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Yuxing

Vice President and Senior Analyst at China Securities

Yuxing is a Vice President and Senior Analyst at China Securities, specializing in A-share market analysis with a particular focus on the renewable energy and electric vehicle sectors. He covers leading Chinese companies such as CATL, BYD, and LONGi Green Energy, and has been recognized for his accurate earnings forecasts and investment recommendations that have outperformed benchmark indices, earning him spots in industry analyst rankings. Yuxing began his career in equity research in 2015 and previously held roles at Huatai Securities before joining China Securities in 2019, where he has continued to build his reputation for in-depth fundamental research. He holds a CFA designation and is licensed under the China Securities Regulatory Commission for securities analysis.

Yuxing's questions to Agora (API) leadership

Question · Q3 2025

Yuxing asked about the sequential growth trend for AI-related usage and when these AI applications might achieve meaningful scale based on the current customer pipeline. He also questioned whether Agora, given its R&D infrastructure, might follow a similar path to CDN vendors by expanding into edge GPU inference or security features.

Answer

Tony Zhao (Founder, Chairman, and CEO) stated that conversational AI usage increased by over 150% quarter-over-quarter and expressed belief in broader adoption and proliferation of voice agents soon. Regarding strategy expansion, he clarified that Agora is not a CDN company but has a global distributed network. He identified an opportunity in offering real-time inference services for conversational AI, leveraging their infrastructure to connect with distributed ASR, TTS, and large language models for ultra-low latency real-time interaction, which could be a future expansion area.

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Question · Q3 2025

Yuxing inquired about the sequential growth trend for Agora's AI-related usage, the timeline for these AI applications to achieve meaningful scale, and the company's strategy for expanding into edge GPU inference or security features, similar to CDN vendors.

Answer

CEO Tony Zhao reported that conversational AI usage increased by over 150% quarter-over-quarter, indicating rapid growth despite being an early-stage technology, with a strong customer pipeline suggesting broader adoption soon. Regarding strategic expansion, he clarified that Agora, while not a CDN company, leverages its global distributed network to target real-time inference services for conversational AI, emphasizing its value for ultra-low latency interactions and potential as a future expansion opportunity.

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