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- **Record Growth**: Q3 revenue up 68% YoY to $42 million, with 2025 guidance raised to $165-$180 million.
- **Strategic Acquisitions**: Interactions acquisition adds workflow orchestration to Amelia 7, while China IoT deal drives $100M+ expansion.
- **AI Innovation**: Polaris models deliver 35-40% better accuracy than competitors, enabling 3x faster deployment and 3x lower error rates.
- **Voice Commerce Breakthrough**: Live transactions achieved with 4 OEMs, with 2026 production launches planned.
- **Profitability Path**: 2026 outlook includes near-breakeven EBITDA with $20M annual cost synergies from acquisitions.

**【CEO Summary Section】**
- Q3 2025 revenue reached $42 million, up 68% year-over-year, driven by enterprise AI adoption across financial services, healthcare, automotive, and restaurants.
- Acquired Interactions, a customer service automation leader, to expand workflow orchestration capabilities and integrate with Amelia 7's agentic AI platform.
- Signed a $100 million+ IoT deal with a Chinese robotics company for AI-enabled smart devices in India, marking a major expansion into China.
- Launched Amelia 7.3 with improved conversational latency and introduced Voice Insights for brands needing precursor automation.
- Voice Commerce POCs with 4 OEMs and merchants achieved live transactions, with plans for 2026 production launches.

**【CFO Financial Commentary】**
- Full-year 2025 revenue guidance raised to $165-$180 million, with Q4 expected to be adjusted EBITDA profitable at the high end.
- GAAP gross margin improved to 43%, non-GAAP to 59%, driven by cost savings from migrating to Polaris and reducing third-party dependencies.
- R&D expenses rose 17% to $22.8 million, supporting Polaris model innovation and Agentic AI advancements.
- Sales & marketing costs increased 96% to $16.4 million due to channel expansion and direct sales growth.
- Balance sheet remains strong with $269 million in cash, no debt, and plans to reinvest in high-growth AI opportunities.

**【Q&A Highlights】**
- **Chinese Robotics Deal**: 10 million+ devices to be deployed in India over 2-3 years, with potential humanoid robotics applications.
- **Amelia 7 Adoption**: 75% of customers expected to migrate by mid-2026, with 15 early adopters seeing 10x containment rate improvements.
- **Voice Commerce**: 4 OEMs in advanced POCs, targeting 2026 production launches with a major QSR and parking provider.
- **Competitive Edge**: Polaris models outperform big tech in accuracy (35-40% better) and latency, with 3x lower error rates than legacy vendors.
- **Pricing Dynamics**: Outcome-based contracts in healthcare and restaurants allow for ASP expansion as AI delivers measurable ROI.

SoundHound AI, Inc. (SOUN) Q3 2025 Earnings Call Transcript

- **Revenue Super Growth**: Q2 2025 revenue up 217% YoY to $43M, driven by enterprise AI, automotive, and restaurant solutions.
- **AI Model Dominance**: Polaris leads peers by 35% in accuracy, 4x in latency; Amelia 7 agentic AI platform seeing rapid adoption.
- **Voice Commerce Breakthrough**: Pilots with major OEMs and QSRs, with indirect revenue impact via increased AI adoption.
- **2025 Guidance**: $160-178M revenue target, with expectations for adjusted EBITDA profitability by year-end.
- **Strategic Wins**: New automotive deal in China, 7 of top 20 QSRs as customers, 14,000+ restaurant locations activated.

**【CEO Opening Remarks】**
- Q2 2025 revenue reached $43 million, up 217% YoY, driven by growth across automotive, enterprise AI, and restaurant solutions.
- Highlighted success of acquisition strategy: 12-18 month turnaround for acquired businesses, with examples including cross-selling solutions and migrating legacy tech to SoundHound's Polaris model.
- Polaris AI model outperforms peers by 35% in accuracy and 4x in latency, with 20+ years of data behind it.
- Launched Amelia 7 agentic AI platform, seeing rapid adoption and renewals due to low-code/no-code development capabilities.
- Voice Commerce ecosystem advancing with pilots and POCs, integrating automotive, restaurant, and retail partners.

**【CFO Financial Commentary】**
- Q2 revenue: $42.7 million (217% YoY growth), with enterprise AI, automotive, and restaurant segments all contributing strongly.
- GAAP net loss: $74.7 million (impacted by non-cash contingent liability adjustments), non-GAAP net loss: $11.9 million.
- Adjusted EBITDA loss: $14.3 million, with expectations for profitability by end of 2025.
- Revised 2025 revenue guidance: $160-178 million (up from prior outlook).
- Key metrics: 3B+ queries/month (100% YoY growth), 14,000+ restaurant locations activated, 120%+ net revenue retention in enterprise.
- Cost synergies: $M+ annual savings from cloud migration, Polaris tech stack adoption.

**【Q&A Highlights】**
- **Vertical Contributions**: Enterprise AI (financial services, healthcare) leading growth, restaurants scaling 1,000+ locations Q2, automotive winning new OEM in China.
- **Chinese OEM Deal**: Won against legacy providers with superior accuracy, language coverage, and global scalability.
- **Voice Commerce Progress**: Pilots with major OEMs and QSRs, indirect revenue impact via increased AI adoption in Pillar 1/2 customers.
- **QSR Expansion**: 7 of top 20 QSRs as customers, 14,000+ locations activated, focus on drive-thru AI ordering solutions.
- **Tariffs Impact**: No direct impact, but auto industry shipment trends could affect royalty revenue.
- **2025 Outlook**: Lumpy deal execution expected, with focus on channel partnerships and indirect sales growth.


SoundHound AI, Inc. (SOUN) Q2 2025 Earnings Call Transcript

- **151% YoY Revenue Growth**: $29.1M Q1, driven by AI voice solutions in restaurants, automotive, and healthcare. 
- **AI Leadership**: 35% better word error rate, 4x faster query latency, 13,000+ restaurant locations activated. 
- **Voice Commerce Breakthrough**: 15+ restaurant chains integrated, 15,000+ fitness locations in pilot. 
- **Agentic AI 7.0**: Autonomous agent fleets handling complex tasks (e.g., medical prescriptions, billing). 
- **2025 Outlook**: $157M-$177M guidance, targeting EBITDA profitability by year-end.

**【CEO Keyvan Mohajer Summary】**
- Q1 2025 revenue: $29.1 million (151% YoY growth), driven by Polaris AI model advancements and acquisitions (SYNQ3, Allset, Amelia). 
- Key metrics: 13,000+ restaurant locations activated, 10 million+ monthly interactions, 2 billion+ voice queries Q1. 
- Strategic wins: 
  - Automotive: Partnerships with Tencent, global OEMs testing voice commerce. 
  - Restaurants: 30%+ location growth with SYNQ3, 1,000+ new locations Q1. 
  - Healthcare: Renewals with 3 major providers, 12-hospital network expansion. 
- Agentic AI 7.0 launch: Fleets of autonomous agents for complex tasks (e.g., medical prescriptions, billing). 
- Voice commerce ecosystem: 15+ restaurant chains integrated, 15,000+ fitness locations in pilot. 

**【CFO Nitesh Sharan Financial Highlights】**
- Q1 2025 Financials: 
  - Revenue: $29.1M (151% YoY), diversifying from 80% auto to ~10% per vertical (restaurants, healthcare, financial services). 
  - Gross Margin: 37% GAAP, 51% non-GAAP (excluding amortization). 
  - OpEx: 
    - R&D: $24.8M (66% YoY), optimizing Polaris, reducing inference costs. 
    - Sales/Marketing: $12M (117% YoY), scaling go-to-market. 
    - G&A: $18.4M (79% YoY), integrating acquisitions. 
- Outlook: 
  - 2025 Guidance: $157M-$177M (40%+ H1 run rate vs. historical 30%). 
  - EBITDA: Targeting profitability by year-end, sequential improvement Q2+.

**【Q&A Key Themes】**
1. **Vertical Diversification**: 
  - Auto: 20% global EV market share, voice commerce adding revenue streams. 
  - Restaurants: 13,000+ locations, 50%+ ticket size increase vs. manual orders. 
  - Enterprise: Amelia 7.0 reducing resolution time 50x, 50%+ automation rates. 
2. **Competitive Position**: 
  - AI Quality: 35% better WER, 4x faster latency vs. peers. 
  - Agentic AI Maturity: 10+ years R&D, 100% accuracy vs. 70% demo standards. 
  - Voice Commerce: 15+ restaurant chains, 15,000+ fitness locations in pilot. 
3. **Macro Resilience**: 
  - Cost Savings: AI reduces labor costs 30%+ for restaurants. 
  - Revenue Growth: 50%+ CAGR in active cloud users, 10M+ monthly interactions. 
  - Customer Retention: Amelia renewals >90%, enterprise upsell pipeline >$100M.


SoundHound AI (SOUN)-8 May 25-2025 Q1 Earnings call transcript

- **Record Growth**: Q4 revenue up 101% YoY to $34.5 million, full-year growth of 85% to $85 million.
- **Voice Commerce Breakthrough**: CES demo of in-vehicle voice commerce with Lucid Motors and restaurants, with 4 OEM POCs in early 2025.
- **AI Leadership**: Polaris model outperforms Google by 20% in accuracy, 4x faster latency, and 26-36% better than OpenAI's Whisper.
- **2025 Outlook**: Revenue guidance of $157-177 million, targeting adjusted EBITDA profitability by year-end.
- **Strategic Expansion**: New energy vertical deal and Agentic AI deployments set to accelerate growth in 2025.

**【CEO Summary Section】**
- Q4 2024 revenue reached $34.5 million, up 101% year-over-year, with full-year revenue of $85 million, exceeding guidance by 85%.
- Introduced the third pillar of business: voice commerce ecosystem, enabling in-vehicle transactions with partners like Lucid Motors and multiple restaurant chains.
- Key wins across industries: automotive (Lucid, Togg), healthcare (Duke Health), restaurants (Burger King UK), and energy (large US utility).
- Agentic AI strategy showcased at CES, with plans for commercial deployment in 2025, enabling autonomous agents to execute complex tasks.
- Polaris model outperforms Google by 20% in accuracy and 4x faster latency, with 26-36% improvement over OpenAI's Whisper.

**【CFO Financial Commentary】**
- Q4 GAAP net loss was $220 million (non-cash contingent liability charge), with non-GAAP net loss of $19 million.
- Gross margin: 40% (GAAP) / 52% (non-GAAP), down due to Amelia acquisition integration.
- R&D expenses: $20.4 million (60% YoY growth), driven by Polaris and AI innovations.
- Sales & marketing: $9.6 million (114% YoY growth), targeting Amelia cross-sell opportunities.
- 2025 revenue outlook: $157-177 million, with 40% of annual revenue expected in the first half.
- Adjusted EBITDA profitability target by end of 2025, supported by $198 million cash balance.

**【Q&A Key Highlights】**
- **Voice Commerce POCs**: 2 Japanese, 2 German automakers, and US/Korean OEMs pursuing POCs, with potential monetization in 2025.
- **Energy Deal**: Multi-year, high seven-figure contract with a large utility, expanding into new verticals.
- **Cross-selling**: Amelia's customer service solutions being integrated with SoundHound's voice AI, with early signals of upsell success.
- **Agentic AI**: Expected to drive efficiency in customer service workflows, with commercial deployments planned for 2025.
- **Backlog**: $1.2 billion (75% YoY growth), reflecting recurring revenue diversification across automotive, restaurants, and healthcare.

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