Aurora Mobile (JG) Q2 2026 Earnings Call: Revenue Tops RMB 100 Million
Source Tradingkey
Key Takeaways
- Q2 2026 revenue rose 13% year over year to RMB 101.2 million, exceeding RMB 100 million for the third quarter in Aurora Mobile’s history.
- Developer Services revenue reached a record RMB 79.9 million, up 24% year over year. Developer subscription revenue increased 32% to RMB 70.7 million.
- EngageLab ARR reached a record USD 14.6 million in June 2026, up 170% year over year. Quarterly EngageLab revenue surged 186% to RMB 27.5 million.
- Gross profit grew 16% to RMB 69.2 million, while gross margin improved by 197 basis points year over year.
- Aurora Mobile recorded its fifth consecutive quarter of U.S. GAAP net profit and generated RMB 23.3 million in net operating cash inflow.
- Management remained cautiously optimistic about the rest of 2026, citing EngageLab’s growth while emphasizing continued cost discipline.
Key Financial Data
| Metric | Q2 2026 | Change / context |
|---|---|---|
| Total revenue | RMB 101.2 million | Up 13% year over year |
| Developer Services revenue | RMB 79.9 million | Record high; up 24% year over year |
| Developer subscription revenue | RMB 70.7 million | Up 32% year over year and 9% quarter over quarter |
| Value-added Services revenue | RMB 9.2 million | Down 15% year over year; up 36% quarter over quarter |
| Vertical Applications revenue | — | Down 16% year over year |
| Gross profit | RMB 69.2 million | Up 16% year over year |
| Gross margin | — | Improved 197 basis points year over year |
| Operating expenses | RMB 67.6 million | Up 11% year over year and 2% quarter over quarter |
| R&D expenses | RMB 29.3 million | Up 13% year over year |
| Selling and marketing expenses | RMB 28.3 million | Up 25% year over year, mainly due to overseas expansion |
| G&A expenses | RMB 10.0 million | Down 18% year over year |
| Net operating cash flow | RMB 23.3 million | Positive inflow during the quarter |
| Deferred revenue | RMB 181.9 million | Record balance as of June 30, 2026 |
| Accounts receivable turnover | 37 days | Maintained at a level management described as healthy |
Business and Operating Performance
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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