Slide 1: 2026 Q2 Earnings
Agora, Inc. 2026 Q2 Earnings August 13, 2026
Slide 2: Disclaimer
Disclaimer Information in this presentation contains forward-looking statements within the meaning of Section 21E of the U.S. Securities Exchange Act of 1934, as amended. These forward-looking statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act
Slide 3: Business Highlights
Business Highlights Agora, Inc.
Slide 4: Recent Developments of Our Voice AI Agents
Recent Developments of Our Voice AI Agents Penetrating Use Cases in Call Centers Outbound Marketing Market Polling and Financial Services and Buyer Interest Surveying Outreach Capture Gaming User Acquisition & Retention AI agents can initiate calls, AI agents can conduct in- qualify leads, collect d
Slide 5: Recent Developments of Our Voice AI Agents
Recent Developments of Our Voice AI Agents Why They Can Outperform Human Trained on the Consistent, Steady Under Best Always-On Pressure Every conversation No fatigue, no off Never frustrated, starts at the level of days, no variation never raises its a top performer, not by mood or voice, never tak
Slide 6: Developer Ecosystem
Developer Ecosystem Launch of Agora Skills and Agora CLI • Agora Skills: packages our platform knowledge so coding agents (Codex, Claude Code, etc.) can use the latest SDKs and best practices when building real-time engagement or voice AI applications. • Agora CLI: simple command-line interface for
Slide 7: Compliance Certifications
Compliance Certifications ISO/IEC 42001:2023 • We achieved ISO/IEC 42001:2023 certification on Artificial Intelligence Management System, a major milestone that puts us at the forefront of responsible, enterprise-grade AI. • It reinforces the trust, governance, and operational rigor behind our Conve
Slide 8: Our Annual Industry Conference
Our Annual Industry Conference Intelligent Real-Time Engagement / iRTE2026 Agora, Inc. 8
Slide 9: 2026 Q2 Financial Update
2026 Q2 Financial Update Agora, Inc.
Slide 10: Financial Highlights of Q2 2026
Financial Highlights of Q2 2026 Strong Revenue Solid Customer Improved Growth Retention Profitability • Quarterly Revenue of • Dollar–Based Net • GAAP Net Income of US$40.4M Retention Rate of US$2.2M • Up 18% year-over-year 104% • Up 50% year-over-year • The 6th consecutive • The 7th consecutive qua
Slide 11: Growing Customer Base with Strong Net Retention
Growing Customer Base with Strong Net Retention ACTIVE CUSTOMERS (1) DOLLAR–BASED NET RETENTION RATE (2) 104% 3,944 3,961 3,946 3,877 3,892 99% 97% 95% 94% Jun 25 Sep 25 Dec 25 Mar 26 Jun 26 Jun 25 Sep 25 Dec 25 Mar 26 Jun 26 Notes: (1) An active customer at the end of the period is an organization
Slide 12: Group Revenues
Group Revenues TOTAL REVENUES in US$M $41.0~$42.0 $40.4 $38.2 $37.7 $35.4 $34.5 $34.3 $33.3 24Q4 25Q1 25Q2 25Q3 25Q4 26Q1 26Q2 26Q3E YoY Growth (1) 3.6% 12.1% 11.0% 12.0% 10.7% 13.5% 18.0% 15.8%-18.6% Notes: Agora, Inc. 1. Excluded revenues from certain end-of-sale products. 12
Slide 13: Gross Profit and Operating Expenses (GAAP)
Gross Profit and Operating Expenses (GAAP) GROSS PROFIT OPERATING EXPENSES in US$M; as % of Total Revenues in US$M; as % of Total Revenues 77.4% 71.5% 68.6% 69.9% 66.8% 66.0% 65.1% 63.7% 67.5% 63.4% $26.5 $27.3 $26.1 $26.4 $25.3 $5.5 $6.0 $5.0 $5.4 $6.0 $6.4 $6.5 $6.5 $7.1 $5.9 $24.8 $25.7 $22.9 $23
Slide 14: GAAP Income/(Loss)
GAAP Income/(Loss) Loss from Operations Net Income in US$M in US$M $4.9 $2.7 12.9% $2.2 $1.5 7.8% $1.1 5.4% 4.3% 2.9% (2.6%) (2.4%) (4.6%) (4.4%) ($1.0) ($1.0) (9.1%) ($1.6) ($1.6) ($3.1) 25Q2 25Q3 25Q4 26Q1 26Q2 25Q2 25Q3 25Q4 26Q1 26Q2 Loss from Operations Loss from Operations Margin Net Income Ne
Slide 15: Cash Flow Summary
Cash Flow Summary CASH, CASH EQUIVALENT, BANK DEPOSITS AND FINANCIAL PRODUCTS ISSUED BY BANKS in US$M 6/30/25 9/30/25 12/31/25 3/31/26 6/30/26 At beginning of the period $388.0 $377.3 $374.3 $374.9 $366.1 Operating cash flow ($0.4) $0.7 $9.3 $5.7 ($2.0) Disposal of long-term investments - - $2.9 - -
Slide 16: Balance Sheet
Balance Sheet BALANCE SHEETS SNAPSHOT AS OF JUNE 30, 2026 in US$M 77 99 362 55 29 557 165 109 13 Cash, cash equivalent, bank deposits and1 financial products issued by banks Current liabilities 1 Other current assets Long-term borrowings Long-term investments Total equity Land use right in relation
Slide 17: Share Repurchase Program
Share Repurchase Program VALUE OF SHARES REPURCHASED TOTAL ADSs (1) OUTSTANDING (2) AND in US$M CASH (3) PER ADS $159.9 million worth of $20.7 $4.29 $4.33 $4.32 shares repurchased in total $4.13 $4.15 $4.16 $4.17 $4.01 $3.96 $4.03 $4.03 $3.94 $3.90 $13.1 97.5 $12.3 $11.1 94.3 $10.8 93.3 93.5 $10.0 9
Slide 18: Thank you
Thank you Agora, Inc.