SoundHound AI (SOUN -1.11%) is a specialist in conversational artificial intelligence (AI) software, which understands voice prompts and responds in kind. Its customers include some of the world's biggest brands, and it even attracted an investment from Nvidia (NVDA 1.28%).Nvidia supplies the world's most powerful data center chips for AI development, and booming sales have driven its market capitalization from $360 billion to $3.83 trillion over the last two and a half years alone. Therefore, it's no surpr ...

Key Takeaways SOUN scaled to thousands of locations with a major pizza chain and now serves 15 large restaurant networks. 2026 EPS loss estimate narrowed to $0.05, reflecting 64.1% year-over-year improvement. SOUN's P/S ratio of 23.09X reflects high investor expectations amid growing voice AI demand.SoundHound AI, Inc. (SOUN) is notably benefiting from restaurant operators shifting toward AI solutions from legacy answering systems. The demand for AI solutions is not only limited to food ordering services ...

Group 1 - SoundHound AI, Inc. (SOUN) shares increased by 9.2% to $10.73, following a period of 2.8% loss over the past four weeks, indicating a significant trading volume [1][2] - The recent stock rally is attributed to investor enthusiasm driven by the overall rise in artificial intelligence stocks and confidence in the company's voice-AI capabilities, particularly in automotive and restaurant sectors [2] - The company is expected to report a quarterly loss of $0.06 per share, which is a 45.5% improvement year-over-year, with revenues projected at $33.03 million, reflecting a 145.4% increase from the previous year [3] Group 2 - The consensus EPS estimate for SoundHound AI has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without earnings estimate revisions [4] - SoundHound AI holds a Zacks Rank of 3 (Hold), indicating a neutral outlook compared to other stocks in the same industry [5] - Amdocs, a peer in the Computers - IT Services industry, has a Zacks Rank of 4 (Sell) and reported a slight increase of 0.3% in its stock price, contrasting with its -0.8% return over the past month [5][6]

Core Insights - SoundHound AI (SOUN) is experiencing growth in its automotive pipeline, driven by a shift in OEM preferences towards customized voice AI solutions [2][4] - The company is gaining traction in the voice commerce space, with significant integration from major restaurant brands and increased adoption timelines from OEMs [5][12] Automotive Pipeline and Market Trends - Automakers are moving away from large tech voice platforms, favoring more tailored, white-labeled solutions, which aligns with SoundHound's strengths [3][9] - SoundHound's Polaris model is noted for its faster response times and better performance in noisy environments, enhancing its competitive edge [3][9] Revenue Potential and Strategic Positioning - The company is no longer seen merely as a back-end feature but as a revenue enabler through its transactional voice capabilities, such as in-car food ordering and parking reservations [4][6] - Despite a decline in auto unit volumes due to macroeconomic factors, management remains optimistic about the potential for royalty and subscription revenue growth [5][6] Competitive Landscape - SoundHound faces competition from Cerence Inc. and Amazon's Alexa Auto, but its hybrid-cloud and voice-commerce capabilities are gaining traction [7][8] - OEMs are increasingly seeking flexible, branded solutions, which positions SoundHound favorably against larger tech platforms [9] Financial Performance and Valuation - SoundHound's shares have increased by 16.7% over the past three months, outperforming the industry average growth of 7.4% [10][12] - The company's forward 12-month price-to-sales ratio is currently at 21.41, higher than the industry's 19.08 [14]

Market Overview - The U.S. equity market has faced high volatility in 2025 due to aggressive tariff policies, ongoing trade wars, rising interest rates, and changing investor behaviors, but this has also created opportunities for acquiring reasonably priced, high-quality stocks [1] Palantir Technologies - Palantir Technologies' data mining and analytics platform helps organizations manage vast amounts of data to generate actionable insights [4] - In the first quarter, Palantir's revenue rose 39% year over year to $884 million, with U.S. revenue growing 55% year over year, now accounting for nearly 71% of total business [5] - The U.S. commercial business has crossed a $1 billion annual revenue run rate in the first quarter [5] - Palantir's Artificial Intelligence Platform (AIP) positions the company as a provider of a major ontology and AI-powered operating system for enterprises and government agencies [6] - Unlike other AI companies, Palantir focuses on AI implementations, translating large language model capabilities into business outcomes, enabling clients to build autonomous AI agents [7] - Strong customer adoption is evident, with Walgreens Boots Alliance automating 384 billion daily decisions across 4,000 stores in eight months, and American International Group expecting its five-year CAGR to double after adopting Palantir's technology [8] - Despite a high valuation of 208 times forward earnings, Palantir's implementation-focused AI strategy and strong customer demand present a long-term investment opportunity [9] SoundHound AI - SoundHound AI's revenue surged 151% year over year to $29.1 million, with no single customer accounting for more than 10% of total revenue, indicating a well-diversified business [10] - The company has established a competitive moat with its proprietary Polaris foundation model, supporting 30 languages and significantly improving performance metrics [11] - Strategic acquisitions have expanded SoundHound's reach to nearly 13,000 restaurants and opened new cross-selling opportunities [12] - The introduction of a voice commerce ecosystem integrating conversational AI in vehicles has generated significant interest from automakers, potentially becoming a substantial revenue stream [12] - SoundHound's stock is down nearly 60% from its all-time high, presenting a potential buying opportunity [13] UiPath - UiPath's shares are down nearly 86% from their all-time high in May 2021, despite strong fundamentals [14] - The company's recent earnings were slightly below analyst estimates due to timing issues in government business deal closures [14] - UiPath's pivot toward agentic AI could serve as a long-term catalyst, with strong adoption trends for its agentic AI products [15] - The company has robust customer metrics, including a dollar-based gross retention rate of 98% and a dollar-based net retention rate of 110% in the fourth quarter [17] - High-value customers spending over $1 million in annual recurring revenue increased by 10% year over year, while those spending $5 million or more increased by 30% [17] - UiPath maintains a strong balance sheet with $1.7 billion in cash and zero debt, and trades at only 4.6 times sales, significantly lower than its three-year average of 6.9 times, making it a worthwhile investment despite recent growth slowdowns [18]

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 ...

SoundHound AI Inc. (SOUN) has experienced a remarkable 20.7% surge in its stock price since reporting its first-quarter 2025 earnings last week on May 8, outperforming the broader Zacks Computer & Technology sector’s rise of 7.8% and the Zacks Computers - IT Services industry’s increase of 4.2%. This uptick reflects growing investor confidence in the company's trajectory within the voice AI sector.SOUN’s Post Q1 Share PerformanceImage Source: Zacks Investment ResearchKey Takeaways From SoundHound’s Q1 Perfo ...

SoundHound AI (SOUN) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Scott Smith - Head of Investor RelationsKeyvan Mohajer - Co-Founder & CEONitesh Sharan - Chief Financial OfficerGil Luria - Head of Technology Research Conference Call Participants Leo Carpio - Equity Research AnalystVijay Dewar - AnalystScott Buck - Managing Director & Senior Technology Analyst Operator and thank you for standing by. Welcome to the Soundhound First Quarter twenty twenty five Earnings Conference Call. A ...

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 ...