Aurora Mobile third quarter revenue jumps 17% year over year
Key points
- Aurora Mobile reported third-quarter 2026 revenue of RMB106.5 million, up 17% year over year, while net income increased to RMB4.5 million.
- The company lowered its 2026 revenue forecast to RMB405 million–RMB415 million from RMB450 million–RMB480 million.
- Developer Services revenue increased 37%, while EngageLab revenue surged 124% to RMB29.5 million, offsetting weakness in Vertical Applications and financial risk management.
Aurora Mobile Limited (NASDAQ:JG) reported third-quarter 2026 revenue of RMB106.5 million, up 17% year over year, and net income of RMB4.5 million, while lowering its full-year revenue forecast.
Developer Services revenue increased 37%, while Vertical Applications revenue declined 31%, reflecting differences in performance across the company's business segments.
EngageLab revenue increased 124% to RMB29.5 million, contributing to growth in the company's developer services business.
Gross profit rose 11% to RMB70.9 million, while cost of revenues increased 31% to RMB35.6 million.
Aurora Mobile lowered its 2026 revenue guidance to RMB405 million–RMB415 million from RMB450 million–RMB480 million, citing weaker-than-expected Financial Risk Management revenue amid adjustments in China's consumer credit industry.
Cash, restricted cash and short-term investments totaled RMB165 million at September 30, 2026, compared with RMB173.4 million at December 31, 2025, while the company recorded its sixth consecutive quarter of US GAAP profitability.
