Veritone is also seeing robust public-sector adoption of its technology. The company closed 82 contracts across federal, state, and local agencies, including 30 new agencies in the third quarter. It's deploying its solutions for law enforcement, defense, and civil agencies.In its fiscal 2025's third quarter (ended Sept. 30), the company signed 27 commercial agreements, including Walt Disney's ESPN, the National Collegiate Athletic Association (NCAA), and Newsmax - and it also expanded its relationship with ...

Veritone, Inc. (NASDAQ: VERI) is one of the best agentic‑AI stocks to buy now, given its focus on AI infrastructure and data tokenization. Recently, D. Boral Capital reaffirmed its bullish stance on VERI: on December 2, 2025, its analyst, Jason Kolbert, maintained a Buy rating with a $23.00 price target, and again on December 9, 2025, reiterated that Buy rating and target, signaling no change in conviction despite market turbulence. No Waver on VERI: D. Boral’s Reaffirmed Target Reflects Steady Convictio ...

Core Insights - Veritone's AI platform, aiWARE, is successfully being deployed in major cloud computing services, contributing to a significant increase in its stock price [1][2] - The deployment on self-hosted private Amazon Web Services (AWS) and Microsoft Azure tenants marks a key milestone for the company [2][6] - aiWARE functions as an operating system that manages multiple AI models for various applications, particularly benefiting public-sector agencies [4][5] Company Performance - Veritone's shares rose by 8% week-to-date, following a previous bullish trend [1] - The company's market capitalization stands at $1 billion, with a current stock price of $5.67 [6] - The stock has experienced a 52-week range from $1.22 to $9.42, indicating volatility [6] Strategic Developments - The deployment model allows organizations, such as defense and law enforcement agencies, to maintain control over their infrastructure and data while leveraging AI capabilities [5] - The company is positioned in a high-growth environment, although it faces challenges in reducing consistent net losses [6]

Core Insights - Veritone's shares have increased nearly 26% week-to-date due to a new strategic partnership and an analyst's price target increase [1] Company Developments - Veritone announced a partnership with edge computing specialist Armada to provide next-generation data offerings to corporate clients [2] - The collaboration aims to deliver the industry's first fully integrated edge-to-enterprise data fabric, capable of processing high-volume audio, video, drone, and sensor streams in real-time, even in disconnected environments [3] - The solutions from Veritone and Armada will cover the entire lifecycle of mission-critical data, appealing to a wide range of public and private organizations [3] Financial Insights - No financial details regarding the Armada partnership were disclosed, nor were there estimates on its potential impact on Veritone's fundamentals [4] - Veritone's current market capitalization is $1 billion, with shares trading between $1.22 and $9.42 over the past 52 weeks [5] - Needham analyst Joshua Reilly has a buy rating on Veritone with a price target of $10 per share, highlighting the company's differentiation through data tokenization and potential success in licensing data to hyperscalers [5]

Group 1 - The presentation includes forward-looking statements based on current expectations and assumptions, with actual results potentially differing due to risks and uncertainties [1] - There is no obligation to update the forward-looking statements after the discussion [1] Group 2 - A full list of risk factors is available in the disclaimer and recent filings on sec.gov [2] - A replay of the webcast will be accessible later in the week via the Investor Relations section of Veritone's website [2] - Questions can be submitted during the presentation using the chat box, with selected questions addressed at the end of the session [2]

Summary of Veritone's AI and Data Economy Forum Company Overview - **Company**: Veritone - **Industry**: AI and Data Economy - **Core Technology**: AIWare, a proprietary AI operating system that processes unstructured data into actionable intelligence and monetizable tokens [3][4][31] Key Points and Arguments Market Opportunity - **Data as a New Asset Class**: Data is becoming a new form of currency, and Veritone is positioned to capitalize on this trend by tokenizing unstructured data [3][10] - **Growth Trajectory**: Veritone is on a strong growth trajectory, generating trillions of tokens per quarter, and is well-positioned to benefit from the expanding AI and data economies [8][10] - **Veritone Data Refinery (VDR)**: A new product line that transforms raw audio and video into high-quality tokenized datasets for AI model training, with bookings already surpassing $40 million [9][10] Technology and Product Offerings - **AIWare Platform**: Powers all applications, enabling ingestion, cognitive processing, tokenization, and activation of data at scale [13][31] - **Digital Media Hub (DMH)**: An intelligent media asset management solution that enhances search and monetization capabilities for media companies [16][17] - **Intelligent Digital Evidence Management System (iDEMS)**: A suite of AI-powered tools for public safety agencies to manage and analyze large volumes of digital evidence [20][35] Customer Engagement and Use Cases - **Diverse Customer Base**: Serves a wide range of industries including media, government, sports, and enterprise, with notable clients like CBS and the United States Air Force [5][31] - **Case Study - CBS News**: Veritone helps CBS News digitize and monetize their extensive archives, improving search and discovery processes [5][34] - **Public Sector Impact**: iDEMS tools like Investigate and Redact significantly enhance the efficiency of law enforcement agencies in managing digital evidence [20][36] Future Outlook - **Expansion Plans**: Veritone aims to secure contracts with nearly all major hyperscalers by the end of the year, indicating strong future growth potential [10][58] - **Tokenization Trends**: The global tokenization market is expected to exceed $10 trillion by 2030, positioning Veritone favorably to leverage this growth [48] - **Innovative Roadmap**: Plans for 2026 include advancements in natural language processing, real-time video analytics, and the integration of AI agents to enhance operational efficiency [26][30][29] Important but Overlooked Content - **Customer-Centric Approach**: Veritone emphasizes strong customer service and responsiveness, which has been a key factor in retaining long-term clients [39] - **Regulatory Compliance**: The Redact application addresses legal requirements for protecting personally identifiable information (PII) in public records, showcasing Veritone's commitment to compliance [36][38] - **Partnership Ecosystem**: Collaborations with hyperscalers and technology alliances enhance Veritone's market reach and operational capabilities [41][40] This summary encapsulates the core insights from Veritone's AI and Data Economy Forum, highlighting the company's strategic positioning, technological innovations, and future growth prospects in the evolving data landscape.

Core Insights - Veritone, Inc. (NASDAQ:VERI) is undergoing a significant financial restructuring, repaying approximately $77.5 million in debt, which includes the full repayment of its $31.8 million senior secured credit facility and 50% of its $45.7 million convertible notes [2] - The company's revenue grew by 32% to $29.1 million in Q3 2025, driven by strong performance in its Software Products & Services segment, particularly the VDR solution [2] - Despite reporting a non-GAAP net loss of $5.8 million, an improvement from an $11.1 million loss in Q3 2024, the strategic debt reduction and revenue growth are expected to enhance future profitability [2] Financial Restructuring - Veritone successfully closed a transaction with lenders to repay $77.5 million in debt, reducing annual debt costs by approximately $13 million and freeing up $15 million in previously restricted cash [2] - CEO Ryan Steelberg highlighted the cleaner capital structure, positioning the company to better capitalize on the growing demand for AI-powered solutions [2] Revenue Growth - The company reported a 32% increase in revenue, reaching $29.1 million, attributed to robust growth in its Software Products & Services segment [2] - The VDR solution showed significant growth, which helped offset declines in the Managed Services segment [2] - Gross profit margins stabilized, indicating an improvement in the company's financial health [2] Future Outlook - The combination of strong revenue growth and strategic debt reduction is expected to improve Veritone's future profitability [2] - The company focuses on developing human-centered AI solutions aimed at enhancing efficiency, profitability, and decision-making capabilities across various sectors, including media, entertainment, public sector, and talent acquisition [2]

Core Viewpoint - Veritone, Inc. (VERI) has shown a downtrend recently, losing 7.9% over the past week, but a hammer chart pattern suggests a potential trend reversal as buying interest may be emerging to counteract selling pressure [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottom in a downtrend, characterized by a small candle body and a long lower wick, suggesting that bears may be losing control [4][5]. - This pattern forms when a stock opens lower, makes a new low, but then finds support and closes near its opening price, indicating a possible shift in momentum [4][5]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for VERI, with the consensus EPS estimate increasing by 12.3% over the last 30 days, indicating improved earnings potential [7][8]. - Wall Street analysts are optimistic about VERI's future earnings, which enhances the likelihood of a trend reversal for the stock [2][7]. Zacks Rank - VERI currently holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10]. - The Zacks Rank serves as a timing indicator, suggesting that the company's prospects are beginning to improve, further supporting the potential for a turnaround [10].

Core Insights - Artificial intelligence is a dynamic market theme, with SoundHound AI (SOUN) and Veritone (VERI) positioned in high-growth enterprise applications [1][2] - Both companies are transitioning to higher-margin software models and reported strong revenue growth in the latest quarter [2] - The contrasting business models and financial profiles of SOUN and VERI provide relevant insights for investors [2][3] SoundHound Stock Analysis - SoundHound reported Q3 2025 revenue of $42 million, a 68% year-over-year increase, driven by diverse deployments across various sectors [4] - The company emphasizes global enterprise AI adoption and has expanded its presence through strategic partnerships [4][5] - SoundHound's competitive edge lies in its proprietary technology and language capabilities, with significant growth in the automotive sector [5] - Despite strong revenue growth, SoundHound continues to incur substantial losses, with operational complexities arising from rapid scaling and acquisitions [6] - The company's high valuation at a forward P/S ratio of 20.64X reflects growth expectations but poses risks if adoption slows [7][19] - SoundHound's strengths include platform scale and expanding product breadth, but profitability remains a long-term challenge [8] Veritone Stock Analysis - Veritone's Q3 2025 revenue grew 32% year-over-year to $29.1 million, with software revenue increasing by 55% [10] - The company has significantly improved its financial position by reducing annual debt service from over $14 million to approximately $800,000 [11] - Veritone's Data Refinery solution is gaining traction, with a bookings pipeline exceeding $40 million, indicating strong demand for AI-ready datasets [10][12] - The company benefits from recurring software revenue and a focused business model after divesting lower-margin operations [13] - Veritone's loss estimate for 2025 has narrowed, reflecting analysts' confidence in its path toward profitability [25] Market Performance Comparison - SoundHound shares are down 43.4% year-to-date, underperforming the tech sector and S&P 500, primarily due to concerns over losses and valuation [15] - In contrast, Veritone stock is up 20.7% year-to-date, benefiting from improved fundamentals and investor confidence [16] Valuation Insights - The valuation gap between SOUN and VERI is significant, with SOUN trading at a forward P/S ratio of 20.64X compared to VERI's 2.71X [19] - This disparity suggests that SOUN requires sustained execution to justify its premium valuation, while VERI could see multiple expansions with continued growth [20] EPS Estimate Trends - SoundHound's EPS estimate for 2025 remains unchanged at a loss of 13 cents, indicating limited near-term sentiment shift [21] - Veritone's EPS estimate has improved, narrowing to a loss of 47 cents, reflecting growing confidence in its profitability trajectory [25] Investment Outlook - Both companies operate in attractive AI markets, with SoundHound showing technological leadership and broad enterprise adoption [28] - Veritone presents a more favorable risk/reward profile with accelerating software growth and a transformed balance sheet [28][29]

Core Insights - Veritone, Inc. will host a virtual AI and Data Economy Investor Forum on December 1, 2025, featuring senior leadership and prominent customers [1][2] - The forum will cover Veritone's vision for the AI and Data market, product and platform strategy, go-to-market approach, and insights into its expanding role in the AI and Data Economy [2] Company Overview - Veritone is a leader in enterprise AI and data solutions, serving both commercial and public sector industries [3] - The company's aiWARE™ platform orchestrates a growing ecosystem of machine learning models, transforming data into actionable intelligence [3] Financial Highlights - In Q3 2025, Veritone reported a more than 200% growth in core AI software revenue and solidified its liquidity position through two equity offerings [8] - The company remains on track to achieve profitability by the latter part of 2026 [8]