Agora Inc (NAS:API)

Q4 2025 Agora Inc Earnings Call Transcript

Mar 2, 2026 / 01:00 AM GMT

Release Date Price: $4.56 (-2.56%)

Transcript

Key Points

Positve

Agora Inc (API) reported its fifth consecutive quarter of GAAP profitability in Q4 2025, marking the first full year of GAAP profitability since 2018.
Total revenue for the fourth quarter was $38.2 million, representing a 10.7% year-over-year growth.
The company successfully delivered high-quality video to nearly 600,000 peak concurrent viewers during a high-profile live streaming event, demonstrating its platform's scalability and reliability.
Agora Inc (API) is witnessing rapid adoption of its conversational AI engine product, with usage more than doubling each quarter since its launch.
The company has a strong cash position, ending Q4 with $374.9 million in cash equivalents, bank deposits, and financial products issued by banks.

Negative

Gross margin for the first quarter was 65.1%, down 1.5 percentage points year-over-year, primarily due to the lower margin profile of conversational AI-related products.
The revenue contribution from conversational AI is still relatively low as many customers are in the proof-of-concept stage.
The company faces competitive pressure in the real-time engagement market, particularly in China.
There is a slight decline in research and development expenses, reflecting cost discipline but potentially impacting future innovation.
The company anticipates flat gross margins in 2026 compared to Q4 2025, indicating potential challenges in improving profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

API.OQ - Agora Inc
Q4 2025 Agora Inc Earnings Call
Mar 03, 2026 / 01:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and thank you for standing by. Welcome to Agora Inc. 4th quarter and fiscal year 2025 financial results conference call.

To ask a question during the session, you need to press star 11 on your telephone.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded.

The company's earning results, press release, earnings presentation, SEC filings, and a replay of today's call can be found on its IR website at investor.ogora.io.

Joining me today are Tony Zhou, founder, Chairman and CEO Jumbo Wang, the company's CFO.

During this call, the company will make forward-looking

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.