Agora(US:API) IPO早知道·2025-11-20 01:48Core Insights - Agora, Inc. reported a total revenue of $35.4 million for Q3 2025, representing a year-over-year growth of 12% [2] - The company provided guidance for Q4 revenue in the range of $37 million to $38 million, indicating a year-over-year growth of 7.2% to 10.1% [2] - The net profit for Q3 2025 was $2.74 million, with a net profit margin of 7.8%, marking the fourth consecutive quarter of GAAP profitability [2] Financial Performance - Total revenue for Q3 2025 was $35.4 million, a 12% increase compared to the previous year [2] - The net profit for the same quarter was $2.74 million, approximately 20 million RMB, achieving a net profit margin of 7.8% [2] - The company has achieved GAAP profitability for four consecutive quarters, driven by double-digit revenue growth and improved profit margins [2] Investment in Conversational AI - Agora is significantly increasing its investment in the conversational AI sector, launching the Conversational AI Engine 2.0 and Conversational AI Studio [3][5] - The new products aim to assist developers in creating highly interactive voice dialogue agents, with positive early feedback from global customers [3] - The Conversational AI product suite includes a full-stack development kit, covering all aspects from model selection to deployment [5] Product Development and Features - The Conversational AI Engine 2.0 has been optimized with features such as "elegant interruption" to filter out non-semantic words and custom text [9] - The Conversational AI Studio provides a visual orchestration platform for developers, enabling them to create custom agents without coding knowledge [10] - The AI model evaluation platform supports decision-making for model selection across various dimensions, covering 89 models and 10 languages [10] Market Expansion and Future Outlook - Agora's annual service minutes have surpassed 1 trillion, indicating a new phase of large-scale application in real-time interaction [11] - The integration of AI with real-time interaction is expected to lead to significant market opportunities in emotional companionship, smart hardware, and online education [13] - The company aims to reshape communication boundaries through the fusion of real-time engagement (RTE) and conversational AI, promoting a more intelligent and ubiquitous interaction era [16]