Agora, Inc. (API)
NASDAQ:API
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Earnings Data
Report Date
Aug 24, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial trajectory: revenue growth accelerated and beat guidance, GAAP profitability continues (six consecutive quarters), customer retention improved, new AI and collaboration products and meaningful partnerships (including Google and NetEase) indicate significant strategic progress, and management provided an optimistic Q2 outlook. Offsetting these positives are meaningful near-term margin pressure from conversational AI product-mix (gross margin declined ~4.6 percentage points), negative operating cash flow in the quarter driven by lower interest income and share buybacks, and the conversational AI business remaining subscale with execution and competitive risks. Overall, the company appears to be balancing disciplined cost management and capital return with continued investment in AI; the positives (growth, profitability, product momentum, partnerships, and buybacks) outweigh the near-term AI-related margin and cash-flow challenges.Company Guidance
Sustained Profitability
6th consecutive quarter of GAAP profitability with GAAP net income of $1.1M in Q1 2026, more than double Q1 2025, representing a 2.9% GAAP net income margin.
Revenue Growth and Beat
Total revenue of $37.7M in Q1 2026, up 13.5% year over year, exceeding the high end of guidance ($36M–$37M) and showing acceleration versus prior quarters.
Improved Customer Retention (DBNER)
Dollar-based net retention rate (DBNER) improved to 99% in Q1 2026 from 95% in Q1 2025 (up 4 percentage points), indicating stronger revenue retention from existing paying customers.
Gross Profit Growth
Gross profit increased to $23.9M, up 5.7% year over year, reflecting overall revenue expansion despite product-mix pressures.
Product and AI Momentum
Launched Agent Series (visual low-code environment) in March and introduced conversational AI agents for inbound (customer service) and outbound (sales/marketing). Usage of the commercial conversational AI engine has grown >150% sequentially every quarter since launch, with early real-world validation (example: a deployed agent matched a 10% conversion rate relative to human agents in a customer deployment).
Enterprise Collaboration Product Launch
Introduced 'Intelligent Meeting Engine' offering end-to-end encryption, on-prem/private cloud options, data isolation, real-time transcription/translation, intelligent summaries and automated workflows — targeted at finance, government, and healthcare.
Strategic Partnerships & Technology Validation
Integrated native AI models (Google’s Gemini Live and XAI models); Google featured Agora as a recommended partner for real-time conversational AI. Entered strategic partnership with NetEase Smart Enterprise to provide integrated solutions across video content moderation and AI agents — expanding go-to-market in China across multiple verticals.
Capital Return and Strong Liquidity
Ended Q1 with $166M in cash, cash equivalents and deposits. Repurchased ~12.5M Class B ordinary shares (~3.1M ADS) for ~$13.1M in the quarter; total repurchases to date are ~$156.2M (78.1% of the $200M program).
Forward Guidance Indicates Acceleration
Q2 2026 revenue guidance of $39M–$40M versus $34.3M in Q2 2025 (implying 13.7%–16.6% YoY growth), which the company states would represent faster revenue growth than Q1.
Disciplined Expense Management
Sales & marketing expenses declined 4.8% YoY to $5.9M and G&A declined 3.4% YoY to $6.0M. S&M and G&A as a percent of revenue improved to 15.6% and 15.9%, respectively (from 18.7% and 18.8% in prior-year Q1). R&D increased modestly (+2.9% YoY to $14.4M) while R&D as a percent of revenue fell to 38.1% from 42.1%.
API Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
API Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $3.77 | ― | ― |
Mar 02, 2026 | $4.68 | $4.56 | -2.56% |
Nov 19, 2025 | $3.31 | $3.61 | +9.06% |
Aug 18, 2025 | $3.98 | $3.67 | -7.79% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Agora, Inc. (API) report earnings?
Agora, Inc. (API) is schdueled to report earning on Aug 24, 2026, After Close (Confirmed).
What is Agora, Inc. (API) earnings time?
Agora, Inc. (API) earnings time is at Aug 24, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is API EPS forecast?
Currently, no data Available