- Acquiring Easemob facilitates Agora with ‘Twilio’ power: the acquired firm is a Chinese echo to Twilio but not listed.
- The ‘post-epidemic lifestyle’ is creating new norms – and the impact on Agora’s growth curve has been diminishing.
- Cloud leaders are constructing Software-as-a-Service ecosystems, which can create more synergies with the overall market.
- Events that might cause short-term fluctuations: Audio meetup app Clubhouse’s upswing, Kuai’s IPO and Agora's own private placement (announced on Feb 1).
- Though Agora has a strong growth momentum, the stock is overpriced at the moment given the operational performance.
For further details see:
Agora Spikes After January Surge, Clubhouse's Elon Musk Appearance