Agora Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 13.5% revenue growth and doubled net income, driven by RTE and AI adoption. Guidance for Q2 points to further acceleration, with strong demand in both China and U.S. markets and new AI product launches and partnerships fueling momentum.
Fiscal Year 2025
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Achieved fifth consecutive quarter of GAAP profitability with Q4 revenue up 10.7% year-over-year and strong growth in both core and Conversational AI segments. Gross margin declined slightly due to early-stage AI products, but profitability and revenue are expected to improve in 2026.
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Q3 2025 saw 12% year-over-year revenue growth and a 7.8% net margin, marking the fourth consecutive quarter of GAAP profitability. Investments in conversational AI and global infrastructure expansion are driving adoption, with Q4 revenue guidance of $37–38 million and continued profit growth expected.
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Q2 2025 saw 11% YoY revenue growth to $34.3M and a net income of $1.5M, marking the third straight quarter of GAAP profitability. Upgrades to conversational AI products and strong customer adoption drove momentum, with Q3 revenue guidance of $34–36M.
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Q1 2025 saw double-digit revenue growth, a return to GAAP profitability, and strong cash flow, driven by expansion in live shopping, entertainment, and conversational AI. Guidance for Q2 projects continued growth and profitability, with robust demand in global and Asian markets.
Fiscal Year 2024
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Achieved GAAP profitability in Q4 2024 with $34.5M revenue, driven by live commerce and AI innovation. Guidance for Q1 2025 projects $31–$33M revenue and sustained profitability, with strong liquidity and continued investment in AI-driven products.
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Q3 2024 revenues declined year-over-year but showed sequential growth when excluding low-margin products. Gross margin improved, and restructuring is expected to yield significant cost savings. Q4 guidance anticipates revenue growth and improved profitability, with break-even targeted for 2025.
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Q2 2024 saw a return to year-over-year revenue growth, driven by expansion in live shopping and IoT. Gross margin is set to improve as low-margin products are phased out, with breakeven targeted for 2025. Cash position remains strong at $371 million.