Core Insights - AI developers face a voice latency problem that results in conversations sounding robotic. Agora, Inc. offers a solution through its unique network SD-RTN and Conversational AI Engine 2.0 [1] Company Overview - Agora, Inc. operates in the AI and communication technology sector, providing solutions aimed at improving voice interaction quality [1]

SANTA CLARA, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Agora (NASDAQ: API), a global leader in real-time engagement and conversational AI technologies, and FPT, Vietnam’s leading IT services and digital transformation company, today announced a strategic partnership to expand artificial intelligence (AI) adoption across Southeast Asia’s banking and financial services sector. The collaboration will combine Agora’s real-time engagement and conversational AI capabilities with FPT’s regional footprint and enter ...

Core Viewpoint - Agora, Inc. is set to release its financial results for Q4 and the fiscal year ending December 31, 2025, on March 2, 2026, after U.S. market close [1] Group 1: Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 5 p.m. Pacific Time / 8 p.m. Eastern Time on the same day [1] - Investors are encouraged to log on at least 15 minutes prior to the broadcast to participate in the call [1] - The earnings release and accompanying slides will be available on Agora's investor relations website prior to the conference call [2] Group 2: Company Overview - Agora, Inc. is a holding company for two independent businesses, Agora and Shengwang, and is headquartered in Santa Clara, California [3] - Agora is recognized as a pioneer and global leader in conversational AI and Real-Time Engagement Platform-as-a-Service (PaaS), offering developers APIs for real-time conversational AI, video, voice, chat, and interactive streaming [3] - Shengwang, headquartered in Shanghai, China, is also a leading provider of conversational AI and Real-Time Engagement PaaS in the Chinese market [4]

Core Insights - Chinese technology stocks are gaining strategic momentum as the U.S.-China trade détente provides operational stability, with tariff rates stabilized at 31% and rare earth export controls suspended for another year, creating investment opportunities in 2026 [2][9] Semiconductor Sector - China's semiconductor consolidation accelerated with SMIC's $5.8 billion acquisition of SMIC Jingcheng and Hua Hong Semiconductor's acquisition of 97.5% of Shanghai Huali Microelectronics for $1.2 billion, consolidating domestic capacity at mature process nodes where Chinese foundries command over 25% of global capacity [4] Electric Vehicle Sector - BYD's January sales fell 30% year over year to 210,051 vehicles, the lowest since February 2024, while battery-electric passenger car sales dropped 33.6% to 83,249 units due to policy shifts; however, export momentum remained strong with a 51.4% increase to 100,482 vehicles [5] Artificial Intelligence Sector - Chinese AI advancements accelerated with multiple flagship releases, including Alibaba's Qwen3-Max-Thinking and Moonshot AI's Kimi K2.5, positioning Chinese companies competitively in the global AI landscape [6] Humanoid Robotics Sector - China holds 90% of global humanoid robot sales, with over 140 companies producing at scale; Morgan Stanley forecasts a 133% surge in sales to 28,000 units in 2026, with the domestic market reaching $1.4 billion [7] Other Strategic Sectors - COMAC targets 50 C919 units annually, the defense budget reached $249 billion with a 7.2% increase, and the medical device market approached $172.9 billion with over 33,000 enterprises [8] Company-Specific Insights - Agora is positioned for growth in conversational AI infrastructure, with strategic partnerships expanding its market beyond traditional communication [10] - Kingsoft Cloud is experiencing triple-digit growth in its intelligent computing cloud business, with gross billings reaching RMB782 million in Q3 2025 [11] - Tencent's growth is bolstered by AI integration and international cloud expansion, with significant revenue growth in marketing and gaming [12] - XPeng's strategic transformation includes the launch of the 2026 P7+ flagship and localized supply chain teams, enhancing operational efficiency and market reach [13]

Core Insights - Agora, a startup founded by Nick van Eck, is targeting the stablecoin market beyond crypto-native trading, focusing on stablecoin-powered enterprise payments [1][2] - The total value locked (TVL) in Agora's decentralized finance (DeFi) initiatives grew by 60% last month, indicating strong growth in this sector [1] - Agora issues AUSD, a U.S. dollar-backed stablecoin, and provides stablecoin-as-a-service for crypto projects, although van Eck advises that this service is only suitable for closed-loop ecosystems [2] Industry Trends - The adoption of stablecoins by traditional firms is expected to be slow due to infrastructure challenges, lack of internal policies, and educational gaps [2] - The potential for cost savings in cross-border payments is significant, with a 1% revenue saving translating to a 5% increase in EBITDA for companies [2] - Major firms are predicted to consolidate activity into a few dominant chains, as they leverage their resources and distribution capabilities [3] Company Ambitions - Agora aims to become one of the top five global stablecoin issuers by developing user-friendly tools for businesses [3] - The company recognizes that traditional firms prefer solutions that resemble bank accounts but offer enhanced features [4]

Core Insights - Agora, Inc. has announced a strategic partnership with Sentino to develop a new AI Agent Platform for Physical AI, aimed at creating emotionally engaging AI companions for brands and device manufacturers [1][3] Group 1: Platform Features - The platform utilizes Agora's Conversational AI Engine, integrating real-time conversation with memory, emotion, and multimodal expression to enhance user engagement [2] - Key features include an "Agent OS" that generates context-aware inner thoughts, an AI Diary for capturing shared moments, and a Music Diary that transforms diary content into emotion-driven music [6][7][12] - The platform is designed to maintain presence and emotional connection, encouraging users to return for ongoing interactions rather than one-time engagements [4][10] Group 2: Market Positioning - Agora provides the foundational real-time AI infrastructure, while Sentino focuses on developing agent personas and companion features, allowing for rapid product launches without the need for extensive system development [9] - The collaboration aims to redefine Physical AI, making it feel personal and worth revisiting, thus enhancing user retention and emotional bonds [16][19] Group 3: Executive Perspectives - Executives from both companies emphasize the importance of building human-centric AI that transforms static characters into dynamic assets, fostering sustainable emotional economies with fans [15][21] - The platform is designed to evolve over time with ongoing updates and new scenarios, ensuring it remains relevant and engaging for users [15]

Core Insights - Agora and MiniMax have deepened their strategic collaboration to integrate MiniMax's text-to-speech (TTS) technology with Agora's Conversational AI Engine, enhancing real-time, human-like interactions for various applications [1][12] - The partnership aims to address the challenge of delivering expressive AI voices consistently across diverse devices and networks, marking a significant advancement in the AI ecosystem [6][11] Company Overview - Agora is a leader in real-time engagement infrastructure, providing APIs for real-time conversational AI, voice, video, and interactive live streaming, trusted by over 1,800 organizations globally [13] - MiniMax, founded in early 2022, focuses on advancing AI towards AGI with a mission of "Intelligence with Everyone," offering proprietary multimodal models that support various applications [14][15] Technological Integration - The integration allows for dynamic streaming of AI voices that can be interrupted, resumed, and adapted in real-time, mimicking human conversation patterns rather than static playback [5] - MiniMax's TTS models are designed for expressive and emotionally rich voice generation, supporting multiple languages and speaking styles, while Agora provides a global, low-latency delivery network [4][9] Market Applications - The joint solution is enabling production use cases in areas such as customer service, interactive education, and multimodal AI applications, facilitating a seamless experience from text generation to real-time speech delivery [7][10] - The collaboration supports the development of voice-first products that require instant feedback and natural speech, enhancing user interaction across various platforms [10] Future Outlook - Following MiniMax's IPO, both companies plan to expand their collaboration further into real-time voice agents and AI-native devices, aiming to enhance everyday interactive experiences [12]

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Core Insights - Agora, Inc. has announced a partnership with Agnes AI to enhance its AI Group Chat and multi-agent collaboration system using Agora Chat [1] Company Summary - Agora, Inc. is recognized as a leading platform for real-time engagement and conversational AI [1] - Agnes AI is identified as one of Southeast Asia's fastest-growing AI-native work platforms [1]

Group 1 - Agora (API) has experienced a decline of approximately 6% since the last rating despite having a couple of profitable quarters [1] - The market is generally facing valuation concerns, which may be impacting investor sentiment towards Agora [1] - The analyst emphasizes a focus on small and midcap companies with asymmetric upsides, indicating a strategic investment approach [1] Group 2 - The analyst has a diverse background, having worked in the Industrials and chemicals sector and in finance and technology at a charity, which enriches their analysis [1] - There is an intention to potentially initiate a long position in Agora (API) within the next 72 hours, indicating a positive outlook [1]