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6-K 1 tm2623594d1_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 2026

 

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 (File No. 333-290371) and the registration statement on Form F-3 (File No. 333-294664) of the Company and shall be a part of such registration statements from the date on which this current report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.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   Aurora Mobile Limited Announces Second Quarter 2026 Unaudited Financial Results

 

 

 

 

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 20, 2026

 

 

 

EX-99.1 2 tm2623594d1_ex99-1.htm EXHIBIT 99.1

 

Exhibit 99.1

 

Aurora Mobile Limited Announces Second Quarter 2026

 

Unaudited Financial Results

 

SHENZHEN, CHINA, August 20, 2026 – Aurora Mobile Limited (“Aurora Mobile” or the “Company”) (NASDAQ: JG), a leading provider of customer engagement and marketing technology services, today announced its unaudited financial results for the second quarter ended June 30, 2026.

 

Second Quarter 2026 Financial Highlights

 

· Revenues were RMB101.2 million (US$14.9 million), an increase of 13% year-over-year.

 

· Cost of revenues was RMB32.0 million (US$4.7 million), an increase of 6% year-over-year.

 

· Gross profit was RMB69.2 million (US$10.2 million), an increase of 16% year-over-year.

 

· Total operating expenses were RMB67.6 million (US$10.0 million), an increase of 11% year-over-year.

 

· Net income was RMB2.1 million (US$0.3 million), compared with RMB0.5 million in the same quarter last year.

 

· Net income attributable to Aurora Mobile Limited’s shareholders was RMB1.9 million (US$0.3 million), compared with a net loss attributable to Aurora Mobile Limited’s shareholders of RMB21 thousand in the same quarter last year.

 

· Adjusted net income (non-GAAP) was RMB2.4 million (US$0.4 million), compared with RMB0.8 million in the same quarter last year.

 

· Adjusted EBITDA (non-GAAP) was RMB3.8 million (US$0.6 million), compared with RMB1.2 million in the same quarter last year.

 

Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “We delivered great second quarter results. Our achievements for the quarter are as follows:

 

· For the third time in our history, we recorded SAAS business revenue in excess of RMB100 million in a single quarter.

 

· Developer Service Revenue recorded its highest quarterly revenue in history, at approximately RMB79.9 million.

 

· Our global flagship product, EngageLab, had its best quarter yet. EngageLab’s Annual Recurring Revenue (“ARR”) as of June 2026 reached a record high of US$14.6 million, representing 170% year-over-year growth.

 

· Gross profit grew by 16% year-over-year. Gross margin improved by 197 basis points year-over-year.

 

· This quarter, we delivered our fifth consecutive quarter of US GAAP net profit.

 

· Net Dollar Retention Rate (“NDR”) for Core Developer Subscription Services stood strongly at 106%, a historic high.

 

· Last but not least, operationally, we generated net cash inflow of RMB23.3 million this quarter.”

 

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Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “The momentum we built in the second quarter of 2026 was truly phenomenal. The quarterly operational and financial results we are releasing today reflect considerable strength across our business. We will continue to execute against our established strategic priorities. As we deliver on our execution roadmap, we are confident these operational wins will translate into sustained improvements in our financial statements.”

 

Second Quarter 2026 Financial Results

 

Revenues were RMB101.2 million (US$14.9 million), an increase of 13% from RMB89.9 million in the same quarter of last year, attributable to a 24% increase in revenue from Developer Services and partially offset by a 16% decrease in revenue from Vertical Applications.

 

Cost of revenues was RMB32.0 million (US$4.7 million), an increase of 6% from RMB30.2 million in the same quarter of last year. The increase was mainly due to a RMB5.9 million increase in direct costs related to overseas business including One-Time Password (“OTP”), WhatsApp push and GPTBots.ai. The impact is partially offset by a RMB1.4 million decrease in media cost and a RMB2.5 million decrease in message channel costs.

 

Gross profit was RMB69.2 million (US$10.2 million), an increase of 16% from RMB59.6 million in the same quarter of last year.

 

Total operating expenses were RMB67.6 million (US$10.0 million), an increase of 11% from RMB60.8 million in the same quarter of last year.

 

· Research and development expenses were RMB29.3 million (US$4.3 million), an increase of 13% from RMB26.0 million in the same quarter of last year, mainly due to a RMB1.4 million increase in personnel costs and a RMB1.3 million increase in technical service expense.

 

· Sales and marketing expenses were RMB28.3 million (US$4.2 million), an increase of 25% from RMB22.7 million in the same quarter of last year, mainly due to a RMB5.7 million increase in personnel costs.

 

· General and administrative expenses were RMB10.0 million (US$1.5 million), a decrease of 18% from RMB12.2 million in the same quarter of last year, mainly due to a RMB1.5 million decrease in bad debt provision and a RMB0.7 million decrease in loss on disposal of property and equipment.

 

Income from operations was RMB1.6 million (US$0.2 million), compared with a loss from operations of RMB0.9 million in the same quarter of last year.

 

Net income was RMB2.1 million (US$0.3 million), compared with RMB0.5 million in the same quarter of last year.

 

Adjusted net income (non-GAAP) was RMB2.4 million (US$0.4 million), compared with RMB0.8 million in the same quarter of last year.

 

Adjusted EBITDA (non-GAAP) was RMB3.8 million (US$0.6 million), compared with RMB1.2 million for the same quarter of last year.

 

The cash and cash equivalents, restricted cash and short-term investment were RMB166.8 million (US$24.6 million) as of June 30, 2026, compared with RMB173.4 million as of December 31, 2025.

 

2

 

 

Update on Share Repurchase

 

As of June 30, 2026, the Company had repurchased a total of 485,173 ADSs, of which 43,808 ADSs, or around US$252.2 thousand were repurchased during the second quarter in 2026. ADS refers to American Depositary Shares, each 3 ADS representing 40 Class A common shares.

 

Conference Call

 

The Company will host an earnings conference call on Thursday, August 20, 2026 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/BIecf8a1d878f04ef4b77c4bbb85510978

 

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.aurora-mobile.com/.

 

Use of Non-GAAP Financial Measures

 

In evaluating the business, the Company considers and uses two non-GAAP measures, adjusted net income/(loss) 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 income/(loss) as net income/(loss) excluding share-based compensation. The Company defines adjusted EBITDA as net income/(loss) 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 income/(loss) 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 income/(loss) from operations and net income/(loss).

 

The Company believes that adjusted net income/(loss) 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 income/(loss) 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.

 

Annual Recurring Revenue

 

We define Annual Recurring Revenue (“ARR”) as the annualized revenue run rate of subscription agreements from all customers at a point in time. We calculate ARR by taking the monthly recurring revenue (“MRR”) and multiplying it by 12. MRR is defined as the recurring revenue run-rate of subscription agreements from all customers for the relevant month.

 

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 (NASDAQ: JG) is a leading provider of customer engagement and marketing technology services. The Company is dedicated to empowering global enterprises with stable, efficient, and intelligent customer interaction solutions. Leveraging its first-mover advantage in mobile messaging, Aurora Mobile has evolved into a comprehensive platform that integrates Omnichannel Engagement, AI-Driven Marketing, Advanced AI Customer Support, and Frictionless Identity Security. Through its flagship brand EngageLab and its robust AI infrastructure GPTBots.ai, the Company helps businesses achieve seamless customer reach, automate complex marketing journeys, and optimize service efficiency with AI agents, accelerating digital transformation for clients worldwide.

 

For more information, please visit https://ir.aurora-mobile.com/.

 

For investor and media inquiries, please contact:

 

Aurora Mobile Limited

 

E-mail: ir@aurora-mobile.com

 

Christensen Advisory

 

Ms. Xiaoyan Su

 

E-mail: Xiaoyan.Su@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 RMB6.7851 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, 2026.

 

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, 2025     March 31, 2026     June 30, 2026     June 30, 2025     June 30, 2026  
    RMB     RMB     RMB     US$     RMB     RMB     US$  
Revenues     89,860       93,284       101,226       14,919       178,821       194,510       28,667  
Cost of revenues     (30,215 )     (27,007 )     (32,039 )     (4,722 )     (60,332 )     (59,046 )     (8,702 )
Gross profit     59,645       66,277       69,187       10,197       118,489       135,464       19,965  
Operating expenses                                                        
Research and development     (25,958 )     (28,713 )     (29,274 )     (4,314 )     (50,565 )     (57,987 )     (8,546 )
Sales and marketing     (22,651 )     (25,895 )     (28,309 )     (4,172 )     (45,954 )     (54,204 )     (7,989 )
General and administrative     (12,190 )     (11,498 )     (10,003 )     (1,474 )     (24,866 )     (21,501 )     (3,169 )
Total operating expenses     (60,799 )     (66,106 )     (67,586 )     (9,960 )     (121,385 )     (133,692 )     (19,704 )
Other operating income     210       305       17       3       407       322       47  
(Loss)/Income from operations     (944 )     476       1,618       240       (2,489 )     2,094       308  
Foreign exchange gain/(loss), net     143       (502 )     (995 )     (147 )     181       (1,497 )     (221 )
Interest income     314       676       488       72       550       1,164       172  
Interest expenses     (6 )     (6 )     (14 )     (2 )     (45 )     (20 )     (3 )
Other income     34       459       549       81       34       1,008       149  
Gains from fair value change     73       44       519       76       111       563       83  
(Loss)/Income before income taxes     (386 )     1,147       2,165       320       (1,658 )     3,312       488  
Income tax benefits/(expenses)     882       49       (111 )     (16 )     546       (62 )     (9 )
Net income/(loss)     496       1,196       2,054       304       (1,112 )     3,250       479  
Less: net income attributable to noncontrolling interests     517       177       136       20       1,461       313       46  
Net (loss)/income attributable to Aurora Mobile Limited’s shareholders     (21 )     1,019       1,918       284       (2,573 )     2,937       433  
Net (loss)/income per share, for Class A and Class B common shares:                                                        
Class A and B Common Shares - basic     (0.00 )     0.01       0.02       0.00       (0.03 )     0.04       0.01  
Class A and B Common Shares - diluted     (0.00 )     0.01       0.02       0.00       (0.03 )     0.04       0.01  
Shares used in net (loss)/income per share computation:                                                        
Class A Common Shares - basic     63,394,534       62,620,381       62,237,640       62,237,640       63,325,008       62,427,953       62,427,953  
Class B Common Shares - basic     17,000,189       17,000,189       17,000,189       17,000,189       17,000,189       17,000,189       17,000,189  
Class A Common Shares - diluted     63,394,534       66,868,866       66,635,022       66,635,022       63,325,008       66,405,620       66,405,620  
Class B Common Shares - diluted     17,000,189       17,000,189       17,000,189       17,000,189       17,000,189       17,000,189       17,000,189  
Other comprehensive (loss)/income                                                        
Foreign currency translation adjustments     (188 )     (1,615 )     85       13       (270 )     (1,530 )     (225 )
Total other comprehensive (loss)/income, net of tax     (188 )     (1,615 )     85       13       (270 )     (1,530 )     (225 )
Total comprehensive income/(loss)     308       (419 )     2,139       317       (1,382 )     1,720       254  
Less: comprehensive income attributable to noncontrolling interests     517       177       165       24       1,461       342       50  
Comprehensive (loss)/income attributable to Aurora Mobile Limited’s shareholders     (209 )     (596 )     1,974       293       (2,843 )     1,378       204  

 

 

 

 

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

 

    As of  
    December 31, 2025     June 30, 2026  
    RMB     RMB     US$  
ASSETS                  
Current assets:                        
Cash and cash equivalents     167,955       152,139       22,423  
Restricted cash     384       4,563       673  
Derivative asset     -       80       12  
Short-term investments     5,090       10,062       1,483  
Accounts receivable     43,228       39,026       5,752  
Prepayments and other current assets     15,306       16,086       2,369  
Total current assets     231,963       221,956       32,712  
Non-current assets:                        
Long-term investments     112,609       111,383       16,416  
Property and equipment, net     2,798       4,591       677  
Operating lease right-of-use assets     14,873       13,170       1,941  
Intangible assets, net     9,966       7,822       1,153  
Goodwill     37,785       37,785       5,569  
Digital assets     -       570       84  
Deferred tax assets     6       14       2  
Other non-current assets     6,165       6,233       918  
Total non-current assets     184,202       181,568       26,760  
Total assets     416,165       403,524       59,472  
LIABILITIES AND SHAREHOLDERS’ EQUITY                        
Current liabilities:                        
Short-term loan     -       5,000       737  
Accounts payable     39,404       35,445       5,224  
Deferred revenue and customer deposits     178,650       181,853       26,802  
Operating lease liabilities     3,982       3,734       550  
Accrued liabilities and other current liabilities     80,939       78,552       11,577  
Total current liabilities     302,975       304,584       44,890  
Non-current liabilities:                        
Operating lease liabilities     11,432       9,800       1,444  
Deferred tax liabilities     1,883       1,579       233  
Other non-current liabilities     450       450       66  
Total non-current liabilities     13,765       11,829       1,743  
Total liabilities     316,740       316,413       46,633  
Shareholders’ equity:                        
Common shares     51       51       8  
Treasury shares     (6,430 )     (9,852 )     (1,452 )
Additional paid-in capital     1,049,029       1,043,379       153,775  
Accumulated deficit     (995,292 )     (992,355 )     (146,255 )
Accumulated other comprehensive income     18,440       16,881       2,488  
Total Aurora Mobile Limited’s shareholders’ equity     65,798       58,104       8,564  
Noncontrolling interests     33,627       29,007       4,275  
Total shareholders’ equity     99,425       87,111       12,839  
Total liabilities and shareholders’ equity     416,165       403,524       59,472  

 

 

 

 

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, 2025     March 31, 2026     June 30, 2026     June 30, 2025     June 30, 2026  
    RMB     RMB     RMB     US$     RMB     RMB     US$  
Reconciliation of Net Income/(Loss) to Adjusted Net Income/(Loss):                                            
Net income/(loss)     496       1,196       2,054       304       (1,112 )     3,250       479  
Add:                                                        
Share-based compensation     287       429       349       51       694       778       115  
Adjusted net income/(loss)     783       1,625       2,403       355       (418 )     4,028       594  
Reconciliation of Net Income/(Loss) to Adjusted EBITDA:                                                        
Net income/(loss)     496       1,196       2,054       304       (1,112 )     3,250       479  
Add:                                                        
Income tax (benefits)/expenses     (882 )     (49 )     111       16       (546 )     62       9  
Interest expenses     6       6       14       2       45       20       3  
Depreciation of property and equipment     232       219       242       36       498       461       68  
Amortization of intangible assets     1,048       1,071       1,054       155       2,067       2,125       313  
EBITDA     900       2,443       3,475       513       952       5,918       872  
Add:                                                        
Share-based compensation     287       429       349       51       694       778       115  
Adjusted EBITDA     1,187       2,872       3,824       564       1,646       6,696       987  

 

 

 

 

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, 2025     March 31, 2026     June 30, 2026     June 30, 2025     June 30, 2026  
    RMB     RMB     RMB     US$     RMB     RMB     US$  
Developer Services     64,407       71,629       79,886       11,774       126,729       151,515       22,330  
Subscription     53,659       64,894       70,697       10,420       107,126       135,591       19,983  
Value-Added Services     10,748       6,735       9,189       1,354       19,603       15,924       2,347  
Vertical Applications     25,453       21,655       21,340       3,145       52,092       42,995       6,337  
Total Revenue     89,860       93,284       101,226       14,919       178,821       194,510       28,667  
Gross Profits     59,645       66,277       69,187       10,197       118,489       135,464       19,965  
Gross Margin     66.4 %     71.0 %     68.3 %     68.3 %     66.3 %     69.6 %     69.6 %