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Analyst
Leo Carpio
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 1 company
SOUNSoundHound AI, Inc.6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
can you give us some sort of granularity and color on who are you facing off now at this stage in terms of the bake-offs
Show response
Said it beats big tech and newcomers on quality and partnership; frontier models are API-focused, not partners.
Calendar 2026 Q1
How are you thinking right now in terms of the competitive environment?
Show response
Argued customers want a partner not an API, and SoundHound wins on proprietary models and partnership.
Calendar 2025 Q3
how have the large LLMs compete in the space, I mean, that they started to encroach?
Show response
Argued 20 years of proprietary tech and data differentiate it, with some new players as potential customers.
Calendar 2025 Q2
I saw that we had a Q2 beat, yet the guidance doesn't reflect that completely.
Show response
Attributed to deal lumpiness and prudent planning; guidance excludes any acquisitions.
Calendar 2025 Q1
Could that possibly impact your restaurant business, or is it more a case that potential recession is driving more customer interest
Show response
Said the value proposition holds regardless of macro, with both innovation and cost-saving drivers.
Calendar 2024 Q4
are there any missing technologies or systems that you think you still need that you need to go and acquire?
Show response
Said most technology is built in-house over 20 years, supplemented by partnerships for select components.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| SOUN SoundHound AI, Inc. | 6 | 0%none of 6 questions |
- SOUNSoundHound AI, Inc. · 6 questions0%none of 6 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Cloud & AI3
- Guidance Reliability1
- Revenue Growth1
- Demand1
- Macroeconomic1
- M&A1
- Innovation & R&D1