The continued profitability trend and strong EngageLab growth are positive, but the 16% decline in Vertical Applications and slight cash burn warrant monitoring. With a $37M market cap and 89% analyst bullish consensus, the stock may already price in this trajectory. Watch the earnings call for guidance on whether Vertical Applications can stabilize and if cash generation sustains.
Price Chart
Executive Summary
Aurora Mobile (JG) reported Q2 2026 results with revenue of RMB101.2M ($14.9M), up 13% YoY, and net income of RMB2.1M ($0.3M) vs. RMB0.5M in Q2 2025, marking the fifth consecutive quarter of GAAP profitability. Developer Services revenue hit a record high of ~RMB79.9M, and EngageLab ARR surged 170% YoY to $14.6M. However, Vertical Applications revenue declined 16% YoY, and cash reserves fell slightly to RMB166.8M from RMB173.4M at year-end 2025. The company also repurchased 43,808 ADSs (~$252K) in Q2. The filing is a routine quarterly update with continued profitability momentum but mixed segment performance and no material new catalysts beyond the numbers.
Key Facts
- Revenue of RMB101.2M ($14.9M), up 13% YoY
- Net income of RMB2.1M ($0.3M) vs. RMB0.5M in Q2 2025
- Fifth consecutive quarter of US GAAP net profit
- Developer Services revenue record high of ~RMB79.9M
- EngageLab ARR reached $14.6M, up 170% YoY
- Vertical Applications revenue down 16% YoY to RMB21.3M
- Cash and equivalents + restricted cash + short-term investments: RMB166.8M vs. RMB173.4M at Dec 2025
- Repurchased 43,808 ADSs for ~$252K in Q2 2026
Financial Impact
Revenue +13% YoY to $14.9M; net income +$0.3M vs. $0.07M prior year; gross margin improved 197 bps YoY to 68.3%
Risk Factors
- Vertical Applications revenue declining 16% YoY suggests structural headwinds in legacy business
- Cash and equivalents decreased from RMB173.4M to RMB166.8M since year-end
- Foreign exchange loss of RMB995K in Q2 vs. RMB143K gain in prior year adds volatility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-098981 |
| Document: tm2623594d1_6k.htm | 0001104659-26-098981 |
| Document: 0001104659-26-098981-index-headers.html | 0001104659-26-098981 |
| Document: 0001104659-26-098981-index.html | 0001104659-26-098981 |
| Document: 0001104659-26-098981.txt | 0001104659-26-098981 |
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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