Aurora Mobile Ltd. reported quarterly revenue of RMB 101.2 million for the second quarter of 2026, a 13% increase from the same period last year and the third time the company has surpassed RMB 100 million in a single quarter. The result arrived one quarter ahead of management’s earlier projection, with gross profit rising 16% to RMB 69.2 million and gross margin improving by 197 basis points to 68.4%.
Net profit under U.S. GAAP was maintained for the fifth consecutive quarter, while operating cash flow recorded a net inflow of RMB 23.3 million. Developer services revenue reached a record RMB 79.9 million, up 24% year-over-year, driven by core subscription services which grew 32% to RMB 70.7 million. Value-added services revenue rose 36% quarter-over-quarter but declined 15% year-over-year to RMB 9.2 million.
EngageLab, the company’s global flagship product, reported annual recurring revenue of $14.6 million as of June 30, 2026, a 170% increase from the prior year. Recognized revenue for the product totaled RMB 27.5 million, up 186% year-over-year, while cumulative signed contract value exceeded RMB 200 million, including RMB 27.4 million in new contracts during the quarter. The customer base surpassed 2,100 as of the period end. Deferred revenue also hit a record RMB 181.9 million.
Vertical applications revenue declined 16% year-over-year, with financial risk management down 17% and market intelligence down 11% quarter-over-quarter and 12% year-over-year, attributed to weak demand for Chinese app data. Operating expenses totaled RMB 67.6 million, rising 11% year-over-year, including a 13% increase in R&D spending to RMB 29.3 million and a 25% rise in selling and marketing expenses to RMB 28.3 million. General and administrative expenses fell 18% to RMB 10 million.
Management described the outlook for the remainder of 2026 as cautiously optimistic without providing specific guidance. The company’s shares were up 0.16% to $6.28 in pre-market trading following the results.
