13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Technology

AGORA INC API

Agora Inc provides developers with APIs and SDKs for real-time audio and video, live broadcast, chat and other interactive functions, helping applications quickly embed real-time interactive capabilities. The company's business covers China, the United States and the Asia-Pacific region. It has recently achieved GAAP profits for four consecutive quarters, with profit margins increasing year-on-year. As a real-time interactive cloud service provider, its customers cover social networking, education, games and other fields, and its revenue is directly linked to developer usage. It is a window for observing the prosperity of the real-time interactive industry.

Sources Company investor relations alphaspread.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The core product is real-time voice and video call SDK, which supports cross-platform integration; expanded products include interactive live broadcast, real-time messaging, crystal ball quality monitoring, etc.
  • The main revenue comes from the Chinese and U.S. markets, and it also has a presence in other Asia-Pacific regions. Its services cover multiple industries such as social networking, online education, games, and IoT.
  • Using the PaaS model, developers pay based on the duration of API calls or the number of concurrent connections, and revenue is highly related to customer application activity.

Current key questions

  • After four consecutive quarters of GAAP profits, the market is concerned about the sustainability of its profitability and the room for further expansion of its net profit margin.
  • Facing competition from large cloud vendors (such as Tencent Cloud, Alibaba Cloud) and open source WebRTC solutions, it is necessary to continue to improve technical barriers and developer ecological stickiness.
  • Business in China is affected by Internet regulatory policies and macroeconomic fluctuations, and overseas market expansion has become a key growth point.
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 54.09 FCF -4.14% Buyback -3.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
HHLR Advisors / Hillhouse Lei Zhang 0.4% $7.4M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares 0.0% +0 / 2,098,553
HHLR Advisors / Hillhouse Lei Zhang 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,098,553 Last 3 periods +0 (0.0%) Total shares 2,098,553 Value $7.4M

Recent mentions

No public mentions.