Business Description

Agora, Inc. is a global leader in Real-Time Engagement Platform-as-a-Service (RTE-PaaS) solutions. The company provides developers with application programming interfaces (APIs) and software development kits (SDKs) to seamlessly embed real-time voice, video, chat, and interactive streaming into their applications. Operating under a dual-brand strategy with Agora serving the global market and Shengwang focused on China, the company is distinctive for its proprietary Software-Defined Real-Time Network (SD-RTN) and its expanding capabilities in conversational AI infrastructure.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues141,057133,256141,538160,670
Cost of Sales(47,393)(47,809)(52,063)(61,247)
Gross Profit93,66485,44789,47599,423
Selling, General & Administrative Expenses(49,022)(59,992)(68,934)(92,440)
Research & Development Expenses(55,459)(80,344)(77,666)(114,502)
Other Operating Expenses(1,407)(1,578)30,1998,244
Operating Profit199,552227,361205,876298,121
Interest and Investment Income16,50813,6133109,636
Interest Expense(36)(253)(20)
Non-Operating Income2,821961268(13,834)
Total Non-Operating Income19,29314,321558(4,198)
Income Before Provision for Income Taxes218,845241,682206,434293,923
Provision for Income Taxes(323)(258)(422)(663)
Consolidated Net Income219,168241,940206,856294,586
Net Income Attributable to Minority Interests and Other323,47931(244)
Net Income Attributable to Common Shareholders9,528(42,727)(87,219)(120,380)
Basic EPS0.12-0.44-0.88-1.08
Diluted EPS0.08-0.44-0.88-1.08
Basic Weighted Average Shares Outstanding91,97593,28199,596111,607
Diluted Weighted Average Shares Outstanding98,85593,28199,596111,607
Shares Outstanding87,31693,33492,202106,660
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents75,44627,08336,89445,673
Short-Term Investments144,043242,578179,760382,039
Total Cash and Cash Equivalents219,489269,661216,654427,712
Accounts Receivable24,86730,95234,66832,803
Total Trade Receivables24,86730,95234,66832,803
Other Current Assets15,74427,43710,10724,964
Total Current Assets260,100328,050261,429485,479
Net Property, Plant & Equipment90,33153,03226,71915,290
Net Intangible Assets161,687162,006168,5202,727
Goodwill31,928
Long-Term Investments189,183137,610207,02094,159
Other Long-Term Assets19,79818,95610,907171,132
Total Assets721,099699,654674,595800,715
Accounts Payable9,63812,96512,99610,103
Accrued Expenses21,11322,04926,58848,878
Current Portion of Leases1,5211,7492,4471,932
Unearned Revenue7,9068,7387,7658,352
Other Current Liabilities16,60712,8347,0982,388
Total Current Liabilities56,78558,33556,89471,653
Long-Term Debt80,42046,46911,027
Leases3991,9221,726340
Other Long-Term Liabilities20,64720,267199462
Total Long-Term Liabilities101,46668,65812,952802
Total Liabilities158,251126,99369,84672,455
Common Stock47474747
Treasury Stock(95,238)(72,739)(79,716)(41,815)
Additional Paid-in Capital1,145,1261,144,2381,138,3461,134,704
Accumulated Other Comprehensive Income(9,987)(12,257)(10,027)(7,994)
Retained Earnings(477,100)(486,628)(443,901)(356,682)
Total Common Shareholders' Equity562,848572,661604,749728,260
Total Shareholders' Equity562,848572,661604,749728,260
Total Liabilities and Shareholders' Equity721,099699,654674,595800,715
FY 2025FY 2024FY 2023FY 2022
Net Income9,528(42,727)(87,219)(120,380)
Depreciation & Amortization5,9367,54511,64511,819
Share-Based Compensation Expense5,56422,73724,61232,363
Other Adjustments4,59318,00061,38929,022
Changes in Trade Receivables3,384(5,114)(9,622)(8,597)
Changes in Accounts Payable(3,117)(248)3,2465,526
Changes in Accrued Expenses858(5,865)(4,134)(1,934)
Changes in Income Taxes Payable(1,532)1,326(1,157)(391)
Changes in Unearned Revenue(718)1,133(643)1,773
Changes in Other Operating Activities2,737(10,916)(11,728)(1,581)
Cash from Operating Activities27,233(14,129)(13,611)(52,380)
Capital Expenditure(33,615)(37,794)(11,716)(4,123)
Proceeds from Sale of Property, Plant & Equipment419392
Purchases of Intangible Assets(5,133)(171,592)
Purchases of Investments(310,312)(236,153)(413,277)(519,830)
Proceeds from Sale of Investments349,881235,805484,588544,483
Payments for Business Acquisitions(3,680)
Proceeds from Business Divestments7,3195,7697,000
Cash from Investing Activities13,314(38,049)56,643(144,062)
Issuance of Long-Term Debt32,37535,79010,909
Net Issuance / (Repayments) of Long-Term Debt32,37535,79010,909
Issuance of Common Shares6098536341,096
Repurchases of Common Shares(27,719)(11,057)(62,911)(41,135)
Net Issuance / (Repurchases) of Common Shares(27,110)(10,204)(62,277)(40,039)
Other Financing Activities(273)20,408(1,000)(1,111)
Cash from Financing Activities4,99245,994(52,368)(41,150)
Effect of Exchange Rate Changes on Cash and Cash Equivalents(721)(162)(804)(918)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash44,818(6,346)(10,140)(238,510)

Key Metrics & Ratios

MetricValue
Market Cap$355M
P/E50.88x
P/S2.52x
EV/EBITDA1.06x
Return on Equity38.6%
Return on Invested Capital47.8%
Current Ratio4.58x
Free Cash Flow Margin-4.5%

Margins

Gross margin
66.4%
Operating margin
141.5%
Net margin
6.8%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $40M +18.0% -2.4% $-1M
Q1 2026 $38M +13.5% -4.4% $-2M
Q4 2025 $38M +10.7% -2.6% $-1M
Q3 2025 $35M +12.0% -4.6% $-2M
Q2 2025 $34M -9.1% $-3M
Q1 2025 $33M -11.1% $-4M
Q4 2024 $34M -14.2% $-5M
Q3 2024 $32M -78.2% $-25M

More on Agora, Inc.

Figures compiled from public company filings.

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