In 2025, SoundHound AI (NASDAQ:SOUN) took further steps in reshaping how consumers and enterprises interact with machines.Rounding the year, Benzinga caught up with the CEO, Keyvan Mohajer, to reflect on key accomplishments and discuss what 2026 has in store for the leading voice AI company.The Amelia Acquisition MaterializesSoundHound began the year on a firm footing, driven by the early success of Polaris, its proprietary foundation model for speech and language.Polaris had already posted headline-grabbin ...

Core Insights - SoundHound AI Inc. has been identified as a promising investment opportunity by hedge funds, particularly after an upgrade from Cantor Fitzgerald, which raised its price target to $15 from $13 [1][2] Group 1: Company Performance and Strategy - Cantor Fitzgerald's upgrade is attributed to SoundHound's effective execution in cross-selling and upselling voice and conversational AI services, indicating strong operational performance [2] - The company has seen an increase in automated voice volumes following its acquisition of Amelia, positioning it well to benefit from the growth trends in voice AI [2][4] - SoundHound AI has formed a strategic partnership with OpenTable to introduce an in-vehicle voice AI system, allowing drivers to make restaurant reservations via voice commands, enhancing user experience [3][4] Group 2: Market Position and Future Prospects - The collaboration with OpenTable is viewed as a significant step towards integrating voice-enabled transactions in vehicles, expanding the company's service offerings [4] - Cantor Fitzgerald anticipates that the recent acquisition of Interactions will serve as a key driver for organic growth, supported by an expanding partner ecosystem [4] - SoundHound AI specializes in voice and conversational intelligence technology, providing businesses with tools to create AI agents and voice assistants for various applications [5]

SoundHound AI Inc. (NASDAQ:SOUN) is one of the best beaten-down technology stocks to buy according to hedge funds. On December 12, Cantor Fitzgerald upgraded SoundHound AI Inc. (NASDAQ:SOUN) to an Overweight from Neutral and raised the price target to $15 from $13. Cantor Fitzgerald Upgrades SoundHound AI Inc. (SOUN) Buoyed By Voice and Conversational AI Services Development The upgrade is in response to what Cantor Fitzgerald touts as “very well” execution by the company in cross-selling and upselling v ...

Discover why SoundHound AI's newest partnerships and agentic AI breakthroughs could set the stage for massive upside.SoundHound AI (SOUN +8.66%) is entering a new phase of momentum as Amelia expands from cars to banking, parking, and enterprise AI. With new partnerships, rising demand for agentic AI, and accelerating revenue growth, SoundHound is positioning itself as a major voice-tech contender with huge long-term upside.Stock prices used were the market prices of Nov. 27, 2025. The video was published on ...

Core Insights - Amazon is developing two AR glasses: "Amelia" for delivery personnel and "Jayhawk" for consumers, with expected launches in mid-2026 and late 2026 to early 2027 respectively [1][2] - The AR glasses market is becoming increasingly competitive, with major players like Meta, Google, and Apple also investing in AR technology [2][5] - Amazon's AR glasses will feature integrated microphones, speakers, cameras, and a display screen, with the consumer version being lighter and more stylish [1][2] Company Developments - The "Amelia" model is aimed at assisting Amazon's delivery workers with sorting and delivering packages, with an initial production plan of around 100,000 units [1] - Amazon has a history in the smart glasses market, having launched Echo Frames in 2019, and is now working on a new version that will include a camera [2] Industry Trends - The AR glasses sector is at a pivotal moment for mainstream consumer adoption, with multiple tech giants making significant investments [2] - Meta is set to unveil its new AR glasses, named Hypernova, at the upcoming Connect 2025 conference, which could raise the price ceiling for AR devices to $800 or more [5]

Summary of SoundHound AI FY Conference Call Company Overview - **Company**: SoundHound AI (NasdaqGM:SOUN) - **Date of Conference**: September 11, 2025 - **Industry**: Voice AI and Conversational AI Key Points Technological Differentiation - SoundHound AI's foundation model, Polaris, demonstrates significant technological differentiation with 30% to 40% better accuracy compared to competitors like OpenAI's Whisper and Google [3][4] - Polaris is designed for various environments, including automotive and restaurant sectors, allowing for deployment with lower costs and smaller hardware footprints [4][6] Market Strategy and Acquisitions - The acquisition of Interactions, valued at $60 million upfront, aims to enhance growth potential and customer relationships [12][13] - Interactions has a strong customer base and a patent portfolio that complements SoundHound AI's technology, facilitating faster scaling [11][12] Growth in Conversational AI - The market for conversational AI is rapidly expanding, with a shift towards natural language interactions [8][9] - Voice AI is seen as a "killer app" that will transform human-machine interactions, particularly in customer service environments [9][10] Financial Performance and Projections - SoundHound AI has a bookings backlog exceeding $1 billion, indicating substantial growth potential within existing customer bases [41][42] - The company anticipates strong double-digit growth in the long term, driven by ongoing innovations and market penetration [43][44] Industry Dynamics - The automotive sector is experiencing a shift towards electric vehicles (EVs), which allows for faster deployment of SoundHound AI's solutions [24][26] - The restaurant sector has seen significant deployments, with approximately 14,000 locations utilizing SoundHound AI's technology [28][32] Customer Engagement and Revenue Models - Customers are increasingly focused on both cost savings and revenue uplift through AI solutions, with a dual emphasis on efficiency and upselling opportunities [34][35] - The company is exploring new revenue models, including voice commerce, which integrates restaurant and automotive sectors [36][38] Competitive Landscape - SoundHound AI positions itself against legacy providers and larger tech companies, emphasizing its unique technological capabilities and market focus [32][41] - The company is optimistic about capturing a larger share of the market, particularly in the restaurant and automotive sectors, where it sees substantial growth opportunities [27][33] Future Outlook - SoundHound AI is optimistic about its growth trajectory, with plans to leverage acquisitions and existing customer relationships to drive future success [42][43] - The company is focused on expanding its product offerings and enhancing customer engagement to sustain growth [41][44]

Core Viewpoint - SoundHound AI presents a value opportunity for investors in 2025 despite facing challenges, with growth driven by advanced voice-centric AI services and the acquisition of Amelia [1][2]. Group 1: Financial Performance - SoundHound AI reported revenue of less than $30 million in FQ1, showing over 150% year-over-year growth, up from just over 100% in Q4 2025 and about 80% in Q3 2025 [3]. - The company has reaffirmed its revenue guidance of $167 million for the upcoming year, indicating about 100% year-over-year growth compared to F2024 [5]. - The company has no client representing more than 10% of revenue, which is expected to decrease further, indicating improved client diversification [4]. Group 2: Strategic Initiatives - The acquisition of Amelia enhances SoundHound's capabilities in developing industry-specific agentic-AI applications, allowing for increased cross-selling and upselling opportunities [2]. - The company is expanding into new verticals, including automotive, hospitality, healthcare, and retail, as highlighted in their Q1 results [2]. Group 3: Market Position and Analyst Ratings - Analysts have adjusted price targets for SoundHound AI, with a 12-month average forecast of $10.29, indicating a potential downside of 6.58% from the current price of $11.01 [11]. - Despite a Hold rating among analysts, there is potential for significant upside, with some forecasts suggesting a 50% increase based on low price targets [11]. Group 4: Capital Structure and Profitability Outlook - SoundHound maintains a no-debt position, which has been achieved through dilutive actions that increased the share count by 45% over the past year, but this has allowed for unencumbered cash flow [7]. - The company is expected to reach profitability within the next two to three years, potentially allowing for share repurchases and rebuilding shareholder leverage [8][6]. Group 5: Market Sentiment and Short Interest - Short interest in SoundHound AI peaked at over 40%, but has been decreasing since January 2025, with a still elevated interest of 33% in late April following the Q1 report [9]. - The recent 20% price increase suggests that short-covering may have influenced the stock's performance [9].