NEW YORK, May 26, 2026, 14:02 (EDT)
- Aurora Mobile’s ADSs on Nasdaq jumped 29 cents to $6.14 after the company posted a profit for the first quarter.
- Aurora Mobile posted a 5% gain in first-quarter revenue to RMB93.3 million. Net income came in at RMB1.2 million after a loss last year.
- EngageLab’s annual recurring revenue hit $11.7 million in March, growing 172% from the previous year. The figure measures subscription revenue run-rate.
Aurora Mobile Limited shares gained in the U.S. Tuesday after the Chinese software firm posted stronger first-quarter revenue and swung to a profit. Investors took the results as a new sign on the company’s software-as-a-service strategy.
The stock last traded at $6.14, climbing 29 cents. Shares moved in a narrow band from $5.99 to $6.25 on thin volume, market data show. The gain topped the Nasdaq Composite, which was up 0.9% in the afternoon.
U.S. markets reopened after being closed for Memorial Day, and Aurora published earnings before the U.S. Tuesday open. That left traders with little time to parse earnings, a fresh EngageLab product and Aurora’s thinly traded shares. Nasdaq’s calendar for 2026 marked Memorial Day, May 25, as a full closure.
Aurora reported first-quarter revenue up 5% year over year to RMB93.3 million, or $13.5 million. Gross profit increased 13% to RMB66.3 million. Net income was RMB1.2 million, reversing a net loss of RMB1.6 million a year ago.
Chairman and CEO Weidong Luo said the quarter was a “great start to financial year 2026,” after Aurora Mobile posted its fourth consecutive GAAP profitable quarter. GAAP stands for generally accepted accounting principles, the accounting rules used in U.S. reports. Businessinsider
Developer subscription revenue at the company reached RMB64.9 million, a record according to Luo. Net dollar retention for its core Developer Subscription business was 103%.
“It was a tough quarter,” Chief Financial Officer Shan-Nen Bong said, though he added Aurora “remained resilient.” Bong said EngageLab kept scaling, and said cost controls stayed in place as the company moves forward with global expansion. Businessinsider
EngageLab is out front on growth. Aurora reported March annual recurring revenue hit $11.7 million, jumping 172% from a year ago. ARR, a regular software measure, annualizes a company’s monthly subscription revenue to capture the current recurring sales base.
Some weakness showed up in the results. Developer Services revenue was up 15%, while Vertical Applications revenue dropped 19%. That held total revenue growth down. Operating expenses climbed 9% to RMB66.1 million with more spending on research and development and sales.
Aurora’s EngageLab on Tuesday rolled out an AI-driven conversational sales tool, saying it uses an “unlimited support agents” setup and skips per-seat fees. Marketing director Tanya Quan said next-stage growth will need “exceptional conversion efficiency and ultimate cost control.” Aurora Mobile Limited
Axios Management in Japan rolled out the company’s product early and got back cross-time-zone leads equal to 37.5% of its system spend in week one. “Web inquiries were steadily increasing,” said Tsuyoshi Hikichi, Axios Management rep director. Aurora Mobile Limited
Aurora is dealing with tough competition. The company operates in the customer engagement and messaging space, up against bigger U.S.-listed rivals like Twilio and Braze. Twilio was trading nearly flat at $188.49, with Braze up at $25.44. That points to Aurora’s move being linked more to its own earnings news than any group rally.
Aurora’s rally isn’t without headwinds. Trading volume was light, raising the risk that price swings could flip. Cash, restricted cash and short-term investments dropped to RMB142.2 million, down from RMB173.4 million at 2025’s end. Aurora keeps putting money into SaaS while Vertical Applications’ revenue stays soft, and it’s up against bigger rivals spending more on sales.
Aurora bought back 41,683 ADSs in the first quarter for around $316,100, taking total repurchases under its buyback plan to 441,365 ADSs. ADSs are U.S.-listed receipts for foreign shares.
