Overview

* Agora Q3 2025 revenue grows 12% yr/yr, achieving fourth consecutive GAAP profitability

* Net income for Q3 2025 was $2.7 mln, compared to net loss of $24.2 million last year

* Company repurchased 5.2 mln shares under its share repurchase program

Outlook

* Company expects Q4 2025 revenue between $37 mln and $38 mln

* Agora is increasing investment in conversational AI

Result Drivers

* REAL-TIME ENGAGEMENT - Strong rebound in core platform business, contributing to revenue growth

* CONVERSATIONAL AI INVESTMENT - Increased investment in conversational AI with new product launches driving early customer adoption

* OPERATING EXPENSES - Significant reduction in operating expenses due to workforce optimization

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 $35.4

Revenue mln

Q3 Net $2.7 mln

Income

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 ( API ) is $6.20, about 46.9% above its November 18 closing price of $3.29

* The stock recently traded at 70 times the next 12-month earnings vs. a P/E of 109 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. 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.)