NASDAQ$API

Agora Inc-ADR · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Agora Inc-ADR reported Q1 2026 total revenues of $37.7 million, up 13.5% year-over-year, with net income of $1.1 million.

Agora Inc. announced unaudited financial results for the first quarter ended March 31, 2026, showing revenue growth driven by real-time engagement services. The company achieved its sixth consecutive quarter of GAAP profitability amid investments in conversational AI. Gross margin declined due to product mix shifts.

  • Total revenues reached $37.7 million, a 13.5% increase from $33.3 million in Q1 2025.
  • Net income rose to $1.1 million from $0.4 million year-over-year, with EPS of $0.01.
  • Active customers grew 3.8% to 3,946, and dollar-based net retention rate improved to 99%.
  • Company provided Q2 2026 revenue guidance of $39.0-40.0 million, implying 13.7-16.6% YoY growth.

Headline financials

Total Revenue

$37.7M

Previous: $33.3M+13.3%
EPS (adj)

$0.01

Previous: $0.00+150.0%
Active Customers

3.9K

No prior period
Dollar-Based Net Retention Rate

99.0%

No prior period
Net Income

$1.1M

Previous: $407K+170.3%
Operating Income

-$1.6M

Previous: -$3.7M+56.8%
Gross Profit

$23.9M

Previous: $22.6M+5.6%
Cash & Equivalents

$105M

No prior period

Revenue & EPS history

Agora · Revenue · Quarterly

$37.7M

Q1 2026+13.3%vs Q1 2025
Beat estimate in 2 of 11 quarters(18%)
ActualEstimate

Forward guidance

Expects Q2 2026 total revenues between $39.0 million and $40.0 million.

Tailwinds

  • Projected 13.7% to 16.6% year-over-year revenue growth

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-3.0%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-2.7%

Avg return

30 days after

35%

8 / 23 earnings

Positive

+20.4%

Q4 2021

Best reaction

-25.3%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025-2.4%-6.0%-1.8%
Q3 2025+9.4%+10.0%+19.0%
Q2 2025-7.1%-11.3%-2.3%
Q1 2025-2.1%-8.7%-0.3%
Q4 2024+5.5%+1.1%-18.9%
Q3 2024+5.6%+8.4%-4.4%
Q2 2024-4.4%-9.8%-15.8%
Q1 2024-13.4%-2.0%-9.5%
Q4 2023+18.9%+0.0%-8.7%
Q3 2023-11.1%-8.9%-14.6%
Q2 2023-2.1%+1.1%-9.5%
Q1 2023-4.9%+3.8%+10.1%
Q4 2022-19.0%-10.3%-7.1%
Q3 2022-17.8%-19.6%+26.4%
Q2 2022-4.9%-11.2%-9.7%
Q1 2022-23.0%-17.6%-5.2%
Q4 2021+20.4%+25.8%+27.2%
Q3 2021-1.3%-13.9%-37.3%
Q2 2021+1.8%-0.4%+11.8%
Q1 2021+3.0%+7.8%-6.1%
Q4 2020-25.3%-37.9%-46.5%
Q3 2020-5.2%-6.0%+11.4%
Q2 2020+10.1%+19.1%+30.7%
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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