Aurora Mobile Ltd (JG)
NASDAQ:JG
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Positive overall: the call highlighted strong, accelerating SaaS momentum driven by EngageLab (record ARR, steep ARR growth, large new contract wins and customer additions), improved margins, consistent GAAP profitability and healthy SaaS KPIs (103% NDR, RMB 173.9M deferred revenue). Offsetting factors include declines in vertical applications and value-added services (notably a 53% QoQ drop), modest overall revenue growth of 5% YoY, and YoY increases in operating expenses tied to expansion. Management emphasizes global expansion and long-term market opportunity, positioning the positives to outweigh near-term headwinds.Company Guidance
Total Revenue Growth
Group revenue for Q1 2026 was RMB 93.3 million, representing 5% year-over-year growth despite seasonal headwinds.
Record Developer Subscription Revenue
Core developer subscription services reached a record high of RMB 64.9 million in Q1, up 21% year-over-year and 5% quarter-over-quarter, driven by increases in customer count and ARPU.
EngageLab Rapid Global Scaling (ARR)
EngageLab ARR hit a record USD 11.7 million as of March 2026, a 172% year-over-year increase, establishing it as the primary driver of revenue growth.
EngageLab Sales Momentum
Cumulative signed contract value for EngageLab reached RMB 185 million by end of Q1; RMB 28 million of new contracts were signed in the quarter, and 223 new customers were added in Q1 (total customers 1,864, +120% YoY).
Strong Recognized Revenue from EngageLab
Recognized revenue for EngageLab in Q1 was RMB 24 million, up 210% year-over-year.
Improved Profitability and Margins
Gross profit was RMB 66.3 million, up 13% year-over-year; gross margin expanded by 490 basis points year-over-year. The company delivered its fourth consecutive quarter of U.S. GAAP net profit.
Healthy SaaS KPIs and Balance Sheet Signals
Net dollar retention for core developer subscription business was 103% (TTM), deferred revenue stood at RMB 173.9 million, and AR turnover days were a low 42 days, indicating recurring revenue strength and solid cash collection.
Global Expansion and Partner Network
Added 9 new overseas partners in Q1, bringing total independent global partners to 26 to accelerate local sales; notable enterprise subscription wins include the world's largest TV company (China ops), SF Express, Guo Securities and others.
Share Repurchase Activity
Repurchased 42,000 ADS in Q1, bringing cumulative repurchases to 441,000 ADS under the repurchase program.
JG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $5.85 | $6.24 | +6.65% |
Mar 12, 2026 | $7.33 | $7.36 | +0.42% |
Nov 13, 2025 | $6.66 | $6.51 | -2.27% |
Aug 28, 2025 | $10.17 | $10.35 | +1.77% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aurora Mobile Ltd (JG) report earnings?
Aurora Mobile Ltd (JG) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is Aurora Mobile Ltd (JG) earnings time?
Aurora Mobile Ltd (JG) earnings time is at Aug 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is JG EPS forecast?
Currently, no data Available