Agora turns profitable in Q3 2025, accelerating the deployment of conversational AI business

2026-02-21 17:43:20

The Paper.cn Voice Web achieved revenue of $35.37 million in the third quarter of 2025, a year-over-year increase of 12.0%, with net profit turning profitable to $2.7 million, marking four consecutive quarters of GAAP profitability. The company provided guidance for the fourth quarter of 2025, expecting total revenue between $37 million and $38 million, representing a year-over-year growth of 7.2% to 10.1%.

Operational Performance

Voice Web achieved revenue of $35.37 million in Q3 2025, a 12.0% increase year-over-year, with net profit turning positive to $2.7 million, marking four consecutive quarters of GAAP profitability. The company forecasted for Q4 2025, with total revenue expected between $37 million and $38 million, up 7.2% to 10.1% year-over-year.

Business Development

The company significantly increased investment in conversational AI, launching products such as the conversational AI engine 2.0 and conversational AI Studio in 2025 to enhance voice agent interaction experiences. Voice Web partnered with major model providers like MiniMax and SenseTime to expand into scenarios such as smart hardware and education.

Financial Status

As of September 30, 2025, Voice Web held a total of $374.3 million in cash, cash equivalents, and financial products, supporting customer growth and technological investments. As of June 30, 2025, the number of active customers remained steadily growing, with non-China market customers increasing by 11.4% year-over-year.

The above information is compiled from publicly available data and does not constitute investment advice.

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