Mar 26, 2026 4:33 PM Eastern Daylight Time Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy Share Multi-year partnership will support Veritone's global growth and AI expansion across commercial and public sectors, Veritone Data Refinery, and Veritone Data Marketplace IRVINE, Calif.--(BUSINESS WIRE)--Veritone, Inc. (NASDAQ: VERI), a leader in building enterprise ...

Core Insights - Veritone, Inc. has formed a strategic partnership with LeoSight to provide an AI-powered solution for law enforcement and public safety organizations, aiming to offer a cost-effective alternative to existing technologies [1][2]. Group 1: Partnership Details - The partnership combines Veritone's enterprise AI capabilities with LeoSight's data visualization tools, facilitating real-time operations and advanced analysis [2]. - The integration is bi-directional, meaning Veritone's AI functions, such as object detection and redaction, will be incorporated into LeoSight's platform, while LeoSight's tools will be integrated into Veritone's platform [3]. - This collaboration is framed as an "open ecosystem," allowing agencies to create a customized setup that reduces reliance on single-vendor systems [3]. Group 2: Company Overview - Veritone builds enterprise AI and data solutions, including the aiWARE platform, which orchestrates machine learning models across various industries, particularly in the public sector [4].

Group 1 - Veritone, Inc. is recognized as a promising AI penny stock, with its aiWARE platform and Data Refinery supporting the AI agent economy by processing unstructured audio and video data [1] - The aiWARE platform orchestrates multiple AI engines with policy-based controls, while the Data Refinery enriches raw content with rights and provenance information, serving industries such as media, entertainment, public sector, and talent acquisition [2] - Veritone's Data Refinery processed 22.2 trillion tokens in the second half of 2025, indicating a more than 3.5x increase in volume compared to the first half of the year, showcasing the platform's capability to convert unstructured data into AI-ready assets [3][4] Group 2 - The significant increase in data processing volume reflects a high adoption rate of the Veritone Data Refinery, with organizations using the platform to index and format large datasets for AI model training [4] - The market opportunity for data monetization is substantial, with research predicting the AI training dataset market to grow from approximately $7.48 billion in 2026 to over $52 billion in the next decade, driven by the demand for licensed and ethical data sources [5] - Veritone's platform aligns with the Department of War's AI-First strategy, which emphasizes the acceleration of AI adoption across operations, modular systems, and open architectures [6][7]

Core Insights - SoundHound AI's partnership renewal with Five Guys demonstrates the effectiveness of its voice AI platform in real-world applications, having processed over one million AI-driven customer interactions [1][9] - The renewal signifies the platform's reliability in complex environments, particularly in the restaurant sector, which is known for high order complexity and background noise [2] - This partnership supports SoundHound's strategy of expanding its offerings beyond restaurants into other industries, leveraging its success to enhance customer relationships and recurring revenue [3][4] Company Strategy - The Five Guys renewal highlights SoundHound's land-and-expand model, which is crucial for deepening customer relationships and increasing revenue per location [3] - SoundHound aims to build a neutral voice AI platform that allows enterprises to maintain brand control and customer data, aligning with the growing demand for automation that delivers measurable ROI [4] Competitive Landscape - In comparison to competitors like Nuance Communications and Veritone, SoundHound differentiates itself with a customizable voice platform that can be applied across various sectors, while Nuance focuses on sector-specific solutions [5][6] - SoundHound's real-time voice automation capabilities are particularly suited for live customer interactions, contrasting with Veritone's analytics-centric approach [6] Financial Performance - SoundHound shares have decreased by 5.9% over the past six months, while the Zacks Computers - IT Services industry has seen an 11.1% decline, indicating underperformance relative to the broader sector [7] - The Zacks Consensus Estimate for SoundHound's 2026 loss per share has widened to 6 cents from 5 cents, although this reflects an improvement from a year-ago estimated loss of 15 cents per share [11] - SoundHound's forward 12-month price-to-sales ratio is currently at 17.25, higher than the industry's 15.47 [13]

Core Viewpoint - Veritone, Inc. (NASDAQ: VERI) is highlighted as a strong investment opportunity in the agentic-AI sector, focusing on AI infrastructure and data tokenization [1]. Analyst Ratings - D. Boral Capital analyst Jason Kolbert maintained a Buy rating for VERI with a price target of $23.00 on December 2, 2025, reaffirming this stance on December 9, 2025, despite market fluctuations [1]. - Needham & Company analyst Joshua Reilly also reiterated a Buy rating with a price target of $10.00, emphasizing confidence in Veritone's strategy for unstructured-data management and AI licensing following the company's recent Virtual AI and Data Economy Forum [2]. Analyst Consensus - As of December 10, 2025, the overall analyst consensus for VERI leans towards "Buy" or "Moderate Buy," with an average 12-month price target ranging from $11.00 to $11.20, indicating a potential upside of nearly 100% from current levels [3]. Company Overview - Veritone, Inc. develops AI-powered software that transforms unstructured data, such as video, audio, and sensor outputs, into actionable intelligence through its aiWARE platform [4].

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 - BigBear.ai Holdings, Inc. (BBAI) is experiencing significant near-term financial challenges, with a revenue decline of 18% year-over-year to $32.5 million in Q2 2025, alongside a net loss of $228.6 million primarily due to non-cash derivative remeasurement and goodwill impairment [1][10] - Despite these challenges, the company has a strong cash position of $391 million, allowing for potential growth investments in various sectors, including biometrics and defense autonomy [2][10] - The recent passage of the One Big Beautiful Bill (OB3) provides substantial funding opportunities, with $349 billion allocated to areas aligned with BBAI's offerings, enhancing its strategic positioning [3][10] Financial Performance - BBAI's revenue for Q2 2025 was $32.5 million, down 18% from the previous year, and adjusted EBITDA was negative $8.5 million [1][10] - The company reported a net loss of $228.6 million, largely attributed to impairments and remeasurements [1][10] - The adjusted EBITDA guidance has been withdrawn, and revenue expectations for the year have been lowered to a range of $125–$140 million [1] Strategic Positioning - BBAI ended Q2 with a record cash position of $391 million, providing flexibility for both organic growth and potential mergers and acquisitions [2] - The company’s portfolio aligns with the funding priorities established by OB3, including biometric processing and supply chain optimization [3] - International partnerships with entities like UAE's IHC and Narval Holdings in Panama expand BBAI's market opportunities [3] Industry Context - BBAI is not alone in facing near-term losses; peers such as Veritone and Innodata are also navigating similar challenges while investing heavily to capture long-term AI demand [5][6][7] - Veritone is focusing on scaling its operations across various sectors, while Innodata is embedding itself deeper into AI development pipelines, both strategies reflecting a common industry trend of enduring short-term losses for future growth [6][7] Market Performance - BBAI shares have increased by 22.3% over the past three months, outperforming the Zacks Computers - IT Services industry and the S&P 500 Index [8] - The stock is currently trading at a forward 12-month price-to-sales ratio of 16.6, slightly below the industry average of 17.05 [12]

Group 1: Analyst Insights - Veritone Inc. is considered one of the best AI stocks to buy, with a price target raised to $26 from $6 by D. Boral Capital analyst Jason Kolbert, who maintains a Buy rating on the shares [1][3] - The analyst projects that Veritone's potential to capture a small share of the data refinery market could lead to $1 billion in sales over the next decade [1][3] Group 2: Financial Performance - In Q2 2025, Veritone reported revenue of over $24 million, which was flat compared to Q2 2024 and met the high end of its updated guidance [2][3] - The software segment performed strongly, with non-Veritone Hire software revenue growing over 45% year-over-year [2][3] - Revenue from the public sector grew over 90% year-over-year, while the commercial enterprise sector improved by $0.8 million [3] - Managed Services revenue declined by $1.9 million, a trend expected to continue through 2025 [3] Group 3: Financial Position - As of June 30, Veritone had $13.9 million in cash and restricted cash, and reduced its debt to approximately $128 million from $201 million in December 2021 [3] Group 4: Company Overview - Veritone Inc. provides AI computing solutions and services across multiple countries, including the US, UK, France, Australia, Israel, and India [4] - The company develops and operates the aiWARE platform, which serves as an AI operating system [4]

Group 1 - Veritone Inc. has partnered with Newsmax to modernize and monetize its 20-year content archive using Veritone's Digital Media Hub technology [1][2][3] - The collaboration aims to enhance Newsmax's production workflows and make its extensive content library fully searchable and usable, which is crucial for a 24/7 broadcasting network [2][3] - Veritone's aiWARE platform, which powers the Digital Media Hub, utilizes machine learning algorithms to mimic human cognitive functions, providing AI computing solutions across multiple countries [4] Group 2 - Financial media has labeled Veritone Inc. as one of the worst AI stocks to invest in, suggesting that other AI stocks may offer better upside potential with less downside risk [1][5]

Core Insights - C3.ai is experiencing significant growth as it diversifies beyond its traditional oil and gas sector, with Q4 fiscal 2025 revenues reaching $108.7 million, a 26% increase year over year, marking three consecutive years of accelerating growth [1][9] - Non-oil and gas revenue surged by 48% year over year, with C3.ai now serving 19 industries, including manufacturing and healthcare, and public sector sales more than doubled in fiscal 2025 [2][4] - The company's strategy focuses on scaling through partnerships with major cloud providers, with 73% of deals in Q4 being partner-driven, indicating the importance of indirect sales channels [3][9] Financial Performance - Despite a net loss of 16 cents per share, C3.ai maintains a strong cash balance of approximately $750 million and generated positive free cash flow in the quarter [4] - The company projects continued revenue growth into fiscal 2026, with guidance between $447.5 million and $484.5 million [4] Competitive Landscape - C3.ai faces competition from Palantir Technologies and Veritone, both of which are also expanding into enterprise AI markets [5][6] - Palantir reported a 27% year-over-year increase in commercial revenue, while Veritone is focusing on AI solutions for media and law enforcement, overlapping with C3.ai's offerings [5][6] Stock Performance and Valuation - C3.ai's stock has increased by 29.1% over the past three months, outperforming its industry and the S&P 500 index [7] - The stock is currently trading at a forward 12-month price-to-sales (P/S) ratio of 7.98, which is lower than Palantir's 80.41 and Veritone's 1.1 [11] Earnings Estimates - The Zacks Consensus Estimate for fiscal 2026 and 2027 loss per share has improved to 37 cents and 16 cents, respectively, from previous estimates [13] - Sales growth estimates for fiscal 2026 and 2027 are projected at 20.1% and 21.8%, respectively [13]