Business Performance - EngageLab 客户数量同比增长 171%[9] - EngageLab 累计签约合同价值同比增长 265%[10] - EngageLab 季度收入同比增长 67%，环比增长 24%[11] - 公司与中国联通合作，通过 EngageLab 平台推出智能综合验证（国际版）[14] - 公司董事会批准一项战略计划，将高达 20% 的现金和现金等价物投资于加密货币和数字资产[26] Financial Highlights - 公司首次实现 GAAP 净利润[40] - 总收入为 8990 万人民币，同比增长 13%，环比增长 1%[43] - 开发者服务收入同比增长 14%，环比增长 3%[43] - 垂直应用收入同比增长 10%，环比下降 4%[43] - 开发者服务（订阅）收入同比增长 12%[47] - 增值服务收入同比增长 30%，环比增长 21%[47] - 财务风险管理收入同比增长 27%，客户数量同比增长 48%[49] - 毛利润同比增长 13% 至 5960 万人民币[52] - 递延收入余额为 1.561 亿人民币[58] - 截至 2025 年 6 月 30 日，现金和现金等价物及受限现金为 1.198 亿人民币[61] - 开发者服务（订阅）的净美元留存率 (NDR) 达到 99%[61]

Core Viewpoint - Aurora Mobile Limited has partnered with China Unicom to launch the Smart Integrated Verification (International Edition), enhancing mobile number verification for Chinese enterprises expanding overseas [1][3]. Company Overview - Aurora Mobile, 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 [6]. Partnership and Product Development - The collaboration with China Unicom aims to build a secure one-click verification infrastructure, leveraging China Unicom's Open Gateway platform and Aurora Mobile's EngageLab [1][2]. - The Smart Integrated Verification (International Edition) is designed to eliminate geographic barriers for Chinese enterprises, providing a global mobile number verification solution [3][4]. Market Impact and Performance - The new verification solution has shown significant results, with a cross-border e-commerce platform reporting a 40% increase in new user registration conversion rates and a 62% decrease in verification-related customer complaints [4]. - A global gaming company reduced the average login time from 28 seconds to 3 seconds, leading to a 27% improvement in next-day user retention [4]. Future Directions - Aurora Mobile plans to expand the application scenarios of the Smart Integrated Verification, including cross-border payment security checks and global user profiling [5]. - The company aims to develop an open network capability ecosystem in collaboration with telecom operators, promoting the advancement of the global digital economy [5].

Core Insights - Aurora Mobile Limited has partnered with China Unicom to launch the Smart Integrated Verification (International Edition), aimed at enhancing verification processes for Chinese enterprises expanding overseas [1][3]. Group 1: Partnership and Product Development - The collaboration with China Unicom focuses on building a secure one-click verification infrastructure for international business scenarios [1][3]. - EngageLab, Aurora Mobile's omni-channel customer engagement platform, will leverage China Unicom's Open Gateway platform to provide advanced verification solutions [2][3]. Group 2: Market Impact and Performance - The Smart Integrated Verification solution has shown significant results, with a cross-border e-commerce platform reporting a 40% increase in new user registration conversion rates and a 62% decrease in verification-related customer complaints [4]. - A global gaming company utilizing the solution reduced the average time for first login from 28 seconds to 3 seconds, leading to a 27% improvement in next-day user retention [4]. Group 3: Future Directions - Aurora Mobile aims to expand the application scenarios of the Smart Integrated Verification, including integrations for cross-border payment security checks and global user profiling [5]. - The company is committed to evolving verification into a "super gateway" that connects users and services seamlessly, inviting global partners to join its open ecosystem [5].