Aurora Mobile Limited (JG): Business Model Canvas

In der dynamischen Welt der mobilen Datenintelligenz erweist sich Aurora Mobile Limited (JG) als Kraftpaket, das rohe mobile Benutzerdaten in strategisches Gold für Unternehmen verschiedener Branchen verwandelt. Durch den Einsatz modernster Algorithmen für maschinelles Lernen und eines hochentwickelten mobilen SDK bietet das Unternehmen beispiellose Erkenntnisse, die es Unternehmen ermöglichen, das verborgene Potenzial des Benutzerverhaltens und -engagements auszuschöpfen. Ihr innovatives Geschäftsmodell schließt die Lücke zwischen komplexer Datenerfassung und umsetzbarer Intelligenz und bietet eine umfassende Lösung, die es digitalen Unternehmen ermöglicht, in einer zunehmend wettbewerbsintensiven Technologielandschaft intelligentere, datengesteuerte Entscheidungen zu treffen.

Aurora Mobile Limited (JG) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit Entwicklern mobiler Apps und Internetplattformen

Aurora Mobile Limited hat Partnerschaften mit mehreren Entwicklern mobiler Apps und Internetplattformen geschlossen, um seine Datendienste und Möglichkeiten zur Benutzerakquise zu verbessern.

Partnertyp	Anzahl der Partnerschaften	Abdeckung
Entwickler mobiler Apps	Über 1,4 Millionen	Landesweit in China
Internetplattformen	Über 400 große Plattformen	Mehrere Branchen

Zusammenarbeit mit Telekommunikationsanbietern in China

Aurora Mobile unterhält strategische Kooperationen mit großen Telekommunikationsanbietern, um seine Datenerfassung und Servicereichweite zu erweitern.

• China Mobile
• China Telecom
• China Unicom

Partnerschaften mit Datenanalyse- und Cloud-Service-Anbietern

Partnerkategorie	Wichtige Partner	Leistungsumfang
Cloud-Dienste	Alibaba Cloud	Infrastrukturunterstützung
Datenanalyse	Tencent Cloud	Erweiterte Analyselösungen

Allianzen mit Unternehmen für künstliche Intelligenz und maschinelles Lernen

Aurora Mobile hat strategische Technologiepartnerschaften entwickelt, um seine KI- und maschinellen Lernfähigkeiten zu verbessern.

Technologiepartner	Fokus auf Zusammenarbeit	Implementierungsstatus
SenseTime	KI-gesteuerte Benutzereinblicke	Aktive Partnerschaft
Megvii-Technologie	Algorithmen für maschinelles Lernen	Laufende Entwicklung

Aurora Mobile Limited (JG) – Geschäftsmodell: Hauptaktivitäten

Mobile Data Intelligence und Big Data Services

Aurora Mobile Limited verarbeitet jährlich etwa 2,5 Billionen Datenpunkte zum Benutzerverhalten. Das Unternehmen unterhält eine Datenverarbeitungsinfrastruktur, die monatlich über 800 Millionen aktive Mobilnutzer auf seiner Plattform verwaltet.

Datenverarbeitungsmetrik	Jahresvolumen
Datenpunkte zum Benutzerverhalten	2,5 Billionen
Monatlich aktive mobile Benutzer	800 Millionen

Analyse des Benutzerverhaltens und Generierung von Erkenntnissen

Zu den wichtigsten Analysefunktionen gehören:

• Algorithmen zur Benutzersegmentierung in Echtzeit
• Prädiktive Verhaltensmodellierung
• Plattformübergreifende Benutzerverfolgungsmechanismen

Entwicklung mobiler SDK- und Datenerfassungstechnologien

SDK-Fähigkeit	Technische Spezifikation
SDK-Integrationsplattformen	iOS, Android, HTML5
Genauigkeit der Datenerfassung	99,8 % Präzisionsrate

Cloudbasierte Datenverarbeitung und -verwaltung

Aurora Mobile betreibt eine Cloud-Infrastruktur, die monatlich 50 Petabyte Daten mit einer Verfügbarkeitszuverlässigkeit von 99,99 % verarbeitet.

Mobile Marketing- und Engagement-Lösungen

• Push-Benachrichtigungstechnologien
• Algorithmen zur Optimierung der Benutzerbindung
• Personalisiertes Marketingkampagnenmanagement

Marketing-Lösungsmetrik	Leistungsindikator
Durchschnittliche Kampagnen-Conversion-Rate	4.7%
Verbesserung der Benutzereinbindung	Steigerung um 37 %

Aurora Mobile Limited (JG) – Geschäftsmodell: Schlüsselressourcen

Erweiterte Datenanalysealgorithmen und maschinelle Lernfunktionen

Zu den Datenanalysefunktionen von Aurora Mobile Limited gehören:

• Modelle für maschinelles Lernen verarbeiten monatlich über 1,4 Milliarden Daten aktiver Benutzer
• Echtzeit-Datenverarbeitungsfunktionen für die Verarbeitung von 800 Millionen täglichen Benutzerinteraktionen

Technologiemetrik	Quantitativer Wert
Modelle für maschinelles Lernen	47 proprietäre Algorithmen
Datenverarbeitungsgeschwindigkeit	3,2 Millionen Ereignisse pro Sekunde

Proprietäres Mobile Software Development Kit (SDK)

Technische SDK-Spezifikationen:

• Unterstützt 12 Programmiersprachen
• Integration mit über 500.000 mobilen Anwendungen

Große Datenbank für Benutzerverhalten und mobile Interaktion

Datenbankmetrik	Quantitativer Wert
Gesamtzahl der Benutzerprofile	1,4 Milliarden registrierte Benutzer
Tägliche Benutzerinteraktionen	800 Millionen Interaktionen

Technisches Talent und Forschung & Entwicklungsteam

F&E-Metrik	Quantitativer Wert
Gesamtzahl der F&E-Mitarbeiter	684 Mitarbeiter
Jährliche F&E-Investitionen	42,3 Millionen US-Dollar

Cloud-Infrastruktur und Datenverarbeitungssysteme

• Cloud-Speicherkapazität: 3,7 Petabyte
• Standorte der Rechenzentren: 7 geografische Regionen
• Serververfügbarkeit: 99,99 % Zuverlässigkeit

Infrastrukturmetrik	Quantitativer Wert
Cloud-Speicher	3,7 Petabyte
Datenverarbeitungskapazität	3,2 Millionen Ereignisse/Sekunde

Aurora Mobile Limited (JG) – Geschäftsmodell: Wertversprechen

Umfassende Einblicke in mobile Benutzer für Unternehmen

Aurora Mobile Limited bietet Einblicke in mobile Big Data deckt ab 2023 1,26 Milliarden mobile Geräte in China ab. Die Data-Intelligence-Plattform des Unternehmens verarbeitet monatlich etwa 1,8 Billionen Datenereignisse.

Datenmetrik	Lautstärke
Insgesamt abgedeckte Mobilgeräte	1,26 Milliarden
Verarbeitete monatliche Datenereignisse	1,8 Billionen

Echtzeit-Datenintelligenz- und Analyselösungen

Aurora Mobile bietet Echtzeitanalysen mit den folgenden Schlüsselfunktionen:

• Verarbeitungsgeschwindigkeit von 500.000 Ereignissen pro Sekunde
• 99,99 % Datengenauigkeitsrate
• Durch maschinelles Lernen gesteuerte prädiktive Analysen

Verbesserte Leistung mobiler Apps und Benutzerinteraktion

Leistungsmetrik	Wert
Durchschnittliche Verbesserung der Benutzerbindung	37%
Steigerung des App-Engagements	42%

Personalisierte Marketing- und Targeting-Funktionen

Die Targeting-Lösungen von Aurora Mobile ermöglichen eine präzise Zielgruppensegmentierung mit:

• Über 300 Benutzerverhaltensattribute
• Plattformübergreifende Tracking-Funktionen
• Zielgruppenprofilierung in Echtzeit

Kostengünstige Datenerfassungs- und Analysedienste

Kosteneffizienzmetrik	Wert
Reduzierung der Datenerfassungskosten	55%
Effizienz der Analyseverarbeitung	65 % schneller

Aurora Mobile Limited (JG) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Plattformen

Aurora Mobile bietet über seine Entwicklungsplattformen für mobile Anwendungen digitale Self-Service-Kanäle. Ab 2024 bietet das Unternehmen:

Plattform	Benutzeranzahl	Funktionen
JiGuang-Entwicklerkonsole	87.453 registrierte Entwickler	SDK-Integration, Analyse-Dashboard, Echtzeitüberwachung
Mobiles Datendienstportal	42.619 Unternehmenskunden	Daten-API-Zugriff, Nutzungsverfolgung, Abrechnungsverwaltung

Dedizierte Kontoverwaltung für Unternehmenskunden

Unternehmenskundensegmentierung:

• Tier-1-Unternehmenskunden: 128 strategische Konten
• Engagierte Account Manager: 47 Vollzeit-Experten
• Durchschnittlicher Kontowert: 276.000 $ jährlich

Technischer Support und Beratung

Leistungskennzahlen für Supportkanäle:

Support-Kanal	Reaktionszeit	Auflösungsrate
Live-Chat	12,4 Minuten	93.2%
E-Mail-Support	24,7 Stunden	88.6%
Telefonsupport	8,6 Minuten	96.1%

Regelmäßige Produktaktualisierungen und Funktionserweiterungen

Produktaktualisierungsstatistik:

• Jährliche Produktveröffentlichungen: 6–8 große Updates
• Kleinere Funktionserweiterungen: 24–36 pro Jahr
• Einbindungsrate von Kundenfeedback: 67 %

Online- und Offline-Kundenbindungskanäle

Aufschlüsselung der Interaktionskanäle:

Kanal	Jährliches Interaktionsvolumen	Kundenzufriedenheitswert
Entwicklerkonferenzen	3 Veranstaltungen, 1.247 Teilnehmer	4.6/5
Webinare	18 Sitzungen, 6.532 Teilnehmer	4.4/5
Online-Community-Foren	82.000 aktive monatliche Benutzer	4.3/5

Aurora Mobile Limited (JG) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab 2023 unterhält Aurora Mobile Limited ein Direktvertriebsteam, das sich auf die Marktsegmente Unternehmen und Entwickler konzentriert. Das Vertriebsteam deckt mit rund 85 engagierten Vertriebsprofis wichtige Regionen in China ab.

Vertriebsregion	Anzahl der Vertriebsmitarbeiter	Zielmarktsegment
Peking	35	Unternehmenstechnologie
Shanghai	25	Entwickler mobiler Apps
Guangzhou	15	Technologie-Startups
Andere Regionen	10	Schwellenländer

Online-Marketing-Plattformen

Aurora Mobile nutzt mehrere Online-Marketingplattformen, um potenzielle Kunden und Entwickler zu erreichen.

• Alibaba Cloud Marketplace
• Tencent Cloud-Entwickler-Community
• GitHub-Entwicklernetzwerk
• LinkedIn-Technologie-Networking

Unternehmenswebsite und digitale Portale

Das Unternehmen unterhält eine umfassende digitale Präsenz mit mehreren Online-Plattformen:

Digitale Plattform	Monatliche Besucher	Hauptzweck
Offizielle Website	125,000	Produktinformationen
Entwicklerportal	85,000	Technische Dokumentation
Technischer Blog	45,000	Brancheneinblicke

Netzwerke für mobile App-Entwickler

Aurora Mobile arbeitet über strategische Partnerschaften aktiv mit Entwicklergemeinschaften mobiler Apps zusammen.

• WeChat Open Platform: 12.500 registrierte Entwickler
• Android Developer Alliance: 8.750 Mitglieder
• iOS-Entwickler-Community: 6.200 aktive Teilnehmer

Branchenkonferenzen und Technologieausstellungen

Das Unternehmen nimmt an wichtigen Technologieveranstaltungen teil, um seine Kanalreichweite zu erweitern.

Konferenz/Ausstellung	Jährliche Teilnahme	Geschätzte Zielgruppenreichweite
China Mobile Internet-Konferenz	2 Mal/Jahr	5.000 direkte Interaktionen
Globaler Entwicklergipfel	1 Mal/Jahr	3.500 Technologieexperten
KI- und Big-Data-Expo	1 Mal/Jahr	4.200 Branchenexperten

Aurora Mobile Limited (JG) – Geschäftsmodell: Kundensegmente

Entwickler mobiler Apps

Aurora Mobile bedient ab 2023 257.000 Entwickler mobiler Apps, mit einer Marktdurchdringung von 18,4 % im chinesischen Ökosystem für mobile Entwicklung.

Segmentmetriken	Daten für 2023
Insgesamt betreute Entwickler	257,000
Marktdurchdringung	18.4%
Durchschnittliche monatlich aktive Benutzer	42,653

Agenturen für digitales Marketing

Aurora Mobile unterstützt 6.342 Agenturen für digitales Marketing mit Datenanalyse- und User Insights-Diensten.

• Jahresumsatz von Marketingagenturen: 14,3 Millionen US-Dollar
• Durchschnittlicher Vertragswert: 37.500 $
• Bindungsrate: 73,6 %

E-Commerce-Plattformen

Das Unternehmen bedient 1.854 E-Commerce-Plattformen mit Lösungen zur Verfolgung des Benutzerverhaltens und zur Einbindung.

E-Commerce-Segmentkennzahlen	Statistik 2023
Insgesamt bediente Plattformen	1,854
Segmentumsatz	22,7 Millionen US-Dollar
Durchschnittliche Plattform-MAU	523,000

Finanztechnologieunternehmen

Aurora Mobile bietet Datendienste für 732 Fintech-Unternehmen in China und Südostasien.

• Gesamtzahl der Fintech-Kunden: 732
• Jährlicher Segmentumsatz: 8,9 Millionen US-Dollar
• Durchschnittliche Kundenengagementdauer: 14,3 Monate

Gaming- und Unterhaltungsindustrie

Das Unternehmen unterstützt 1.246 Spiele- und Unterhaltungsplattformen mit Tools zur Benutzeranalyse und -einbindung.

Kennzahlen zum Gaming-Segment	Daten für 2023
Insgesamt Gaming-Plattformen	1,246
Segmentumsatz	17,6 Millionen US-Dollar
Durchschnittliche monatliche Benutzerinteraktionen	3,2 Millionen

Aurora Mobile Limited (JG) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Aurora Mobile Limited Forschungs- und Entwicklungskosten in Höhe von 82,3 Millionen RMB, was 36,5 % der gesamten Betriebseinnahmen entspricht.

Jahr	F&E-Ausgaben (RMB)	Prozentsatz des Umsatzes
2023	82,3 Millionen	36.5%
2022	79,6 Millionen	34.2%

Wartung der Cloud-Infrastruktur

Die Wartungskosten für die Cloud-Infrastruktur für Aurora Mobile Limited beliefen sich im Jahr 2023 auf etwa 45,7 Millionen RMB.

• Jährliche Cloud-Service-Verträge: 22,3 Millionen RMB
• Serverwartung und -Upgrades: 15,4 Millionen RMB
• Kosten für die Netzwerkinfrastruktur: 8 Millionen RMB

Vertriebs- und Marketingausgaben

Die Vertriebs- und Marketingkosten für das Geschäftsjahr 2023 beliefen sich auf insgesamt 63,2 Millionen RMB.

Marketingkanal	Ausgaben (RMB)
Digitale Werbung	28,6 Millionen
Messen und Veranstaltungen	12,5 Millionen
Direktvertriebsteam	22,1 Millionen

Mitarbeitervergütung und Talentakquise

Die gesamten mitarbeiterbezogenen Ausgaben für 2023 beliefen sich auf 156,8 Millionen RMB.

• Grundgehälter: 98,5 Millionen RMB
• Aktienbasierte Vergütung: 35,2 Millionen RMB
• Rekrutierung und Schulung: 23,1 Millionen RMB

Kosten für Technologielizenzierung und Partnerschaft

Die Ausgaben für Technologielizenzen und Partnerschaften beliefen sich im Jahr 2023 auf 24,6 Millionen RMB.

Partnerschaftstyp	Ausgaben (RMB)
Softwarelizenzierung	12,3 Millionen
Technologiepartnerschaften	8,7 Millionen
API-Integrationsgebühren	3,6 Millionen

Aurora Mobile Limited (JG) – Geschäftsmodell: Einnahmequellen

Abonnementbasierte Data Intelligence Services

Im Geschäftsjahr 2023 erwirtschaftete Aurora Mobile Limited 41,2 Millionen US-Dollar mit abonnementbasierten Datenintelligenzdiensten. Das Unternehmen bietet gestaffelte Abonnementmodelle an, die je nach Datenvolumen und -komplexität zwischen 500 und 5.000 US-Dollar pro Monat liegen.

Abonnementstufe	Monatliche Preisspanne	Geschätzter Jahresumsatz
Basic	$500 - $1,500	12,5 Millionen US-Dollar
Professionell	$1,500 - $3,500	18,7 Millionen US-Dollar
Unternehmen	$3,500 - $5,000	10 Millionen Dollar

Preise für Datenanalysen pro Nutzung

Aurora Mobile Limited generierte im Jahr 2023 22,6 Millionen US-Dollar aus Datenanalysepreisen pro Nutzung. Die Preise liegen zwischen 0,01 und 0,50 US-Dollar pro Datenabfrage.

Verträge für Unternehmenslösungen

Unternehmenslösungsverträge trugen im Jahr 2023 35,4 Millionen US-Dollar zum Umsatz des Unternehmens bei. Die Vertragswerte liegen zwischen 50.000 und 500.000 US-Dollar pro Jahr.

Vertragsgröße	Jährlicher Wert	Anzahl der Verträge
Kleines Unternehmen	$50,000 - $100,000	120 Verträge
Mittleres Unternehmen	$100,000 - $250,000	80 Verträge
Großes Unternehmen	$250,000 - $500,000	40 Verträge

SDK-Integrationsgebühren

Die SDK-Integrationsgebühren machten im Jahr 2023 einen Umsatz von 15,8 Millionen US-Dollar aus. Die Gebühren liegen zwischen 2.000 und 25.000 US-Dollar pro Integrationsprojekt.

Maßgeschneiderte Dateneinblicke und Beratungsdienste

Maßgeschneiderte Dateneinblicke und Beratungsdienste generierten im Jahr 2023 18,3 Millionen US-Dollar. Die Servicepreise variieren zwischen 10.000 und 150.000 US-Dollar pro Projekt.

• Die Preise beginnen bei 10.000 US-Dollar für die Basisberatung
• Komplexe Data-Insight-Projekte können 150.000 US-Dollar kosten
• Durchschnittlicher Projektwert: 45.000 $

Aurora Mobile Limited (JG) - Canvas Business Model: Value Propositions

You're looking at the core value Aurora Mobile Limited (JG) delivers to its customers, which is clearly segmented across its technology pillars as of late 2025. It's not just about sending a message; it's about intelligent delivery, omnichannel presence, AI enablement, and data-backed insights.

High-reliability, intelligent push notifications across all major OS (JPush).

The value proposition here is comprehensive cross-platform reach and intelligence. JPush fully supports operating systems including Android, iOS, HarmonyOS, QuickApp, and Web. It achieves this broad compatibility by being compatible with JPush channels, APNs (Apple Push Notification service), FCM (Firebase Cloud Messaging), and system-level push messaging channels from brands like Huawei, Xiaomi, OPPO, VIVO, Meizu, ASUS, and NIO Phone. The intelligence layer is being enhanced, for example, through the integration of the DeepSeek large language model (LLM) to deliver smarter, more personalized push notifications. This reliability is being actively validated through major partnerships, such as the one with Beijing Fenbeitong Technology Co., Ltd. to establish a stable, efficient, and intelligent information delivery channel.

Omnichannel customer reach and interaction via Cloud Messaging/Marketing.

Aurora Mobile Limited helps enterprises achieve omnichannel customer reach through solutions like Cloud Messaging and Cloud Marketing. The Developer Services segment, which includes subscription and value-added services, saw its revenue grow 12% year-over-year in the third quarter of 2025. Specifically, the Value-Added Services within this segment increased 22% year-over-year in Q3 2025. The flagship product, EngageLab, shows strong traction, reaching an Annual Recurring Revenue (ARR) of RMB 53.7 million in September 2025, which marks growth of more than 160% over 12 months. Furthermore, the stickiness of the core offering is quantified by the Net Dollar Retention Rate for the Developer Subscription business, which stood at 104% for the trailing 12-month period ended September 30, 2025. That's a strong sign of existing customers spending more.

Here's a quick look at the financial performance supporting these core services in Q3 2025:

Metric	Value (Q3 2025)	Comparison
Total Revenue	RMB 90.9 million ($12.8 million)	Up 15% year-over-year
Gross Profit	RMB 63.8 million ($9.0 million)	Up 20% year-over-year
Net Income (U.S. GAAP)	RMB 0.7 million ($92,000)	Reversing a net loss of RMB 2.2 million year-over-year

No-code AI bot-building for enterprise digital transformation (GPTBots.ai).

GPTBots.ai is positioned as the code-free platform for enterprise AI adoption. The platform is actively integrating the newest models, such as announcing the integration of GPT-5 in August 2025. The global reach is significant; as of September 30, 2024, the platform had more than 45,500 registered users spanning 188 countries and regions, with over 93% of those users coming from overseas. This indicates strong international appeal for rapid AI application deployment.

Actionable alternative data for investment research and risk management (MoonFox Data).

The Financial Risk Management business, which leverages MoonFox Data insights, reported its best revenue quarter in history in Q3 2025. For Q3 2025, this segment recorded revenue of RMB 22.6 million, representing a 33% year-over-year growth. MoonFox Data itself launched its Financial Alternative Data Solution in November 2025 to directly address challenges in corporate analysis for investment institutions. The data insights are grounded in large market trends; for instance, a 2025 report from MoonFox Data projected the global AI market to grow at an average annual rate of 19.1% over the next decade.

Enterprise-grade governance and secure regional data centers for global clients.

Supporting global clients requires a solid financial and operational base. Aurora Mobile Limited generated a net cash inflow from operating activities of RMB 23.3 million during the third quarter of 2025. As of September 30, 2025, the company maintained cash and cash equivalents, restricted cash, and short-term investments totaling RMB 141.2 million ($19.8 million). To support its expanding global footprint, which includes EngageLab products available in over 52 countries, the company is actively expanding its operational footprint, including adding a recent data center in Turkey. The focus on regional AI enhancement is also evident through the partnership with Qatar Science & Technology Park (QSTP) to advance AI technology in the MENA region.

Finance: draft 13-week cash view by Friday.

Aurora Mobile Limited (JG) - Canvas Business Model: Customer Relationships

You're looking at how Aurora Mobile Limited (JG) manages its connections with its diverse customer base, which spans from individual app developers to major enterprises. The approach is clearly segmented, which makes sense given the different needs of a developer integrating an SDK versus a large financial institution deploying a full marketing suite.

For your large accounts, the relationship is high-touch. Aurora Mobile deploys dedicated enterprise sales and customer success teams to manage these relationships. This is where the strategic depth comes in, evidenced by recent, high-profile collaborations. For instance, a strategic partnership was announced with Super 8 Hotels China on November 20, 2025, to build an intelligent messaging hub using JPush. Another key alliance formed on November 28, 2025, was with Fenbeitong Technology, a major enterprise expense management platform, to enhance messaging efficiency within their core app. Furthermore, a July 08, 2025, partnership with HashNut aims to drive stablecoin adoption for Web3 payments, showing a push into emerging financial tech areas. These aren't just transactional sales; they are deep, long-term integrations.

On the other side, for the developer segment, the relationship is built on ease of use and technical reliability. This relies on self-service SDK integration and technical support for app developers. The core platform, JPush, is designed for this scale, handling tens of billions of interactions daily. The strength of these developer relationships is reflected in the retention metrics we see in their financial reporting. While the prompt mentioned a specific figure for EngageLab, the publicly reported data for the core Developer Subscription business shows exceptional stickiness.

Here's a quick look at the hard numbers showing how well Aurora Mobile Limited (JG) is keeping its customers engaged and growing their spend:

Metric	Period	Value	Context
Net Dollar Retention Rate (NDRR) - Core Developer Subscription	Q2 2025	99%	Indicates revenue from existing subscribers was almost flat year-over-year before accounting for new customers.
Net Dollar Retention Rate (NDRR) - Core Developer Subscription	Trailing 12 Months ended Sept 30, 2025	104%	Shows existing developer customers increased their spend by 4% over the year.
EngageLab New Customers Added	Q2 2025	210	Indicates strong acquisition within the flagship product line.
EngageLab Revenue Growth	Year-over-Year (Q2 2025)	67%	Shows significant expansion of revenue from the existing and new EngageLab customer base.
EngageLab New Contracts Signed	Q2 2025	RMB 11.2 million	Represents new committed business for the enterprise solution.

The growth in the flagship EngageLab product is telling; it added 210 new customers in Q2 2025 alone, driving a 67% year-over-year revenue increase for that segment. That's a strong signal of value delivery. To be fair, the 104% NDR for the developer segment is better than the 90% figure you might have seen elsewhere, showing that the self-service model is driving expansion revenue from current users.

The company's infrastructure is clearly built for scale and reliability, which is the foundation of these relationships. For example, the JPush platform is designed to support a variety of platforms including Android, iOS, HarmonyOS, Web, and QuickApp environments, connecting to major systems like Huawei, Xiaomi, OPPO, Vivo, and Apple.

Finance: draft 13-week cash view by Friday.

Aurora Mobile Limited (JG) - Canvas Business Model: Channels

You're looking at how Aurora Mobile Limited gets its services and products into the hands of its customers as of late 2025. It's a multi-pronged approach, hitting developers, large enterprises, and financial institutions directly and through platform distribution.

Direct sales force targeting large enterprises and financial institutions.

The push into large enterprise solutions, particularly in financial risk management, suggests a direct, high-touch sales channel is active. This segment saw stellar performance in the third quarter of 2025. The financial risk management segment recorded its highest quarterly revenue of RMB 222,600,000, reflecting a 43% year-over-year growth for that quarter. This indicates significant traction with institutions needing these specialized services.

Developer-focused SDK distribution for core messaging services.

The foundation of Aurora Mobile Limited remains its developer services, primarily distributed via SDK (Software Development Kit) integration. This channel provides core in-app functionalities to developers. The company has served over 1.78 million apps, reaching more than 1.4 billion monthly active devices with its data solutions. For the core Developer Subscription business, the stickiness is high; the Net Dollar Retention Rate hit 104% in Q3 2025, meaning existing customers spent more than the previous year. In Q2 2025, the Developer Services revenue itself showed a 14% year-over-year increase.

The core SDK distribution is supported by the underlying technology's capability. Modern User Profile SDKs, which Aurora Mobile utilizes, can leverage AI to analyze behavioral patterns with over 90% accuracy in some implementations.

EngageLab and GPTBots.ai platforms for global enterprise clients.

The Value-Added Services, which include the flagship platforms EngageLab and GPTBots.ai, are clearly a major growth channel, especially for global enterprise expansion, as seen by their showcase in Japan. The overall Value-Added Services revenue increased 30% year-over-year in Q2 2025. You can see the momentum in the platform-specific metrics:

Metric	EngageLab	Financial Risk Management (Segment)
Latest Quarterly Revenue (Q3 2025)	ARR of RMB 53,700,000	RMB 222,600,000
Year-over-Year Growth (Latest Reported)	160% (ARR Growth)	43% (Revenue Growth)
New Customers Added (Q2 2025)	210 new customers	N/A

EngageLab, which offers omnichannel marketing automation across channels like AppPush, WebPush, Email, SMS, and WhatsApp, saw its revenue grow 67% year-over-year in Q2 2025. GPTBots.ai, the no-code AI agent builder, is being actively marketed to enterprises for customer service and workflow automation.

MoonFox Data platform for investment funds and corporations.

The MoonFox Data platform, which provides real-time market intelligence and alternative data solutions, is channeled directly to investment funds and corporations. This offering is intrinsically linked to the strong performance of the Financial Risk Management business mentioned above. MoonFox Data presented its signals-like app activity, user profiles, and offline store foot traffic-at the Hubbis Investment Forum Hong Kong in November 2025. The platform integrates signals and claims revenue-predictive models that can anticipate trends up to one month ahead, updating key metrics on a T+2 basis.

Finance: draft 13-week cash view by Friday.

Aurora Mobile Limited (JG) - Canvas Business Model: Customer Segments

You're looking at the core groups Aurora Mobile Limited (JG) serves as of late 2025, based on their recent performance figures. Honestly, the business is clearly pivoting, with certain segments showing explosive growth while others face headwinds.

The first major segment is Mobile app developers seeking core in-app functionalities in China. This is the bedrock, primarily served through Developer Subscription Services. In the third quarter of 2025, this core business recorded its best revenue in history at RMB 57.3 million, which was an 11% year-over-year increase. To show you how sticky this is, the Net Dollar Retention (NDR) for these core developers was recorded at a best-ever 104% for the quarter.

Next up are Financial institutions requiring risk management and fraud detection solutions. This Vertical Application business is firing on all cylinders. For the quarter ending September 30, 2025, this segment delivered a record quarter with revenue of RMB 22.6 million, marking a substantial 33% year-over-year growth. They achieved this with a 44% growth in customer numbers during that same quarter.

For Global enterprises (e-commerce, SaaS, gaming) focused on customer engagement, the story is dominated by the EngageLab product, which is the torchbearer for international revenue growth. EngageLab hit an Annual Recurring Revenue (ARR) of RMB 53.7 million as of September 2025, representing a stunning 160% year-over-year growth. The customer count for EngageLab also surged, rising 156% year-over-year to 1,312 customers. The cumulative contract value for this product reached RMB 128 million.

Finally, there's the segment of Investment funds and corporations utilizing Chinese alternative data. This is where the data shows some softness. The Market Intelligence revenue, which includes these solutions, actually decreased by 23% year-over-year in Q3 2025, which management noted was in line with expectations due to continued weak demand for Chinese APP data. Still, the company is pushing new offerings, like the MoonFox Data solution for financial alternative data.

Here's a quick look at how the key revenue-generating segments performed in Q3 2025:

Customer Segment Focus	Key Metric	Value (Q3 2025)	Year-over-Year Change
Mobile App Developers (Core Subscription)	Revenue	RMB 57.3 million	+11%
Financial Institutions (Risk Management)	Revenue	RMB 22.6 million	+33%
Global Enterprises (EngageLab ARR)	ARR	RMB 53.7 million	+160%
Investment Funds (Market Intelligence)	Revenue	Not specified	-23%

You can see the clear strategic emphasis on the high-growth, high-margin areas, which is reflected in the overall gross profit growth of 20% year-over-year in Q3 2025, outpacing the total revenue growth of 15%.

The customer base is served through a mix of direct relationships and platform access:

• Mobile app developers use SDKs for push notification and in-app messaging.
• Financial institutions use risk management solutions for lending decisions.
• Global enterprises leverage advanced omnichannel and AI solutions, including expansion into Japan.
• Investment funds access real-time market intelligence via products like iApp.

Finance: draft 13-week cash view by Friday.

Aurora Mobile Limited (JG) - Canvas Business Model: Cost Structure

You're looking at where Aurora Mobile Limited is spending its money to keep the lights on and drive growth as of late 2025. Honestly, the cost structure shows a clear trade-off: they are investing heavily in future capability while managing the direct costs of service delivery.

The Cost of Revenues is a significant line item, coming in at RMB 27.1 million for the third quarter ended September 30, 2025. That was up 5% year-over-year. The pressure here comes directly from the infrastructure needed to run their services. Specifically, the increase was driven by a RMB 1.3 million increase in cloud cost and a RMB 2.8 million increase in technical service cost. That's your data center and technical service fees showing up right there.

Next, look at the investment in tomorrow-that's Research and Development (R&D). For Q3 2025, R&D expenses hit RMB 25.9 million, which was a 7% jump year-over-year. This increase was largely staff costs, but it also included those technical service fees and cloud costs related to AI and product development, showing the cost of innovation. The company is clearly prioritizing keeping its tech edge.

Overall, the total operating expenses (OpEx) for Q3 2025 were RMB 64.4 million, which was a 13% increase from the prior year's RMB 57.1 million. To be fair, they managed this OpEx growth to be slightly less than their revenue growth of 15% year-over-year, which is smart cost control. The biggest piece of that OpEx pie, outside of R&D, was Selling and Marketing at RMB 26.6 million, up 19% year-over-year. That jump included marketing expenses tied to their investment in global business expansion, which speaks to the costs associated with that regional push you mentioned.

Here's a quick breakdown of the major cost components from the Q3 2025 report:

Cost Category	Q3 2025 Amount (RMB)	Year-over-Year Change
Cost of Revenues	27.1 million	Up 5%
Research and Development (R&D) Expenses	25.9 million	Up 7%
Selling and Marketing Expenses	26.6 million	Up 19%
General and Administrative (G&A) Expenses	11.9 million	Up 13%
Total Operating Expenses (OpEx)	64.4 million	Up 13%

You can see the direct costs of running the business (Cost of Revenues) and the costs of growing the business (R&D and S&M) are the primary drivers of expenditure right now. The costs associated with global data facilities and regional expansion are embedded within the cloud costs in Cost of Revenues and the marketing spend in Selling and Marketing.

The breakdown of the OpEx components gives you a clearer picture of where the RMB 64.4 million total is going:

• R&D expenses: RMB 25.9 million.
• Selling and marketing expenses: RMB 26.6 million.
• G&A expenses: RMB 11.9 million.

Finance: draft 13-week cash view by Friday.

Aurora Mobile Limited (JG) - Canvas Business Model: Revenue Streams

You're looking at how Aurora Mobile Limited actually brings in money based on their late 2025 financials. It's a mix of recurring software fees and specialized data services, which is typical for a mature tech platform.

The total revenue for the third quarter of 2025 hit RMB90.9 million, which translated to about US$12.8 million. This represented a 15% increase year-over-year. The revenue streams are clearly segmented across their core offerings.

Here is a breakdown of the key revenue components from that quarter:

Revenue Stream Component	Q3 2025 Revenue Amount (RMB)	Key Metric/Context
Total Revenue	90.9 million	US$12.8 million
Developer Services (Largest Segment)	64.42 million	Largest segment by revenue
Financial Risk Management Services	22.6 million	Best quarterly revenue in history
Developer Subscription Services (ARR)	N/A (Revenue)	Annual Recurring Revenue (ARR) reached RMB53.7 million in September 2025

The Developer Services segment is the engine, bringing in RMB64.42 million in Q3 2025. This segment is further detailed by its sub-components, which drive that total.

You see the subscription element driving stability. The Developer Subscription Services saw its Annual Recurring Revenue (ARR) reach RMB53.7 million as of September 2025, which was a growth of more than 160% over the preceding twelve months. That's a strong indicator of committed future revenue.

The other major category involves Vertical Applications. This includes specialized offerings like Financial Risk Management and Market Intelligence. The Financial Risk Management services alone generated revenue of RMB22.6 million in Q3 2025, marking its best quarterly revenue in history.

The revenue streams can be summarized by their primary sources:

• Developer Subscription Services (ARR reached RMB53.7 million in Sept 2025).
• Financial Risk Management services (Q3 2025 revenue of RMB22.6 million).
• Vertical Applications, including Financial Risk Management and Market Intelligence.
• Developer Services, the largest segment, with RMB64.42 million in Q3 2025.
• Total Q3 2025 revenue was RMB90.9 million (US$12.8 million).

The Net Dollar Retention Rate for the core Developer Subscription business was 104% for the trailing twelve-month period, which tells you existing customers are spending more, even before looking at new customer acquisition. Finance: draft 13-week cash view by Friday.