Aurora(US:JG)2025-09-16 14:02Aurora Mobile Conference Summary Company Overview - Aurora Mobile, founded in 2011 and publicly listed on NASDAQ in 2018 under the ticker JG, focuses on customer engagement and marketing technology, primarily providing push notification services to mobile app developers in China [1][2] Industry Position - Aurora Mobile holds a 55% market share in the third-party push notification service market in China, with its SDK deployed on over 90% of mobile phones in the country [1][2] - The company has established partnerships with notable brands such as Tesla China, ByteDance, and Uniqlo, indicating strong industry connections [2][4] Financial Performance - In Q2 2025, Aurora Mobile achieved its first GAAP profitability milestone, with total revenue reaching ¥89.9 million, a 13% year-over-year increase [13] - Operating cash net inflow was ¥7.9 million, and gross profit reached ¥59.6 million, with a gross margin of 66.4%, positioning it favorably among listed Chinese SaaS companies [13][14] Revenue Structure - Revenue is divided into two main segments: - Developer services (72% of revenue), with 60% from core subscription services and 12% from value-added services [3] - Vertical applications (28% of revenue), including data products like MoonFox and fintech services [3][12] Growth Drivers - OOC Business (EngageLab): Launched in 2022, it has become a significant growth engine, serving customers in 45 countries and focusing on Southeast Asia due to geographical and cultural similarities [5][8] - AI Integration: The launch of gptbots.ai in September 2023 aims to help enterprises integrate AI into their operations, enhancing efficiency and service quality [9][10] - Data Products: MoonFox provides industry trend analysis and operational data, helping companies identify opportunities while adhering to compliance requirements [11][12] Customer Base and Market Expansion - Aurora Mobile's customer base includes leading enterprises across various sectors, such as new energy vehicles, logistics, aviation, and finance [4] - The number of overseas customers grew from 390 to 1,058 between Q2 2024 and Q2 2025, with cumulative contract value increasing from ¥31 million to ¥113 million [8] Conclusion - Aurora Mobile is positioned for continued growth, with strong performance in its core business and expanding influence in global markets. The company has demonstrated effective operational execution and maintains a disciplined approach to cost control [14][15]