Skip to main content

JG 6-K

Aurora Mobile Ltd (JG)

6-K 2026-03-12 For: 2026-03-12
View Original
Added on April 10, 2026

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 6-K

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

For the month of March 2026

Commission File Number: 001-38587

Aurora Mobile Limited

(Translation of registrant’s name into English)

31/F, Block 12-A, Shenzhen Bay Science andTechnology 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No. 333-290371) and shall be a part thereof from the date on which this current report is furnished, to the extent not superseded by documents or reports subsequently filed or furnished.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: March 12, 2026

Exhibit 99.1

Aurora MobileLimited Announces Fourth Quarter and Fiscal Year 2025

Unaudited FinancialResults

SHENZHEN, CHINA, March 12, 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 fourth quarter and fiscal year ended December 31, 2025.

Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “2025 marks the first time in our history that we recorded full-year net profit on a GAAP basis!

In addition, we delivered an incredible fourth quarter of 2025 where:

· Total<br> revenue surpassed the RMB100 million mark to reach RMB105.2 million, representing a remarkable<br> 13% year-over-year and 16% sequential increase and exceeding the guidance we issued last<br> quarter.
· Our<br> global flagship product, EngageLab, accelerated its growth trajectory as it continues to<br> acquire new customers globally. EngageLab’s Annual Recurring Revenue (“ARR”)<br> for December 2025 reached a new milestone of US$10 million, an increase of 186% year-over-year.
--- ---
· Gross<br> profit grew strongly by 23% year-over-year and 9% sequentially, reaching its highest level<br> for the past 16 quarters.
--- ---
· Net<br> Dollar Retention Rate was at 103% for our core Developer Subscription business for twelve<br> months ended December 31, 2025.”
--- ---

Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “Throughout all of 2025, we operated with a high level of focus and rigor, along with greater financial discipline. Our financial profile has fundamentally improved and is moving in the right direction. Based on the numbers we delivered for 2025, we have exceeded most, if not all, of our targets. Weidong and I believe we are very well positioned to continue this momentum into 2026.”

Fourth Quarter 2025Financial Highlights

· Revenues<br> were RMB105.2 million (US$15.0 million), an increase of 13% year-over-year.
· Cost of revenues was RMB35.5 million (US$5.1 million), a decrease of 3% year-over-year.
--- ---
· Gross profit was RMB69.7 million (US$10.0 million), an increase of 23% year-over-year.
--- ---
· Total operating expenses were RMB68.2 million (US$9.7 million), an increase of 13% year-over-year.
--- ---
· Net income was RMB3.0 million (US$0.4 million), compared with a net loss of RMB0.7 million<br> for the same quarter last year.
--- ---
· Net income attributable to Aurora Mobile Limited’s shareholders was RMB3.0 million<br> (US$0.4 million), compared with a net loss attributable to Aurora Mobile Limited’s<br> shareholders of RMB1.1 million for the same quarter last year.
--- ---
| 1 |

| --- | | · | Adjusted net income (non-GAAP) was RMB5.2 million (US$0.7 million), compared with a RMB0.1 million<br> adjusted net income for the same quarter last year. | | --- | --- | | · | Adjusted EBITDA (non-GAAP) was RMB7.1 million (US$1.0 million), compared with RMB1.3 million for<br> the same quarter last year. | | --- | --- |

Fourth Quarter2025 Financial Results

Revenues were RMB105.2 million (US$15.0 million), an increase of 13% from RMB93.2 million in the same quarter of last year, attributable to a 7% increase in revenue from Developer Services and a 31% increase in revenue from Vertical Applications. The increase was a result of both the growth of demand and the increase in the number of customers.

Cost of revenueswas RMB35.5 million (US$5.1 million), a decrease of 3% from RMB36.5 million in the same quarter of last year. The decrease was mainly due to a RMB2.4 million decrease in short messaging cost and a RMB1.6 million decrease in media cost. The impact is partially offset by a RMB1.1 million increase in cloud cost and a RMB2.0 million increase in other direct costs.

Gross profitwas RMB69.7 million (US$10.0 million), an increase of 23% from RMB56.7 million in the same quarter of last year.

Total operatingexpenses were RMB68.2 million (US$9.7 million), an increase of 13% from RMB60.3 million in the same quarter of last year.

· Research and development expenses were RMB28.3 million (US$4.0 million), an increase of 16% from<br> RMB24.3 million in the same quarter of last year, mainly due to a RMB1.9 million increase<br> in personnel costs and a RMB1.9 million increase in technical service expense.
· Sales and marketing expenses were RMB28.4 million (US$4.1 million), an increase of 16% from<br> RMB24.6 million in the same quarter of last year, mainly due to a RMB2.1 million increase<br> in personnel costs and a RMB1.0 million increase in marketing expenses.
--- ---
· General and administrative expenses were RMB11.4 million (US$1.6 million), flat compared with<br> RMB11.4 million in the same quarter of last year.
--- ---

Income fromoperations was RMB2.8 million (US$0.4 million), compared with a loss from operations of RMB0.2 million in the same quarter of last year.

Net income was RMB3.0 million (US$0.4 million), compared with a net loss of RMB0.7 million in the same quarter of last year.

Adjusted netincome (non-GAAP) was RMB5.2 million (US$0.7 million), compared with a RMB0.1 million adjusted net income in the same quarter of last year.

Adjusted EBITDA(non-GAAP) was RMB7.1 million (US$1.0 million), compared with RMB1.3 million for the same quarter of last year.

The cash and cash equivalents, restricted cash and short-term investment were RMB173.4 million (US$24.8 million) as of December 31, 2025 compared with RMB119.5 million as of December 31, 2024.

| 2 |

| --- |

Fiscal year 2025Financial Highlights

· Revenues<br> were RMB374.8 million (US$53.6 million), an increase of 19% year-over-year.
· Cost of revenues was RMB122.9 million (US$17.6 million), an increase of 15% year-over-year.
--- ---
· Gross profit was RMB251.9 million (US$36.0 million), an increase of 21% year-over-year.
--- ---
· Total operating expenses were RMB253.9 million (US$36.3 million), an increase of 13% year-over-year.
--- ---
· Net income was RMB2.6 million (US$0.4 million), compared with a net loss of RMB6.8 million<br> in 2024.
--- ---
· Net income attributable to Aurora Mobile Limited’s shareholders was RMB0.4 million<br> (US$61 thousand), compared with a net loss attributable to Aurora Mobile Limited’s<br> shareholders of RMB7.0 million in 2024.
--- ---
· Adjusted net income (non-GAAP) was RMB6.3 million (US$0.9 million), compared with an adjusted<br> net loss of RMB2.5 million adjusted net loss in 2024.
--- ---
· Adjusted EBITDA (non-GAAP) was RMB11.6 million (US$1.7 million), compared with RMB3.7 million<br> in 2024.
--- ---

Fiscal year2025 Financial Results

Revenues were RMB374.8 million (US$53.6 million), an increase of 19% from RMB316.2 million in 2024, attributable to a 16% increase in revenue from Developer Services and a 24% increase in revenue from Vertical Applications. The increase was a result of both the growth of demand and the increase in the number of customers.

Cost of revenueswas RMB122.9 million (US$17.6 million), an increase of 15% from RMB107.1 million in 2024. The increase was mainly due to a RMB7.7 million increase in media cost, a RMB9.6 million increase in technical service cost, a RMB2.6 million increase in cloud cost, and a RMB3.3 million increase in other direct costs. The impact is partially offset by a RMB7.4 million decrease in short message cost.

Gross profitwas RMB251.9 million (US$36.0 million), an increase of 21% from RMB209.0 million in 2024.

Total operatingexpenses were RMB253.9 million (US$36.3 million), an increase of 13% from RMB225.2 million in last year.

· Research and development expenses were RMB104.7 million (US$15.0 million), an increase of 10%<br> from RMB94.8 million in last year, mainly due to a RMB5.6 million increase in personnel costs,<br> a RMB3.2 million increase in technical service expense, and a RMB1.6 million increase in<br> cloud cost.
· Sales and marketing expenses were RMB101.0 million (US$14.4 million), an increase of 19% from<br> RMB84.9 million in last year, mainly due to a RMB12.1 million increase in personnel costs,<br> a RMB2.2 million increase in marketing expenses, and a RMB1.0 million increase in travel<br> and entertainment expenses.
--- ---
· General and administrative expenses were RMB48.2 million (US$6.9 million), an increase of 6%<br> from RMB45.4 million in last year, mainly due to a RMB2.3 million increase in personnel costs,<br> a RMB1.9 million increase in bad debt provision. The impact is partially offset by a RMB2.2<br> million decrease in professional expenses.
--- ---

Income fromoperations was RMB0.7 million (US$0.1 million), compared with a loss from operations of RMB9.9 million in 2024.

Net income was RMB2.6 million (US$0.4 million), compared with a net loss of RMB6.8 million in 2024.

| 3 |

| --- |

Adjusted netincome (non-GAAP) was RMB6.3 million (US$0.9 million), compared with an adjusted net loss of RMB2.5 million in 2024.

Adjusted EBITDA(non-GAAP) was RMB11.6 million (US$1.7 million), compared with RMB3.7 million in 2024.

Business Outlook

Based on the current available information, the Company sees full year 2026 revenue guidance to be in the range of RMB450.0 million to RMB480.0 million, representing growth of 20% to 28% year-over-year compared with 2025 results.

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 December 31, 2025, the Company had repurchased a total of 399,682 ADSs, of which 72,598 ADSs, or around US$553.3 thousand were repurchased during the fourth quarter in 2025. 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, March 12, 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/BI87806d12692d4023a77b32108d8366ad

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 (benefits)/expenses 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.

| 4 |

| --- |

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.

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 RetentionRate

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 RecurringRevenue

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 HarborStatement

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.

| 5 |

| --- |

About AuroraMobile 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.jiguang.cn/.

For investor and media inquiries,please contact:

Aurora MobileLimited

E-mail: [email protected]

ChristensenAdvisory


Ms. Xiaoyan Su

Phone: +86-10-5900-1548

E-mail: [email protected]

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 RMB6.9931 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 December 31, 2025.

| 6 |

| --- |

AURORAMOBILE LIMITED

UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS

(Amountsin thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data)

Three<br> months ended Twelve<br> months ended
December 31,<br> 2024 September 30,<br> 2025 December 31,<br> 2025 December 31,<br> 2024 December 31,<br> 2025
RMB RMB RMB US RMB RMB US
Revenues 93,153 90,872 105,154 316,170 374,847
Cost of revenues (36,468 ) (27,117 ) (35,488 ) ) (107,136 ) (122,937 ) )
Gross<br> profit 56,685 63,755 69,666 209,034 251,910
Operating expenses
Research and development (24,326 ) (25,881 ) (28,277 ) ) (94,816 ) (104,723 ) )
Sales and marketing (24,583 ) (26,618 ) (28,431 ) ) (84,900 ) (101,003 ) )
General<br> and administrative (11,392 ) (11,856 ) (11,446 ) ) (45,448 ) (48,168 ) )
Total<br> operating expenses (60,301 ) (64,355 ) (68,154 ) ) (225,164 ) (253,894 ) )
Other operating<br> income 3,393 1,039 1,244 6,229 2,690
(Loss)/Income<br> from operations (223 ) 439 2,756 (9,901 ) 706
Foreign exchange (loss)/gain,<br> net (62 ) (98 ) (107 ) ) 122 (24 ) )
Interest income 288 308 440 2,881 1,298
Interest expenses (42 ) (27 ) (4 ) ) (132 ) (76 ) )
Other (loss)/income (805 ) - 393 238 427
Gains from<br> fair value change 45 74 131 133 316
(Loss)/Income<br> before income taxes (799 ) 696 3,609 (6,659 ) 2,647
Income tax<br> benefits/(expenses) 105 (46 ) (573 ) ) (110 ) (73 ) )
Net<br> (loss)/income (694 ) 650 3,036 (6,769 ) 2,574
Less: net income attributable<br> to noncontrolling interests 372 663 27 277 2,151
Net<br> (loss)/income attributable to Aurora Mobile Limited’s shareholders (1,066 ) (13 ) 3,009 (7,046 ) 423
Net (loss)/income per share,<br> for Class A and Class B common shares:
Class A and B Common Shares<br> - basic and diluted (0.01 ) (0.00 ) 0.04 (0.09 ) 0.01
Shares used in net (loss)/income<br> per share computation:
Class A Common Shares -<br> basic and diluted 63,200,100 63,370,150 63,255,984 62,802,678 63,357,628
Class B Common Shares -<br> basic and diluted 17,000,189 17,000,189 17,000,189 17,000,189 17,000,189
Other comprehensive income/(loss)
Foreign<br> currency translation adjustments 1,357 (453 ) (877 ) ) 817 (1,600 ) )
Total<br> other comprehensive income/(loss), net of tax 1,357 (453 ) (877 ) ) 817 (1,600 ) )
Total<br> comprehensive income/(loss) 663 197 2,159 (5,952 ) 974
Less: comprehensive income attributable<br> to noncontrolling interests 372 663 27 277 2,151
Comprehensive<br> income/(loss) attributable to Aurora Mobile Limited’s shareholders 291 (466 ) 2,132 (6,229 ) (1,177 ) )

All values are in US Dollars.

AURORAMOBILE LIMITED

UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS

(Amountsin thousands of Renminbi (“RMB”) and US dollars (“US$”))

As of
December 31, 2024 December 31, 2025
RMB RMB US
ASSETS
Current assets:
Cash and cash equivalents 119,171 167,955
Restricted cash 376 384
Short-term investments - 5,090
Accounts receivable 50,804 43,228
Prepayments and other current assets 14,264 15,306
Total current assets 184,615 231,963
Non-current assets:
Long-term investments 113,506 112,609
Property and equipment, net 4,573 2,798
Operating lease right-of-use assets 17,146 14,873
Intangible assets, net 13,767 9,966
Goodwill 37,785 37,785
Deferred tax assets 131 6
Other non-current assets 6,510 6,165
Total non-current assets 193,418 184,202
Total assets 378,033 416,165
LIABILITIES AND SHAREHOLDERS’ EQUITY
Current liabilities:
Short-term loan 3,000 -
Accounts payable 32,691 39,404
Deferred revenue and customer deposits 147,111 178,650
Operating lease liabilities 4,461 3,982
Accrued liabilities and other current liabilities 74,370 80,939
Total current liabilities 261,633 302,975
Non-current liabilities:
Operating lease liabilities 13,376 11,432
Deferred tax liabilities 3,059 1,883
Other non-current liabilities 567 450
Total non-current liabilities 17,002 13,765
Total liabilities 278,635 316,740
Shareholders’ equity:
Common shares 50 51
Treasury shares (1,674 ) (6,430 ) )
Additional paid-in capital 1,045,221 1,049,029
Accumulated deficit (995,715 ) (995,292 ) )
Accumulated other comprehensive income 20,040 18,440
Total Aurora Mobile Limited’s shareholders’ equity 67,922 65,798
Noncontrolling interests 31,476 33,627
Total shareholders’ equity 99,398 99,425
Total liabilities and shareholders’ equity 378,033 416,165

All values are in US Dollars.

AURORA MOBILE LIMITED

RECONCILIATION OF GAAP AND NON-GAAP RESULTS

(Amountsin thousands of Renminbi (“RMB”) and US dollars (“US$”))

Three<br> months ended Twelve<br> months ended
December<br> 31, 2024 September<br> 30, 2025 December 31,<br> 2025 December 31,<br> 2024 December 31,<br> 2025
RMB RMB RMB US RMB RMB US
Reconciliation of Net (Loss)/Income<br> to Adjusted Net Income/(Loss):
Net (loss)/income (694 ) 650 3,036 (6,769 ) 2,574
Add:
Share-based<br> compensation 795 813 2,177 4,225 3,684
Adjusted<br> net income/(loss) 101 1,463 5,213 (2,544 ) 6,258
Reconciliation of Net (Loss)/Income<br> to Adjusted EBITDA:
Net (loss)/income (694 ) 650 3,036 (6,769 ) 2,574
Add:
Income tax (benefits)/expenses (105 ) 46 573 110 73
Interest expenses 42 27 4 132 76
Depreciation of property and<br> equipment 197 217 216 1,309 931
Amortization<br> of intangible assets 1,052 1,079 1,074 4,648 4,220
EBITDA 492 2,019 4,903 (570 ) 7,874
Add:
Share-based<br> compensation 795 813 2,177 4,225 3,684
Adjusted<br> EBITDA 1,287 2,832 7,080 3,655 11,558

All values are in US Dollars.

AURORA MOBILE LIMITED

UNAUDITED SAAS BUSINESSES REVENUE

(Amountsin thousands of Renminbi (“RMB”) and US dollars (“US$”))

Three months ended Twelve months ended
December 31, 2024 September 30,<br><br> 2025 December 31, 2025 December 31, 2024 December 31, 2025
RMB RMB RMB US RMB RMB US
Developer Services 70,998 64,422 76,105 229,638 267,256
Subscription 54,687 57,330 61,882 196,813 226,338
Value-Added Services 16,311 7,092 14,223 32,825 40,918
Vertical Applications 22,155 26,450 29,049 86,532 107,591
Total Revenue 93,153 90,872 105,154 316,170 374,847
Gross Profits 56,685 63,755 69,666 209,034 251,910
Gross Margin 60.9 % 70.2 % 66.3 % % 66.1 % 67.2 % %

All values are in US Dollars.