UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16 UNDER

THE SECURITIES EXCHANGE ACT OF 1934

For the month of March 2020

Commission File Number: 001-38587

Aurora Mobile Limited

3/F, Building No. 7, Zhiheng Industrial Park

Nantou Guankou Road 2, Nanshan District

Shenzhen, Guangdong 518052

People’s Republic of China

(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F  ☒             Form 40-F  ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):  ☐

Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):  ☐

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Date: March 6, 2020

Exhibit Index

Exhibit 99.1—Press Release     

Exhibit 99.1

Aurora Mobile Limited Announces Fourth Quarter and Fiscal Year 2019

Unaudited Financial Results

SHENZHEN, CHINA, March 5, 2020 – Aurora Mobile Limited (“Aurora Mobile” or the “Company”) (NASDAQ:JG), a leading mobile developer service provider in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2019.

Fourth Quarter 2019 Financial Highlights

Fiscal Year 2019 Financial Highlights

Fourth Quarter 2019 Operational Highlights

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Mr. Weidong Luo, Chairman and Chief Executive Officer of Aurora Mobile, commented, “In early February 2020, we launched a suite of proprietary outbreak analytic and monitoring systems to assist with government decision-making when planning for targeted prevention and control. The systems have been instrumental in helping the government with highly efficient implementation in an effort to contain the outbreak of COVID-19. Our team made many sacrifices during the Chinese New Year holiday and worked tirelessly since then to make this product readily available to authorities. In February 2020, we collaborated with Unified Push Alliance and other Unified Push Alliance members to jointly develop “Outbreak Alert”, a service that will be used to distribute timely outbreak information to mobile users. Both initiatives provided an opportunity for us to leverage our cutting-edge big data analytic capabilities and collaborative approach to innovation. We are proud of our contribution towards the fight against COVID-19 as we seek to uphold the highest standards of corporate responsibility.”

“We are making significant progress in terms of mobile solutions penetration and adoption of our services. The number of mobile apps utilizing at least one of our developer services, or the cumulative app installations, reached 1.45 million as of December 31, 2019 from approximately 1.08 million last December. The cumulative SDK installations increased to 33.6 billion as of December 2019, up from 19.8 billion at the end of December 2018. The number of monthly active unique mobile devices we cover increased to 1.36 billion in December 2019, up from 1.04 billion in December 2018. This was largely fueled by the increasing number of apps that used our SDK, and in particular, the rapid adoption of JVerification SDK. The number of paying customers increased from 2,096 during the fourth quarter of 2018 to 2,131 in the fourth quarter of 2019.”

“Our overall financial performance during the quarter improved materially on a sequential basis. Not only did we significantly improve our gross margin, we also improved our cost structure which expanded our bottom line sequentially. As a result, adjusted EBITDA was negative RMB8.9 million during the quarter, a significant improvement from negative RMB26 million last quarter.”

“In terms of the specific performance of each business segment, targeted marketing revenue decreased 34% year-over-year and 18% sequentially to RMB120.4 million. The primary factor driving this was the flow-on effect of a softening Chinese macroeconomic environment during the fourth quarter of 2019 and tightened regulatory policies that adversely impacted certain industries. Additionally, we continue to be highly selective and disciplined in our approach to new customer acquisition in view of the macroeconomic headwinds which resulted in us passing on many customers that did not meet our strict internal know-your-customer process. Lastly, the transition from a traditional targeted marketing model to a new SaaS-based model means changes in the way in which it impacts our P/L with lower revenues but an increase in margins. Therefore, the decrease in revenue during the quarter does not accurately reflect the progress we have made. Despite a quarterly revenue decline in targeted marketing revenue, gross profit from this business both dollar terms and percentage of revenue actually improved sequentially.”

Mr. Fei Chen, President of Aurora Mobile, added, “A notable highlight for this quarter is the significant increase in revenues from developer services by 91% from RMB17.4 million during the same period last year to RMB33.2 million. The main driver of this growth was an increase in both the number of customers from 1,265 to 1,644, and ARPU, which increased by 47%.”

“Revenues from our SaaS products, which include financial risk management, market intelligence and iZone, continue to generate solid growth and resulted in a 15% increase year-over-year from RMB25.3 million in the fourth quarter of 2018 to RMB29.2 million in the fourth quarter of 2019. This was mainly due to a solid 5% year-over-year increase in the number of paying customers as well as the continued expansion of ARPU which increased 10% year-over-year.”

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“Together, our SaaS-nature developer services and SaaS products generated RMB62.4 million in revenue during the quarter, up 46.2% year-over-year. Our focus and commitment to these businesses has proven successful as seen in their strong revenue growth, the high visibility it offers for future revenue generation, and the higher margins that they contribute.”

Mr. Shan-Nen Bong, Chief Financial Officer of Aurora Mobile, added, “We’ve made very good progress in transitioning our traditional targeted marketing business to the new advertising-driven SaaS-model. Throughout the transition, we believe that revenue booked each quarter is no longer a true reflection of business performance. The gross margin, both in terms of percentage and absolute number, is the best yardstick for measuring performance of our business now and going forward.”

“Gross margins for the fourth quarter of 2019 increased meaningfully to 33.0% from 28.2% last quarter, and from 27.6% during the same period last year. This was a direct result of our optimized product mix where developer services and SaaS-based products are able to generate much higher gross margins and contribute a larger percentage of revenues. As a percentage of revenue, developer services and SaaS-based products accounted for 34% during the quarter, a significant increase from 19% during the same period last year. At the same time, we are also seeing margins improve across our targeted marketing business as it benefits from the ongoing transition to the new advertising-driven SaaS-model. This improvement in the margin from our targeted marketing business also helped increase our overall gross margin during the quarter. The net effect of our unfolding strategy is that, despite a 10% decline in revenue sequentially, gross margin in absolute dollar amount increased 6% sequentially which reflects the direction we are headed in as we scale the business further.”

“While we continue to operate in a challenging business environment that has been further impacted by the outbreak of COVID-19, we remain confident in our ability to drive growth in our high-margin businesses, and execute and implement effective cost control measures. As of December 31, 2019, we maintained a healthy level of working capital at RMB459.5 million that will continue to afford us the flexibility to drive future sustainable growth in an efficient way.”

Fourth Quarter 2019 Financial Results

Revenues were RMB182.8 million (US$26.3 million), a decrease of 19% from RMB225.9 million in the same quarter of last year, mainly due to a strong growth from SaaS-nature developer services and SaaS products which together increased 46.2% year-over-year and more than offset the impact from a 34% decrease in revenues from the targeted marketing business.

Cost of revenues was RMB122.5 million (US$17.6 million), a decrease of 25% from RMB163.6 million in the fourth quarter of 2018. The decrease was mainly due to a RMB45.4 million decrease in media costs and a RMB5.0 million increase in short message costs.

Gross profit was RMB60.3 million (US$8.7 million), a decrease of 3% from RMB62.3 million in the fourth quarter of 2018, primarily due to our strategic shift in focus from a traditional targeted marketing model to a new SaaS-based model.

Total operating expenses were RMB103.3 million (US$14.8 million), an increase of 19% from RMB86.8 million in the same quarter of last year.

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Net Loss was RMB40.3million (US$5.8 million), compared with RMB23.6 million in the same quarter of last year, and RMB31.7 million in the third quarter of 2019.

Adjusted net loss (non-GAAP) was RMB21.0 million (US$3.0 million), compared with RMB12.5 million in the same period of last year, and RMB37.6 million in the third quarter of 2019.

Adjusted EBITDA (non-GAAP) was negative RMB8.9 million (US$1.3 million) compared with negative RMB3.5 million for the same period of last year, and negative RMB26.0 million in the third quarter of 2019.

The cash and cash equivalents, restricted cash and short -term investment increased from RMB419.9 million as of September 30, 2019 to RMB431.6 million (US$62.0 million) as of December 31,2019.

Fiscal Year 2019 Financial Results

Revenues were RMB906.5 million (US$130.2 million), an increase of 27% from RMB714.1 million in 2018, mainly due to both the increases in the number of customers and an increase in average spending per customer.

Cost of revenues was RMB649.7 million (US$93.3 million), an increase of 26% from RMB517.1 million in 2018. The increase was mainly due to the increases in the cost of media inventory by RMB121.6 million, short message costs by RMB5.9 million, bandwidth and cloud costs by RMB5.0 million.

Gross profit was RMB256.7 million (US$36.9 million), an increase of 30% from RMB197.1 million year-over-year, mainly due to the revenue growth during the same period.

Total operating expenses were RMB404.1 million (US$58.0 million), an increase of 39% from RMB289.9 million last year.

Loss from operations was RMB147.3 million (US$21.2 million), compared with RMB92.8 million in 2018.

Net Loss was RMB110.0 million (US$15.8 million), compared with RMB66.2 million in 2018.

4

Adjusted net loss (non-GAAP) was RMB73.7 million (US$10.6 million), compared with RMB62.9 million in 2018.

Adjusted EBITDA (non-GAAP) was negative RMB29.8 million (US$4.3 million) compared with negative RMB37.5 million in 2018.

Business Outlook

The first quarter is typically a seasonally weaker quarter of the year due to the Chinese New Year holiday. This year, the COVID-19 outbreak impacted this seasonally slow period even further as businesses across China slowly restart operations later than expected. Many deals that would otherwise be closed and contracts that would otherwise have been signed during the quarter have been delayed as a result. This uncertainty and slow start following the holiday will adversely impact the Company’s business during the first quarter of 2020.

At the same time, the Company is in the midst of the transition from its traditional targeted marketing business to the new advertising-driven SaaS-model which will also impact topline revenue but expand margins. During the transition, revenue growth will not be comparable to previous quarters and will not accurately reflect the progress the Company has made or its business outlook. With these in mind, the Company has decided to suspend issuing revenue guidance on a quarterly basis in the near-term until the situation in China normalizes and targeted marketing transition is largely over.

Update on Share Repurchase

As of December 31, 2019, the Company had repurchased a total of 920,606 ADS, of which 114,958 ADSs, or around US$265.5 thousand were repurchased during fourth quarter in 2019 at the average purchase price of US$ 2.31

Conference Call

The Company will host an earnings conference call on Thursday, March 5, 2020 at 7:00 a.m. U.S. Eastern Time (8:00 p.m. Hong Kong time on the same day).

Dial-in details for the live conference call are as follows:

A telephone replay of the call will be available after the conclusion of the conference call through 9:00 p.m. U.S. Eastern Time, March 12, 2020.

The dial-in details for the replay are as follows:

A live and archived webcast of the conference call will be available on the Investor Relations section of Aurora Mobile’s website at http://ir.jiguang.cn/.

5

Use of Non-GAAP Financial Measures

In evaluating the business, the Company considers and uses two non-GAAP measures, adjusted net loss and adjusted EBITDA, as a supplemental measure to review and assess its operating performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with U.S. GAAP. The Company defines adjusted net loss as net loss excluding share-based compensation and change in fair value of derivative liability. The Company defines adjusted EBITDA as net loss excluding interest expense, depreciation of property and equipment, amortization of intangible assets, income tax (expense) benefit, share-based compensation and change in fair value of derivative liability.

The Company believes that adjusted net loss and adjusted EBITDA help identify underlying trends in its business that could otherwise be distorted by the effect of certain expenses that it includes in loss from operations and net loss.

The Company believes that adjusted net loss and adjusted EBITDA provide useful information about its operating results, enhance the overall understanding of its past performance and future prospects and allow for greater visibility with respect to key metrics used by the management in their financial and operational decision-making.

The non-GAAP financial measures are not defined under U.S. GAAP and are not presented in accordance with U.S. GAAP. The non-GAAP financial measures have limitations as analytical tools. One of the key limitations of using adjusted net loss and adjusted EBITDA is that they do not reflect all items of income and expense that affect the Company’s operations. Further, the non-GAAP financial measures may differ from the non-GAAP information used by other companies, including peer companies, and therefore their comparability may be limited.

The Company compensates for these limitations by reconciling the non-GAAP financial measures to the nearest U.S. GAAP performance measure, all of which should be considered when evaluating the Company’s performance. The Company encourages you to review its financial information in its entirety and not rely on a single financial measure.

Reconciliations of the non-GAAP financial measures to the most comparable U.S. GAAP measure are included at the end of this press release.

Safe Harbor Statement

This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates,” “confident” and similar statements. Among other things, the Business Outlook and quotations from management in this announcement, as well as Aurora Mobile’s strategic and operational plans, contain forward-looking statements. Aurora Mobile may also make written or oral forward-looking statements in its periodic reports to the U.S. Securities and Exchange Commission, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including but not limited to statements about Aurora Mobile’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: Aurora Mobile’s strategies; Aurora Mobile’s future business development, financial condition and results of operations; Aurora Mobile’s ability to attract and retain customers; its ability to develop and effectively market data solutions, and penetrate the existing market for developer services; its ability to transition to the new advertising-driven SaaS-model; its ability maintain or enhance its brand; the competition with current or future competitors; its ability to continue to gain access to mobile data in the future; the laws and regulations relating to data privacy and protection; general economic and business conditions globally and in China and assumptions underlying or related to any of the foregoing. Further information regarding these and other risks is included in the Company’s filings with the Securities and Exchange Commission. All information provided in this press release and in the attachments is as of the date of the press release, and Aurora Mobile undertakes no duty to update such information, except as required under applicable law.

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About Aurora Mobile Limited

Founded in 2011, Aurora Mobile is a leading mobile developer service provider in China, and a pioneer in providing mobile developer services such as push notification, instant messaging, analytics, sharing and short message service (SMS). Aurora Mobile has accumulated data from approximately 1.45 million mobile applications that have utilized the Company’s developer services and nearly 33.6 billion installations of the Company’s software development kits (SDKs), with monthly active unique device base of nearly 1.36 billion, as of December 2019. Based on Aurora Mobile’s vast data coverage and insights garnered, the Company has expanded its offerings into big data solutions, including targeted marketing, financial risk management, market intelligence and location-based intelligence. By utilizing artificial intelligence and machine learning, Aurora Mobile strives to help improve productivity for businesses and society through harnessing the power of mobile big data to derive actionable insights and knowledge.

For more information, please visit http://ir.jiguang.cn/.

For investor and media inquiries, please contact:

Aurora Mobile Limited

ir@jiguang.cn

Christensen

In China

Mr. Christian Arnell

Phone: +86-10-5900-1548

E-mail: carnell@christensenir.com

In U.S.

Ms. Linda Bergkamp

Phone: +1-480-614-3004

Email: lbergkamp@ChristensenIR.com

Footnote:

This announcement contains translations of certain RMB amounts into U.S. dollars at specified rates solely for the convenience of the reader. Unless otherwise noted, all translations from RMB to U.S. dollars are made at a rate of RMB6.9618 to US$1.00, the exchange rate set forth in the H.10 statistical release of the Board of Governors of the Federal Reserve System as of December 31, 2019

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AURORA MOBILE LIMITED

UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS

(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”)

8

AURORA MOBILE LIMITED

UNAUDITED INTERIM CONDENSED CONSOLIDATED INCOME STATEMENTS (continued)

(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data)

The impact for twelve months ended Dec 31, 2019 was an increase to revenue of RMB3.1 million and an increase to beginning retained earnings of RMB4.6 million as a result of applying the new revenue standard, with the impact primarily related to the Company’s private cloud arrangement.

9

AURORA MOBILE LIMITED

UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEET

(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))

10

AURORA MOBILE LIMITED

UNAUDITED INTERIM CONDENSED CONSOLIDATED BALANCE SHEET (continued)

(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”), except for number of shares and per share data)

11

AURORA MOBILE LIMITED

RECONCILIATION OF GAAP AND NON-GAAP RESULTS

(Amounts in thousands of Renminbi (“RMB”) and US dollars (“US$”))

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