JG PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d

JG ▼ -6.41% at T+5d

LONG call ✗ call lost -6.41% · α vs SPY -7.49% · entry $6.24 → $5.84

Next anchor: T+20d in 14d

Last close $5.56 (close Jun 8) · -10.90% from $6.24 entry

Entry anchored
May 22, 10:10 AM ET
via Databento tick

T+1d

-8.97%

call -8.97% · α -8.99%

$5.68

settled 14d ago

T+5d

-6.41%

call -6.41% · α -7.49%

$5.84

settled 8d ago

T+20d

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call — · α —

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in 14d

T+60d

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call — · α —

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in 2mo

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Executive Summary

Aurora Mobile reported Q1 2026 revenue of RMB93.3M ($13.5M), up 5% YoY, and achieved its fourth consecutive GAAP net profit quarter with net income of RMB1.2M. Core Developer Subscription revenue hit a record RMB64.9M, and EngageLab ARR surged 172% YoY to $11.7M. The company maintained a 103% Net Dollar Retention Rate, signaling strong recurring revenue momentum despite a tough macro environment.

Key Financial Metrics

Gross Margin

71%

Actionable Insight

The 172% ARR growth at EngageLab and 103% NRR confirm accelerating recurring revenue momentum. Monitor the Q2 2026 earnings call for guidance on EngageLab's path to profitability and any update on the share repurchase program's remaining authorization.

Key Facts

Q1 2026 revenue RMB93.3M ($13.5M), +5% YoY
Fourth consecutive GAAP net profit quarter; net income RMB1.2M vs net loss RMB1.6M YoY
Core Developer Subscription revenue record RMB64.9M, +21% YoY
EngageLab ARR $11.7M, +172% YoY
Net Dollar Retention Rate 103%
Gross margin expanded to 71.0% from 66.1% YoY
Adjusted EBITDA RMB2.9M vs RMB0.5M YoY
Repurchased 41,683 ADSs (~$316K) in Q1 2026

Financial Impact

Revenue +5% YoY to $13.5M; net income swing of +$0.4M vs -$0.4M YoY; subscription revenue +21% YoY

revenuenet incomesubscription revenuegross marginARR

Risk Factors

Cash and equivalents declined to $19.2M from $24.3M in Q4 2025, burn rate needs monitoring
Vertical Applications revenue declined 19% YoY, indicating ongoing segment weakness
Foreign exchange loss of $73K and macro headwinds in China could pressure margins
Low market cap ($35M) amplifies volatility on any miss

Market Snapshot

Exchange

Nasdaq

Sector

Services-Computer Programming, Data Processing, Etc.

Analyst Consensus

89% bullish (9 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3300908

6 reports for JG

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for JG — sortable, filterable
	Type				Now
May 26, 2026 14d ago	Press Release BULLISH ★ 6/10	$6.24 $5.84	▼ −6.41%	▼ −7.49%	$5.56 (−10.90%)
May 13, 2026 27d ago	Press Release NEUTRAL ★ 2/10	$6.42 $6.06	▼ −5.61%	▼ −4.45%	$5.56 (−13.40%)
Apr 24, 2026 6w ago	EFFECT NEUTRAL ★ 3/10	$7.13 $7.14	▲ +0.14%	▼ −0.77%	$5.56 (−22.02%)
Mar 27, 2026 10w ago	20-F BULLISH ★ 7/10	$7.00 $7.00	· 0.00%	▼ −3.86%	$5.56 (−20.57%)
Mar 27, 2026 10w ago	Press Release NEUTRAL ★ 4/10	$7.00 $7.00	· 0.00%	▼ −3.86%	$5.56 (−20.57%)
Mar 12, 2026 12w ago	Press Release BULLISH ★ 8/10	$7.36 $7.04	▼ −4.35%	▼ −3.37%	$5.56 (−24.46%)

US Market Status

Market Closed — Opens in 7h 41m

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