The consistent profitability and accelerating subscription metrics (NDR 106%, EngageLab ARR +170%) validate the SaaS pivot. Monitor Q3 guidance on the upcoming call for revenue trajectory and any margin expansion commentary. The micro-cap nature ($37M market cap) means even strong fundamentals may not drive immediate price action, but the trend is clearly positive.
Price Chart
Executive Summary
Aurora Mobile reported Q2 2026 revenue of RMB101.2M ($14.9M), up 13% YoY, and net income of RMB2.1M ($0.3M), its fifth consecutive quarter of GAAP profitability. Developer Services revenue hit a record RMB79.9M, and EngageLab ARR surged 170% YoY to $14.6M. The company's consistent profitability and strong subscription growth signal a fundamental turnaround, but the micro-cap status and historical stock drift suggest limited near-term price impact.
Key Financial Metrics
Key Facts
- Revenue RMB101.2M ($14.9M), +13% YoY
- Net income RMB2.1M ($0.3M), fifth consecutive GAAP profitable quarter
- Developer Services revenue record RMB79.9M, +24% YoY
- EngageLab ARR $14.6M, +170% YoY
- Net Dollar Retention Rate 106%, a historic high
- Adjusted EBITDA RMB3.8M ($0.6M), vs RMB1.2M YoY
- Gross margin improved 197 bps YoY to 68.3%
- Operating cash inflow RMB23.3M in Q2
Financial Impact
Revenue growth of 13% YoY and net income of RMB2.1M vs RMB0.5M YoY; EngageLab ARR growth of 170% YoY to $14.6M
Risk Factors
- Micro-cap stock with low liquidity and high volatility
- China-based operations with regulatory and FX risks
- Vertical Applications revenue declined 16% YoY, partially offsetting Developer Services growth
- Cash and equivalents declined from RMB173.4M (Dec 2025) to RMB166.8M (Jun 2026)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3348190 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Press Release | $7.90 | awaiting T+20 | — | $7.60 (−3.80%) |
Sep 22, 2026 5w ago | 6-K | $6.46 $8.20 | ▲ +26.93% | ▲ +27.49% | $7.60 (+17.65%) |
Aug 20, 2026 9w ago | 6-K | $6.08 $6.37 | ▲ +4.77% | ▲ +4.77% | $7.60 (+25.00%) |
Aug 20, 2026 9w ago | Press Release | $6.08 $6.37 | ▲ +4.77% | ▲ +4.77% | $7.60 (+25.00%) |
Aug 14, 2026 10w ago | Press Release | $5.73 $6.47 | ▲ +12.91% | ▲ +14.91% | $7.60 (+32.64%) |
Aug 6, 2026 11w ago | Press Release | $4.78 $6.46 | ▲ +35.15% | ▲ +34.55% | $7.60 (+59.00%) |
Jun 30, 2026 17w ago | Press Release | $4.70 $4.79 | ▲ +1.91% | ▲ +2.94% | $7.60 (+61.70%) |
Jun 18, 2026 18w ago | Press Release | $4.10 $3.83 | ▼ −6.59% | ▼ −7.12% | $7.60 (+85.37%) |
Jun 12, 2026 19w ago | Press Release | $5.11 $4.41 | ▼ −13.70% | ▼ −15.48% | $7.60 (+48.73%) |
May 26, 2026 22w ago | Press Release | $6.24 $4.35 | ▼ −30.37% | ▼ −28.42% | $7.60 (+21.79%) |
US Market Status
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