China's Aurora Mobile Q3 revenue up on EngageLab performance, lowers FY guidance
JG•Aurora Mobile's Q3 revenue rose 17% year over year to RMB106.5 million, while adjusted net income increased to RMB5 million from RMB1.5 million. The company cut its 2026 revenue guidance to RMB405 million–RMB415 million from RMB450 million–RMB480 million, citing weaker Financial Risk Management demand.
1. Q3 results
Aurora Mobile reported Q3 revenue of RMB106.5 million, up 17% year over year. Adjusted net income rose to RMB5 million from RMB1.5 million a year earlier; net income was RMB4.5 million and adjusted EBITDA was RMB6.3 million.
2. Guidance lowered
The company revised its 2026 revenue guidance to RMB405 million–RMB415 million, down from RMB450 million–RMB480 million. It said Financial Risk Management revenue was below previous expectations, citing regulatory adjustments in China's consumer credit and loan facilitation industries that are affecting demand.
3. Business drivers
Revenue from Developer Services rose 37% year over year, with Core Developer Subscription revenue reaching an all-time high. EngageLab product revenue increased 124% to RMB29.5 million, its highest quarterly revenue. Cost of revenues increased mainly because of higher media costs and direct costs related to overseas business, including OTP, WhatsApp push and GPTBots.ai.
