My pleasure today for me to introduce you to Aurora Mobile. We were founded in 2011, and we went public on the NASDAQ in 2018. Our ticker is JG. Since day one, we have been deeply focused on customer engagement and marketing technology. At the heart of our business is to provide push notification service to mobile app developers. In China, if an app chooses a third-party push notification service provider, there's a high chance that it is Aurora Mobile. Our leadership position is reflected in the key metrics such as accumulated app installation, SDK deployment, and monthly active devices. In fact, our SDK has been deployed on over 90% of mobile phones in China. We currently hold a 55% market share in the third-party push notification service and have maintained our clear leadership position for years. Our core business is to provide the following push notification services.
We have app push, email, WhatsApp, OTP, web push, and SMS. We have already partnered with many well-known companies such as Tesla China, ByteDance, Little Red Book in China, DeepSeek, BYD, Muji, FamilyMart, Uniqlo, and many more. As mentioned, we currently hold a 55% share of the third-party push notification service market in China, maintaining a leadership position in the market. Our OOC business, EngageLab, has consistently achieved double-digit growth each quarter, whether in terms of number of customers, cumulative contracts, or revenue. This growth trend remains very positive. Our AI agent, gptbots.ai, was launched in September 2023. We help enterprises embrace AI and enable them to genuinely improve efficiency. In Q2 2025, we achieved the first GAAP profitability milestone in our history, and net retention for developer services at 99%. Operating cash net inflow of ¥7.9 million. Total revenue increased by 13% year over year.
Next, let me walk you through our revenue structure, which consists of two main segments. First is the developer service, which accounts for 72% of revenue. This segment is the foundation of our business and includes two parts. 60% comes from our core subscription service, primary push notification, which represents our long-standing competitive strength. The remaining 12% comes from value-added services such as user acquisition and re-engagement. The second business segment is vertical application, which accounts for 28% of the total revenue and mainly includes our data products, one of which is MoonFox. Many people in the security and fund industry may already be familiar with MoonFox. We also offer fintech services, which I will discuss shortly. We have established a healthy business ecosystem with daily picked messages sent exceeding 30 billion, more than 770,000 developers, picked DAU exceeding 600 million, number of email requests more than 36 billion.
Currently, our customer base spans leading enterprises across a wide range of industries. In the new energy vehicle sector, we work with companies such as Tesla China, BYD, GAC, and Volvo. In logistics, we partner with SF Express, YTO Express, and Hyundai. In aviation, we serve China Southern Airlines, Shenzhen Airlines, and Jinyue Airlines. In finance, our clients include Ping An Insurance, China Merchant Securities, and Pacific Insurance. We also support brands closely tied with our daily lives such as Xiaomi, DeepSeek, Haidilao, Chargi, Haiti, and DHGate. Our service penetration continues to grow steadily across all sectors. We have also established partnerships with many Web3 companies and numerous cryptocurrency exchanges such as Binance, Hashkey, CoinWinds, and many more. Now, I'd like to discuss the three pillars of growth that shape Aurora Mobile's future. These three business lines open up much broader growth opportunities for us.
First is our OOC business, which operates under the EngageLab brand. Since its launch in 2022, EngageLab has become our second growth engine. Currently, we serve customers in 45 countries and regions worldwide. Our core offering includes app push, web push, SMS, email, WhatsApp, and OTP. Although email and WhatsApp are not commonly used in daily communication in China, they are essential tools in the overseas market. For tasks such as billing and notification, emails remain a necessary channel. At present, our focus is on the Southeast Asia market, and there are several reasons for this. First, the geographical time zone and language differences between Southeast Asia and China are comparatively small, which makes communication highly efficient. Secondly, our response time far exceeds that of our overseas peers.
When our team worked with an overseas vendor, for example, it took them 48 hours just to acknowledge an issue reported by us via email, and about another week to resolve it. In contrast, we can set up a WeChat group with our clients and respond to the issue in real time. Thirdly, our solution supports multiple mobile operating systems. Southeast Asia has a high number of Android phones with a growing number of Huawei HarmonyOS devices, which many U.S. vendors are not able to support. We offer a unified SDK covering iOS, Android, and HarmonyOS, saving our clients significant management costs. Furthermore, many startup founders in Southeast Asia have experience working at major tech firms and are already familiar with our brand, making us a trusted choice when they expand globally.
Looking at the data, we can see that the number of overseas customers grew from 390 to 1,058 between Q2 2024 and Q2 2025. The cumulative contract value surged from ¥31 million to ¥113 million. Revenue in Q2 2025 increased by 67% year over year and by 24% quarter over quarter. Such growth would almost be impossible to achieve in China. To meet the data compliance needs of our overseas clients, we have also set up data centers in the U.S., Germany, Hong Kong, and Singapore. This ensures our clients' data does not need to be transmitted back to China, providing full compliance assurance overseas. Another major growth driver is AI. The AI agent platform that we have, gptbots.ai, was officially launched in September 2023. Nowadays, many people are talking about embracing AI these days.
It's relatively easy for individuals to use AI for tasks such as writing and setting reminders, but it is far more difficult for enterprises to truly integrate AI into their workflow. Aurora Mobile takes a different approach. Rather than developing our own LLM, we integrate the world's leading models such as OpenAI, Mistral, Llama internationally, and DeepSeek, Alibaba's Tongyi Chengwen domestically. Our goal is to lower the barrier for businesses to apply AI to their operation, even without relevant technical expertise. Now, take a look at the e-commerce industry, for example. From the pre-sale inquiry to order placement and payment during the sales, and finally to the after-sales return and exchange service, along with the technical support, e-commerce businesses have multi-step end-to-end workflow needs.
Our GPT bots can match and deploy the most suitable large language model for this different work scenario, thereby precisely enhancing operational efficiency and services quality at each stage. I'd like to share with you two use cases, first of which is a collaboration with overseas gaming companies. They originally had a customer service team of over 300 people, which handled issues such as account problems, lags, and bugs. We built a tailored AI solution for them. After several hours of adjustment and optimization based on their specific needs, the customer service headcount was first reduced to 100 people and then to 50. This resulted in significant savings in labor costs and significant ROI for the company. A second case involved a European insurance brokerage. They had a few teams of 200 to 300 people, but only about 10 people worked at the back office.
The few teams often have questions such as policy and legal issues they are not able to answer, but the internal team could not respond quickly enough. This resulted in a high communication cost and delays. We helped them to compile a list of frequently asked basic questions, train the AI model accordingly, and enable the real-time 24/7 responses. Now, their field team can ask questions at any time and receive instant answers in any language of their choice, which has significantly improved efficiency. The third growth pillar is our data products, the MoonFox. It provides the industry trend analysis and operational data of mobile apps to help companies gain insights and identify opportunities. From data collection to cleansing to final listing, every step of our process strictly adheres to compliance requirements. Our fintech solutions are offered to financial institutions, fintech platforms, and other credit departments of banks.
When this institution assesses a borrower's qualification, they require a comprehensive view of risks. Our risk factor product helps them to identify risks and fraud risks. For example, if someone has gambling apps or more in their apps versus another application who has none, our product will return a risk tag for both. The lenders will then use a risk tag as one of their inputs to their risk model. One reason that this product has been so successful is the fact that it is not mutually exclusive. Our clients can use our product alongside products from other providers. By combining the data from multiple sources, clients can build a more precise risk model and lower their default risk. Finally, let's take a look at our financial performance.
In Q2 2025, it marks a significant milestone for Aurora Mobile as we achieve our very first profitable quarter under the US GAAP. Another important key financial number, the total revenue reached RMB 89.9 million, representing a 13% year-over-year increase. Next, for a number of consecutive quarters, our operating expenses have been remaining at this low level, and we have maintained a strict cost control. These results are not coincidental. They are the outcome of years of steady execution, disciplined operation, and gradual progress. Our gross profit performance is also very impressive, with gross profit reaching ¥59.6 million in Q2 and setting a new record for the past 10 quarters. Gross margin remains strong at 66.4%. Our gross margin is among the leading positions compared to many listed Chinese SaaS companies. Compared to the global SaaS companies, our performance is also very impressive.
In conclusion, I can say that Aurora Mobile is currently in a great position. Our OOC product, EngageLab, is making strong strides in expanding into global markets, with performance and influence continuing to rise. The core business has generated more than ¥50 million in revenue for four consecutive quarters. All businesses recorded double-digit year-over-year revenue growth. Developer Subscription Services net dollar retention, NDR, stood at an impressive 99%, reflecting strong customer loyalty. We recorded our very first profitable quarter under the US GAAP. Our gross profit is at the highest it has been in the past 10 quarters. OpEx remains at optimal levels to support revenue growth acceleration. Net cash flow from operating activities was at ¥7.9 million. An investor can stay updated on Aurora Mobile's latest developments through the following platforms. You can find us on X, Facebook, LinkedIn, StockTwit, and Weibo.
In conclusion, I can say again that Aurora Mobile is in a great position, and the development path for Aurora Mobile has been proven effective, and we continue to move forward steadily to improve in the future. This concludes my overview of Aurora Mobile. Thank you for your time. Thank you for your time.