📈 Price History

Ratio Health

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By Category

📊 Sector Averages

About

SoundHound AI, Inc. provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management used emphatic language like 'all-time strongest quarter', 'increase of 217% year-over-year', and 'repeatable turnaround story' with concrete metrics (e.g., 1 billion queries per month, 14,000 restaurant locations). They repeatedly claimed technology leadership ('Polaris beats peers by over 35% in accuracy') and explicitly guided to EBITDA profitability by year-end.

Q3 2025

Confident Specific

Management repeatedly cites specific metrics: revenue $42M up 68% YoY, year-to-date $114M up 127%, 1 billion queries/month, 75% of Amelia customers expected to migrate to 7.0 by mid-2026, and concrete customer wins (Chinese robotics deal, restaurant expansions, enterprise deals). Language like 'precise execution', 'record year in revenue', 'raising outlook once again' reinforces confidence.

Q4 2025

Confident Specific

Management repeatedly highlighted record revenue growth (nearly doubled full-year, Q4 up 59%), record deal count (over 100 customer deals), and specific customer wins across industries (e.g., Japanese OEM, large telco). They used precise metrics like '9 million calls' in restaurants and 'billions of queries per month' to underpin confidence.

Q1 2026 latest

Confident Specific

Management repeatedly uses phrases like 'strong start', 'top-line growth exceeding 50%', 'automotive and IoT AI business up 88% year-over-year', and 'proven track record when it comes to M&A'. They assert a clear narrative of organic growth, acquisition turnaround success, and technological leadership with OASYS, without hedging or uncertainty.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis appears stronger after this call. Management demonstrated robust organic growth (88% in automotive/IoT ex-acquisitions) and a repeatable M&A playbook that is accelerating. The launch of OASYS positions SoundHound as a platform company with proprietary models, reducing dependency on third-party APIs and potentially improving margins over time. The LivePerson acquisition adds scale and a ready customer base for voice AI cross-sell. However, the wide 2026 revenue guidance range and the near-term margin pressures from foundation model investment create uncertainty. Key metrics to watch next quarter: LivePerson closing timeline, OASYS deployment ramp, and whether the non-GAAP gross margin can sustainably improve above 50% as cost synergies materialize.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED SoundHound AI: 52% Q1 revenue growth, LivePerson acquisition targets $500M combined revenue.

Revenue & Profitability

Q1 2026 revenue was $44.2 million, up 52% year-over-year. GAAP net loss was $25 million ($0.06 per share), impacted by a $39 million non-cash change in fair value of contingent liabilities. Non-GAAP net loss was $26.6 million ($0.06 per share). Adjusted EBITDA loss was $26.7 million. R&D expenses were $26.2 million, sales & marketing $19.2 million, and G&A $25.7 million.

Outlook

Management sees increased demand for AI and enterprise solutions, reflected in a massive pipeline. The company expects revenue of $225 million-$260 million for full-year 2026, with a typical seasonal ramp. Assuming the LivePerson acquisition closes in H2 2026, the combined business is expected to achieve at least $350 million-$400 million in revenue in 2027, with a path to $500 million based on existing customers.

Growth Drivers

Key growth levers include: automotive (doubled committed units with a Japanese OEM, expansion into Latin America), restaurant drive-thru (AI-enabled locations generating more revenue), Voice Insights adoption, cross-sell and upsell, channel partnerships (ManpowerGroup, IT services firms), and new verticals like fitness apparel, banking, insurance, healthcare, and utilities. Organic automotive and IoT AI grew 88% year-over-year excluding acquisitions.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

GAAP gross margin was 31% in Q1; non-GAAP gross margin (excluding amortization and stock comp) was 50%. The decrease was partly due to non-recurring true-up costs from a third-party vendor; without those, margins would have improved year-over-year. Management expects recurring costs to improve this year as cost synergies from acquisitions are realized. Investment in own foundation models will temporarily offset cost savings but is expected to reduce future runtime costs.

Key Risks

Not discussed in this earnings call.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-05

Record Q2 revenue grew 45% year-over-year, driven by OASYS platform adoption and strong vertical performance in healthcare, automotive, and restaurants. Raised full-year guidance to $230–$260 million and expects further acceleration with the LivePerson acquisition.

Q1 2026 Q1 2026 2026-05-07

Q1 2026 revenue rose 52% year-over-year to $44.2M, driven by strong enterprise AI demand and major wins in automotive, retail, and financial services. The company announced the acquisition of LivePerson and launched OASYS, a new agentic AI platform, while maintaining a strong cash position and providing robust growth guidance for 2026 and 2027.

Q4 2025 Q4 2025 2026-02-26

Record 2025 revenue nearly doubled year-over-year, with Q4 up 59% and over 100 customer deals signed. Gross margin improved, cash position remains strong, and 2026 revenue is guided to $225–$260 million. High automation and agentic AI adoption drive growth and efficiency.

Q3 2025 Q3 2025 2025-11-06

Q3 revenue grew 68% year-over-year to $42 million, with record year-to-date revenue of $114 million. Raised 2025 revenue outlook to $165–$180 million, driven by strong multi-industry adoption, new acquisitions, and continued innovation in agentic AI and voice commerce.

Q2 2025 Q2 2025 2025-08-07

Q2 revenue surged 217% year-over-year to $42.7M, driven by strong growth in enterprise, automotive, and restaurant segments. Raised 2025 revenue outlook to $160–$178M, with profitability targeted by year-end. Integration of acquisitions and new AI platforms are accelerating adoption.

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