Aurora Mobile (NASDAQ:JG) reported second-quarter 2026 revenue of RMB 101.2 million, up 13% from a year earlier, as growth in its developer-focused SaaS offerings and global EngageLab platform offset continued declines in vertical application revenue.
Chairman and Chief Executive Officer Weidong Luo described the period as the company’s “RMB 100 million revenue quarter,” saying the milestone was reached one quarter earlier than management had previously anticipated. The company also reported its fifth consecutive quarter of U.S. GAAP net profit and net operating cash inflow of RMB 23.3 million.
Developer Services Drives Revenue Growth
Value-Added Services revenue totaled RMB 9.2 million, rising 36% from the first quarter but declining 15% year over year. Chief Financial Officer Shan-Nen Bong said the sequential increase was mainly tied to China’s traditional 618 online-shopping period.
Management highlighted several subscription-service customer wins during the quarter, including Bank of China (Hong Kong), CXMT, DeepSeek, Mingshun Zhenzhen and HashKey.
The company’s net dollar retention rate for core Developer Subscription Services was 106% for the trailing 12 months ended June 2026, which Bong said was the highest level recorded to date. Deferred revenue reached a record RMB 181.9 million as of June 30, while accounts receivable turnover days stood at 37.
EngageLab Continues Global Expansion
EngageLab, Aurora Mobile’s global customer engagement platform, reached annual recurring revenue of $14.6 million as of June, representing 170% year-over-year growth. Recognized EngageLab revenue was RMB 27.5 million in the second quarter, up 186% from the prior-year period.
The platform’s cumulative signed contract value exceeded RMB 200 million by the end of the quarter. Aurora Mobile signed more than RMB 27.4 million in new EngageLab contracts during the period, and the customer base surpassed 2,100 as of June 30, according to Luo.
The company also launched Silent Auth, a passwordless phone-based authentication offering intended to complement its SMS one-time-password services. Luo said the product is designed for faster registration and login, verification for high-risk operations and marketing-fraud prevention.
During the question-and-answer session, Bong said Silent Auth expands EngageLab’s value proposition beyond traditional messaging and could provide authentication revenue opportunities among existing global enterprise customers.
AI Platform Upgrades Target Enterprise Deployments
Aurora Mobile said it released a production-focused upgrade to its GPTBots.ai enterprise AI agent platform. The update includes a graph-enhanced knowledge base, autonomous workflow automation across 14 communication channels, and enterprise governance features such as audit trails, runtime safeguards and mandatory human validation for live deployments.
Luo said the upgraded platform supports compatibility with channels including WhatsApp, Slack and Microsoft Teams, and is intended to help expand sales in North America, Europe and Southeast Asia. He also said the governance features are intended to address international data-compliance requirements and support opportunities with multinational companies and regulated industries.
Bong also discussed Modellix, describing it as a unified AI model gateway intended to reduce integration complexity for customers using multiple AI model providers. He said its multi-model capabilities can be integrated with GPTBots to support enterprise AI-agent functions.
Margins Improve Despite Higher Operating Expenses
Gross profit increased 16% year over year to RMB 69.2 million. Gross margin improved by 197 basis points from the prior-year quarter, which Bong attributed to a better product mix and tighter operating controls.
Operating expenses were RMB 67.6 million, up 2% sequentially and 11% year over year. Research and development expense rose 13% to RMB 29.3 million, driven primarily by higher staff costs, associated expenses and technical service fees. Selling and marketing expense increased 25% to RMB 28.3 million, mainly due to staffing costs associated with overseas business expansion.
General and administrative expense declined 18% year over year to RMB 10 million. Bong cited lower bad-debt provisions resulting from improved collection efficiency, as well as the absence of a property-and-equipment disposal loss recorded in the prior-year quarter.
Vertical application revenue, which includes Financial Risk Management and Market Intelligence, declined year over year and sequentially. Financial Risk Management revenue fell 17% from a year earlier and was roughly flat from the first quarter, while Market Intelligence revenue declined 12% year over year and 11% sequentially amid weak demand for Chinese app data.
Looking ahead, Bong said management remains “cautiously optimistic” about the rest of 2026, citing EngageLab’s growth trajectory while maintaining a focus on cost discipline and selective investment in priorities intended to support long-term growth.
Aurora Mobile repurchased 44,000 American depositary shares during the second quarter. Since the repurchase program began, the company has bought back a cumulative 485,000 ADS, Bong said.
About Aurora Mobile (NASDAQ:JG)
Aurora Mobile (NASDAQ: JG) is a China?based technology company specializing in mobile messaging and big data analytics. The company provides a one?stop platform for developers and enterprises to integrate push notification services, in?app messaging, and real?time event tracking through a lightweight software development kit (SDK). Aurora Mobile’s platform is designed to help app publishers and brands enhance user engagement, retention and monetization by delivering timely and personalized content across mobile and web channels.
The company’s core offerings include smart push notifications, targeted messaging, user behavior analytics and data?driven marketing tools.
