Aurora Mobile Limited (JG): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da inteligência de dados móveis, a Aurora Mobile Limited (JG) surge como uma potência, transformando dados de usuários móveis brutos em ouro estratégico para empresas em diversos setores. Ao alavancar os algoritmos de aprendizado de máquina de ponta e um sofisticado SDK móvel, a empresa oferece informações sem precedentes que permitem que as organizações desbloqueie o potencial oculto do comportamento e do engajamento do usuário. Seu modelo inovador de negócios preenche a lacuna entre a coleta complexa de dados e a inteligência acionável, fornecendo uma solução abrangente que capacita as empresas digitais a tomar decisões mais inteligentes e orientadas a dados em um cenário tecnológico cada vez mais competitivo.

Aurora Mobile Limited (JG) - Modelo de Negócios: Principais Parcerias

Cooperação estratégica com desenvolvedores de aplicativos móveis e plataformas de internet

A Aurora Mobile Limited estabeleceu parcerias com vários desenvolvedores de aplicativos móveis e plataformas da Internet para aprimorar seus serviços de dados e recursos de aquisição de usuários.

Tipo de parceiro	Número de parcerias	Cobertura
Desenvolvedores de aplicativos móveis	Mais de 1,4 milhão	Em todo o país na China
Plataformas da Internet	Mais de 400 plataformas principais	Várias verticais da indústria

Colaboração com transportadoras de telecomunicações na China

A Aurora Mobile possui colaborações estratégicas com as principais operadoras de telecomunicações para expandir seu alcance de coleta e serviço.

• China Mobile
• China Telecom
• China Unicom

Parcerias com análise de dados e provedores de serviços em nuvem

Categoria de parceiro	Parceiros -chave	Escopo de serviço
Serviços em nuvem	Cloud Alibaba	Suporte de infraestrutura
Análise de dados	Tencent Cloud	Soluções de análise avançada

Alianças com empresas de inteligência artificial e tecnologia de aprendizado de máquina

A Aurora Mobile desenvolveu parcerias de tecnologia estratégica para aprimorar seus recursos de IA e aprendizado de máquina.

Parceiro de tecnologia	Foco de colaboração	Status de implementação
SenseTime	Insights de usuário orientados a IA	Parceria ativa
Megvii Technology	Algoritmos de aprendizado de máquina	Desenvolvimento contínuo

Aurora Mobile Limited (JG) - Modelo de negócios: Atividades -chave

Inteligência de dados móveis e serviços de big data

Aurora Mobile Limited Processa aproximadamente 2,5 trilhões de dados de comportamento do usuário pontos anualmente. A empresa mantém um lidar com uma infraestrutura de processamento de dados que lida com mais de 800 milhões de usuários móveis ativos mensais em sua plataforma.

Métrica de processamento de dados	Volume anual
Pontos de dados de comportamento do usuário	2,5 trilhões
Usuários de celular ativos mensais	800 milhões

Análise de comportamento do usuário e geração de insights

Os principais recursos analíticos incluem:

• Algoritmos de segmentação de usuários em tempo real
• Modelagem comportamental preditiva
• Mecanismos de rastreamento de usuário de plataforma cruzada

Desenvolvimento de tecnologias de SDK móvel e de coleta de dados

Capacidade SDK	Especificação técnica
Plataformas de integração SDK	iOS, Android, html5
Precisão da coleta de dados	99,8% de taxa de precisão

Processamento e gerenciamento de dados baseados em nuvem

O Aurora Mobile opera o processamento de infraestrutura em nuvem 50 petabytes de dados mensalmente com 99,99% de confiabilidade no tempo de atividade.

Soluções de marketing e engajamento móveis

• Tecnologias de notificação de push
• Algoritmos de otimização de retenção de usuários
• Gerenciamento de campanha de marketing personalizado

Métrica de solução de marketing	Indicador de desempenho
Taxa média de conversão de campanha	4.7%
Melhoria do engajamento do usuário	Aumento de 37%

Aurora Mobile Limited (JG) - Modelo de negócios: Recursos -chave

Algoritmos avançados de análise de dados e recursos de aprendizado de máquina

Os recursos de análise de dados da Aurora Mobile Limited incluem:

• Modelos de aprendizado de máquina Processando mais de 1,4 bilhão de dados de usuários ativos mensais
• Recursos de processamento de dados em tempo real que lidando com 800 milhões de interações diárias do usuário

Métrica de tecnologia	Valor quantitativo
Modelos de aprendizado de máquina	47 algoritmos proprietários
Velocidade de processamento de dados	3,2 milhões de eventos por segundo

Kit proprietário de desenvolvimento de software móvel (SDK)

Especificações técnicas do SDK:

• Suporta 12 linguagens de programação
• Integração com mais de 500.000 aplicativos móveis

Grande comportamento do usuário e banco de dados de interação móvel

Métrica do banco de dados	Valor quantitativo
Perfis de usuário totais	1,4 bilhão de usuários registrados
Interações diárias do usuário	800 milhões de interações

Talento e pesquisa técnica & Equipe de desenvolvimento

Métrica de P&D	Valor quantitativo
Funcionários totais de P&D	684 funcionários
Investimento anual de P&D	US $ 42,3 milhões

Infraestrutura em nuvem e sistemas de processamento de dados

• Capacidade de armazenamento em nuvem: 3,7 petabytes
• Local de data center: 7 regiões geográficas
• Tempo de atividade do servidor: 99,99% de confiabilidade

Métrica de infraestrutura	Valor quantitativo
Armazenamento em nuvem	3.7 Petabytes
Capacidade de processamento de dados	3,2 milhões de eventos/segundo

Aurora Mobile Limited (JG) - Modelo de Negócios: Proposições de Valor

Insights abrangentes de usuários móveis para empresas

Aurora Mobile Limited fornece Mobile Big Data Insights cobrindo 1,26 bilhão de dispositivos móveis na China a partir de 2023. A plataforma de inteligência de dados da empresa processa aproximadamente 1,8 trilhão de eventos de dados mensalmente.

Métrica de dados	Volume
Dispositivos móveis totais cobertos	1,26 bilhão
Eventos de dados mensais processados	1,8 trilhão

Soluções de inteligência e análise de dados em tempo real

A Aurora Mobile oferece análises em tempo real com os seguintes recursos principais:

• Velocidade de processamento de 500.000 eventos por segundo
• 99,99% de taxa de precisão dos dados
• Análise preditiva orientada a aprendizagem de máquina

Desempenho aprimorado de aplicativo móvel e engajamento do usuário

Métrica de desempenho	Valor
Melhoria média de retenção de usuários	37%
Uplift de engajamento de aplicativos	42%

Recursos de marketing e segmentação personalizados

As soluções de segmentação da Aurora Mobile permitem a segmentação precisa do público com:

• Mais de 300 atributos de comportamento do usuário
• Recursos de rastreamento de plataforma cruzada
• Perfil de público em tempo real

Serviços de coleta e análise de dados econômicos

Métrica de eficiência de custos	Valor
Redução de custos de coleta de dados	55%
Análise de eficiência de processamento	65% mais rápido

Aurora Mobile Limited (JG) - Modelo de Negócios: Relacionamentos do Cliente

Plataformas digitais de autoatendimento

A Aurora Mobile fornece canais de autoatendimento digital por meio de suas plataformas de desenvolvimento de aplicativos móveis. A partir de 2024, a empresa oferece:

Plataforma	Contagem de usuários	Características
Console de desenvolvedores de Jiguang	87.453 desenvolvedores registrados	Integração SDK, painel de análise, monitoramento em tempo real
Portal de Serviço de Dados Móveis	42.619 clientes corporativos	API de dados Access, rastreamento de uso, gerenciamento de cobrança

Gerenciamento de conta dedicado para clientes corporativos

Segmentação de clientes corporativos:

• CLIENTES EMPRESAS DE TIER 1: 128 contas estratégicas
• Gerentes de contas dedicadas: 47 profissionais em tempo integral
• Valor médio da conta: US $ 276.000 anualmente

Suporte técnico e consulta

Métricas de desempenho dos canais de suporte:

Canal de suporte	Tempo de resposta	Taxa de resolução
Bate -papo ao vivo	12,4 minutos	93.2%
Suporte por e -mail	24,7 horas	88.6%
Suporte telefônico	8,6 minutos	96.1%

Atualizações regulares de produtos e aprimoramentos de recursos

Estatísticas de atualização do produto:

• Lançamentos anuais de produtos: 6-8 principais atualizações
• Menores aprimoramentos de recursos: 24-36 por ano
• Taxa de incorporação de feedback do cliente: 67%

Canais de engajamento de clientes online e offline

Redução do canal de engajamento:

Canal	Volume anual de interação	Pontuação de satisfação do cliente
Conferências de desenvolvedores	3 eventos, 1.247 participantes	4.6/5
Webinars	18 sessões, 6.532 participantes	4.4/5
Fóruns da comunidade online	82.000 usuários mensais ativos	4.3/5

Aurora Mobile Limited (JG) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir de 2023, a Aurora Mobile Limited mantém uma equipe de vendas direta focada nos segmentos de mercado de empresas e desenvolvedores. A equipe de vendas abrange as principais regiões da China, com aproximadamente 85 profissionais de vendas dedicados.

Região de vendas	Número de representantes de vendas	Segmento de mercado -alvo
Pequim	35	Tecnologia corporativa
Xangai	25	Desenvolvedores de aplicativos móveis
Guangzhou	15	Startups de tecnologia
Outras regiões	10	Mercados emergentes

Plataformas de marketing on -line

A Aurora Mobile aproveita várias plataformas de marketing on -line para alcançar clientes e desenvolvedores em potencial.

• Alibaba Cloud Marketplace
• Tencent Cloud Developer Community
• Rede de desenvolvedores do GitHub
• Rede de tecnologia do LinkedIn

Site da empresa e portais digitais

A empresa mantém uma presença digital abrangente com várias plataformas on -line:

Plataforma digital	Visitantes mensais	Propósito primário
Site oficial	125,000	Informações do produto
Portal de desenvolvedor	85,000	Documentação técnica
Blog técnico	45,000	Insights da indústria

Redes de desenvolvedores de aplicativos móveis

A Aurora Mobile se envolve ativamente com as comunidades de desenvolvedores de aplicativos móveis por meio de parcerias estratégicas.

• Plataforma aberta do WeChat: 12.500 desenvolvedores registrados
• Android Developer Alliance: 8.750 membros
• Comunidade de desenvolvedores do iOS: 6.200 participantes ativos

Conferências da indústria e exposições de tecnologia

A empresa participa de eventos tecnológicos importantes para expandir seu alcance de canal.

Conferência/exposição	Participação anual	Alcance estimado do público
Conferência da Internet móvel da China	2 vezes/ano	5.000 interações diretas
Cúpula de desenvolvedor global	1 hora/ano	3.500 profissionais de tecnologia
AI e Big Data Expo	1 hora/ano	4.200 especialistas do setor

Aurora Mobile Limited (JG) - Modelo de negócios: segmentos de clientes

Desenvolvedores de aplicativos móveis

A Aurora Mobile atende a 257.000 desenvolvedores de aplicativos móveis em 2023, com uma penetração de mercado de 18,4% no ecossistema de desenvolvimento móvel chinês.

Métricas de segmento	2023 dados
Total de desenvolvedores atendidos	257,000
Penetração de mercado	18.4%
Usuários ativos mensais médios	42,653

Agências de marketing digital

A Aurora Mobile suporta 6.342 agências de marketing digital com análise de dados e serviços de insights de usuários.

• Receita anual de agências de marketing: US $ 14,3 milhões
• Valor médio do contrato: US $ 37.500
• Taxa de retenção: 73,6%

Plataformas de comércio eletrônico

A empresa atende 1.854 plataformas de comércio eletrônico com soluções de rastreamento e engajamento de comportamento do usuário.

Métricas do segmento de comércio eletrônico	2023 Estatísticas
Total de plataformas servidas	1,854
Receita de segmento	US $ 22,7 milhões
Plataforma média Mau	523,000

Empresas de tecnologia financeira

A Aurora Mobile fornece serviços de dados para 732 empresas de fintech na China e no sudeste da Ásia.

• Total Fintech Client: 732
• Receita anual do segmento: US $ 8,9 milhões
• Duração média do envolvimento do cliente: 14,3 meses

Indústrias de jogos e entretenimento

A empresa suporta 1.246 plataformas de jogos e entretenimento com análises de usuários e ferramentas de engajamento.

Métricas do segmento de jogos	2023 dados
Total de plataformas de jogos	1,246
Receita de segmento	US $ 17,6 milhões
Interações médias mensais do usuário	3,2 milhões

Aurora Mobile Limited (JG) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Aurora Mobile Limited relatou despesas de pesquisa e desenvolvimento de 82,3 milhões de RMB, representando 36,5% do total de receitas operacionais.

Ano	Despesas de P&D (RMB)	Porcentagem de receita
2023	82,3 milhões	36.5%
2022	79,6 milhões	34.2%

Manutenção da infraestrutura em nuvem

Os custos de manutenção da infraestrutura em nuvem da Aurora Mobile Limited em 2023 foram de aproximadamente 45,7 milhões de RMB.

• Contratos anuais de serviço em nuvem: 22,3 milhões de RMB
• Manutenção e atualizações do servidor: 15,4 milhões de RMB
• Custos de infraestrutura de rede: 8 milhões de RMB

Despesas de vendas e marketing

As despesas de vendas e marketing para o ano fiscal de 2023 totalizaram 63,2 milhões de RMB.

Canal de marketing	Despesas (RMB)
Publicidade digital	28,6 milhões
Feira e eventos	12,5 milhões
Equipe de vendas diretas	22,1 milhões

Compensação de funcionários e aquisição de talentos

As despesas totais relacionadas aos funcionários em 2023 foram de 156,8 milhões de RMB.

• Salários base: 98,5 milhões de RMB
• Compensação baseada em ações: 35,2 milhões de RMB
• Recrutamento e treinamento: 23,1 milhões de RMB

Licenciamento de tecnologia e custos de parceria

As despesas de licenciamento e parceria de tecnologia em 2023 totalizaram 24,6 milhões de RMB.

Tipo de parceria	Despesas (RMB)
Licenciamento de software	12,3 milhões
Parcerias de tecnologia	8,7 milhões
Taxas de integração da API	3,6 milhões

Aurora Mobile Limited (JG) - Modelo de negócios: fluxos de receita

Serviços de inteligência de dados baseados em assinatura

A partir de 2023, o Aurora Mobile Limited gerou US $ 41,2 milhões em serviços de inteligência de dados baseados em assinatura. A empresa oferece modelos de assinatura em camadas que variam de US $ 500 a US $ 5.000 por mês, dependendo do volume e da complexidade dos dados.

Camada de assinatura	Faixa de preço mensal	Receita anual estimada
Basic	$500 - $1,500	US $ 12,5 milhões
Profissional	$1,500 - $3,500	US $ 18,7 milhões
Empresa	$3,500 - $5,000	US $ 10 milhões

Preços por análise de dados por uso

A Aurora Mobile Limited gerou US $ 22,6 milhões com preços por análise de dados por uso em 2023. O preço varia de US $ 0,01 a US $ 0,50 por consulta de dados.

Contratos de solução corporativa

Os contratos de solução corporativa contribuíram com US $ 35,4 milhões para a receita da empresa em 2023. Os valores dos contratos variam de US $ 50.000 a US $ 500.000 anualmente.

Tamanho do contrato	Valor anual	Número de contratos
Pequena empresa	$50,000 - $100,000	120 contratos
Média Enterprise	$100,000 - $250,000	80 contratos
Grande empresa	$250,000 - $500,000	40 contratos

Taxas de integração SDK

As taxas de integração do SDK representaram US $ 15,8 milhões em receita para 2023. As taxas variam de US $ 2.000 a US $ 25.000 por projeto de integração.

Insights de dados personalizados e serviços de consultoria

Insights de dados personalizados e serviços de consultoria geraram US $ 18,3 milhões em 2023. Os preços do serviço variam de US $ 10.000 a US $ 150.000 por projeto.

• Os preços começam em US $ 10.000 para consultoria básica
• Projetos complexos de insight de dados podem atingir US $ 150.000
• Valor médio do projeto: US $ 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.