Japanese market, positioning its services to help businesses maximize their global impact [4] Product Offerings - Aurora Mobile Japan K.K. introduces a modular solution suite focused on optimizing customer experience and maximizing ROI, which includes: 1. **Smart Omnichannel Interaction & Marketing Automation**: EngageLab integrates various communication channels, achieving a 1.4X higher delivery success rate for AppPush notifications compared to industry standards [5] 2. **Advanced AI Customer Support**: The LiveDesk solution utilizes AI agents to handle up to 90% of customer inquiries, reducing operational costs by 70% while improving service quality [6] 3. **Frictionless Security & Identity**: The company offers AI-powered security tools, including Silent Auth for instant user validation and intelligent defense mechanisms to block bots [7][9] Local Operations - Aurora Mobile Japan K.K. is fully operational with a dedicated local team to provide tailored consulting and technical support to Japanese clients [7]

Core Insights - The company achieved record financial results in Q4 2025, marking a historic year with significant growth across various metrics [1][3][24] - The flagship product, EngageLab, demonstrated exceptional performance, achieving an ARR of USD 10 million, representing a 186% year-over-year growth [2][8][24] - The company reported its first-ever full-year GAAP net profit in 2025, alongside a quarterly revenue exceeding RMB 100 million for the first time since transitioning to a pure SaaS model [3][23][24] Financial Performance - Q4 2025 group revenue reached RMB 105.2 million, reflecting a 13% year-over-year and 16% sequential growth [3][24] - Gross profit for the quarter was RMB 69.7 million, up 23% year-over-year, marking the highest gross profit in the past 16 quarters [15][24] - Net operating cash inflow was RMB 35.1 million, the best quarterly cash flow result since Q4 2020 [21][24] Product and Market Expansion - EngageLab's cumulative signed contract value reached RMB 157 million by the end of Q4 2025, with over RMB 29 million in new contracts signed during the quarter [8][10] - The number of EngageLab customers increased by 142% year-over-year, reaching 1,641 [9][10] - The product is now sold in over 70 countries, with expansion into 18 new countries in Q4 alone [10][11] Business Outlook - The company projects 2026 full-year revenue guidance between RMB 450 million to RMB 480 million, indicating a growth of 20% to 28% year-over-year [25] - Management expresses confidence in sustaining growth momentum, particularly through the EngageLab product and an AI strategy [36][37] Operational Efficiency - The net dollar retention rate for the core developer subscription business stood at 103%, indicating strong customer loyalty and spending [19][24] - Total deferred revenue reached RMB 178.7 million, a historical high, reflecting strong customer commitment and predictable future revenues [20][24]

Core Insights - The company achieved record financial results in Q4 2025, marking a historic year with significant growth across various metrics, including revenue and profitability [1][3][24] Financial Performance - Q4 2025 revenue reached RMB 105.2 million, representing a 13% year-over-year growth and 16% sequential growth, with the first-ever full year net GAAP profit recorded [3][23] - Gross profit increased by 23% year-over-year, reaching RMB 69.7 million, the highest in the past 16 quarters [15][24] - Net operating cash inflow for Q4 was RMB 35.1 million, the best quarterly cash flow result since Q4 2020 [21][24] Product Performance - EngageLab, the company's flagship product, achieved an ARR of USD 10 million by December 2025, reflecting a remarkable 186% year-over-year growth [2][8][24] - The number of EngageLab customers increased by 142% year-over-year, reaching 1,641, with cumulative signed contract value amounting to RMB 157 million by the end of Q4 [9][10] Business Strategy - The company plans to continue its expansion into global markets in 2026, with a revenue guidance of RMB 450 million to RMB 480 million, indicating a growth of 20% to 28% year-over-year [25] - The commitment to enhancing products and services, along with strong financial management, positions the company for future growth [5][25] Operational Metrics - The net dollar retention rate for the core developer subscription business stood at 103%, indicating strong customer loyalty and spending [19][24] - Total deferred revenue reached RMB 178.7 million, a historical high, signifying strong customer commitment and predictable future revenues [20][24]

Financial Data and Key Metrics Changes - The company's revenue for Q4 2025 surged to CNY 105.2 million, representing a 13% year-over-year and 16% sequential growth [5] - Gross profit grew by 23% year-over-year and 9% quarter-over-quarter, marking the highest gross profit in the past 16 quarters [6][17] - Net operating cash inflow reached CNY 35.1 million, the highest since Q4 2020 [6][21] - The company achieved its first-ever full-year GAAP net profit in 2025 [5][23] Business Line Data and Key Metrics Changes - Developer subscription services revenue grew by 13% year-over-year and 8% quarter-over-quarter, reaching CNY 61.9 million [9][24] - EngageLab's ARR reached $10 million, representing a 186% year-over-year growth [10][24] - Value-Added Services revenue increased by 101% quarter-over-quarter but decreased by 13% year-over-year [9] - Financial risk management revenue grew by 43% year-over-year and 12% quarter-over-quarter [15] Market Data and Key Metrics Changes - EngageLab products are now sold in over 70 countries, with a 142% year-over-year increase in customer numbers [10][11] - The company expanded its footprint into 18 new countries in Q4 alone [11] - The total deferred revenue reached CNY 178.7 million, a historical high [19][20] Company Strategy and Development Direction - The company plans to continue its expansion path with a focus on enhancing products and services while maintaining strong financial management [7] - The theme for 2026 is "growth acceleration," indicating a commitment to capitalize on global opportunities [7] - The company has made significant investments in developing EngageLab specifically for overseas markets [28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth prospects for 2026, projecting full-year revenue guidance between CNY 450 million and CNY 480 million, representing a 20%-28% year-over-year growth [25] - The management highlighted the importance of the EngageLab product as a key growth driver for the next three years [36] - The company is confident in its ability to maintain profitability and positive cash flow moving forward [36] Other Important Information - The company repurchased 73,000 ADS in Q4 2025, totaling 400,000 ADS since the start of the repurchase program [25] Q&A Session Summary Question: What are the top three things the company has done well to achieve strong financials? - Management highlighted the courage to venture overseas, the monumental shift in product offerings for global markets, and the commitment to excel throughout the organization as key factors [27][28][30] Question: How should investors view the run-rate financials for Q1 2026 and beyond? - Management indicated that the company has proven its ability to achieve full-year net profit, expects stable growth in domestic business, and anticipates EngageLab to drive significant growth momentum [36]

Financial Data and Key Metrics Changes - The company's revenue for Q4 surged to RMB 105.2 million, representing a 13% year-over-year and 16% sequential growth [5] - Gross profit grew by 23% year-over-year and 9% quarter-over-quarter, marking the highest gross profit in the past 16 quarters [6][17] - Net operating cash inflow reached RMB 35.1 million, the highest since Q4 of 2020 [6][21] - The company achieved its first-ever full-year GAAP net profit in 2025 [5][23] Business Line Data and Key Metrics Changes - Developer subscription services revenue grew by 13% year-over-year and 8% quarter-over-quarter, reaching RMB 61.9 million [9] - EngageLab's ARR reached $10 million, representing a 186% year-over-year growth [10] - Value-added services revenue increased by 101% quarter-over-quarter but decreased by 13% year-over-year [9] - Financial risk management revenue grew by 43% year-over-year and 12% quarter-over-quarter [15] Market Data and Key Metrics Changes - The number of EngageLab customers increased by 142% year-over-year, reaching 1,641 [10] - EngageLab products are now sold in over 70 countries, with expansion into 18 new countries in Q4 alone [11] - The total deferred revenue stood at RMB 178.7 million, indicating strong customer loyalty and predictable future revenues [19] Company Strategy and Development Direction - The company plans to continue its expansion path into 2026, focusing on enhancing products and services while maintaining strong financial management [7] - The theme for 2026 is "growth acceleration," building on the successes of 2025 [7][25] - The company emphasizes the importance of venturing overseas and adapting products for global markets as key strategic initiatives [28][30] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth prospects for 2026, driven by the EngageLab product and an AI strategy [36] - The company highlighted the importance of its commitment to quality revenue generation and operational excellence [17][23] - Management noted that the results achieved in 2025 were the result of hard work and strategic decisions made over the past few years [35] Other Important Information - The company repurchased 73,000 ADS in Q4, totaling 400,000 ADS since the start of the repurchase program [25] - The net dollar retention rate for the core Developer Subscription business stood at 103% for the trailing 12 months [19] Q&A Session Summary Question: What are the top three things the company has done well to achieve these financial results? - Management highlighted the courage to venture overseas, the monumental shift in product offerings for global markets, and the commitment to excel throughout the organization as key factors [27][30] Question: How should investors view the run-rate financials for Q1 2026 and beyond? - Management indicated that the company has proven its ability to achieve full-year net profit with positive cash inflow, stable domestic growth, and significant growth potential from EngageLab and AI strategies [36]

Financial Data and Key Metrics Changes - The company's revenue for Q4 2025 surged to CNY 105.2 million, representing a 13% year-over-year and 16% sequential growth [5] - Gross profit grew by 23% year-over-year and 9% quarter-over-quarter, marking the highest gross profit in the past 16 quarters [6][18] - The company achieved its first-ever full-year GAAP net profit in 2025, concluding the year on a high note [18][24] - Net operating cash inflow reached CNY 35.1 million, the highest since Q4 2020 [6][22] Business Line Data and Key Metrics Changes - Developer subscription services revenue grew by 13% year-over-year and 8% quarter-over-quarter, reaching CNY 61.9 million [10][24] - EngageLab's ARR reached $10 million as of December 2025, representing a remarkable 186% year-over-year growth [11][24] - Value-added services revenue increased by 101% quarter-over-quarter but decreased by 13% year-over-year [10] Market Data and Key Metrics Changes - The number of EngageLab customers increased by 142% year-over-year, reaching 1,641 [11] - EngageLab products are now sold in over 70 countries, with expansion into 18 new countries in Q4 alone [12] Company Strategy and Development Direction - The company plans to continue its expansion path into 2026, focusing on enhancing products and services while maintaining strong financial management [8][25] - The theme for 2026 is "growth acceleration," building on the successes of 2025 [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing a solid foundation for growth and readiness to seize global opportunities [7][8] - The company anticipates 2026 full-year revenue guidance in the range of CNY 450 million to CNY 480 million, reflecting a 20%-28% year-over-year growth [25] Other Important Information - The company repurchased 73,000 ADS in Q4 2025, totaling 400,000 ADS since the start of the repurchase program [25] Q&A Session Summary Question: What are the top three things the company has done well to achieve these financial results? - Management highlighted the courage to venture overseas, the monumental shift in product offerings for global markets, and the commitment to excel throughout the organization as key factors for success [27][28][30] Question: How should investors view the run-rate financials for Q1 2026 and beyond? - Management indicated that the company has proven its ability to achieve full-year net profit with positive cash inflow, stable domestic business growth, and that EngageLab will drive significant growth momentum in the coming years [35][36]

Part 1 2025 Q4 Business Highlights Our International Business (EngageLab) Customer Numbers 3 • In Dec' 25, the ARR scaled new highs of USD 10M! It has increased by 186% YoY • EngageLab demonstrated strong growth potential Global Expansion of EngageLab • Our customers came from 70 countries and regions around the world. The steady expansion of our customer base laid a solid foundation for on- going revenue growth! • We will execute the strategy of deepening our presence in the global market and continuously ...

Core Insights - Aurora Mobile achieved full-year profitability for the first time in 2025, marking a significant milestone in its financial performance and indicating the effectiveness of its business model and strategies [1][2] - The company reported a quarterly revenue of RMB105.2 million in Q4 2025, reflecting a year-over-year increase of 13% and a sequential increase of 16% [1] Global Business Growth - The overseas business of Aurora Mobile has been growing rapidly, with EngageLab's Annual Recurring Revenue (ARR) reaching US$10 million and a customer base increase of 142% year-over-year to 1,641 [3][5] - EngageLab expanded into 18 new countries in Q4 2025, demonstrating the global applicability and acceptance of its customer engagement capabilities [3][4] AI Development - The company is focusing on AI-powered customer service through GPTBots.ai, which is expected to integrate into business workflows and provide real business value [6][10] - There is a growing synergy between GPTBots.ai and EngageLab, enhancing the company's ability to serve enterprises effectively [8][9] Financial Health and Cash Flow - As of December 31, 2025, the company's cash and cash equivalents increased to RMB173.4 million, up from RMB119.5 million in 2024, indicating improved financial stability [11] - In Q4 2025, net cash inflow from operating activities reached RMB35.1 million, the highest since Q3 2020, with gross profit for the quarter at RMB69.7 million, a 23% year-over-year increase [13][14] Core Business Strength - Revenue from the core Developer Subscription business reached RMB61.9 million in Q4 2025, with a Net Dollar Retention Rate (NDR) of 103%, indicating strong customer retention and spending growth [16][17] - The company emphasizes the importance of long-term product value and customer satisfaction as key indicators of success [17] Future Outlook - For 2026, total revenue is expected to be between RMB450 million and RMB480 million, representing a year-over-year growth of approximately 20% to 28% [27] - EngageLab is projected to maintain triple-digit growth, while the domestic business is expected to remain stable [28] - The company plans to continue exploring AI-related investments and opportunities for strategic partnerships [29]

Core Viewpoint - Aurora Mobile Limited achieved its first full-year net profit on a GAAP basis in 2025, marking a significant milestone for the company [1][2]. Fourth Quarter 2025 Financial Highlights - Revenues reached RMB105.2 million (US$15.0 million), a 13% increase from RMB93.2 million in the same quarter last year, driven by a 7% rise in Developer Services and a 31% increase in Vertical Applications [3][6]. - Cost of revenues decreased by 3% to RMB35.5 million (US$5.1 million) from RMB36.5 million in the same quarter last year, primarily due to reductions in short messaging and media costs [4][7]. - Gross profit increased by 23% to RMB69.7 million (US$10.0 million) compared to RMB56.7 million in the same quarter last year [4][7]. - Total operating expenses rose by 13% to RMB68.2 million (US$9.7 million) from RMB60.3 million in the same quarter last year [5][7]. - Net income was RMB3.0 million (US$0.4 million), a turnaround from a net loss of RMB0.7 million in the same quarter last year [7][9]. Fiscal Year 2025 Financial Results - Total revenues for the fiscal year were RMB374.8 million (US$53.6 million), a 19% increase from RMB316.2 million in 2024, with Developer Services and Vertical Applications growing by 16% and 24%, respectively [12][16]. - Cost of revenues increased by 15% to RMB122.9 million (US$17.6 million) from RMB107.1 million in 2024, mainly due to higher media and technical service costs [13][16]. - Gross profit for the year was RMB251.9 million (US$36.0 million), up 21% from RMB209.0 million in 2024 [13][16]. - Net income for the fiscal year was RMB2.6 million (US$0.4 million), compared to a net loss of RMB6.8 million in 2024 [16][18]. Business Outlook - The company projects full-year 2026 revenue guidance between RMB450.0 million and RMB480.0 million, indicating a growth of 20% to 28% year-over-year compared to 2025 [19]. Share Repurchase Update - As of December 31, 2025, the company repurchased a total of 399,682 ADSs, including 72,598 ADSs during the fourth quarter of 2025, amounting to approximately US$553.3 thousand [20].