The 172% ARR growth at EngageLab and 103% NRR confirm accelerating recurring revenue momentum. Monitor the Q2 2026 earnings call for guidance on EngageLab's path to profitability and any update on the share repurchase program's remaining authorization.
Price Chart
Executive Summary
Aurora Mobile reported Q1 2026 revenue of RMB93.3M ($13.5M), up 5% YoY, and achieved its fourth consecutive GAAP net profit quarter with net income of RMB1.2M. Core Developer Subscription revenue hit a record RMB64.9M, and EngageLab ARR surged 172% YoY to $11.7M. The company maintained a 103% Net Dollar Retention Rate, signaling strong recurring revenue momentum despite a tough macro environment.
Key Financial Metrics
Key Facts
- Q1 2026 revenue RMB93.3M ($13.5M), +5% YoY
- Fourth consecutive GAAP net profit quarter; net income RMB1.2M vs net loss RMB1.6M YoY
- Core Developer Subscription revenue record RMB64.9M, +21% YoY
- EngageLab ARR $11.7M, +172% YoY
- Net Dollar Retention Rate 103%
- Gross margin expanded to 71.0% from 66.1% YoY
- Adjusted EBITDA RMB2.9M vs RMB0.5M YoY
- Repurchased 41,683 ADSs (~$316K) in Q1 2026
Financial Impact
Revenue +5% YoY to $13.5M; net income swing of +$0.4M vs -$0.4M YoY; subscription revenue +21% YoY
Risk Factors
- Cash and equivalents declined to $19.2M from $24.3M in Q4 2025, burn rate needs monitoring
- Vertical Applications revenue declined 19% YoY, indicating ongoing segment weakness
- Foreign exchange loss of $73K and macro headwinds in China could pressure margins
- Low market cap ($35M) amplifies volatility on any miss
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3300908 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | Press Release | $7.90 | awaiting T+20 | — | $7.60 (−3.80%) |
Sep 22, 2026 4w 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 16w 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 21w ago | Press Release | $6.24 $4.35 | ▼ −30.37% | ▼ −28.42% | $7.60 (+21.79%) |
US Market Status
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