Aurora (JG.US) Q4 and Full-Year Financial Report: First Full-Year Profit, Quarterly Revenue Exceeds 100 Million

格隆汇 March 12｜On March 12, Aurora (NASDAQ: JG), China's leading customer interaction and marketing technology service provider, announced its unaudited financial results for the fourth quarter and full year ended December 31, 2025. In the fourth quarter, Aurora achieved a historic breakthrough, making 2025 the company's first fiscal year to achieve full-year GAAP profitability. Meanwhile, Aurora's total revenue for the fourth quarter reached a record high since its transformation to a pure SaaS business, amounting to 105 millions yuan, up 13% year-on-year and 16% quarter-on-quarter. All three business lines saw quarter-on-quarter growth, with the dual engines of EngageLab and GPTBots.ai continuing to drive strong growth momentum. Additionally, noteworthy highlights include: 1) The global flagship product EngageLab reached 1,641 customers, up 142% year-on-year; annual recurring revenue (ARR) hit 10 million USD, a robust 186% year-on-year increase; 2) Subscription service revenue set a new record at 61.9 millions yuan, up 13% year-on-year, reflecting a solid foundation for development; 3) Developer subscription service net dollar retention (NDR) reached 103%, with customer lifetime value continuing to expand; 4) Industry application revenue reached 29 millions yuan, up 31% year-on-year and 10% quarter-on-quarter, with financial risk control business becoming the core engine driving sustained growth in this segment; 5) Gross profit hit a 16-quarter high at 69.7 millions yuan, with gross margin up 540 basis points year-on-year; 6) Deferred revenue set a new historical high at 179 millions yuan, laying a solid foundation for performance growth in 2026; 7) Net cash inflow from operating activities reached 35.1 millions yuan, the highest value in the past 22 quarters.