Five consecutive quarters of profits breaking through! Agora, Inc. Sponsored ADR Class A (API.US) Q4 revenue exceeds guidance upper limit, conversational AI becomes a new growth engine.

Global leading real-time interactive technology service provider Agora, Inc. Sponsored ADR Class A (API.US) released its unaudited financial performance for the fourth quarter and full year 2025 on March 3 (Tuesday). The financial report showed that Agora, Inc. Sponsored ADR Class A achieved a total revenue of $38.2 million in the fourth quarter of 2025, not only a year-on-year growth of 10.7%, but also surpassing the previous performance guidance upper limit of $37-38 million; Q4 net profit was $4.9 million, with earnings per share of $0.05. A more significant milestone is that the company achieved continuous profitability under GAAP standards in this quarter, marking Agora, Inc. Sponsored ADR Class A's fifth consecutive quarter of profitability. The company has successfully achieved its first complete profitable fiscal year since 2018, completely reversing the loss situation of the past few years and presenting a resilient growth performance to the capital market. In terms of profit level and cost control, Agora, Inc. Sponsored ADR Class A demonstrated high operational efficiency. Despite a slight decline in gross profit margin to 65.1% in the fourth quarter due to changes in product portfolio, the company reduced operating expenses to $26.1 million in a single quarter through deep optimization of the global team structure and cuts in equity incentive spending, with a year-on-year decrease of 8.3%. The simultaneous decrease in research and development expenses and management expenses reflects the significant achievements of the company in improving efficiency and credit risk control. As of December 31, 2025, Agora, Inc. Sponsored ADR Class A held a total of $374.9 million in cash, cash equivalents, and bank deposits, providing a solid financial backing for its long-term investment in artificial intelligence. The switch in business growth momentum is another highlight of this year's financial report, especially as the commercialization of conversational AI technology has become a core growth engine. The conversational AI engine launched by Agora, Inc. Sponsored ADR Class A in early 2025 has shown explosive growth over the past year, with usage levels achieving a doubling progress month over month. At the same time, the performance of the company's technology in extreme concurrency scenarios has also been validated by the market, further solidifying Agora, Inc. Sponsored ADR Class A's leading position in the global real-time audio-video (RTE) market by supporting tens of thousands of spectators in sub-second latency interaction at major international events such as the Super Bowl. The continuous expansion of overseas business in the live shopping and social networking tracks has also contributed solid incremental revenue to the company. Looking forward to 2026, the management of Agora, Inc. Sponsored ADR Class A is optimistic and has provided revenue guidance of $36-37 million for the first quarter. CEO Zhao Bin emphasized in the financial report that the company will continue to deepen its exploration of cutting-edge fields such as conversational AI and Physical AI, and is committed to empowering more intelligent hardware and application scenarios through real-time audio-video technology. Currently, Agora, Inc. Sponsored ADR Class A has extended its existing stock repurchase plan to February 2027, continuing to give back to investors through capital means.