Aurora Mobile (NasdaqCM:JG) 2025 Conference Transcript

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]