Aurora Mobile : 2021 Q1 Results Presentation

Q1 2021

EARNINGS PRESENTATION June 10, 2021

Table of Contents

• Group Revenues - Defined …………………………………………………………………….….	Page 1
•	Developer Services Revenue.................................................................................................	Page 2
•	Vertical Applications Revenue................................................................................................	Page 3
• SAAS Businesses Revenue: (Developer Services + Vertical Applications)...........................	Page 4
•	Targeted Marketing Revenue.................................................................................................	Page 5
•	Revenue Contributions……………………………………………………………………………..	Page 6
•	Gross Margins........................................................................................................................	Page 7
•	Gross Profits..........................................................................................................................	Page 8
•	Gross Profit Contributions......................................................................................................	Page 9
•	Operating Expenses...............................................................................................................	Page 10
•	Adjusted EBITDA...................................................................................................................	Page 11
•	Balance Sheet Highlights ......................................................................................................	Page 12
• SAAS Businesses - Revenue and Margins...........................................................................	Page 13
• Use of Non-GAAP Financial Measures and Safe Harbor Statement.....................................	Page 14 -15

Group Revenues - Defined

1. SAAS Businesses

1. Developer Services
2. • Subscription
   • Value-Added-Services
3. Vertical Applications
4. • Market Intelligence
   • Financial Risk Management
   • Location-basedIntelligence

2. Targeted Marketing

Discontinued as of 12/31/2020; no revenue contribution from 1/1/2021 onward

1

Strong Developer Service Revenue Growth Primarily Driven by Triple Digit Growth in JG Alliance

RMB ('Million)

67% YoY

		52.5	52.4
45.8	43.7
		18.7
		17.4
15.1	13.5
31.4
6.5
30.7	30.2	35.1	33.7
24.9

1Q20	2Q20	3Q20	4Q20	1Q21
		Subscriptions 1			Value-Added-Services2

1. Includes push notification, sms, verification and other subscription based developer services
2. Includes both JG Alliance products and Advertisement SaaS

• Strong growth in Developer Services revenue of 67% YoY
• Subscription revenue:
• • YoY increased by 35% or RMB8.8M mainly driven by new push notification product customer acquisition and cross selling of non- push notification products
• Value-Added-Servicesrevenue:
• • YoY increased significantly by 189% or RMB12.2M - mainly due to exponential revenue growth from JG Alliance, driven by increased traffic in both Light Push and In-appmessage products
  • QoQ increased by 8% or RMB1.4M - as DAU from JG Alliance increased from 130 million to 150 million
  • Mini program demand continued to be the main user of JG Alliance products, accounting for over one third of JG Alliance revenue

2

The Outperformance of Financial Risk Management Drove Strong Recovery in Vertical Applications Revenue

RMB ('Million)

		•	Include revenues from:
			a) Market Intelligence
	36%		b) Financial Risk Management
	YoY		c) Location-based Intelligence
		• YoY revenue continued to grow by
	24.1	24.2	36% as demandscontinued to
20.7	21.9		recover from pandemic;
		particularly Financial Risk
17.8
		Management has outperformed

as revenue grew by 56%

• Vertical Applications recorded 5 quarters of sequential revenue growth since Q1'2020

1Q20

2Q20

3Q20

4Q20

1Q21

3