Education
About Us
Working with TipRanks
Follow Us
SoundHound AI, Inc Class A (SOUN)
NASDAQ:SOUN
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.1Last Year’s EPS
0.31Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted very strong top-line momentum, record customer wins, meaningful usage growth, improving gross margins, a healthy cash position and aggressive 2026 revenue guidance — all signaling robust commercial traction and product differentiation. Key near-term weaknesses include continued non‑GAAP losses and adjusted EBITDA deficits, sizable YoY increases in operating expenses (particularly S&M), notable stock‑based compensation and P&L volatility tied to acquisition accounting, and a non‑linear path to breakeven. Overall, the positives (revenue scaling, deal momentum, product leadership, improving margins and balance sheet strength) materially outweigh the near-term financial and operational challenges.Company Guidance
Record Revenue Growth (FY and Q4)
Q4 revenue of $55.1M, up 59% year-over-year; full-year 2025 revenue $169M, up 99% year-over-year (nearly doubled).
Strong Deal Momentum and Customer Wins
Signed over 100 customer deals in Q4 (biggest quarter ever) across automotive, telecom, retail, restaurants, healthcare, insurance, government and more, including multiyear global deals with a major telco and a leading athletic apparel company and a Japanese OEM with a 7-digit unit commitment.
Broad Automotive and Channel Traction
Multiple OEM wins (Japanese, Korean, Italian, Chinese, Vietnamese), first 2-wheeler win, Stellantis expansion, several multi‑million unit commitments in Asia, and multiple 7‑figure channel partner deals in 2025.
Operational Engagement and Usage Growth
Automotive monthly active users grew >50% YoY in Q4 and automotive cloud audio queries rose ~75% YoY; order activity in restaurants crossed 9 million calls in Q4 (strong double-digit growth YoY); overall query volume now in the billions per month, up 12x since going public.
Improving Margins and Path to Profitability
GAAP gross margin improved to 48%; non‑GAAP gross margin 61% in Q4. Adjusted EBITDA loss narrowed to $7.4M (improved 56% YoY). Management targets long-term >70% gross margins and >30% EBIT margins.
Healthy Balance Sheet and Guidance
Cash & equivalents $248M with no debt. 2026 revenue guidance of $225M–$260M (implies ~33%–54% growth over 2025), signaling continued strong expected growth and increased near-term visibility.
Demonstrable Customer Outcomes
Customer-reported results: a healthcare network's agent handles >1/3 of appointment scheduling; telco customer saw a 20% reduction in labor costs for billing disputes; auto insurance customer increased containment by 10 percentage points in <60 days.
Product Leadership and Differentiation
Marketed Agentic platform and Polaris speech model; claims of superior in-house models and multi‑model arbitration (on-device, cloud, on‑premise, human-augmented) enabling faster deployments, higher containment, and upsell opportunities on migrations (e.g., Amelia/Agentic upgrades).
SOUN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SOUN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $8.98 | $8.60 | -4.23% |
Nov 06, 2025 | $14.23 | $14.14 | -0.63% |
Jun 30, 2025 | $10.73 | $10.48 | -2.33% |
May 08, 2025 | $9.74 | $8.98 | -7.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SoundHound AI, Inc Class A (SOUN) report earnings?
SoundHound AI, Inc Class A (SOUN) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is SoundHound AI, Inc Class A (SOUN) earnings time?
SoundHound AI, Inc Class A (SOUN) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SOUN EPS forecast?
SOUN EPS forecast for the fiscal quarter 2026 (Q1) is -0.1.
