Core Viewpoint - Agora, Inc. reported a total revenue of $34.26 million for Q2 2025, marking an 11.0% year-over-year increase, excluding low-margin businesses terminated since Q3 2024 [1] - The company provided guidance for Q3 revenue in the range of $34 million to $36 million, representing a year-over-year growth of 7.6% to 13.9% [1] Financial Performance - For Q2 2025, Agora, Inc. achieved a net profit of $1.46 million under GAAP, which is over three times the profit from Q1 2025, continuing a trend of profitability for three consecutive quarters [1] - As of June 30, 2025, the company had cash and cash equivalents totaling $377 million [2] Product Development and Innovation - The company launched a conversational AI engine in March 2025, enabling developers to create conversational AI agents quickly [2] - At the 2025 World Artificial Intelligence Conference, Agora introduced an upgraded version of its conversational AI engine, featuring voiceprint recognition, digital human interaction, and visual understanding [2] - Agora also released the world's first AI model evaluation platform for conversational AI, allowing developers to compare performance metrics of various suppliers [3] Market Applications and Future Outlook - The conversational AI capabilities are being integrated into various sectors, including customer service, education, and smart hardware, showcasing the potential for industry transformation [1][3] - The company aims to enhance real-time interaction experiences between humans and AI agents, driving deeper integration of AI across multiple industries [3]

Core Viewpoint - Agora, Inc. is actively expanding into high-potential areas such as conversational AI, demonstrating significant revenue growth and profitability in its recent financial results [2][3]. Financial Performance - In Q1 2025, Agora, Inc. reported total revenue of $33.27 million, representing a year-over-year increase of 12.1%, with a notable acceleration from the previous quarter's growth of 3.6% [2]. - The company achieved a net profit of $410,000 under GAAP, marking its second consecutive quarter of profitability after returning to profit in Q4 2024 [2]. Cash Reserves - As of March 31, 2025, Agora, Inc. had cash and cash equivalents totaling $388 million, which supports its strategic investments in high-potential fields, particularly conversational AI [2]. Customer Base - As of March 31, 2025, Agora had 1,994 active customers, reflecting a year-over-year growth of 5.2% [4]. Product Innovation - Agora launched its conversational AI engine and development kit, enabling developers to create real-time voice interaction experiences with minimal coding requirements [6]. - The conversational AI engine can upgrade any text-based large model into a conversational multimodal model with just two lines of code and within 15 minutes, significantly lowering the development barrier [6]. User Experience - The conversational AI engine boasts a median voice interaction latency of just 650 ms, with an intelligent interruption feature that allows for natural conversation flow [8]. - It includes a "selective attention lock" feature that can filter out 95% of background noise, ensuring clear voice recognition [9]. Application Scenarios - The conversational AI capabilities are being applied across various sectors, including smart assistants, virtual companionship, language practice, and customer service [13]. - Specific use cases include educational tools that enhance real-time interaction for students and AI companions that provide emotional support [15][17]. Development Support - Agora has made its conversational AI development kit fully open-source, providing developers with comprehensive resources to integrate AI capabilities into their hardware [11]. - The development process is streamlined, allowing developers to create prototypes quickly and efficiently [11].

实现GAAP口径盈利的难度相较Non-GAAP口径更高。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，声网母公司Agora, Inc. (NASDAQ: API) 于北京时间2月25日公布了2024年Q4 及全年财报。 财报显示，第四季度 Agora, Inc. 实现总营收3445万美元，同比增长（不含已终止的低毛利业务） 3.6%。 2025年Q1收入指引同比增速 （ 不含已终止的低毛利业务] ） 4.4-11.1%，较2024年Q4 收入增速加快 。 在美国通用会计准则（GAAP）下， Agora, Inc. 第四季度净利润为16万美元，同比扭亏为盈。对 此，Agora, Inc. 创始人兼CEO赵斌表示，"我们很高兴地宣布，得益于新应用场景带来的收入增长 以及有效的成本管控，2024年第四季度公司在美国通用会计准则（GAAP）口径下实现盈利。展望 2025年，我们将继续聚焦于提升运营效率，推动可持续且盈利的业务增长。" 生成式人工智能正在带来变革性机遇，尤其是在人类与 AI 模型实时语音交互领域。本季度，声网发 布对话式 AI 引擎 Bet ...