The combination of profitability inflection, strong ARR growth in EngageLab, and upward guidance suggests sustainable momentum. Traders should monitor whether the stock re-rates to reflect improved fundamentals, especially if Q1 2026 shows continued margin expansion and customer retention strength.
Price Chart
Executive Summary
Aurora Mobile reported strong Q4 and full-year 2025 results, achieving its first full-year GAAP net profit in company history. Fourth-quarter revenue grew 13% YoY to $15.0 million, with gross profit up 23% YoY, while full-year 2025 revenue rose 19% to $53.6 million. The company also issued 2026 revenue guidance of $64.3M–$68.6M (20–28% growth), signaling continued momentum.
Key Financial Metrics
Key Facts
- Aurora Mobile achieved first full-year GAAP net profit in company history: $0.4 million net income in 2025 vs. $6.8 million net loss in 2024
- Q4 2025 revenue: $15.0 million (RMB105.2 million), up 13% YoY and 16% sequentially
- Full-year 2025 revenue: $53.6 million (RMB374.8 million), up 19% YoY
- Q4 gross profit: $10.0 million, up 23% YoY
- EngageLab ARR reached $10 million in Dec 2025, up 186% YoY
- 2026 revenue guidance: RMB450M–RMB480M ($64.3M–$68.6M), representing 20–28% YoY growth
- Adjusted EBITDA for 2025: $1.7 million, up from $0.5 million in 2024
Financial Impact
Revenue growth accelerating with improved profitability: $53.6M in 2025 revenue (+19% YoY), $0.4M GAAP net income (vs. $6.8M loss), and 2026 guidance implying $64.3M–$68.6M revenue
Risk Factors
- Forward-looking guidance is preliminary and subject to change based on market conditions
- Revenue still concentrated in developer and vertical application services, exposing the company to sector-specific demand shifts
- Currency fluctuations between RMB and USD could impact reported results
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3254425 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Press Release | $7.90 | awaiting T+20 | 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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