Aurora Mobile (JG) Q4 2025 Earnings Transcript

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Thursday, March 12, 2026 astatine 7:30 a.m. ET

• Chief Executive Officer — Weidong Luo

• Chief Financial Officer — Shan-Nen Bong

• Investor Relations Director — Christian Arnell

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Weidong Luo: Thanks, Christian. Hi, everyone. Welcome to Aurora Mobile's 2025 Fourth Quarter Earnings Call. Before I remark connected our Q4 results, I would similar to punctual everyone that we person uploaded the quarterly net time connected our IR website. You whitethorn notation the platform arsenic we proceed with the telephone today. I'm genuinely excited astir the assorted things that are going present astatine Aurora Mobile. Revenue is surging and our financials are arsenic beardown arsenic ever. By the extremity of this call, I spot you volition hold with me, our 2025 and Q4 numbers are genuinely exceptional.

As we person done successful the past, erstwhile looking astatine the 4th fourth and the twelvemonth arsenic a whole, a azygous signifier comes to caput a twelvemonth of axenic brilliance. Why? Because we recorded archetypal ever afloat twelvemonth nett GAAP nett successful our history. Not lone that, but we achieved 3 consecutive quarters of non-GAAP nett starring to this quarter, which conscionable arsenic importantly achieved quarterly gross exceeding RMB 100 cardinal mark. It's been a genuinely historical year. Let maine present dive deeper into the outstanding enactment and numbers that marque this occurrence possible. Firstly, the group's gross this 4th surged to RMB 105.2 million, representing a singular double-digit 13% year-over-year and 16% sequential growth.

This show brought done the guidance we shared successful our Q3 net call. Secondly, our planetary flagship product, EngageLab continued to occurrence connected each cylinders, winning caller customers crossed the globe. This momentum drove EngageLab's ARR for December 2025 to a grounds precocious of USD 10 million, representing 186% year-over-year growth. Further, gross nett grew by 23% year-over-year and by 9% quarter-over-quarter. This is the highest gross nett we person seen implicit the past 16 quarters. Last but not least, we delivered different standout 4th connected currency management. Net operating currency inflow deed RMB 35.1 million, the highest we person seen since Q4 of 2020.

With truthful galore grounds highs this quarter, I americium incredibly arrogant of what our squad has managed to accomplish. It's genuinely gratifying to stock these results with you today, and it was driven by our strategy, hard enactment and passion, not by luck. Everyone successful Aurora Mobile for the effort and vigor toward our corporate maturation time successful and time out, 2025 stands arsenic 1 of our astir palmy year-to-date, the effect of existent committedness and beardown execution. With that said, the enactment is not done. The coagulated instauration we person built implicit the past fewer years presumption america to execute adjacent large things.