Artificial intelligence (AI) stocks are some of the hottest names on Wall Street. Palantir Technologies and Nvidia have ridden the AI wave to amazing heights, surging by 900% or more in just a few years.However, it's still possible to find AI stocks that are not at all-time highs. For example, SoundHound AI (SOUN -4.73%) is almost 50% off its all-time high. Is its stock a buy? Let's find out. What does SoundHound AI do?The company is leader in the development and deployment of voice-powered AI systems. Thes ...

SoundHound AI (SOUN 11.99%) is a leading developer of conversational artificial intelligence (AI) software, and its revenue is growing at a lightning-fast pace. Its stock soared by 835% in 2024 after Nvidia revealed a small stake in the company, although the chip giant has since sold its entire position. DigitalOcean (DOCN 2.03%) is another up-and-coming AI company. It operates a cloud computing platform designed specifically for small and mid-sized businesses (SMBs), which features a growing portfolio of A ...

Core Insights - SoundHound AI experienced a remarkable stock price increase in 2024, rising from $2 to $24, a twelvefold surge, although it has since retracted by approximately 55% from its peak [2] - The company has demonstrated significant revenue growth, with a three-year average growth rate of 69% and revenues doubling from $51 million to $102 million in the past year [3] - Management projects 2025 revenues between $157 million and $177 million, indicating nearly 100% year-over-year growth, reflecting strong demand for voice AI solutions [4] Financial Performance - SoundHound's latest quarterly revenues surged by 151.2% year-over-year to $29 million, up from $12 million [3] - The company is currently priced at $11 with a price-to-sales (P/S) ratio of 40x based on trailing twelve-month revenue [11] - If revenues triple from $85 million in 2024 to an estimated $250 million in 2027, the P/S multiple could decline to 16x, suggesting a potential stock price increase to about $20 [11] Growth Drivers - The automotive industry represents SoundHound's largest growth opportunity, with partnerships established with major manufacturers like Mercedes-Benz and Hyundai [6] - In 2025, SoundHound expanded its automotive presence by deploying its Chat AI to additional Stellantis brands and launched "Brand Personalities" for personalized voice assistants [7] - Research indicates a potential annual opportunity of $35 billion for automakers through in-car voice commerce, positioning SoundHound to capture significant market share [8] Strategic Partnerships - SoundHound's collaboration with NVIDIA focuses on edge solutions to enhance Voice Generative AI experiences in vehicles, improving user satisfaction [9] - The acquisition of Amelia in August 2024 has diversified SoundHound's enterprise presence, contributing to immediate revenue and access to established customer service contracts [10] Future Outlook - Sustained revenue growth of 25% or more is expected in the coming years following the doubling of revenues this year [13] - The company aims to convert revenue growth into improved profitability metrics and capture significant market shares in both automotive and restaurant voice AI markets [13]

Financial Data and Key Metrics Changes - Grindr raised its 2025 revenue guidance to a growth rate of 26% or better, reflecting strong performance in the first quarter and confidence in ongoing initiatives [10][11] - EBITDA margins are expected to remain stable throughout the year, influenced by numerous initiatives and AI-related costs [10][11] Business Line Data and Key Metrics Changes - The company reported significant success with its weekly subscription tier and boost offerings, which have been described as "absolute home runs" [8] - Grindr's user engagement metrics are notably high, with users sending 31 billion chats in 2024 and an average engagement time exceeding 60 minutes [4][5] Market Data and Key Metrics Changes - Approximately 75% of Grindr's monthly active users (MAUs) are located internationally, indicating a strong global presence [15] - The company sees potential for growth in international markets, which are currently under-monetized compared to the U.S. market [53][54] Company Strategy and Development Direction - Grindr is focused on expanding its product roadmap, with over 30 to 40 new products and initiatives planned for 2025, including AI-driven features [9][42] - The company aims to enhance user experience and community engagement, which is integral to its business model [40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's resilience in the face of potential economic downturns, citing the community's strong engagement and higher income demographics [56][58] - The management is bullish on the potential for monetization growth, particularly in international markets, and is exploring new product offerings to enhance user engagement [54][55] Other Important Information - Grindr is investing in AI technologies to improve both user experience and internal efficiencies, with a focus on chat AI and other features [34][36] - The company is actively hiring in key areas such as AI, machine learning, and product development to support its growth strategy [22][24] Q&A Session Summary Question: How does Grindr differentiate itself from other dating apps? - Grindr's broader use case and high engagement metrics set it apart, with a focus on community connectivity and user experience [3][4] Question: What is the outlook for revenue and EBITDA growth? - The company has set long-term targets of 20% to 25% annual revenue growth and 39% to 42% EBITDA margins, with current performance tracking positively [11][12] Question: How does Grindr plan to increase payer conversion? - The company is focused on enhancing the value proposition of its offerings to encourage users to transition from free to paid subscriptions [17][21] Question: What are the expectations regarding App Store fees? - Grindr is exploring options to potentially reduce App Store fees but acknowledges the complexities involved in building out direct payment systems [44][48] Question: What is the potential for international market growth? - Management is optimistic about international monetization opportunities, noting that many markets are currently under-monetized compared to the U.S. [51][53] Question: How would Grindr fare in a consumer downturn? - The company believes it may be more resilient due to its community-based model and the higher income levels of its user base [56][58]

证券研究报告 | 行业周报 gszqdatemark 2025 05 18 年 月 日 通信 AI 浪潮下运营商的算力布局 【Capex：AI 浪潮下的优化方向】 从投资侧来看，运营商将同样跟随目前 AI 快速发展的趋势，结构优化方 向确定性明显。从近三年数据看，国内三大运营商资本开支年降较为明 显，而在此基础上则是结构上的优化。中国电信在业绩说明会上明确 表示，25 年资本开支占收比将有明显下降，但从三大运营商给出的 25 年指引来看，算力投资却保持增长或稳定趋势，均表明其布局 AI 的决 心。 【云计算：AI 催化下的新增长曲线】 云计算作为信息技术领域的基石，在 AI 加速的催化下再次迎来边际变化， 应用潜力显著提升中。在此趋势下，三大运营商角色将被重新定义，目前 三大运营商在云建设方面均有深度布局： 增持（维持） 行业走势 -20% -6% 8% 22% 36% 50% 2024-05 2024-09 2025-01 2025-05 通信 沪深300 作者 分析师 宋嘉吉 执业证书编号：S0680519010002 邮箱：songjiaji@gszq.com 分析师 黄瀚 执业证书编号：S068051 ...

Nvidia (NVDA -0.52%) added an eye-popping $2.8 trillion to its market capitalization since the start of 2023, thanks to soaring demand for its data center chips that are the best in the world for developing artificial intelligence (AI). The company also invested in a portfolio of other AI stocks, and SoundHound AI (SOUN -6.55%) was one of them.SoundHound is a specialist in conversational AI, and it has an impressive list of customers that includes some of the biggest brands in the world from industries like ...

5月8日上午，光子产业生态大会暨光子专用大模型OptoChat AI发布会在江北新区召开。现场，国 内首个专注于光子芯片领域的专用大模型——OptoChat AI正式发布。"这是我们'偷偷'搞的大模型，也 是一个真正属于光电人自己的AI工具。"现场，OptoChat AI"00后"产品经理王海若分享了大模型上线背 后故事。 让"专而精"的大模型更懂行 区别于传统集成电路，光子芯片需要传输光信号。一枚小小的光子芯片，集成了激光器、调制器、 探测器等光学元件与电子芯片，工艺复杂度呈几何级数增长。 数据是光子芯片研发、生产的关键。"过去，研发人员遇到相关问题，只能查阅资料或咨询专家来 判断，费时费力，我们希望打破这种传统产业的模式，让大家更便捷地获取专业知识，形成从'人找信 息'到'信息找人'的新链路。"南京南智先进光电集成技术研究院有限公司（以下简称"南智光电"）副总经 理潘涛介绍。 光子专用大模型OptoChat AI由南智光电联合生态伙伴共同开发，聚焦"懂光子、懂工艺、懂应 用"的实用价值，面向光子领域全产业链，致力于解决科研与工程之间"知识转化效率低、参数理解难、 研发路径碎片化"等问题。 由于担心投入大、 ...

Core Insights - The conference focused on the integration of artificial intelligence (AI) and the photonics industry, emphasizing its role as a strategic technology driving a new wave of technological revolution and industrial transformation [1] - The launch of the OptoChat AI model, designed specifically for the photonics sector, aims to enhance research and development efficiency and accelerate industrial transformation [1] Group 1 - The conference, titled "AI Empowerment, Light Opens the Future," was held in Nanjing and aimed to create a new starting point for innovative research paradigms and collaborative industrial development [1] - The OptoChat AI model integrates over 300,000 pieces of data, including patents, literature, and industry resources related to photonic chips, showcasing its strong data analysis and intelligent algorithm capabilities [1] - A global initiative for building a sustainable photonics industry ecosystem was announced, promoting collaboration among various ecological partners [1] Group 2 - Experts from various institutions, including Hong Kong Polytechnic University and Nanjing University, presented specialized reports on the applications of AI in photonics [2] - The event was attended by representatives from government, universities, research institutes, and enterprises, highlighting the collaborative nature of the photonics industry [3]

SoundHound AI, Inc. (NASDAQ:SOUN) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Scott Smith - Investor Relations Keyvan Mohajer - Chief Executive Officer Nitesh Sharan - Chief Financial Officer Conference Call Participants Gil Luria - D.A. Davidson Thomas Blakey - Cantor Mike Latimore - Northland Capital Markets Scott Buck - H.C. Wainwright & Company Glenn Mattson - Ladenburg Leo Carpio - Joseph Gunnar Operator Hello, and welcome to SoundHound Fourth Quarter 2024 Earning ...