Core Insights - The company reported a total revenue of RMB 19,900,000 for Q3 2025, reflecting a 15% year-over-year growth and a 1% sequential growth, which is at the high end of the guidance provided [1] - The flagship product, Engagement, achieved significant growth with an Annual Recurring Revenue (ARR) of RMB 53,700,000, marking a 160% year-over-year increase [1][8] - The financial risk management business recorded its highest quarterly revenue of RMB 222,600,000, representing a 43% year-over-year growth [5] Revenue Performance - Total group revenue grew by 15% year-over-year, driven by strong performance in developer services and financial risk management [7] - Developer services revenue increased by 12% year-over-year, while subscription revenue grew by 11% year-over-year and 7% quarter-over-quarter [7][8] - The cumulative contract value for Engagement reached RMB 128,000,000, with over RMB 15,000,000 worth of new contracts signed in Q3 alone [9] Profitability and Cash Flow - The company achieved back-to-back quarterly net GAAP profit for the first time in its history, with gross profit growing by 20% year-over-year [2][15] - Net operating cash inflow reached RMB 33,300,000, the highest level since 2020, indicating strong cash generation capabilities [20][39] - The gross margin improved year-over-year and quarter-over-quarter, reflecting effective cost management alongside revenue growth [15][37] Customer Metrics - The number of global customers increased by 156% year-over-year, reaching 1,312, driven by the company's global go-to-market efforts [9][10] - The Net Dollar Retention (NDR) rate for the core developer service business stood at 104%, indicating strong customer retention and increased spending [18][38] - Deferred revenue reached a historical high of RMB 166,300,000, signifying strong customer loyalty and predictable future revenue [19][38] Business Outlook - The company anticipates Q4 2025 revenue guidance in the range of RMB 94,000,000 to RMB 96,000,000, representing a solid growth of 1% to 3% year-over-year [23] - The management expressed confidence in the continued growth trajectory of the Engagement product, which is expected to drive revenue growth in the next 12 to 24 months [10][33]

Financial Data and Key Metrics Changes - The group's revenue for Q3 2025 was RMB 19.9 million, reflecting a 15% year-over-year growth and a 1% sequential growth, which was at the high end of the guidance provided [5][18] - The company achieved its first-ever back-to-back quarterly net GAAP profit, indicating strong business performance [4][18] - Gross profit grew by 20% year-over-year, reaching the highest level in the past 15 quarters, with improved gross margin [6][13] - Net operating cash inflow was RMB 23.3 million, the highest since Q4 2020, indicating a strong cash position [6][17] Business Line Data and Key Metrics Changes - EngageLab, the flagship product, recorded an ARR of RMB 53.7 million, representing a 160% year-over-year growth [8][18] - Financial Risk Management business achieved its highest quarterly revenue of RMB 22.6 million, with a 43% year-over-year growth [5][12] - Developer services revenue increased by 12% year-over-year, while subscription revenue grew by 11% year-over-year [7][8] - Value-Added Services revenue grew by 22% year-over-year but decreased by 34% quarter-over-quarter [10][11] Market Data and Key Metrics Changes - EngageLab's customer base increased by 156% year-over-year, reaching 1,312 customers, with sales in over 52 countries [9][10] - The Financial Risk Management segment saw a 44% growth in customer numbers, contributing to its revenue growth [12] Company Strategy and Development Direction - The company is focused on expanding its global footprint, with EngageLab positioned as a key driver for revenue growth over the next 12 to 24 months [10][29] - Continuous investment in product improvements and customer service has been emphasized as a strategy to maintain growth [27][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining revenue growth momentum, with Q4 2025 revenue guidance projected between RMB 94 million and RMB 96 million, indicating a 1%-3% year-over-year growth [20] - The company highlighted the importance of maintaining high gross margins while expanding revenue [34] Other Important Information - The company has initiated a share repurchase program, increasing the authorization to repurchase up to $10 million worth of ordinary shares [21] - Total deferred revenue reached a historical high of RMB 166.3 million, indicating strong customer loyalty and predictable future revenue [16][35] Q&A Session Summary Question: Strength of EngageLab business and growth trajectory - Management highlighted that EngageLab's ARR reached RMB 53.7 million, a 160% increase year-over-year, driven by product improvements and global customer engagement [24][26] Question: Recap of what went well in Q3 for GAAP net profit - Management noted strong revenue growth across all business lines, with EngageLab contributing RMB 13 million, and emphasized the importance of maintaining margins while achieving revenue growth [32][34]

Business Highlights - The company's customer numbers increased by 156% year-over-year (YoY) and 24% quarter-over-quarter (QoQ)[8] - Annual Recurring Revenue (ARR) reached RMB 5370万 in September 2025, representing a YoY growth of over 160%[9] - EngageLab's customers span 52 countries and regions, with offices established in Hong Kong, Singapore, Malaysia, and Japan[12] - GPTBots.ai entered a strategic partnership with Vonosis Co, Ltd in Thailand to deliver localized AI solutions[15] - EngageLab upgraded its Marketing Automation functions with AI-powered capabilities to enhance marketing efficiency and user conversion rates[18] Financial Highlights - The company achieved GAAP net income for two consecutive quarters, a historic first[29, 33] - Q3 2025 recorded the highest quarterly revenue in EngageLab's history[29] - Net Dollar Retention (NDR) for Developer Services (Subscription) reached 104%, the highest level in history[29, 53] - Total revenue reached RMB 9090万, a 15% YoY increase and 1% QoQ increase[36] - Gross profit increased by 20% YoY and 7% QoQ, reaching RMB 6380万, the highest level in the past 15 quarters, with a gross margin of 702%[30, 46] - Deferred revenue reached RMB 16630万, a historic high[30, 50, 53]

Core Viewpoint - Aurora Mobile has announced a stock repurchase plan, indicating confidence in its business model and long-term growth potential, while suggesting that its current stock value is significantly undervalued [1] Group 1: Stock Repurchase Plan - The board of directors has approved a new stock repurchase plan, allowing the company to repurchase up to $10 million of its common stock by December 31, 2026 [1] - The repurchase may occur in the open market at current market prices or through private negotiations, block trades, and other legal methods [1] - The board will regularly review the repurchase plan and may adjust its terms and scale as necessary [1] Group 2: Management's Confidence - The CEO, Luo Weidong, expressed strong confidence in the company's core advantages and strategic positioning for long-term growth [1] - The stock repurchase is seen as a serious commitment to loyal shareholders, emphasizing the company's significant future potential [1]

Exhibit 99.1 Aurora Mobile Limited Announces Third Quarter 2025 Third Quarter 2025 Financial Results Unaudited Financial Results SHENZHEN, CHINA, November 13, 2025 – Aurora Mobile Limited ("Aurora Mobile" or the "Company") (NASDAQ: JG), a leading provider of customer engagement and marketing technology services in China, today announced its unaudited financial results for the third quarter ended September 30, 2025. Third Quarter 2025 Financial Highlights Mr. Weidong Luo, Chairman and Chief Executive Officer ...

Core Viewpoint - The company, Aurora (NASDAQ: JG), reported strong financial results for Q3 2025, achieving net profit under US GAAP for two consecutive quarters, indicating sustainable profitability and robust business performance across all segments [1][2][21]. Financial Performance - Aurora's total revenue reached 90.9 million RMB, marking a 15% year-over-year increase and a 1% quarter-over-quarter growth, aligning with previous performance guidance [2][12]. - The company achieved a net profit of 650,000 RMB for the third quarter, signaling a positive trend in profitability [2][10]. - Operating cash flow reached 23.3 million RMB, the highest in 20 quarters, reflecting strong cash collection capabilities [19]. Business Segments - All business lines reported double-digit year-over-year growth, with developer services revenue increasing by 12%, subscription services by 11%, value-added services by 22%, and industry applications by 23% [5][12][14]. - The flagship product, EngageLab, saw its annual recurring revenue (ARR) grow by 160% year-over-year, reaching 53.7 million RMB [1][7]. Strategic Initiatives - The company is leveraging AI advancements to enhance its SaaS offerings, transitioning from tool provision to value co-creation, which is opening new growth avenues [1][21]. - Strategic collaborations, such as with ZohoSalesIQ and Tellvoice, are expanding Aurora's market reach and enhancing its service offerings [9][10]. Operational Efficiency - Gross profit reached 63.8 million RMB, with a gross margin of 70.2%, reflecting a 20% year-over-year increase and the highest level in 15 quarters [17]. - The company maintains a "light cost" operational strategy, ensuring low operational expenses while investing in core business areas [18]. Customer Retention and Future Outlook - The developer subscription service's net dollar retention rate (NDR) reached 104%, indicating strong customer loyalty and the ability to offset potential revenue losses from churn [19][20]. - Deferred revenue hit a record high of 166 million RMB, demonstrating a solid customer base willing to commit long-term [20]. Conclusion - Overall, Aurora's Q3 results highlight a strong and sustainable growth trajectory, supported by strategic initiatives, operational efficiency, and robust financial health, positioning the company favorably for future developments [21][22].

Core Viewpoint - Aurora Mobile Limited has announced a new share repurchase program, reflecting confidence in its business model and stock valuation [2][3]. Company Overview - Aurora Mobile, founded in 2011, is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [4]. - The company has developed solutions such as Cloud Messaging and Cloud Marketing to enhance customer reach and interaction, alongside AI and big data-driven marketing technology for digital transformation [4]. Share Repurchase Program - The board of directors has approved a program allowing the repurchase of up to US$10 million worth of ordinary shares until December 31, 2026 [2]. - Repurchases may occur on the open market, in privately negotiated transactions, or through other legally permissible means, depending on market conditions [3]. - The program is seen as a commitment to shareholders, with the company viewing its stock as substantially undervalued [3].

Core Viewpoint - Aurora (NASDAQ: JG) reported significant growth in its Q3 financial results for the period ending September 30, 2025, showcasing enhanced profitability and robust revenue growth across all business lines [1] Financial Performance - Total revenue reached 90.9 million, representing a year-over-year increase of 15%, with all business lines achieving double-digit growth [1] - Gross profit increased by 20% year-over-year and 7% quarter-over-quarter, marking the highest level in the past 15 quarters [1] - Net cash inflow from operating activities hit a new high of 23.3 million, the highest in the past 20 quarters [1] Business Segments - EngageLab's customer count surged by 156% year-over-year, with cumulative contract value reaching 128 million, a 237% increase [1] - Annual Recurring Revenue (ARR) saw a strong year-over-year growth of 160% [1] - Subscription service revenue reached a record high of 57.3 million, reflecting an 11% year-over-year increase [1] - The financial risk control business achieved its highest revenue ever, growing by 33% year-over-year and 3% quarter-over-quarter, becoming a key driver for industry application business [1] Customer Metrics - Developer subscription service revenue retention rate (NDR) reached 104%, marking the best in history [1]

Core Viewpoint - Aurora Mobile Limited reported its third-quarter financial results for 2025, achieving a historic milestone with back-to-back quarterly U.S. GAAP net income, reflecting strong operational execution and financial performance [3][4]. Financial Highlights - Revenues reached RMB 90.9 million (US$ 12.8 million), marking a 15% increase from RMB 79.1 million in the same quarter last year, driven by a 12% rise in Developer Services and a 23% increase in Vertical Applications [4][7]. - Cost of revenues was RMB 27.1 million (US$ 3.8 million), up 5% from RMB 25.8 million year-over-year, primarily due to increases in media, cloud, and technical service costs, partially offset by a decrease in short messaging costs [5][7]. - Gross profit increased by 20% to RMB 63.8 million (US$ 9.0 million) from RMB 53.2 million in the same quarter last year [5][7]. - Total operating expenses rose by 13% to RMB 64.4 million (US$ 9.0 million) compared to RMB 57.1 million in the same quarter last year [6][7]. - Net income was RMB 0.7 million (US$ 92 thousand), a significant improvement from a net loss of RMB 2.2 million in the same quarter last year [8][7]. - Adjusted net income (non-GAAP) was RMB 1.5 million (US$ 0.2 million), compared to an adjusted net loss of RMB 0.9 million for the same quarter last year [7][8]. - Annual Recurring Revenue (ARR) reached RMB 53.7 million, growing over 160% year-over-year [7]. Business Outlook - For the fourth quarter of 2025, the company anticipates total revenue between RMB 94.0 million and RMB 96.0 million, representing year-over-year growth of approximately 1% to 3% [10]. Share Repurchase Update - As of September 30, 2025, the company had repurchased a total of 327,084 American Depositary Shares (ADS), with 4,435 ADSs repurchased during the third quarter of 2025 [11]. Key Metrics - The Net Dollar Retention Rate for the core Developer Subscription business was 104% for the trailing 12 months ended September 30, 2025 [7].

Core Insights - Aurora Mobile Limited showcased its platforms EngageLab and GPTBots.ai at DXPO Fukuoka 2025, emphasizing their role in enhancing efficiency and customer engagement for Japanese enterprises [1][5]. Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable messaging services and innovative solutions for digital transformation [7]. Event Highlights - DXPO Fukuoka 2025 attracted decision-makers from various industries, with Aurora Mobile's booth becoming a focal point for discussions on leveraging AI and automation [2]. - Attendees aimed to utilize AI for smarter customer engagement and operational efficiency, showing interest in multi-channel marketing automation and intelligent customer service agents [3]. Product Features - EngageLab offers omni-channel marketing automation capabilities, allowing businesses to run personalized campaigns across various channels [4]. - GPTBots.ai features an advanced multi-agent architecture for deploying intelligent agents in customer support, multilingual communication, and automated process integration [4]. Market Trends - Japanese enterprises are increasingly focused on using AI to enhance internal efficiency, integrating systems, and automating workflows [5].