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Sentiment · FY2026 Q2
SoundHound opened 2026 with Q1 revenue of $44.2 million, up 52% year-over-year, and organic growth of 88% in its core automotive and IOT business excluding acquisitions, as turnaround acquisitions held down the blended rate. The company announced its fifth acquisition, a definitive agreement to buy LivePerson expected to close in the second half, and launched OASYS, an orchestrated agent platform where AI builds AI. Profitability stepped back this quarter: GAAP gross margin fell to 31% on non-recurring vendor true-up costs and adjusted EBITDA was a loss of $26.7 million amid non-recurring cost-synergy charges and a calculated, time-bounded investment in in-house foundation models. Management reaffirmed full-year 2026 revenue guidance of $225 million to $260 million; GAAP net loss of $25 million reflected an approximately $39 million non-cash contingent-liability impact against a non-GAAP net loss of $26.6 million.
Revenue Growth | Demand | Competitive Dynamics | M&A | Product Launch | Margin | Guidance Reliability | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 1 | 1 | 1 | 2 | 2 | ||
| 2025Q1 | 1 | 2 | 2 | 1 | 1 | 1 | ||
| 2025Q2 | 4 | 2 | 2 | 1 | 1 | 2 | ||
| 2025Q3 | 2 | 2 | 2 | 1 | 2 | 1 | 1 | |
| 2025Q4 | 2 | 2 | 2 | 1 | 1 | 3 | 1 | |
| 2026Q1 | 1 | 2 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 1 | 4 | 2 | 2 | |
| Demand | 1 | 2 | 2 | 2 | 2 | |
| Competitive Dynamics | 1 | 2 | 2 | 2 | 1 | |
| M&A | 1 | 2 | 1 | 1 | 2 | |
| Product Launch | 2 | 1 | 2 | 1 | 1 | |
| Margin | 1 | 1 | 1 | 3 | 1 | |
| Guidance Reliability | 2 | 1 | 2 | 1 | ||
| Cloud & AI | 1 | 1 | 1 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Gil Luria | D.A. Davidson | 12 (17%) |
| Mike Latimore | Northland Capital Markets | 7 (0%) |
| Scott Buck | H.C. Wainwright |
| 6 (0%) |
| Leo Carpio | Joseph Gunnar | 6 (0%) |
| Jim Fish | Piper Sandler | 4 (25%) |
| Tom Blakey | Cantor Fitzgerald | 3 (0%) |
| Brian Schwartz | Oppenheimer | 2 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| D.A. Davidson | 1 | 12 (17%) |
| Northland Capital Markets | 1 | 7 (0%) |
| Joseph Gunnar | 1 | 6 (0%) |
| H.C. Wainwright | 1 | 6 (0%) |
| Piper Sandler | 1 | 4 (25%) |
| Cantor Fitzgerald | 1 | 3 (0%) |
| Oppenheimer | 1 | 2 (50%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $35M | +101.5% | $-0.69 | -845.3% | -744.2% | -748.6% | $-33M |
| FY2025 Q1 | $29M | +151.2% | $0.31 | +358.3% | 439.8% | 446.1% | $-19M |
| FY2025 Q2 | $43M | +217.1% | $-0.19 | -72.7% | -182.9% | -175.1% | $-25M |
| FY2025 Q3 | $42M | +67.6% | $-0.27 | -350.0% | -275.6% | -259.9% | $-33M |
| FY2025 Q4 | $55M | +59.4% | $0.10 | +113.9% | 77.3% | 72.8% | $-24M |
| FY2026 Q1 | $44M | +51.7% | $-0.06 | -119.2% | -140.1% | -56.6% | $-27M |
| FY2026 Q2 | $62M | +45.0% | $-0.10 | +47.4% | -75.9% | -69.2% | $-34M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What SOUN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“signed an agreement to integrate SoundHound's Voice AI into Walmart's TV brand ONN”
SoundHound signed a deal to embed its voice AI into Walmart's ONN smart-TV brand, a read-through on Walmart expanding voice-enabled consumer electronics.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SOUN SoundHound AI, Inc. | 8 | +51.7% | |
| ADSK Autodesk | 10 | +19.8% | |
| AI C3.ai, Inc. | 1 | -46.1% | |
| APP Applovin Corp | 9 | +59.0% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CHYM Chime Financial, Inc. Class A Common Stock | 10 | +24.8% | |
| CRM Salesforce, Inc. | 9 | +12.1% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| FIG Figma, Inc. | 9 | +46.1% | |
| INTU Intuit | 9 | +17.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| SNOW Snowflake Inc. | 9 | +30.1% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| U Unity Software Inc. | 9 | +16.8% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 7 | +14.5% |