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]

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, a leading provider of customer engagement and marketing technology services in China, is set to release its unaudited financial results for Q4 and the fiscal year ending December 31, 2025, on March 12, 2026, before U.S. market opening [1]. Group 1: Financial Results Announcement - The unaudited financial results will be released before the U.S. markets open on March 12, 2026 [1]. - An earnings conference call is scheduled for March 12, 2026, at 7:30 a.m. U.S. Eastern Time, which corresponds to 7:30 p.m. Beijing time [2]. Group 2: Conference Call Details - Participants must register in advance to join the earnings conference call, with access information provided upon registration [2]. - A live and archived webcast of the conference call will be available on the Investor Relations section of Aurora Mobile's website [3]. Group 3: Company Overview - Founded in 2011, Aurora Mobile is dedicated to providing stable, efficient, and intelligent customer interaction solutions [4]. - The company has evolved into a comprehensive platform integrating Omnichannel Engagement, AI-Driven Marketing, Advanced AI Customer Support, and Frictionless Identity Security [4]. - Through its flagship brand EngageLab and AI infrastructure GPTBots.ai, Aurora Mobile aids businesses in achieving seamless customer reach and optimizing service efficiency [4].

Core Insights - The integration of GLM-5 into the GPTBots.ai platform addresses two major concerns for enterprises using AI: reliability and affordability, enabling businesses to transition from experimental use to standard operational use [1][6] Group 1: AI Reliability - GLM-5 has achieved the lowest hallucination rate in the AI Index v4.0, surpassing major closed-source models like Google Gemini and OpenAI GPT, making it the most reliable open-source model available [2] - The model's AA-Omniscience Index score improved by 35 points to -1, indicating a significant enhancement in knowledge reliability [2] - GLM-5 is fully open-sourced under the MIT license, allowing enterprises to deploy it in private clouds or local environments, ensuring compliance with industry regulations [2] Group 2: AI Functionality - GLM-5 supports an Agent mode that allows for task understanding and execution, enabling users to generate professional documents automatically based on input data, thus enhancing productivity [3] - The model can produce complete reports, including charts and strategic recommendations, directly integrating into existing workflows [3] Group 3: Cost Efficiency - GLM-5 is built on a 744 billion parameter architecture with a training corpus of 28.5 trillion tokens, utilizing advanced techniques to optimize performance and reduce resource consumption [4] - This cost-effective structure allows enterprises to apply AI in high-frequency scenarios without hesitation, such as customer service responses and marketing content generation [4] Group 4: User Accessibility - GPTBots.ai provides a zero-code environment for businesses to quickly configure AI assistants, allowing for rapid deployment tailored to specific business needs [5] - The platform has already demonstrated significant efficiency improvements for various sectors, such as a brokerage firm achieving a fivefold increase in report generation speed [5]

Core Insights - Aurora Mobile Limited has integrated the GLM-5 series model into its AI agent platform, GPTBots.ai, enhancing AI performance and productivity for enterprise users [1][6] - GLM-5 sets new industry standards for knowledge reliability and automation, featuring an open-source MIT License and open weights for enterprise deployment [2] - The GLM-5 model achieved a record-low hallucination rate on the Artificial Analysis Intelligence Index v4.0, outperforming competitors like Google and OpenAI [3] - GLM-5 includes "Agent Mode" capabilities that autonomously generate professional documents, improving business productivity [4] - With a 744 billion parameter architecture and 28.5 trillion tokens of training data, GLM-5 is designed for scalability and cost-effectiveness, making advanced AI accessible to more organizations [5] - GPTBots.ai's integration of GLM-5 allows organizations to access advanced AI capabilities immediately, enhancing reasoning, document generation, and automation [6] - Chris Lo, CEO of GPTBots.ai, emphasized that GLM-5 represents a significant advancement in enterprise AI, providing first-mover access to cutting-edge technology [7] Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services, focusing on intelligent customer interaction solutions [8] - The company has evolved into a comprehensive platform that integrates various services, including AI-driven marketing and customer support, to facilitate digital transformation for clients [8]

Core Insights - The strategic partnership between Aurora (JG.OQ) and PAG Pegasus Fund is a significant backdrop for recent stock price performance [1] Strategic Partnership Details - Aurora announced a strategic collaboration with PAG Pegasus Fund on February 11, 2026, focusing on "data + AI-driven investment" practices based on Aurora's big data capabilities [2] - Key components of the partnership include a funding allocation of $10 million from PAG Pegasus, with profit sharing based on investment performance, and the issuance of three-year warrants allowing PAG Pegasus to purchase 725,000 ADS at $13.80 per share, representing an over 85% premium to the average closing price of the previous 10 trading days [2] Recent Stock Performance - Aurora's stock price showed a short-term upward trend, increasing by 20.86% from $7.38 to $8.17 between February 5 and February 11, 2026, with a trading range fluctuation of 25.44% [3] - On the announcement date, February 11, 2026, the stock opened at $8.00 and closed at $8.17, marking a single-day increase of 2.38% with a trading volume of 14,046 shares and a turnover rate of 0.24% [3] Event Impact - The high exercise premium of the warrants (85%) may be interpreted by the market as an acknowledgment of Aurora's long-term value by the investment institution, providing short-term emotional support for the stock price [4] - The collaboration validates the synergy of applying Aurora's data capabilities in the AI investment sector, aligning with its recent AI-driven strategies, potentially enhancing market expectations regarding its technological implementation [4] - The recent stock price increase occurred alongside low trading volumes (daily average below $200,000) and high turnover rate fluctuations (0.05%-0.24%), indicating high sensitivity of the stock price to events [4] Future Development - The effectiveness of the partnership remains uncertain, as the benefits depend on the fund's investment performance, which may have a delayed impact [5] - The broader market environment is a constraint, with the software services sector in the U.S. declining by 2.48% and the Nasdaq index remaining flat, which may limit individual stock price increases [5] - Aurora's total market capitalization is approximately $49 million, categorizing it as a small-cap stock, where low liquidity could amplify stock price volatility [5]

Core Insights - Ants Asia Limited has announced a strategic partnership with GPTBots.ai, a platform under Aurora Mobile (NASDAQ: JG), to provide scalable AI-driven solutions for enterprises in Hong Kong [1][3] Group 1: Company Overview - Ants Asia is a subsidiary of Pro-Tech Technology, serving over 1,000 institutions, and focuses on bridging the gap between AI concepts and commercial implementation [3] - The company is recognized as a leading enterprise-level AI solutions and systems integration expert in the Asia-Pacific region, offering comprehensive IT services including IT infrastructure planning, cloud integration, and data governance [4] Group 2: Strategic Partnership Details - The collaboration aims to leverage GPTBots' no-code platform capabilities alongside Ants Asia's local implementation experience to enhance three core business pillars: 1. Customized AI Agent Development using multi-model integration and RAG technology [3] 2. Intelligent Process Automation to improve operational efficiency through workflow orchestration [3] 3. High-reliability customized solutions that ensure security and compliance [3] Group 3: Market Impact - The partnership is expected to accelerate the digital transformation of enterprises by enabling efficient deployment of AI agents, supported by Ants Asia's deep insights into local industry operations and compliance requirements [4] - GPTBots' CEO expressed enthusiasm about empowering Ants Asia's local industry insights with AI technology, indicating a commitment to facilitating digital transformation for enterprises in the Asia-Pacific region [4]

Core Viewpoint - Aurora Mobile Limited has announced a strategic partnership with Ants Asia Limited to enhance AI solutions in the enterprise sector, leveraging GPTBots.ai's no-code platform and Ants Asia's local expertise in Hong Kong [1][3]. Company Overview - Aurora Mobile Limited, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and digital transformation solutions [7]. - GPTBots.ai, a subsidiary of Aurora Mobile, offers an enterprise-grade AI agent platform that enables no-code/low-code development and management of AI agents for enterprise clients [5]. Partnership Details - The collaboration between GPTBots.ai and Ants Asia aims to combine advanced AI technology with local operational knowledge to facilitate digital transformation for enterprises in various sectors, including government, finance, retail, and logistics [3][4]. - Ants Asia, a subsidiary of Pro-Tech Technology, serves over 1,000 organizations and specializes in bridging AI concepts with business applications, enhancing productivity through AI orchestration systems [3][4]. Technological Capabilities - GPTBots.ai provides a no-code platform for rapid deployment of AI agents, allowing organizations to automate processes, optimize customer service, and enhance knowledge management [5][6]. - The platform supports multi-model integration and intelligent workflow automation, enabling enterprises to achieve significant operational efficiency [5][6].

Core Insights - Aurora Mobile Limited has been recognized for its contributions to customer engagement and marketing technology services in China, with its CEO Mr. Weidong Luo being named a 2025 Greater Bay Area Strategic Emerging Industry Youth Leader [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 for enterprises [10] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to facilitate omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions for digital transformation [10] Leadership and Recognition - Mr. Weidong Luo's leadership has been pivotal in driving the company's international expansion and AI integration, earning him recognition for his contributions to the industry [1][2][3] - The award reflects the industry's acknowledgment of Aurora Mobile's overseas strategy and its role in empowering companies in the Greater Bay Area to scale globally [2] Growth Strategy - Aurora Mobile has adopted a dual-engine growth strategy focusing on international expansion and AI integration, providing intelligent, end-to-end user engagement solutions for global companies [3] - The company has established service networks across key regions, including North America, Southeast Asia, the Middle East, and Latin America, to support Chinese companies expanding abroad and international brands operating in China [3] Product Offerings - EngageLab, a key product of Aurora Mobile, offers omnichannel customer engagement solutions, including App Push, Web Push, Email, SMS, and marketing automation, ensuring compatibility with global communication channels [4] - The company has developed a unified platform that consolidates user data from multiple channels, enabling businesses to achieve consistent identity verification and behavioral tracking [5] AI Integration - GPTBots.ai serves as the underlying technology for EngageLab and LiveDesk, providing enterprise-grade AI capabilities for customer engagement and support [6] - LiveDesk offers 24/7 automated responses and multilingual support, enhancing service efficiency and customer satisfaction [6] Future Commitment - The company aims to strengthen its localized service capabilities, enhance its product suite, and improve its AI technology to help more companies in the Greater Bay Area connect with global users efficiently [8]