NASDAQ$API

Agora Inc-ADR · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Agora Inc-ADR reported Q2 2026 results with revenue growth and continued GAAP profitability.

Agora reported total revenues of $40.4 million for the second quarter ended June 30, 2026, an 18% increase year-over-year. The company achieved net income of $2.2 million, marking its seventh consecutive quarter of GAAP profitability, with active customers at 3,892 and dollar-based net retention rate of 104%. Cash, deposits, and bank financial products stood at $361.7 million at quarter end.

  • Revenue rose 18% YoY to $40.4 million, driven by real-time engagement services.
  • Net income increased to $2.2 million from $1.5 million YoY, with basic EPS of $0.03 per ADS.
  • Gross margin was 63.7%, down from 66.8% due to product mix including sub-scale conversational AI offerings.
  • Q3 2026 revenue guidance of $41-42 million implies 15.8%-18.6% YoY growth.

Headline financials

Total Revenue

$40.4M

Previous: $34.3M+17.9%
EPS (adj)

$0.03

Previous: $0.01+200.0%
Active Customers

3.9K

No prior period
Dollar-Based Net Retention Rate

104.0%

No prior period
Net Income

$2.2M

Previous: $1.46M+50.5%
Operating Income

-$1M

Previous: -$3.12M+67.9%
Gross Profit

$25.7M

Previous: $22.9M+12.4%
Cash & Equivalents

$362M

No prior period

Revenue & EPS history

Agora · Revenue · Quarterly

$40.4M

Q2 2026+17.9%vs Q2 2025
Beat estimate in 3 of 12 quarters(25%)
ActualEstimate

Forward guidance

For Q3 2026, the company expects revenues of $41-42 million.

Tailwinds

  • Continued growth in real-time engagement and conversational AI
  • Seventh consecutive profitable quarter

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

-2.4%

Avg return

Earnings day

-2.5%

Avg return

5 days after

-2.7%

Avg return

30 days after

38%

9 / 24 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
Q2 2026
Q1 2026+11.6%+25.9%
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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