)
Overview
<ul>
<li>Conversational AI firm’s Q4 revenue grew 10.7% yr/yr</li>
<li>Q4 net income rose to $4.9 mln from $0.2 mln last year</li>
<li>Company repurchased 12 mln shares for $11.1 mln in Q4</li>
</ul>
Outlook
<ul>
<li>Company expects Q1 2026 revenue between $36 mln and $37 mln</li>
</ul>
Result Drivers
<ul>
<li>CONVERSATIONAL AI GROWTH - Usage of Agora’s conversational AI engine more than doubled each quarter since launch in March 2025</li>
<li>SUPER BOWL EVENT - Platform scalability validated by streaming to 600,000 peak concurrent viewers during Super Bowl event</li>
<li>OPERATING EXPENSES - Decrease in operating expenses due to workforce optimization, particularly in R&amp;D Company press release:</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
<h3>Q4 $38.16</h3>
Revenue mln
<h3>Q4 $0.05</h3>
Earnings
Per ADS
Q4 Net $4.92
Income mln
Analyst Coverage
<ul>
<li>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”</li>
<li>The average consensus recommendation for the software peer group is “buy”</li>
<li>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</li>
<li>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 . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</li>
</ul>

Real-time engagement platform Agora's Q4 profit rises on lower expenses