极光(JG.US)Q3财报:连续US GAAP净利润,业务全面同比双位数增长,火力全开!

中金财经
Nov 13

  11月13日,中国领先的客户互动和营销科技服务商——极光(NASDAQ:JG),公布了截至2025年9月30日第三季度未经审计的财报。   第三季度,极光US GAAP层面净利润连续两季度盈利,充分地反映出极光盈利能力显著增强。同时,极光总收入达9090万元,实现同比增长15%,全部事业线均实现同比双位数增长,EngageLab与GPTBots.ai双引擎持续发力,使其增长曲线日渐强势。   此外,还值得注意的是:   1)EngageLab客户数量继续突破,同比增长156%;累计合同金额达到1.28亿元,同比增长237%;年度经常性收入(ARR) 同比强劲增长160%;   2)订阅服务收入再创新高,达到5730万元,同比增长11%,体现坚实的发展根基;   3)金融风控业务收入达到历史最高水平,同比增长33%,环比增长3%,成为持续拉动行业应用业务的引擎;   4)毛利润同比增长20%,环比增长7%,达到过去15个季度的最高值;   5)经营活动现金流净流入再次创下新高,达到2330万,为过去20个季度的最高水平;   6)开发者订阅服务的收入留存率(NDR)达104%,为历史最佳。   

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