Agora, Inc. operates globally, with a presence in China, the U.S., and other international markets, by delivering a Real-Time Engagement Platform-as-a-Service (RTE-PaaS). ...
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Est. EPS $-0.18 · Revenue $41.08M · 1 analysts
Est. EPS $-0.15 · Revenue $40.45M · 1 analysts
Est. EPS $0.13 · Revenue $160.06M · 1 analysts
Est. EPS $-0.14 · Revenue $36.25M · 1 analysts
EPS $0.02 · Revenue $40.49M
EPS $0.01 · Revenue $37.86M
EPS $0.10 · Revenue $141.06M
EPS $0.03 · Revenue $35.37M
EPS $0.01 · Revenue $34.26M
EPS $0.00 · Revenue $33.27M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $141.1M | +5.9% | +6.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $9.6M | +122.4% | +97.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +66.4% | +3.6% | +0.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -6.7% | +83.3% | +41.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.8% | +121.1% | +85.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-4.7M | +90.5% | -116.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -3.3% | +91.0% | -102.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 14.6% | +67.1% | +9.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.58x | -18.5% | -23.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $721.1M | +3.1% | +1.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.10 vs 0.06 | +61.5% | 0.02 vs -0.20 | +112.1% |
| Revenue Surprise | $141.1M vs $137.4M | +2.7% | $40.5M vs $40.4M | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | He Eric | director | ADSs | A | 1,591 | — |
| Aug 1, 2026 | He Eric | director | RSU (Restricted Stock Unit) | D | 1,591 | — |
| Jul 1, 2026 | He Eric | director | ADSs | A | 1,591 | — |
| Jul 1, 2026 | He Eric | director | RSU (Restricted Stock Unit) | D | 1,591 | — |
| Jun 10, 2026 | Zhao Bin | director, officer: Chief Executive Officer | Class B Ordinary Share | — | 0 | — |
Operator: Good day, and thank you for standing by. Welcome to the Agora Inc. Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. The company's earnings results press release, earnings presentation, SEC filings, and a replay of today's call can be found on its IR website at investor.agora.io. Joining me today are Tony Zhao, Founder, Chairman and CEO; Jingbo Wang, the company's CFO. During this call, the company will make forward-looking statements about its future financial performance and other future events and trends. These statements are only predictions that we -- based on what the company believes today and actual results may differ materially. These forward-looking statements are subject to risks, uncertainties, assumptions and other factors that could affect the company's financial results and the performance of its business, and which the company discussed in detail in its filings with the SEC, including today's press release and the risk factors of other information contained in the final prospectus relating to the initial public offering. Agora Inc. remains no obligation to update any forward-looking statements the company may make on today's call. With that, let me turn the call over to Tony. Hi, Tony. Bin Zhao: Thank you, operator, and welcome, everyone, to our earnings call. Let me begin with a review of our operating results for the quarter. I'm pleased to report another quarter of accelerating top line growth as well as our seventh consecutive quarter of GAAP profitability. Total revenues for the second quarter of 2026 reached $40.4 million, an increase of 18% year-over-year. This performance reflects both the continued strength of our core real-time engagement business and the growing contribution from our conversational AI products as more customers move from proof of concept to commercial production. Our GAAP net profit for the quarter was $2.2 million, up 50% year-over-year, which demonstrates improved operating leverage and disciplined cost management across the organization. Our most important progress this quarter occurred in call center across the globe. We are seeing strong momentum in adoption of our voice AI agent. Trained on the best sales and customer service playbooks, this agent delivered consistent high-quality performance across every conversation. They do not experience fatigue, lose focus or vary in performance based on workload or time of day. They also maintain calm and steady interactions even during challenging calls. Further, customers are now seeing substantial cost savings from deploying our voice AI agent. Indeed, we're beginning to see them match or even surpass human performance in an increasing number of tasks in achieving target business outcomes. The first example is outbound marketing and buyer interest capture. Our voice AI agents are now being used to initiate calls, qualifying leads, collect information and …
| Name | Title | Gender | Year Born | Status |
|---|---|---|---|---|
Joe Hooks | Vice President, People & GTM Operations | Male | — | Active |
Patrick Ferriter | Senior Vice President of Product & Product Marketing | Male | — | Active |
Jingbo Wang | Chief Financial Officer & Director | Male | 1982 | Active |
Ramana Kaps | Head of Information Security & IT Operations | Male | — | Active |
Hua Wang | Co-Founder, Chief Revenue Officer & Director | Male | 1977 | Active |
Bin Zhao | Co-Founder, Chief Executive Officer & Chairman | Male | 1971 | Active |
Bin Liu | VP & COO of Shengwang Division | Male | 1976 | Active |
Andrew Thompson | Vice President of Sales | — | — | Active |
Agora has seen its stock post only modest gains YTD, but there is reason to think the potential to do better is there. Both the income statement and the balance sheet are in good shape according to the latest report, which lays a solid foundation for future stock gains. Conversational AI is still in its infancy, both overall and at the API, but it has the potential to boost growth for many years to come.
Agora, Inc. (API) Q2 2026 Earnings Call Transcript
Agora NASDAQ: API reported second-quarter 2026 revenue of $40.4 million, up 18% from a year earlier and above the high end of its guidance range, as the company cited continued growth in its real-time engagement services and increasing adoption of conversational AI products.
SANTA CLARA, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Agora, Inc. (NASDAQ: API) (the “Company”), a pioneer and leader in conversational AI and real-time engagement technology, today announced its unaudited financial results for the second quarter ended June 30, 2026.
SANTA CLARA, Calif., Aug. 04, 2026 (GLOBE NEWSWIRE) -- Agora, Inc. (NASDAQ: API), a pioneer and leader in conversational AI and real-time engagement technology, will report its second quarter 2026 financial results after the close of U.S. markets on August 13, 2026.
