Earnings Call Summary | Aurora Mobile(JG.US) Q1 2024 Earnings Conference
Earnings Call Summary | Aurora Mobile(JG.US) Q1 2024 Earnings Conference
The following is a summary of the Aurora Mobile Limited (JG) Q1 2024 Earnings Call Transcript:
以下是極光（Aurora Mobile Limited）2024年第一季度業績會議電話簡報:
Financial Performance:
金融業績：
Aurora Mobile reported a stable revenue of RMB65 million.
The company experienced a 13% revenue growth in developer subscription services year-over-year, driven by a 12% increase in ARPU and significant contributions from EngageLab.
Gross margin improved both year-over-year and quarter-over-quarter.
Operating expenses reached a historic low since IPO, totaling RMB53 million for Q1 2024, reflecting an 18% decrease year-over-year.
Aurora Mobile achieved positive adjusted EBITDA for the third consecutive quarter.
極光營業收入保持穩定，達到了人民幣6,500萬元。
公司的開發者訂閱服務業務營收同比增長13％，受到每用戶平均收入(ARPU)增長12％和EngageLab的重大貢獻推動。
毛利率同比和環比均有所提高。
營業費用自IPO以來達到歷史最低點，2024年第一季度總額爲人民幣5300萬元，同比下降18％。
極光連續第三個季度實現了正增長的調整後利潤總額(EBITDA)。
Business Progress:
業務進展：
EngageLab, Aurora Mobile's product, showed substantial growth with customer numbers increasing from 170 to over 220 and cumulative contract value growing by 60% quarter-over- quarter to more than RMB24 million.
EngageLab is now serving customers in over 20 countries, demonstrating global reach and acceptance.
The company also saw robust growth in financial risk management products, with revenue increasing 14% year-over-year.
EngageLab，極光的產品，客戶數量從170增至超過220，累計合同價值環比增長60％，達到了超過人民幣2,400萬元。
EngageLab現在可以爲20多個國家/地區的客戶提供服務，證明了其全球貨幣覆蓋範圍和接受度。
公司的金融風險管理產品也得到了強勁的增長，收入同比增長14％。
Opportunities:
機會：
With EngageLab's revenue growing 10x year-over-year and expansion into more than 20 countries, the company is successfully capitalizing on global market expansion opportunities.
Growth in financial risk management indicates potential in expanding further into fintech services.
The company's ability to maintain a low operating expenses level while expanding services points to a strategic opportunity in operational efficiency.
隨着EngageLab的收入同比增長了10倍並進軍20多個國家/地區，該公司正在成功利用全球市場擴張的機會。
金融風險管理的增長表明，將來進一步擴展到金融科技服務領域可能具有潛力。
公司在擴大服務業務的同時保持較低的營業費用水平，顯示了其在運營效率方面的戰略機遇。
Risks:
風險：
The slight decline in Developer Service revenue and vertical application revenue highlights potential risks in market competition and product demand sustainability.
開發者服務收入和垂直應用收入的輕微下降凸顯了市場競爭和產品需求可持續性的潛在風險。
More details: Aurora Mobile IR
更多詳情：極光移動IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。