API
Agora, Inc.3.9500
+0.0800+2.07%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
AI targets 5% ARR; margins stabilize
Q&A unpacked conversational AI's ramp, targeting 5% ARR contribution by year-end despite POC-driven revenue lags dragging current gross margins to 65.1%. Management forecasts flat margins into 2026 but significant operating income gains toward GAAP profitability in Q4 after $6M SBC and $4M amortization. China RTE demand grows modestly in social/education with easing competition and IoT upside, while U.S. live shopping events promise share gains. AI adoption inches forward use-case by use-case in toys and customer service, unthreatened by coding agents that call RTE APIs. Margins recover at scale. Investors watch AI ramp speed.
Key Stats
Market Cap
358.36MP/E (TTM)
56.43Basic EPS (TTM)
0.07Dividend Yield
0%IPO
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