Core Insights - SoundHound AI Inc claims to outperform major tech companies in the AI sector, achieving 35%-40% higher accuracy and lower operational costs [1] - The company reported a 68% year-over-year revenue increase, reaching a record $114 million in 2025, and has raised its 2026 outlook due to growing enterprise demand [2] - SoundHound's proprietary technology allows for faster deployment and higher quality, providing a competitive edge over newer AI entrants [3] Financial Performance - Revenue surged to $114 million in 2025, marking a 68% increase compared to the previous year [2] - The company has raised its outlook for 2026, indicating strong future growth prospects [2] Strategic Initiatives - SoundHound has secured an "eight-figure" robotics contract in China and completed the acquisition of Interactions, enhancing its presence in financial services and healthcare [3] - The company is piloting voice commerce solutions with multiple OEMs and retail brands, aiming to integrate voice technology into everyday transactions [4] Market Position - SoundHound emphasizes its leadership in performance and recurring revenue growth, positioning itself as a formidable player in the voice-AI industry despite not having the scale of larger tech firms [4]

Core Insights - The company has achieved significant growth, with Q3 revenue reaching $114 million, a 127% increase year-over-year, marking a record year for revenue [2] - The company is focusing on enterprise AI, with a strong position in various industries and a commitment to innovation and strategic execution [2][28] Company Overview - SoundHound AI, Inc. started with a mission to voice-enable the world and has evolved over two decades to capitalize on AI opportunities [1] - The company has pioneered technologies such as speech-to-meaning and deep meaning understanding, leading to superior speed and accuracy in voice technology [5] Financial Performance - Q3 revenue was $42 million, up 68% year-over-year, with all three business pillars showing double-digit growth [29][35] - The company expects full-year 2025 revenue to be between $165 million and $180 million, with Q4 anticipated to be adjusted EBITDA profitable [44] Product and Technology Development - The company introduced the Amelia 7 platform, which has seen significant upgrades and improvements in conversational latency and handling [22] - Polaris, the company's multimodal multilingual foundation model, is proving superior in accuracy, speed, and cost, with a threefold reduction in error rates for clients transitioning from legacy systems [6][7] Market Position and Strategy - The company is expanding its presence in enterprise AI, with a focus on agentic AI solutions that integrate generative AI with deterministic flows [21][30] - Recent acquisitions, such as Interactions, are expected to enhance the company's capabilities in workflow optimization and customer service automation [10][19] Customer Engagement and Partnerships - The company has secured significant contracts across various sectors, including IoT, automotive, healthcare, and financial services, demonstrating strong customer diversification [13][15][19] - The company is actively pursuing partnerships with leading technology providers to enhance its offerings and market reach [20][63] Future Outlook - The company anticipates continued high growth and near breakeven profitability levels as it aligns with market trends and customer needs [44][45] - The introduction of Voice Commerce is expected to drive new opportunities, with successful pilots already in progress [25][66]

Core Insights - SoundHound AI, Inc. (SOUN) achieved a record third quarter in 2025, exceeding Zacks Consensus Estimates for both revenue and earnings, driven by enterprise adoption and strategic acquisitions [1][9] Revenue and Earnings - SOUN reported third-quarter revenues of $42 million, reflecting a 68% year-over-year increase and surpassing the Zacks Consensus Estimate of $40 million, with growth across Enterprise AI, Automotive, Restaurants, and Financial Services [2][9] - The company recorded a non-GAAP net loss of 3 cents per share, which was better than the consensus estimate of a 4-cent loss and the previous year's loss of 4 cents per share. The GAAP net loss was $109.3 million, influenced by a $66 million non-cash mark-to-market charge related to contingent acquisition liabilities [3] Margins and Profitability - GAAP gross margin was 42.6%, down from 48.6% in the prior year, due to acquisition-related mix. Non-GAAP gross margin remained stable at 59.3%, supported by improved product mix and operating leverage. Adjusted EBITDA loss narrowed to $14.5 million from $15.9 million year-over-year, indicating effective cost controls [4] Business Highlights - The quarter saw significant advancements across strategic verticals, including new go-lives on the Amelia 7.3 platform in Enterprise AI, automotive program expansions in Europe and India, and increased Restaurant AI deployments. The launch of Vision AI and the acquisition of Interactions further strengthened SOUN's position in Agentic AI [5] Balance Sheet & Liquidity - At the end of the quarter, SOUN had $269 million in cash and equivalents with no long-term debt, providing a strong foundation for strategic investments and integrations [6] Guidance & Outlook - Management raised its 2025 revenue guidance to $165–$180 million from the previous $160-$178 million, citing increased demand in enterprise and automotive markets. The company aims for adjusted EBITDA profitability by the end of 2025, supported by scaling deployments and cloud optimizations [7]

Core Viewpoint - SoundHound AI's latest earnings and guidance lay the foundation for the next phase of growth in its AI-related business, according to Wedbush, which maintains an "outperform" rating with a target price of $18, representing a nearly 26% upside from the stock's closing price of $14.23 on Thursday [1][2]. Financial Performance - For Q3, SoundHound AI reported revenue of $42.049 million, a year-over-year increase of 68% [1]. - Under Non-GAAP accounting, gross profit was $24.917 million, up 66% year-over-year; adjusted EBITDA was -$145 million, compared to -$159 million in the same period last year; and net loss was $130 million, improved from a net loss of $150 million year-over-year [1]. - The company raised its full-year revenue forecast for 2025 to between $165 million and $180 million, up from a previous guidance of $160 million to $178 million [2]. Market Outlook - Demand across various verticals remains strong, with slight improvement in the automotive sector and robust growth in other areas [2]. - Despite increasing competition and an uncertain macro environment, SoundHound AI demonstrates strong monetization capabilities in multiple high-potential AI markets, continuing its path toward profitable growth [2].

Core Insights - SoundHound AI, Inc. (SOUN) reported Q3 results that met estimates for the September quarter, indicating stable performance despite market conditions [1] - The company experienced strong revenue momentum driven by ongoing enterprise investments in conversational AI technology, highlighting a positive trend in its business operations [1] Financial Performance - The Q3 results were in line with market expectations, suggesting that the company is maintaining its financial stability [1] - Revenue growth is attributed to enterprise-driven investments, which may indicate a robust demand for conversational AI solutions [1]

Core Insights - SoundHound AI, Inc. (SOUN) reported Q3 results that met estimates for the September quarter, indicating stable performance despite market conditions [1] - The company experienced strong revenue momentum driven by ongoing enterprise investments in conversational AI technology, highlighting a positive trend in its business operations [1] Financial Performance - The Q3 results were in line with market expectations, suggesting that the company is maintaining its financial stability [1] - Revenue growth is attributed to enterprise-driven investments, which may indicate a robust demand for conversational AI solutions [1]

Voice AI technology company SoundHound AI (NASDAQ:SOUN) reported Q3 CY2025 results beating Wall Street’s revenue expectations , with sales up 67.6% year on year to $42.05 million. Its GAAP loss of $0.27 per share was significantly below analysts’ consensus estimates. Is now the time to buy SoundHound AI? Find out in our full research report. SoundHound AI (SOUN) Q3 CY2025 Highlights: Revenue: $42.05 million vs analyst estimates of $40.93 million (67.6% year-on-year growth, 2.7% beat) EPS (GAAP): -$0.27 ...

Financial Data and Key Metrics Changes - Q3 revenue reached $42 million, representing a 68% year-over-year increase [25][30] - Year-to-date revenue for 2025 is $114 million, up 127% compared to the previous year [4] - GAAP gross margin was 43%, while non-GAAP gross margin was 59% [31][32] - GAAP net loss was $109.3 million, with a non-GAAP net loss of $13 million [34] Business Line Data and Key Metrics Changes - All three business pillars grew in double digits, with significant contributions from IoT, enterprise, and restaurant sectors [30][31] - The automotive sector faced pressure due to global tariffs and industry softness, but there are signs of improvement [31] - The company has diversified its industry mix, with no single customer contributing more than 10% of revenue [31] Market Data and Key Metrics Changes - Strong adoption in the IoT and robotics market, including a significant deal with a large Chinese company for AI-enabled smart devices [11] - Continued penetration in the automotive market, with new partnerships and deployments [12][14] - Expansion in financial services, energy, retail, and healthcare sectors, with multiple new contracts signed [12][15][16] Company Strategy and Development Direction - The company is focusing on enterprise AI and agentic AI solutions, leveraging its long history of innovation [18][19] - The acquisition of Interactions aims to enhance workflow orchestration capabilities and expand market reach [10][18] - The company is preparing for the launch of Voice Commerce in 2026, integrating voice AI with various services [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of enterprise AI and the company's ability to capitalize on market opportunities [24][36] - The company expects to achieve revenue between $165 million and $180 million for the full year 2025 [36] - Anticipated acquisition cost synergies of approximately $20 million on an annual run-rate basis will be realized more fully in 2026 [37] Other Important Information - The company celebrated its 20th anniversary, highlighting its long-term focus and strategic execution [4] - The company is actively investing in innovation and expanding its product capabilities to maintain technological leadership [32][36] Q&A Session Summary Question: About the eight-figure Chinese robotics deal - The deal involves a robotics company, not a humanoid robot, with a commitment of double-digit millions over the next two to three years [38][39] Question: Impact of the Interactions acquisition - The acquisition is expected to enhance capabilities in automotive, technology services, retail, financial services, and healthcare [40][41] Question: Percentage of revenue from term license versus SaaS within Amelia - The majority of revenue is recurring, with a shift towards outcome-based contracts [42][44] Question: Number of customers committed to upgrading to Amelia 7 - The company expects about 75% of customers to migrate to Amelia 7 by mid-next year [45] Question: Update on the competitive environment - The company feels confident in its competitive position, leveraging its own technology against competitors who rely on third-party models [56][57]

Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience. SoundHound AI (SOUN), a leader in conversational voice artificial intelligence for businesses, late Thursday beat Wall Street's targets for the third quarter and increased its full-year sales guidance. But SoundHound stock fell in extended trading. BREAKING: Stocks Fall Sharply For Week, But Bulls Make Stand Friday The Santa Clara, Calif.-based company los ...

| | | September 30, | | December 31, | | --- | --- | --- | --- | --- | | | | 2025 | | 2024 | | ASSETS | | (Unaudited) | | | | Current assets: | | | | | | Cash and cash equivalents | $ | 268,936 | $ | 198,240 | | Accounts receivable, net of allowances of $3,466 and $726 as of September 30, 2025 and December 31, 2024, respectively | | 22,417 | | 23,159 | | Contract assets and unbilled receivable, net | | 32,178 | | 26,645 | | Other current assets | | 11,835 | | 7,476 | | Total current assets | | 335,366 | | 2 ...