株探米国株
エドガーで原本を確認する
6-K 1 tm2524498d1_6k.htm FORM 6-K

 

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

 

 

FORM 6-K

 

 

 

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934

 

For the month of August 2025

 

Commission File Number: 001-38587

 

 

 

Aurora Mobile Limited

(Translation of registrant’s name into English)

 

 

 

31/F, Block 12-A, Shenzhen Bay Science and Technology Ecological Park,

Nanshan District, Shenzhen, Guangdong 518057

People’s Republic of China

(Address of principal executive office)

 

 

 

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

 

Form 20-F x      Form 40-F ¨

 

 

 

 


 

EXPLANATORY NOTE

 

This current report on Form 6-K, including the exhibit hereto, is incorporated by reference into the registration statement on Form F-3 of the Company (File No. 333-260944) and shall be a part thereof from the date on which this current report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.

 

 


 

EXHIBIT INDEX

 

Exhibit No.   Description
99.1   Press Release

 

 


 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

  Aurora Mobile Limited

 

  By  : /s/ Shan-Nen Bong
  Name : Shan-Nen Bong
  Title : Chief Financial Officer

 

Date: August 28, 2025

 

 

 

EX-99.1 2 tm2524498d1_ex99-1.htm EXHIBIT 99.1

 

Exhibit 99.1

 

Aurora Mobile Limited Announces Second Quarter 2025

 

Unaudited Financial Results

 

SHENZHEN, CHINA, August 28, 2025 – Aurora Mobile Limited (“Aurora Mobile” or the “Company”) (NASDAQ: JG), a leading provider of customer engagement and marketing technology services in China, today announced its unaudited financial results for the second quarter ended June 30, 2025.

 

Second Quarter 2025 Financial Highlights

 

· Revenues were RMB89.9 million (US$12.5 million), an increase of 13% year-over-year.
· Cost of revenues was RMB30.2 million (US$4.2 million), an increase of 13% year-over-year.
· Gross profit was RMB59.6 million (US$8.3 million), an increase of 13% year-over-year.
· Total operating expenses were RMB60.8 million (US$8.5 million), an increase of 11% year-over-year.
· Net income was RMB0.5 million (US$68 thousand), compared with a net loss of RMB1.3 million for the same quarter last year.
· Net loss attributable to Aurora Mobile Limited’s shareholders was RMB21 thousand (US$4 thousand), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB1.0 million for the same quarter last year.
· Adjusted net income (non-GAAP) was RMB0.8 million (US$0.1 million), compared with a RMB0.4 million adjusted net loss for the same quarter last year.
· Adjusted EBITDA (non-GAAP) was RMB1.2 million (US$0.2 million), compared with RMB1.6 million for the same quarter last year.

 

Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “We have had the best quarter in Aurora Mobile’s history! In this quarter, we recorded the first ever quarterly U.S. GAAP net income. This is a remarkable achievement and is a cumulation of things that we have executed well. The great operational results that contributed to net income quarter include:

 

· Our global flagship product, EngageLab, continues to expand and scale globally with an increase of 210 new customers in Q2’2025 and a significant 67% year-over-year revenue growth.

 

· Secondly, the Group’s total revenue of RMB89.9 million, achieving a remarkable 13% year-over-year growth. This RMB89.9 million was at the higher end of the guidance we have provided.

 

· Thirdly, our Financial Risk Management business had another great quarter, recording solid revenue growth of 27% year-over-year.

 

· Fourthly, Net Dollar Retention Rate stood at 99% for our core Developer Subscription business for the trailing 12 months period ended June 30, 2025.”

 

1


 

Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “We are encouraged by the spectacular Q2’2025 results we have delivered. As we look ahead for the rest of 2025, we are very optimistic and confident about our ability to execute against the things we can control.

 

Chris and I are thankful for the dedication and commitments by the teams. This quarter's exceptional performance is a true testament to the effort they put in day-in and day-out. We are truly honored to come to work side by side with such an exceptional group everyday!”

 

Second Quarter 2025 Financial Results

 

Revenues were RMB89.9 million (US$12.5 million), an increase of 13% from RMB79.4 million in the same quarter of last year, attributable to a 14% increase in revenue from Developer Services and a 10% increase in revenue from Vertical Applications. In particular, the revenues from Value-Added Services within Developer Services increased by 30% compared to the same quarter of last year.

 

Cost of revenues was RMB30.2 million (US$4.2 million), an increase of 13% from RMB26.7 million in the same quarter of last year. The increase was mainly due to a RMB2.4 million increase in media cost and a RMB3.2 million increase in technical service cost. The impact is partially offset by a RMB2.6 million decrease in short messaging cost.

 

Gross profit was RMB59.6 million (US$8.3 million), an increase of 13% from RMB52.8 million in the same quarter of last year.

 

Total operating expenses were RMB60.8 million (US$8.5 million), an increase of 11% from RMB54.8 million in the same quarter of last year.

 

· Research and development expenses were RMB26.0 million (US$3.6 million), an increase of 10% from RMB23.7 million in the same quarter of last year, mainly due to a RMB1.3 million increase in personnel costs, a RMB0.5 million increase in technical service expense, and a RMB0.2 million increase in cloud cost.

 

· Sales and marketing expenses were RMB22.7 million (US$3.2 million), an increase of 11% from RMB20.5 million in the same quarter of last year, mainly due to a RMB0.9 million increase in personnel costs and a RMB0.4 million increase in marketing expense.

 

· General and administrative expenses were RMB12.2 million (US$1.7 million), an increase of 14% from RMB10.7 million in the same quarter of last year, mainly due to a RMB0.7 million increase in personnel costs and a one-time RMB0.8 million loss on disposal of property and equipment.

 

Loss from operations was RMB0.9 million (US$0.1 million), compared with RMB1.0 million in the same quarter of last year.

 

Net income was RMB0.5 million (US$68 thousand), compared with a RMB1.3 million net loss in the same quarter of last year.

 

Adjusted net income (non-GAAP) was RMB0.8 million (US$0.1 million), compared with a RMB0.4 million adjusted net loss in the same quarter of last year.

 

Adjusted EBITDA (non-GAAP) was RMB1.2 million (US$0.2 million) compared with RMB1.6 million for the same quarter of last year.

 

2


 

The cash and cash equivalents and restricted cash were RMB119.8 million (US$16.7 million) as of June 30, 2025 compared with RMB119.5 million as of December 31, 2024.

 

Business Outlook

 

For the third quarter of 2025, the Company expects the total revenue to be between RMB88.0 million and RMB91.0 million, representing year-over-year growth of approximately 11% to 15%.

 

The above outlook is based on the current market conditions and reflects the Company’s current and preliminary estimates of market and operating conditions and customer demand, which are all subject to change.

 

Update on Share Repurchase

 

As of June 30, 2025, the Company had repurchased a total of 322,649 ADS, of which 27,470 ADSs, or around US$294.9 thousand were repurchased during the second quarter in 2025.

 

Conference Call

 

The Company will host an earnings conference call on Thursday, August 28, 2025 at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Beijing time on the same day).

 

All participants must register in advance to join the conference using the link provided below. Please dial in 15 minutes before the call is scheduled to begin. Conference access information will be provided upon registration.

 

Participant Online Registration:

https://register-conf.media-server.com/register/BI7d56f557f4374f0da4a7b80ded8cc8ef

 

A live and archived webcast of the conference call will be available on the Investor Relations section of Aurora Mobile’s website at https://ir.jiguang.cn/.

 

Use of Non-GAAP Financial Measures

 

In evaluating the business, the Company considers and uses two non-GAAP measures, adjusted net (loss)/income and adjusted EBITDA, as a supplemental measure to review and assess its operating performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with U.S. GAAP. The Company defines adjusted net (loss)/income as net (loss)/income excluding share-based compensation. The Company defines adjusted EBITDA as net (loss)/income excluding interest expense, depreciation of property and equipment, amortization of intangible assets, income tax expenses/(benefits) and share-based compensation.

 

The Company believes that adjusted net (loss)/income and adjusted EBITDA help identify underlying trends in its business that could otherwise be distorted by the effect of certain expenses that it includes in loss from operations and net (loss)/income.

 

The Company believes that adjusted net (loss)/income and adjusted EBITDA provide useful information about its operating results, enhance the overall understanding of its past performance and future prospects and allow for greater visibility with respect to key metrics used by the management in their financial and operational decision-making.

 

3


 

The non-GAAP financial measures are not defined under U.S. GAAP and are not presented in accordance with U.S. GAAP. The non-GAAP financial measures have limitations as analytical tools. One of the key limitations of using adjusted net (loss)/income and adjusted EBITDA is that they do not reflect all items of income and expense that affect the Company’s operations. Further, the non-GAAP financial measures may differ from the non-GAAP information used by other companies, including peer companies, and therefore their comparability may be limited.

 

The Company compensates for these limitations by reconciling the non-GAAP financial measures to the nearest U.S. GAAP performance measure, all of which should be considered when evaluating the Company’s performance. The Company encourages you to review its financial information in its entirety and not rely on a single financial measure.

 

Reconciliations of the non-GAAP financial measures to the most comparable U.S. GAAP measure are included at the end of this press release.

 

Net Dollar Retention Rate

 

Net Dollar Retention Rate is calculated for a trailing 12-month period by first identifying all Developer Subscription customers (excluding private cloud business) in the prior 12-month period, and then calculating the quotient from dividing the revenue generated from such customers in the trailing 12-month period by the revenue generated from the same group of customers in the prior 12-month period.

 

Safe Harbor Statement

 

This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates,” “confident” and similar statements. Among other things, the Business Outlook and quotations from management in this announcement, as well as Aurora Mobile’s strategic and operational plans, contain forward-looking statements. Aurora Mobile may also make written or oral forward-looking statements in its reports to the U.S. Securities and Exchange Commission, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about Aurora Mobile’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Aurora Mobile’s strategies; Aurora Mobile’s future business development, financial condition and results of operations; Aurora Mobile’s ability to attract and retain customers; its ability to develop and effectively market data solutions, and penetrate the existing market for developer services; its ability to transition to the new advertising-driven SAAS business model; its ability to maintain or enhance its brand; the competition with current or future competitors; its ability to continue to gain access to mobile data in the future; the laws and regulations relating to data privacy and protection; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in the Company’s filings with the Securities and Exchange Commission. All information provided in this press release and in the attachments is as of the date of the press release, and Aurora Mobile undertakes no duty to update such information, except as required under applicable law.

 

4


 

About Aurora Mobile Limited

 

Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China. Since its inception, Aurora Mobile has focused on providing stable and efficient messaging services to enterprises and has grown to be a leading mobile messaging service provider with its first-mover advantage. With the increasing demand for customer reach and marketing growth, Aurora Mobile has developed forward-looking solutions such as Cloud Messaging and Cloud Marketing to help enterprises achieve omnichannel customer reach and interaction, as well as artificial intelligence and big data-driven marketing technology solutions to help enterprises' digital transformation.

 

For more information, please visit https://ir.jiguang.cn/.

 

For investor and media inquiries, please contact:

 

Aurora Mobile Limited

 

ir@jiguang.cn

 

Christensen

 

In China

Ms. Xiaoyan Su

Phone: +86-10-5900-1548

E-mail: Xiaoyan.Su@christensencomms.com

 

In U.S.

Ms. Linda Bergkamp

Phone: +1-480-614-3004

Email: linda.bergkamp@christensencomms.com

 

Footnote:

 

This announcement contains translations of certain RMB amounts into U.S. dollars at specified rates solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to U.S. dollars are made at a rate of RMB7.1636 to US$1.00, the exchange rate set forth in the H.10 statistical release of the Board of Governors of the Federal Reserve System as of June 30, 2025.

 

5


 

AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data)

 

    Three months ended     Six months ended  
    June 30, 2024     March 31, 2025     June 30, 2025     June 30, 2024     June 30, 2025  
    RMB     RMB     RMB     US$     RMB     RMB     US$  
Revenues     79,441       88,961       89,860       12,544       143,965       178,821       24,962  
Cost of revenues     (26,670 )     (30,117 )     (30,215 )     (4,218 )     (44,822 )     (60,332 )     (8,422 )
Gross profit     52,771       58,844       59,645       8,326       99,143       118,489       16,540  
Operating expenses                                                        
Research and development     (23,652 )     (24,607 )     (25,958 )     (3,624 )     (46,333 )     (50,565 )     (7,059 )
Sales and marketing     (20,478 )     (23,303 )     (22,651 )     (3,162 )     (37,869 )     (45,954 )     (6,415 )
General and administrative     (10,677 )     (12,676 )     (12,190 )     (1,702 )     (23,609 )     (24,866 )     (3,471 )
Total operating expenses     (54,807 )     (60,586 )     (60,799 )     (8,488 )     (107,811 )     (121,385 )     (16,945 )
Other operating income     1,055       197       210       29       2,634       407       57  
Loss from operations     (981 )     (1,545 )     (944 )     (133 )     (6,034 )     (2,489 )     (348 )
Foreign exchange gain/(loss), net     12       38       143       20       (11 )     181       25  
Interest income     195       236       314       44       2,382       550       77  
Interest expenses     (42 )     (39 )     (6 )     (1 )     (48 )     (45 )     (6 )
Other (loss)/income     (20 )     -       34       5       (5 )     34       5  
Gains from fair value change     15       38       73       10       38       111       15  
Loss before income taxes     (821 )     (1,272 )     (386 )     (55 )     (3,678 )     (1,658 )     (232 )
Income tax (expenses)/benefits     (483 )     (336 )     882       123       (239 )     546       76  
Net (loss)/income     (1,304 )     (1,608 )     496       68       (3,917 )     (1,112 )     (156 )
Less: net (loss)/income attributable to noncontrolling interests     (304 )     944       517       72       (518 )     1,461       204  
Net loss attributable to Aurora Mobile Limited’s shareholders     (1,000 )     (2,552 )     (21 )     (4 )     (3,399 )     (2,573 )     (360 )
Net loss per share, for Class A and Class B common shares:                                                        
Class A and B Common Shares - basic and diluted     (0.01 )     (0.03 )     (0.00 )     (0.00 )     (0.04 )     (0.03 )     (0.00 )
Shares used in net loss per share computation:                                                        
Class A Common Shares - basic and diluted     62,603,736       63,254,710       63,394,534       63,394,534       62,645,540       63,325,008       63,325,008  
Class B Common Shares - basic and diluted     17,000,189       17,000,189       17,000,189       17,000,189       17,000,189       17,000,189       17,000,189  
Other comprehensive income/(loss)                                                        
Foreign currency translation adjustments     208       (82 )     (188 )     (26 )     286       (270 )     (38 )
Total other comprehensive income/(loss), net of tax     208       (82 )     (188 )     (26 )     286       (270 )     (38 )
Total comprehensive (loss)/income     (1,096 )     (1,690 )     308       42       (3,631 )     (1,382 )     (194 )
Less: comprehensive (loss)/income attributable to noncontrolling interests     (304 )     944       517       72       (518 )     1,461       204  
Comprehensive loss attributable to Aurora Mobile Limited’s shareholders     (792 )     (2,634 )     (209 )     (30 )     (3,113 )     (2,843 )     (398 )

 

 


 

AURORA MOBILE LIMITED
UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))

 

    As of  
    December 31, 2024     June 30, 2025  
    RMB     RMB     US$  
ASSETS                  
Current assets:                        
Cash and cash equivalents     119,171       119,422       16,671  
Restricted cash     376       391       55  
Accounts receivable     50,804       54,114       7,554  
Prepayments and other current assets     14,264       16,503       2,302  
Total current assets     184,615       190,430       26,582  
Non-current assets:                        
Long-term investments     113,506       113,339       15,822  
Property and equipment, net     4,573       3,151       440  
Operating lease right-of-use assets     17,146       17,399       2,429  
Intangible assets, net     13,767       12,100       1,689  
Goodwill     37,785       37,785       5,275  
Deferred tax assets     131       11       2  
Other non-current assets     6,510       6,779       945  
Total non-current assets     193,418       190,564       26,602  
Total assets     378,033       380,994       53,184  
LIABILITIES AND SHAREHOLDERS’ EQUITY                        
Current liabilities:                        
Short-term loan     3,000       -       -  
Accounts payable     32,691       38,387       5,359  
Deferred revenue and customer deposits     147,111       156,095       21,790  
Operating lease liabilities     4,461       4,766       665  
Accrued liabilities and other current liabilities     74,370       68,449       9,555  
Total current liabilities     261,633       267,697       37,369  
Non-current liabilities:                        
Operating lease liabilities     13,376       13,055       1,822  
Deferred tax liabilities     3,059       2,118       296  
Other non-current liabilities     567       567       79  
Total non-current liabilities     17,002       15,740       2,197  
Total liabilities     278,635       283,437       39,566  
Shareholders’ equity:                        
Common shares     50       51       7  
Treasury shares     (1,674 )     (4,319 )     (603 )
Additional paid-in capital     1,045,221       1,047,406       146,212  
Accumulated deficit     (995,715 )     (998,288 )     (139,356 )
Accumulated other comprehensive income     20,040       19,770       2,760  
Total Aurora Mobile Limited’s shareholders’ equity     67,922       64,620       9,020  
Noncontrolling interests     31,476       32,937       4,598  
Total shareholders’ equity     99,398       97,557       13,618  
Total liabilities and shareholders’ equity     378,033       380,994       53,184  

 

 


 

AURORA MOBILE LIMITED
RECONCILIATION OF GAAP AND NON-GAAP RESULTS
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))

 

    Three months ended     Six months ended  
    June 30, 2024     March 31, 2025     June 30, 2025     June 30, 2024     June 30, 2025  
    RMB     RMB     RMB     US$     RMB     RMB     US$  
Reconciliation of Net (Loss)/Income to Adjusted Net (Loss)/Income:                                          
Net (loss)/income     (1,304 )     (1,608 )     496       68       (3,917 )     (1,112 )     (156 )
Add:                                                        
Share-based compensation     913       407       287       40       2,181       694       97  
Adjusted net (loss)/income     (391 )     (1,201 )     783       108       (1,736 )     (418 )     (59 )
Reconciliation of Net (Loss)/Income to Adjusted EBITDA:                                                        
Net (loss)/income     (1,304 )     (1,608 )     496       68       (3,917 )     (1,112 )     (156 )
Add:                                                        
Income tax expenses/(benefits)     483       336       (882 )     (123 )     239       (546 )     (76 )
Interest expenses     42       39       6       1       48       45       6  
Depreciation of property and equipment     371       266       232       32       751       498       70  
Amortization of intangible assets     1,115       1,019       1,048       146       2,484       2,067       289  
EBITDA     707       52       900       124       (395 )     952       133  
Add:                                                        
Share-based compensation     913       407       287       40       2,181       694       97  
Adjusted EBITDA     1,620       459       1,187       164       1,786       1,646       230  

 

 

 


 

AURORA MOBILE LIMITED
UNAUDITED SAAS BUSINESSES REVENUE
(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))

 

    Three months ended     Six months ended  
    June 30, 2024     March 31, 2025     June 30, 2025     June 30, 2024     June 30, 2025  
    RMB     RMB     RMB     US$     RMB     RMB     US$  
Developer Services     56,406       62,322       64,407       8,991       101,155       126,729       17,690  
Subscription     48,124       53,467       53,659       7,491       90,475       107,126       14,954  
Value-Added Services     8,282       8,855       10,748       1,500       10,680       19,603       2,736  
Vertical Applications     23,035       26,639       25,453       3,553       42,810       52,092       7,272  
Total Revenue     79,441       88,961       89,860       12,544       143,965       178,821       24,962  
Gross Profits     52,771       58,844       59,645       8,326       99,143       118,489       16,540  
Gross Margin     66.4 %     66.1 %     66.4 %     66.4 %     68.9 %     66.3 %     66.3 %