Agora, Inc. (API) Earnings Call Transcripts
Agora, Inc.'s Latest Earnings Call - Q1 FY2026
In Q1 2026, Agora, Inc. reported total revenue of $37.7 million, reflecting a 13.5% year-over-year growth, exceeding the high end of guidance. GAAP net profit reached $1.1 million, more than double the previous year's figure, marking the sixth consecutive quarter of profitability. Management raised guidance for Q2, expecting revenues between $39 million and $40 million, indicating continued growth momentum driven by real-time engagement and AI applications.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $37.7 million (beat) |
| GAAP Net Profit | $1.1 million (positive) |
| Gross Margin | 63.4% (negative) |
| DBNRR | 99% (positive) |
| R&D Expenses | $14.4 million (neutral) |
| Q2 Revenue Guidance | $39-$40 million (positive) |
Guidance from management
Management raised Q2 revenue guidance to $39-$40 million, indicating confidence in continued growth and profitability improvements in the second half of 2026.
What analysts pressed on
Analysts expressed concerns about the lack of regional revenue breakdown and the competitive landscape in AI. There were questions about the scalability of AI applications and the timeline for achieving operating profitability in FY '26.
Main topics on the call
- Revenue Growth Acceleration — Agora's revenue for Q1 2026 was $37.7 million, up 13.5% YoY, exceeding guidance of $36-$37 million. Management noted, "Growth further accelerating from prior quarters," highlighting strong demand in sectors like live sho...
- AI Product Development — The company launched an Agent Studio for AI agents, enhancing its real-time engagement infrastructure. Management stated, "Enterprises today are no longer asking whether they should adopt conversational AI. Instead, they...
- Gross Margin Trends — Gross margin for Q1 was 63.4%, down from 68% YoY, primarily due to the product mix change with conversational AI products still at a subscale stage. Management acknowledged this impact but remains optimistic about future...
- Strategic Partnerships — Agora entered a strategic partnership with NetEase to provide integrated solutions in real-time video and AI. This partnership is seen as a validation of Agora's technology and expands its market opportunities.
Read the full Agora, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Agora, Inc.
Agora, Inc. (API) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 24 calls on record spanning August 18, 2020 to August 14, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 24 Agora, Inc. earnings call transcripts on record, spanning August 18, 2020 to August 14, 2026. Based on this history, Agora, Inc. reports quarterly. The most recent call on file is dated August 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- API
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 24
- First call
- August 18, 2020
- Most recent
- August 14, 2026
- Reporting cadence
- quarterly