SoundHound AI(SOUN)

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SoundHound AI(SOUN.US)涨超26% Q2营收达历史最高
Zhi Tong Cai Jing· 2025-08-08 14:34
其他AI应用软件股票一同走强,Tempus AI(TEM.US)涨超1.9%,Applovin(APP.US)涨超5%, Palantir(PLTR.US)、Unity Software(U.US)、Datadog(DDOG.US)涨超1%。 周五,SoundHound AI(SOUN.US)股价走高,截至发稿,该股涨超26%,报13.57美元。消息面上, SoundHound AI Q2营收达历史最高水平4270万美元,同比增长217%;净亏损为7470万美元,经调整净 亏损为1190万美元;公司上调全年业绩展望,预计2025年全年总营收在1.6亿美元-1.78亿美元之间。 ...
美股异动 | SoundHound AI(SOUN.US)涨超26% Q2营收达历史最高
智通财经网· 2025-08-08 14:34
其他AI应用软件股票一同走强,Tempus AI(TEM.US)涨超1.9%,Applovin(APP.US)涨超5%, Palantir(PLTR.US)、Unity Software(U.US)、Datadog(DDOG.US)涨超1%。 智通财经APP获悉,周五,SoundHound AI(SOUN.US)股价走高,截至发稿,该股涨超26%,报13.57美 元。消息面上,SoundHound AI Q2营收达历史最高水平4270万美元,同比增长217%;净亏损为7470万 美元,经调整净亏损为1190万美元;公司上调全年业绩展望,预计2025年全年总营收在1.6亿美元-1.78 亿美元之间。 ...
SoundHound AI's 217% Revenue Surge: Growth, Margins, And A Threat To The Shorts
Seeking Alpha· 2025-08-08 14:17
SoundHound AI, Inc. (NASDAQ: SOUN ) delivered its strongest quarter ever, and the shift in the numbers is the kind of thing that changes how a company is perceived. In Q2 , revenue more than tripled, losses narrowedI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating ...
美股三大指数全线走高,SoundHound AI涨逾25%
Di Yi Cai Jing· 2025-08-08 13:50
道指涨0.28%,纳指涨0.36%,标普500指数涨0.3%。英特尔涨近1%,其CEO称获得董事会全力支持。 诺和诺德涨超3%。亿客行涨逾12%,预计今年总预订量将增长3%至5%。SoundHound AI涨逾25%,二 季度营收同比增217%,上调全年业绩指引。 21:19美股三大股指期货齐涨,道指期货涨0.18%,标普500指数期货涨0.22%,纳指期货涨0.19%。 | 纳斯达克100期货小型 23540.28 44.00 0.19% | | | --- | --- | | 纳斯达克100期货微型 23540.06 43.75 0.19% | | | 道琼斯期货小型 | 44159d 79 0.18% | | 标普500期货小型 | 6380.50d 14.00 0.22% | 21:33 美股开盘|指数全线走高 18:10Instacart美股盘前上涨14%,此前该公司预计第三季度总交易值高于预期。 (文章来源:第一财经) 20:20安徳玛美股盘前跌16%,公司第一财季调整后每股收益低于预估。 18:41WTI原油、布油短线拉升,WTI原油涨0.8%,报64.39美元/桶。布伦特原油涨0.83%,报6 ...
Wall Street sets Soundhound stock price target after parabolic rally
Finbold· 2025-08-08 12:17
Core Viewpoint - SoundHound AI reported record-breaking second-quarter financial results, significantly exceeding analyst expectations, leading to a 22.20% increase in its stock price during premarket trading [1][2]. Financial Performance - The company achieved revenue of $42.7 million for the quarter, representing a 217% increase from $13.5 million in the same period last year, and surpassing analyst forecasts [2][4]. - Management raised the full-year 2025 revenue projections to between $160 million and $178 million, reflecting strong momentum from the quarter [4]. Strategic Moves and Market Position - CEO Keyvan Mohajer highlighted that the company's strategic initiatives have yielded high-impact results, with growth across all business units and significant new wins, including cross-sell deals [3]. - SoundHound has successfully secured major partnerships in the OEM and restaurant sectors, contributing to a robust pipeline expansion [6]. Analyst Insights - DA Davidson increased its price target for SoundHound AI from $10.00 to $15.00 while maintaining a Buy recommendation, citing the company's exceptional quarterly performance and consistent growth across its product lineup [5]. - Analysts view SoundHound as gaining market position in a large, underdeveloped addressable market while moving towards sustainable profitability [6].
SoundHound AI(SOUN) - 2025 Q2 - Earnings Call Transcript
2025-08-07 22:00
Financial Data and Key Metrics Changes - The company reported $42.7 million in revenue for Q2 2025, representing a 217% year-over-year increase [31][36] - GAAP gross margin was 39%, down year-over-year, while non-GAAP gross margin was 58%, both metrics improved sequentially [37][40] - The company experienced a GAAP net loss of $74.7 million and a non-GAAP net loss of $11.9 million for the quarter [41][42] Business Line Data and Key Metrics Changes - Significant growth was noted across all key business lines, including automotive, AI customer service for enterprises, and AI for restaurants [6][31] - The number of active restaurants using the Voice AI ordering solutions exceeded 14,000 locations, adding approximately 1,000 locations in Q2 [35] - The automotive sector saw strong growth with new OEM deals, including a major win in China [15][36] Market Data and Key Metrics Changes - The company processed over 3 billion queries in Q2, marking a 100% increase year-over-year [35] - The enterprise AI segment showed strong execution, with notable traction across various industry verticals [31][32] - The company has established relationships with seven of the top 10 global financial institutions, with upsell deals contributing to growth [21] Company Strategy and Development Direction - The company is focused on a three-pillar strategy that integrates voice AI, AI customer service, and voice commerce, creating a comprehensive ecosystem [30] - The introduction of the agentic AI platform Amelia Seven is expected to drive upsell opportunities and enhance customer engagement [24][30] - The company aims to leverage its advanced technology to capture growth opportunities in various sectors, including automotive and restaurants [30] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong demand for AI solutions and the potential for continued growth, despite acknowledging the non-linear nature of revenue momentum [44][46] - The company is increasing its revenue outlook for 2025 to between $160 million and $178 million, reflecting strong close rates on major deals [44][46] - Management highlighted the importance of customer success initiatives to reduce churn and drive growth within existing accounts [86] Other Important Information - The company is migrating its solutions to its proprietary Polaris model, which has shown significant improvements in performance and cost efficiency [11][39] - The company has no debt and reported cash and equivalents of $230 million at the end of the quarter [42] Q&A Session Summary Question: How would you rank the contribution of different verticals to sequential growth? - Management noted strong momentum across all verticals, with enterprise AI showing significant progress and restaurants continuing to scale [48][50] Question: Who are you competing with for the Chinese OEM business? - The company competes with both legacy providers and local Chinese AI companies, emphasizing the quality and comprehensiveness of its technology [54][56] Question: Are there opportunities to improve your selling process or optimize pricing? - The company is using AI internally to enhance processes and improve efficiency, which has led to increased headcount and development capabilities [61][62] Question: What is the potential wallet share with existing customers? - Management believes there is significant runway for growth, with low penetration of voice AI solutions across various verticals [65][67] Question: Is the revised guidance for 2025 conservative or seasonal? - Management indicated that the guidance reflects a prudent approach due to the lumpiness of major deals and seasonality in the business [71][74] Question: Can you provide details on the Red Lobster account? - The company has maintained a partnership with Red Lobster through its bankruptcy and is now scaling the relationship as the brand recovers [75][78] Question: How to model Q3 versus Q4 revenue? - Management expects Q4 to be stronger than Q3, driven by seasonal dynamics and ongoing deal momentum [81][82] Question: What are the key drivers for growth in the second half of the year? - Growth is expected across all pillars, with a focus on customer success and expanding existing partnerships [85][88] Question: Can you provide updates on voice commerce? - Voice commerce is expected to have an indirect revenue impact, enhancing adoption in existing customer segments [100][101]
SoundHound AI Stock Rallies On Record-Breaking Q2 Earnings Report
Benzinga· 2025-08-07 21:06
SoundHound AI, Inc. SOUN released its second-quarter results after Thursday's closing bell. Here's a look at the details from the report. The Details: SoundHound AI reported quarterly adjusted losses of three cents per share which beat the Street estimate for losses of nine cents. Quarterly revenue came in $42.68 million which beat the consensus estimate of $32.88 million. Read Next: Palantir’s Alex Karp Tells Haters To ‘Read ‘Em And Weep’ SoundHound AI reported the following second quarter highlights:Repo ...
SoundHound AI(SOUN) - 2025 Q2 - Quarterly Results
2025-08-07 20:29
| | | (Unaudited) | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Three Months Ended | | Six Months Ended | | | | | | June 30, | | | June 30, | | | | | | 2025 | | 2024 | 2025 | | 2024 | | Revenues | $ | 42,683 | $ | 13,462 $ | 71,812 | $ | 25,056 | | Operating expenses: | | | | | | | | | Cost of revenues | | 26,021 | | 4,980 | 44,532 | | 9,649 | | Sales and marketing | | 15,837 | | 5,655 | 27,844 | | 11,197 | | Research and development | | 25,805 | | 15,738 | 50,561 | | 30,616 | | Gene ...
SoundHound to Post Q2 Earnings: Buy, Sell or Hold the Stock?
ZACKS· 2025-08-05 18:51
Core Viewpoint - SoundHound AI (SOUN) is set to report its second-quarter 2025 results on August 7, with expectations of significant revenue growth driven by strong enterprise momentum and AI adoption across various sectors [1][9]. Financial Performance - In the last reported quarter, SoundHound achieved revenues of $29.13 million, reflecting a 151% year-over-year increase, although it missed expectations by 3.6% due to a customer undergoing a change of control [2]. - The company reported a non-GAAP net loss per share of 6 cents, an improvement from a loss of 7 cents in the previous year, with a non-GAAP gross margin of 51%, down from prior levels due to recent acquisitions [2]. - The Zacks Consensus Estimate for the upcoming quarter remains unchanged at a loss of 6 cents per share, with expected revenues of $33.03 million, indicating a 145.4% year-over-year increase [5]. Growth Projections - For 2025, SoundHound is projected to see a 91.1% increase in revenues, with an expected loss of 16 cents per share compared to a loss of $1.04 the previous year [6]. - Management anticipates that the first half of 2025 will account for approximately 40% of the full-year revenue, reaffirming full-year guidance of $157 to $177 million [11]. Market Position and Competition - SoundHound faces significant competition from major players like Alphabet Inc. and Baidu, which have established strong positions in the voice AI market [19][20]. - Despite having a technical edge in real-time responsiveness and speech recognition, the competitive landscape is challenging as these giants continue to innovate [21]. Valuation and Stock Performance - SoundHound's shares are currently considered overvalued, trading at a forward 12-month price-to-sales (P/S) ratio of 22.32, higher than the industry average of 17.53 [22]. - SOUN shares have gained 21.1% over the past three months, outperforming the Zacks Computers - IT Services industry [16]. Strategic Focus - The company is focusing on diversifying revenue contributions, with significant growth expected from restaurant deployments and high-margin AI solutions [13]. - Management expects gradual improvement in gross margins throughout 2025, aiming to return to pre-acquisition levels of over 70% [14]. - Adjusted EBITDA is projected to improve sequentially, with a goal of achieving adjusted EBITDA profitability by year-end 2025 [15].
5 Hypergrowth Tech Stocks to Buy in 2025
The Motley Fool· 2025-08-03 12:05
Core Insights - Companies delivering explosive revenue growth are positioned for significant upside potential, particularly in the tech sector [1] Palantir - Palantir Technologies reported a 39% increase in revenue to $883.9 million in Q1, marking its seventh consecutive quarter of accelerating revenue growth [2] - The U.S. commercial business revenue surged 71% year over year to $255 million, while revenue from the U.S. government increased by 45% [2] - The adoption of its AI Platform (AIP) is driving growth, with many customers still in early usage stages, indicating substantial growth opportunities [3][4] SoundHound AI - SoundHound AI experienced a remarkable 151% year-over-year revenue growth to $29.1 million, achieving six consecutive quarters of over 50% growth [5] - The company is making significant inroads in the automotive industry and the restaurant sector, leveraging its technology for customizable voice solutions [6] - The acquisition of Amelia enhances SoundHound's capabilities in agentic AI, with the potential for continued hypergrowth if its technology becomes the preferred interface across industries [7] AppLovin - AppLovin's revenue increased by 40% to $1.48 billion in Q1, with ad revenue soaring 73% due to its AI-powered Axon 2 engine [8] - The Axon 2 adtech engine optimizes ad targeting and placement, helping the company capture significant market share in mobile gaming, with expected growth of 20% to 30% [9] - AppLovin is expanding its ad engine into web-based and e-commerce advertising, presenting further growth opportunities [10] GitLab - GitLab achieved a 27% year-over-year revenue growth to $214.5 million in Q1, marking its eighth consecutive quarter of 25% to 40% growth [11] - The company is transforming into a full software-development life cycle platform, utilizing AI to automate processes and enhance value [12][13] - GitLab may shift from a seat-based model to a consumption-based model, which could drive significant revenue growth [13] Toast - Toast's revenue from subscription and fintech solutions grew by 35% year over year in Q1, with total restaurant locations using its platform increasing by 25% to 140,000 [15] - The company is evolving into a digital operating system for restaurants, offering tools for menu optimization, staffing, and marketing [16] - With expanding AI capabilities and a growing footprint, Toast is well-positioned for future growth in the restaurant tech sector [17]