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Aurora Mobile Ltd (JG)
NASDAQ:JG
Earnings Data
Report Date
Jun 04, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple historic achievements — first full-year GAAP profit, record quarterly revenue above RMB 100 million, substantial ARR and customer growth for EngageLab, strong gross profit improvement, and impressive cash inflows — while acknowledging specific weaknesses (notably Market Intelligence revenue decline and YoY softness in Value-Added Services) and higher operating expenses due to strategic investments. Management provided confident 2026 guidance but noted it is subject to changing market conditions.Company Guidance
Record Quarterly Revenue
Group revenue for Q4 was RMB 105.2 million, up 13% year-over-year and 16% sequentially, marking the first quarter above RMB 100 million since the transition to a pure SaaS model.
First Full-Year GAAP Net Profit
Aurora Mobile achieved its first-ever full-year GAAP net profit for fiscal 2025 and reported three consecutive quarters of non-GAAP profit leading into Q4.
EngageLab Rapid Global Expansion and ARR Growth
EngageLab reached USD 10 million ARR as of December 2025, a 186% year-over-year increase; cumulative signed contract value was RMB 157 million with RMB 29 million in new Q4 contracts; customer count increased 142% year-over-year to 1,641; presence expanded to over 70 countries with 18 new countries added in Q4.
Strong Gross Profit Performance
Gross profit was RMB 69.7 million, up 23% year-over-year and 9% quarter-over-quarter — the highest gross profit in the past 16 quarters, indicating higher-quality, higher-margin revenue.
Developer Subscription & Core Business Growth
Core developer subscription services generated RMB 61.9 million in revenue (record quarter), up 13% year-over-year and 8% quarter-over-quarter; overall developer services grew 7% year-over-year and 18% quarter-over-quarter; subscription revenue rose 13% year-over-year and 7% quarter-over-quarter.
Vertical Applications — Financial Risk Management Strength
Financial Risk Management revenue increased ~43% year-over-year and ~11–12% quarter-over-quarter, driven by ~20% growth in customer count and ~20% ARPU improvement; segment consistently exceeded RMB 22 million in quarterly revenue throughout 2025.
Improved Cash and Liquidity Metrics
Net operating cash inflow for the quarter was RMB 35.1 million (best since Q4 2020); cash and cash equivalents rose by RMB 53.8 million (45%) to RMB 173 million as of December 31, 2025.
Key SaaS KPIs Trending Positively
Net dollar retention (NDR) for core developer subscriptions was 103% (trailing 12 months), deferred revenue reached a record RMB 178.7 million, and accounts receivable turnover remained healthy at 37 days.
Strategic Share Repurchase Activity
The company repurchased 73,000 ADSs in Q4, bringing cumulative repurchases to 400,000 ADSs since the program began.
2026 Revenue Guidance with Strong Growth Outlook
Management guided 2026 full-year revenue to RMB 450–480 million, representing a projected 20%–28% year-over-year increase, signaling confidence in continued growth momentum.
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 |
|---|---|---|---|
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% |
May 29, 2025 | $10.90 | $11.61 | +6.51% |
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 Jun 04, 2026, After Close (Confirmed).
What is Aurora Mobile Ltd (JG) earnings time?
Aurora Mobile Ltd (JG) earnings time is at Jun 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
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What is JG EPS forecast?
Currently, no data Available