API Agora, Inc.

BULLISH Impact: 8/10 PRESS-RELEASE
Horizon weeks Filed Mar 2, 2026 Processed 3mo ago Wire GlobeNewswire
Press release: earnings
Final — all horizons settled through T+60d
API ▼ -7.24% at T+60d
LONG call ✗ call lost -7.24% · α vs SPY -17.55% · entry $4.56 → $4.23
Last close $4.32 (close Jun 12) · -5.26% from $4.56 entry
Entry anchored
Mar 2, 03:59 PM ET
via Databento tick
T+1d
-5.48%
call -5.48% · α -6.24%
$4.31
settled 3mo ago
T+5d
-8.33%
call -8.33% · α -7.86%
$4.18
settled 3mo ago
T+20d
-22.37%
call -22.37% · α -17.97%
$3.54
settled 3mo ago
T+60d
-7.24%
call -7.24% · α -17.55%
$4.23
settled 19d ago

Price Chart

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Executive Summary

Agora, Inc. reported strong financial results for Q4 and full-year 2025, with revenue growth and a return to profitability. Total revenue reached $38.2 million in Q4 (up 10.7% YoY) and $141.1 million for the year (up 5.9%), driven by double-digit growth in its Agora segment. The company achieved its first full year of GAAP profitability since 2018, with net income of $9.5 million in 2025 versus a $42.7 million loss the prior year. Operating cash flow turned positive at $27.2 million. The bullish momentum is tempered by slightly lower-than-expected Q1 2026 guidance of $36–37 million.

Key Financial Metrics

Revenue
$141.1M
+5.9% YoY
EPS
$0.10
Guidance
$36M-$37M
maintained

Actionable Insight

The return to profitability, strong operating leverage, and sustained revenue growth suggest improving fundamentals. While Q1 guidance is modest, the long-term trend is positive. Traders should monitor adoption of Conversational AI and Physical AI solutions as new growth drivers. The ongoing share repurchase program (71.6% completed) provides structural support to EPS.

Key Facts

  • Q4 2025 revenue: $38.2 million, up 10.7% YoY
  • Full-year 2025 revenue: $141.1 million, up 5.9% YoY
  • Agora segment revenue grew 16.1% in 2025 to $74.9 million
  • Net income in 2025: $9.5 million vs. $42.7 million net loss in 2024
  • Q4 2025 net income: $4.9 million vs. $0.2 million in Q4 2024
  • Gross margin improved to 66.4% in 2025 from 64.1% in 2024
  • Operating expenses down 25.5% YoY due to workforce optimization and lower share-based compensation
  • Company repurchased $11.1 million in shares in Q4; $143.1 million total under $200 million program
  • Q1 2026 revenue guidance: $36–37 million (8.1%–11.1% YoY growth)

Financial Impact

Revenue up 5.9% YoY to $141.1M, net income improved by $52.2M from prior year loss

revenueepsnet_incomeoperating_cash_flowgross_margindilution

Risk Factors

  • Shengwang segment revenue declined 3.5% in 2025, and active customers dropped 5.2%
  • Dollar-based net retention rate for Shengwang was only 89%, indicating customer contraction
  • Q1 2026 revenue guidance implies only 8.1%–11.1% growth, potentially signaling a slowdown

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3247910
8 reports for API
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+5▲ +13.65%May 28, 2026
Filters
Rows
Reports for API — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$4.47 awaiting T+5awaiting T+5$4.32 (−3.36%)
Jun 1, 2026
13d ago
6-K
BULLISH ★ 5/10
$4.75 $4.81▲ +1.26%▲ +4.01%$4.32 (−9.05%)
May 28, 2026
17d ago
6-K
BULLISH ★ 7/10
$4.25 $4.83▲ +13.65%▲ +13.33%$4.32 (+1.65%)
May 26, 2026
19d ago
Press Release
NEUTRAL ★ 4/10
$4.23 $4.87▲ +15.13%▲ +14.66%$4.32 (+2.13%)
May 12, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$3.92 $3.84▼ −2.04%▼ −0.88%$4.32 (+10.20%)
Apr 22, 2026
7w ago
Press Release
BULLISH ★ 6/10
$3.73 $3.40▼ −8.87%▼ −8.92%$4.32 (+15.82%)
Apr 15, 2026
8w ago
20-F
BULLISH ★ 7/10
$3.97 $3.73▼ −6.05%▼ −7.68%$4.32 (+8.82%)
Mar 2, 2026
14w ago
Press Release
BULLISH ★ 8/10
$4.56 $4.18▼ −8.33%▼ −7.86%$4.32 (−5.26%)
Showing 8 of 8

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