Dillon Lee

Dillon Lee from Bank of America Securities inquired about the current demand trends for Real-Time Engagement (RTE) in China and international markets, identifying key industry drivers. He also sought more details on Conversational AI applications, particularly the ConvoAI Device Kit, and the targeted revenue contribution for conversational AI for the current year.

Answer

Tony Zhao, Founder, Chairman, and CEO, highlighted modest growth in China's social entertainment and education sectors, with optimism for IoT and digital transformation. He noted abating competitive pressure in China and Agora's solidified position in live shopping internationally. Jingbo Wang, CFO, added that Conversational AI Engine usage has more than doubled quarterly since its March 2025 launch, with a goal for it to approach 5% of AR contribution by year-end, despite current low revenue due to many customers being in the POC stage. Tony Zhao further elaborated on Conversational AI use cases, including customer service, companionship devices, education, and interactive avatars, emphasizing promising device shipments and activations for companionship devices.

Dillon Lee from Bank of America Securities inquired about the overall real-time engagement (RTE) demand trends in China and overseas, identifying key industry drivers. He also sought more details on conversational AI applications, their primary industry drivers, and the targeted revenue contribution for conversational AI in the current year.

Answer

Tony Zhao, Founder, Chairman, and CEO of Agora, discussed modest growth in China's social entertainment and education sectors, with optimism for IoT and digital transformation. He highlighted increased market share in live shopping overseas due to a massive live streaming event. Jingbo Wang, CFO of Agora, added that conversational AI usage has more than doubled quarterly since its March 2025 launch, with a goal for it to approach 5% of AR contribution by year-end 2026, despite current low revenue contribution due to POC stages. Tony Zhao further elaborated on use cases including customer service, companionship devices, education, and interactive avatars, noting promising device shipments and activations.