Real-time engagement platform Agora's Q4 profit rises on lower expenses
Overview
Conversational AI firm's Q4 revenue grew 10.7% yr/yr
Q4 net income rose to $4.9 mln from $0.2 mln last year
Company repurchased 12 mln shares for $11.1 mln in Q4
Outlook
Company expects Q1 2026 revenue between $36 mln and $37 mln
Result Drivers
CONVERSATIONAL AI GROWTH - Usage of Agora's conversational AI engine more than doubled each quarter since launch in March 2025
SUPER BOWL EVENT - Platform scalability validated by streaming to 600,000 peak concurrent viewers during Super Bowl event
OPERATING EXPENSES - Decrease in operating expenses due to workforce optimization, particularly in R&D
Company press release: ID:nGNX2cW65S
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue |
| $38.16 mln |
|
Q4 Earnings Per ADS |
| $0.05 |
|
Q4 Net Income |
| $4.92 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Agora Inc is $5.85, about 25.3% above its February 27 closing price of $4.67
The stock recently traded at 63 times the next 12-month earnings vs. a P/E of 55 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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