Aurora Mobile (JG) Sidoti Small-Cap Virtual Investor Conference summary

Company overview and platform evolution

• Founded in 2011, the company has developed a robust push notification infrastructure and evolved into a global SaaS and enterprise AI platform, serving 1.99 million app customers and 1.49 billion monthly active devices.

• Its SDK covers over 90% of mobile devices in China, enabling multi-channel customer engagement through push notifications, email, SMS, and WhatsApp.

• The platform supports seamless integration across iOS, Android, HarmonyOS, and major device manufacturers, reducing development costs for clients.

Market position, growth, and financial performance

• Holds a 57% market share in China's third-party push notification industry, with a dominant position over competitors.

• Global customer engagement platform EngageLab achieved $11.7 million ARR in March 2026, up 172% YoY, and customer count grew 120% YoY.

• Achieved four consecutive quarters of profitability, with FY2025 marking the first full year of profit; Q1 2026 revenue rose 5% YoY to RMB 93.3 million.

• Subscription revenue hit a record RMB 64.9 million, with gross profit and margin improving YoY; developer services contributed 77% of Q1 2026 revenue.

Customer base, pain points, and solutions

• Serves global enterprises across mobile internet, global brands, and large industries such as finance, retail, and healthcare, including Tesla China and Shanghai Disneyland.

• Addresses challenges in fragmented engagement channels, high R&D costs, user churn, manual operations, AI adoption, and compliance.

• Provides robust infrastructure processing 12.8 billion messages daily, with a 99.9% delivery rate and integration of nine communication channels.