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Aurora Mobile (JG)
:JG
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Aurora Mobile
(NASDAQ:JG)
Rating:64Neutral
Price Target:
$11.50
▲(1.86%Upside)
Aurora Mobile (JG) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$67.78M
Dividend YieldN/A
Average Volume (3M)19.77K
Price to Earnings (P/E)―
Beta (1Y)0.21
Revenue Growth16.93%
EPS Growth85.85%
CountryUS
Employees393
SectorTechnology
Sector Strength87
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding4,801,123
10 Day Avg. Volume26,901
30 Day Avg. Volume19,770
Financial Highlights & Ratios
PEG Ratio30.13
Price to Book (P/B)7.44
Price to Sales (P/S)0.00
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
Aurora Mobile Business Overview & Revenue Model
Company DescriptionAurora Mobile Limited (NASDAQ: JG) is a leading mobile development service provider in China, specializing in data-driven solutions for mobile applications. The company offers a comprehensive suite of services, including push notifications, analytics, and other engagement tools designed to help developers optimize user experience and increase user retention. Aurora Mobile serves a wide range of industries, including e-commerce, finance, education, and gaming, supporting businesses in leveraging data to enhance their mobile strategies.
How the Company Makes MoneyAurora Mobile primarily generates revenue through a Software-as-a-Service (SaaS) model, offering subscription-based access to its suite of mobile development and data analytics tools. Key revenue streams include fees from push notification services, user analytics platforms, and targeted marketing solutions. Additionally, the company collaborates with various industry partners to integrate its services into larger ecosystems, further enhancing its revenue potential. Aurora Mobile's earnings are significantly influenced by its ability to maintain and grow its customer base across diverse sectors, capitalizing on the increasing demand for data-driven insights in mobile application development.
Aurora Mobile Earnings Call Summary
Earnings Call Date:May 29, 2025
(Q1-2025)
| % Change Since: 3.58%|
Next Earnings Date:Sep 11, 2025
Earnings Call Sentiment Neutral
The earnings call reflects strong revenue growth and significant achievements in contract acquisition, particularly in the EngageLab and Financial Risk Management sectors. However, these successes are tempered by challenges in market intelligence revenue, ongoing net losses, and increased expenses. The sentiment is balanced between positive growth and the need for careful expense management to achieve net profitability.Q1-2025 Updates
Positive Updates
Record-Breaking EngageLab Contracts
EngageLab closed over CNY 63 million worth of contract value in one quarter, bringing the total cumulative contract value to over CNY 110 million by March 31, 2025. This marks an unprecedented achievement in the company's history.
Strong Revenue Growth
The group's revenue for Q1 2025 was CNY 89 million, marking a 38% year-over-year growth. This is the highest Q1 revenue since transitioning to a pure SaaS model. EngageLab's recognized revenue grew by 127% year-over-year.
Financial Risk Management Success
The Financial Risk Management business recorded its highest quarterly revenue of CNY 22.2 million, with a 64% year-over-year growth. This was driven by a 19% increase in customer numbers and 38% ARPU growth.
Improved Gross Profit and Margin
Gross profit grew by 27% year-over-year, achieving the highest gross profit in the past nine quarters. Gross margin improved by 520 basis points quarter-over-quarter.
Positive Adjusted EBITDA
The company recorded its seventh consecutive quarter of positive adjusted EBITDA.
Deferred Revenue Milestone
Deferred revenue reached a record high of CNY 156.9 million, marking the first time it has exceeded CNY 150 million.
Negative Updates
Market Intelligence Revenue Decline
Market Intelligence revenue decreased by 26% year-over-year, reflecting continued weakness in market demand for Chinese APP data.
Quarterly Net Loss
Despite strong revenue growth and positive adjusted EBITDA, the company is still recording a net loss for the quarter.
R&D and Marketing Expenses
R&D expenses increased by 8% and selling and marketing expenses increased by 34% year-over-year, impacting bottom-line profitability.
Company Guidance
During the Aurora Mobile First Quarter 2025 Earnings Conference Call, the company provided a robust set of metrics reflecting their financial growth and strategic direction. The total group revenue for Q1 2025 was reported at CNY 89 million, marking a 38% increase year-over-year, which was the highest Q1 revenue since transitioning to a pure SaaS model. The EngageLab business was a standout performer, achieving a record CNY 63 million in contract value in Q1 alone, contributing to a cumulative total exceeding CNY 110 million. The Financial Risk Management segment also had a significant quarter, with revenue rising by 64% year-over-year to reach CNY 22.2 million. Gross profit surged by 27% year-over-year, with gross margin improving by 520 basis points quarter-over-quarter. The company recorded its seventh consecutive quarter of positive adjusted EBITDA, underscoring a sustainable growth trajectory. Looking forward, Aurora Mobile provided Q2 2025 revenue guidance in the range of CNY 87.5 million to CNY 90.5 million, projecting a 10% to 14% increase compared to the same quarter of 2024. The call highlighted the company’s strong financial position and its commitment to expanding its enterprise AI agent platform globally.Aurora Mobile Financial Statement Overview
Summary
Aurora Mobile shows signs of recovery with improved profit margins, cash flow, and operational efficiency. However, challenges remain with revenue growth and consistent profitability. The balance sheet is stable with manageable debt, and cash flow is improving, indicating potential for future growth.Income Statement
Aurora Mobile has shown a positive trend in gross profit margin, increasing from 68.7% in 2023 to 66.1% in 2024, indicating improved efficiency in cost management despite a decrease in total revenue. The net profit margin improved significantly from -21.4% in 2023 to -2.2% in 2024, suggesting better control over expenses. However, the company experienced a revenue decline of 9.1% in 2024, which signals a potential struggle in maintaining market share. The EBIT and EBITDA margins also show improvement, moving towards break-even, highlighting operational efficiencies. The company is on a path to recovery but still faces challenges in achieving profitability.55
Neutral
Balance Sheet
Aurora Mobile's balance sheet reflects moderate financial stability with a debt-to-equity ratio of 0.31 in 2024, indicating a conservative leverage approach. The return on equity remains negative due to ongoing net losses, but stockholders' equity decreased slightly. The equity ratio fell to 18.0% in 2024 from 21.0% in 2023, suggesting a decline in asset financing through equity. Overall, while the company maintains a manageable debt level, the consistent net losses are a concern, albeit with signs of improvement.60
Neutral
Cash Flow
The cash flow statement for Aurora Mobile shows a substantial turnaround in operating cash flow, moving from a negative position in 2023 to a positive $8.5 million in 2024, indicating better cash management and operational improvements. Free cash flow also improved significantly, which is a positive sign for future investments and debt servicing. The operating cash flow to net income ratio indicates that cash flow generation is improving faster than income, which is a positive indicator for liquidity. Despite these improvements, the company still needs to consistently generate positive free cash flow to ensure long-term sustainability.70
Positive
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 299.74M | 316.17M | 290.23M | 328.82M | 357.32M | 471.61M |
| Gross Profit | 205.80M | 209.03M | 199.29M | 225.80M | 264.93M | 206.18M |
| EBITDA | -78.70M | -570.00K | -52.22M | -103.14M | -99.92M | -171.19M |
| Net Income | -76.81M | -7.05M | -62.10M | -107.79M | -140.58M | -225.07M |
Balance Sheet | ||||||
| Total Assets | 359.50M | 378.03M | 350.19M | 420.93M | 595.54M | 787.33M |
| Cash, Cash Equivalents and Short-Term Investments | 97.89M | 119.17M | 114.52M | 116.13M | 120.55M | 436.12M |
| Total Debt | 12.36M | 20.84M | 4.64M | 5.00M | 150.00M | 225.23M |
| Total Liabilities | 239.00M | 278.63M | 246.47M | 262.03M | 380.09M | 466.09M |
| Stockholders Equity | 90.64M | 67.92M | 73.55M | 128.35M | 215.44M | 321.24M |
Cash Flow | ||||||
| Free Cash Flow | 537.27M | 3.56M | -18.43M | -18.60M | -95.59M | 53.48M |
| Operating Cash Flow | 217.01M | 8.54M | -17.91M | -17.48M | -76.65M | 75.81M |
| Investing Cash Flow | 866.47M | -5.38M | 25.13M | 26.85M | 26.44M | -144.41M |
| Financing Cash Flow | -4.21B | 1.23M | -8.65M | -148.04M | -54.52M | 315.00K |
Aurora Mobile Technical Analysis
Positive
11.29
Price Trends
10.03
Positive
10.07
Positive
8.48
Positive
Market Momentum
0.32
Positive
55.95
Neutral
30.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JG, the sentiment is Positive. The current price of 11.29 is above the 20-day moving average (MA) of 10.80, above the 50-day MA of 10.03, and above the 200-day MA of 8.48, indicating a bullish trend. The MACD of 0.32 indicates Positive momentum. The RSI at 55.95 is Neutral, neither overbought nor oversold. The STOCH value of 30.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JG.
Aurora Mobile Risk Analysis
Aurora Mobile disclosed 80 risk factors in its most recent earnings report. Aurora Mobile reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Aurora Mobile Peers Comparison
Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $98.05M | 20.14 | 21.25% | ― | 4.66% | ― | |
64 Neutral | $67.78M | ― | -10.44% | ― | 16.93% | 85.85% | |
63 Neutral | $34.04B | 6.14 | -11.52% | 1.82% | 5.53% | -18.79% | |
57 Neutral | $78.13M | ― | -10.57% | ― | 9.04% | 37.96% | |
47 Neutral | $71.89M | ― | -6139.13% | ― | -63.86% | -364.20% |
* Technology Sector Average
Performance Comparison
JG
Aurora Mobile
11.29
8.70
335.91%
ALAR
Alarum Technologies
13.89
-30.82
-68.93%
STEM
Stem Inc
8.61
-14.19
-62.24%
ZENV
Zenvia
1.49
-1.01
-40.40%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.