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Agora, Inc. (API)
NASDAQ:API
Earnings Data
Report Date
May 25, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted solid operational and financial momentum — double-digit YoY revenue growth, restored GAAP profitability, strong operating cash flow, a large-scale product win (600k peak viewers), expanding conversational AI usage and product adoption, and continued capital returns via buybacks. Headwinds are largely transitional and tied to ramping conversational AI (subscale infrastructure, pilot monetization lag) and a slight YoY gross margin decline driven by that mix; Shengwang's DBNR below 100 and near-term margin items (SBC and amortization) are additional cautions. Overall, positives (growth, profitability, cash, product validation and AI momentum) outweigh near-term AI-related margin and scale challenges.Company Guidance
Revenue Growth and Beat
Total Q4 revenue of $38.2M, up 10.7% year-over-year and above the high end of guidance; company reports fourth consecutive quarter of double-digit organic growth.
GAAP Profitability Restored and Improving
GAAP net income of $4.9M in Q4 with a 12.9% net margin; fifth consecutive quarter of GAAP profitability and first full year of GAAP profitability since 2018; management expects net income to grow vs. 2025 and targets GAAP operating profit in Q4 2026.
Business Segment Performance
Agora segment: $19.9M in Q4 revenue (+14.4% YoY, +9.3% QoQ). Shengwang: RMB129.2M in Q4 (+5.7% YoY, +5.6% sequentially). Dollar-based net retention: 109% for Agora and 89% for Shengwang.
Strong Cash Generation and Capital Return
Operating cash flow of $9.3M in Q4 (vs. $4.5M year-ago); cash, equivalents and bank deposits of $374.9M at quarter-end. Repurchased $10.9M of shares in the quarter and $143.1M since program inception (71.6% of the $200M program); Board extended the repurchase program through Feb 28, 2027.
Product and Market Validation at Scale
Delivered full HD, sub-second latency video to nearly 600,000 peak concurrent viewers during a Super Bowl-weekend live shopping event (MrBeast on Whatnot), cited as likely the largest U.S. live video shopping event and a demonstration of platform scalability and reliability.
Conversational AI Momentum and Product Traction
Conversational AI engine usage has more than doubled each quarter since launch in March 2025; early deployments across customer service, smart devices, education and AI consumer apps; management aims for conversational AI to approach ~5% of ARR by year-end.
New Product Introductions and Ecosystem Interest
Launched upgraded conversational AI device kit with multimodal capabilities showcased at CES 2026; multiple customers and OEMs (including a leading consumer hardware giant) adopting the kit and launching products, indicating expanding partner and OEM traction.
Expense Discipline and Improved Operating Leverage
R&D down 7.7% YoY to $13.6M (35.8% of revenue vs. 42.9% prior year); Sales & Marketing down 2.1% YoY to $7.1M (18.7% of revenue vs. 21.1% prior year); G&A down 16.5% YoY to $5.4M (14.1% of revenue vs. 18.7% prior year), reflecting cost discipline and improved margins.
Forward Guidance
Q1 2026 revenue guidance of $36M–$37M (implying +8.1% to +11.1% YoY vs. $33.3M in Q1 2025), signaling continued top-line growth visibility.
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 |
|---|---|---|---|
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% |
May 27, 2025 | $3.79 | $3.72 | -1.85% |
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 May 25, 2026, After Close (Confirmed).
What is Agora, Inc. (API) earnings time?
Agora, Inc. (API) earnings time is at May 25, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is API EPS forecast?
Currently, no data Available