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AURORA MOBILE LTD earnings calls

JG · every analyst question and management's answer

Aug 20, 2026 earnings call — SaaS milestone and EngageLab global growth

Total Q2 group revenue was RMB 101.2 million, marking another RMB 100 million revenue quarter.

Revenue $0.0B · EPS $0.07

Key quotes

"As we've done in the past, the suitable description that I will give to the second quarter of 2026 is our RMB 100 million revenue quarter."

— Weidong Luo (CEO·CHAIR) · RMB 100 million milestone

"Also, in this quarter, there was a new addition to the EngageLab family, where we officially launched Silent Auth, an advanced password-less authentication solution designed to complement existing SMS OTP services and elevate identity verification for the global market."

— Weidong Luo (CEO·CHAIR) · EngageLab global growth

"The upgrade centers on 3 pillars: a graph enhanced knowledge base for context-aware business analysis, autonomous workflow automation across 14 communication channels via agent collaboration."

— Weidong Luo (CEO·CHAIR) · GPTbots.ai upgrades

Analyst Q&A 2

Q2 results and outlook for 2026

Q (Calvin Wong): The analyst asked management to explain the very strong Q2 results and to give hints about how Q3 and Q4 2026 might look.

A: Management said Q2 had three key highlights: revenue exceeded RMB 100 million, the company recorded the fifth consecutive quarters of U.S. GAAP profit, and operating activities brought net cash inflow of RMB 23.3 million. They said their stance for the rest of 2026 is cautiously optimistic, that EngageLab shows strong momentum, they will keep strict cost discipline, and will allocate resources selectively to high-priority initiatives to drive durable and long-term sustainable growth.

"As we look into the rest of 2026, our stance remains cautiously optimistic." — Shan-Nen Bong (CFO)

New AI services and product benefits

Q (Jack Sun · Gelonghui): The analyst asked whether new services (Silent Auth, Modellix, GPTBot upgrades) are necessary and how they benefit the company as a whole.

A: Management said these services are purpose-built upgrades tied to existing customers' engagement and AI platforms, not disconnected new ventures. They said Silent Auth expands EngageLab beyond traditional messaging, reduces user lock-in drop-off, strengthens fraud defense and provides high-value authentication revenue from existing global enterprise clients; Modellix acts as a unified AI model gateway, cutting integration overhead, simplifying billing and operations and feeding multimodel capability into GPTBots; GPTBot upgrades expand multi-agent orchestration, multimodel workflow and no-code tooling to drive upsell and attract customers seeking production-ready AI automation.

"Those services and upgrades that you mentioned are purpose built upgrades built upon our existing customers' engagement and AI platforms." — Weidong Luo (CEO·CHAIR)

AI-generated notes on the earnings call transcript. Quotes are taken from the transcript. This is not a FolioObs investment view.

AURORA MOBILE LTD (JG) · Earnings calendar

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