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. has achieved GAAP profitability for three consecutive quarters, indicating strong revenue growth and operational efficiency improvements [3]. Financial Performance - In Q2 2025, Agora, Inc. reported total revenue of $34.26 million, a year-over-year increase of 11.0%, excluding low-margin businesses terminated since Q3 2024 [3]. - The company provided guidance for Q3 revenue in the range of $34.00 million to $36.00 million, representing a year-over-year growth of 7.6% to 13.9% compared to Q3 2024 [3]. - The net profit for Q2 2025 was $1.46 million (approximately 10.5 million RMB), which is over three times the profit from Q1 2025 [3]. Cash Reserves - As of June 30, 2025, Agora, Inc. had cash, cash equivalents, bank deposits, and bank wealth management products totaling $377 million [4]. AI Product Development - Since the launch of the conversational AI engine in March 2025, Agora has collaborated with clients to develop voice dialogue agents in various scenarios, including call centers and AI companion hardware [4]. - The company has upgraded its conversational AI engine to include features such as voiceprint recognition, digital humans, and visual understanding, enhancing the audio-visual interaction experience [6][9]. Technological Advancements - The voiceprint recognition feature allows the AI to accurately identify user voice characteristics, effectively filtering out 95% of background noise for improved dialogue accuracy [8]. - The digital human interaction feature enables real-time, lifelike conversations with highly realistic digital avatars, suitable for virtual customer service, educational companionship, and social entertainment [8]. - The visual understanding capability allows the AI to interpret visual cues and respond intelligently to user gestures and environmental objects, expanding the potential for human-AI collaboration [8]. Industry Applications - Agora's conversational AI capabilities are being applied across various sectors, including AI assistants, AI companion robots, and multi-modal AI agents [11]. - The company has seen successful implementations in platforms like MiniMax, which leverages advanced multi-modal AIGC technology for real-time voice interactions [11]. - Other applications include educational robots like Miko3, which can engage in natural conversations with children and recognize their emotions [12]. Future Outlook - Agora aims to deepen its innovation in scenarios and technology iterations, enhancing real-time interaction experiences to integrate AI into various industries effectively [13].