Aurora Mobile, trading under the ticker JG, has successfully attained SOC 2 Type II certification for its leading platforms, EngageLab and GPTBots.ai. This achievement highlights the company’s dedication to meeting top-tier international standards concerning data security, privacy, and operational efficiency.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 1 analysts, the average target price for Aurora Mobile Ltd (JG, Financial) is $7.00 with a high estimate of $7.00 and a low estimate of $7.00. The average target implies an downside of 32.56% from the current price of $10.38. More detailed estimate data can be found on the Aurora Mobile Ltd (JG) Forecast page.
Based on the consensus recommendation from 1 brokerage firms, Aurora Mobile Ltd's (JG, Financial) average brokerage recommendation is currently 2.0, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
JG Key Business Developments
Release Date: May 29, 2025
- Revenue: RMB89 million, a 48% year-over-year growth.
- Gross Margin: Improved by 5,000 basis points quarter over quarter.
- Adjusted EBITDA: Positive for the seventh consecutive quarter.
- Developer Services Revenue: Grew by 39% year over year.
- Subscription Services Revenue: RMB53.5 million, a 26% year-over-year growth.
- Financial Risk Management Revenue: RMB22.2 million, a 64% year-over-year growth.
- Operating Expenses: RMB60.6 million, a 14% year-over-year increase.
- Net Dollar Retention Rate: 96% for the core developer subscription business.
- Deferred Revenue: RMB156.9 million, a historical record.
- Cash and Cash Equivalents: RMB113.6 million as of March 31, 2025.
- Q2 2025 Revenue Guidance: RMB87.5 million to RMB90.5 million, representing a 10% to 14% year-over-year growth.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Aurora Mobile Ltd (JG, Financial) achieved a record-breaking contract value of over RMB63 million in Q1 2025, marking unprecedented growth.
- The company's revenue for Q1 2025 reached RMB89 million, a 48% year-over-year increase, the highest Q1 revenue since transitioning to a pure SaaS model.
- Gross profit increased by 27% year over year, with gross margin improving by 5,000 basis points quarter over quarter.
- The financial risk management business recorded its highest quarterly revenue of RMB22.2 million, growing 64% year over year.
- Aurora Mobile Ltd (JG) maintained a positive adjusted EBITDA for the seventh consecutive quarter, indicating strong financial health.
Negative Points
- Despite strong revenue growth, Aurora Mobile Ltd (JG) is still recording a net loss, raising concerns about long-term profitability.
- Market intelligence revenue decreased by 26% year over year, indicating challenges in this segment.
- The company experienced a sequential decline in additional services revenue by 46% quarter over quarter.
- Operating expenses increased by 14% year over year, primarily due to higher sales and marketing costs.
- The company faces challenges in maintaining the same level of newly signed contract value in future quarters, as indicated by management's cautious outlook.
