Did Veritone beat or miss consensus estimates last quarter?

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What were the key takeaways from Veritone's earnings call?

What guidance did Veritone's management provide for the next earnings period?

What is the revenue and EPS growth rate for Veritone year over year?

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What is Veritone's latest dividend and current dividend yield?

What were the key takeaways from Veritone’s earnings call?

- **Strategic Deal Impact**: $12.9 million deal with 50 million+ hours of datasets could generate $100+ million VDR revenue over 3 years, with 50% margin.
- **Oracle Partnership**: OCI deployment enhances public sector AI solutions with superior performance and security.
- **2026 Growth Targets**: 47% YoY revenue growth to $130-$145 million, driven by 60%-70% public sector expansion and VDR scale.
- **Profitability Path**: 54% YoY improvement in net loss to $13.5-$22.5 million, with Q4 2026 profitability on track if VDR pipeline converts.

**【CEO Summary Section】**
- **Strategic Deal with Oracle**: Announced a multi-year partnership with Oracle to deploy Veritone’s aiWARE platform on Oracle Cloud Infrastructure (OCI), enhancing scalability and security for enterprise AI solutions. The deal includes financial incentives for cost-efficient cloud infrastructure scaling.
- **Veritone Data Refinery (VDR) Growth**: Secured access to over 50 million hours of datasets through a Q4 transaction, with potential to generate $100+ million in VDR revenue over 3 years. The fixed 50% margin on this data is significantly better than historical margins.
- **Data Marketplace Launch**: Launched Veritone Data Marketplace, a governed platform for monetizing unstructured data, enabling direct transactions between content owners and AI developers. This expands access to datasets for hyperscalers like Google, Amazon, Meta, and Nvidia.
- **Public Sector Expansion**: Public sector revenue grew 68% YoY, driven by high-impact applications (e.g., Veritone iDEMS suite), deployment flexibility (including OCI integration), and open architecture for federal AI initiatives. Won major contracts with U.S. universities, sheriff departments, and international agencies.
- **Broadbean Division Strength**: Despite macro hiring challenges, Broadbean delivered 132 million job engagements and 30,000 monthly HR users. Secured a UK government partnership and 59 new Workday deals, a 30% YoY increase.

**【CFO Financial Commentary】**
- **2026 Revenue Guidance**: Projected revenue of $130-$145 million (47% YoY growth), with 60%-70% public sector growth and VDR contributing the remainder. Non-GAAP net loss expected to improve 54% YoY to $13.5-$22.5 million.
- **Gross Margin Outlook**: 60%-65% gross margins, driven by VDR scale and public sector deals. Focus on converting $50+ million VDR pipeline into recurring revenue.
- **Balance Sheet Improvements**: Retired $14 million in debt, reducing annual interest costs to $800,000. Ended 2025 with $27.7 million cash and $45 million convertible debt.
- **Path to Profitability**: Targeting Q4 2026 profitability, contingent on VDR and public sector revenue ramp. R&D investments in VDR and Marketplace expected to drive long-term growth.


Veritone Inc (VERI) Q4 2025 Earnings Call Transcript

- **Debt-Free Growth**: Retired $77.5M debt, freeing $13M annual interest. $34M cash on hand for 2026 operations.
- **VDR Explosion**: VDR bookings $40M (100% QoQ), driving 200% YoY revenue growth. Secured hyperscaler contracts, CBS expansion.
- **Public Sector Surge**: $218M pipeline (+107% YoY). 82 Q3 contracts despite shutdown; 30% pipeline in international markets.
- **Q4 Guidance**: Revenue $33.4-$39.4M (+63% YoY). Non-GAAP net loss $1.5-$5M (-66% YoY). VDR and Public Sector lead 75%+ Software growth.
- **AI Applications Expansion**: 27 new commercial deals, including ESPN, NCAA. Veritone Redact adds 64-language support, multi-cloud deployment.

**【CEO Summary Section】**
- **Debt Reduction and Financial Strength**: Retired $77.5 million in debt, reducing annual debt service from $14 million to $800,000. Maintained $34 million in unencumbered cash to fund operations through 2026.
- **VDR Growth**: Software Products & Services revenue grew 55% YoY, with VDR bookings up 100% QoQ to $40 million. Excluding Veritone Hire, VDR revenue surged 200% YoY.
- **Partnerships and Expansion**: Secured contracts with major hyperscalers, ESPN, NCAA, and CBS. Public Sector pipeline reached $218 million, up 107% YoY.
- **AI Applications Momentum**: Signed 27 commercial agreements, including CBS Media Ventures, and introduced new Veritone Redact features (AI voice masking, multi-language support).

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Revenue $29.1 million (+32% YoY), Non-GAAP net loss $5.8 million (-48% YoY). Gross margin 70.6%, driven by high-margin VDR and one-time software revenue.
- **Q4 2025 Guidance**: Revenue $33.4-$39.4 million (+63% YoY midpoint), Non-GAAP net loss $1.5-$5 million (-66% YoY). VDR and Public Sector growth expected to drive 75%+ YoY Software Products growth.
- **Liquidity**: Completed $103.8 million equity raise, reducing net debt to $45 million (1.75% convertible notes due 2026).

**【Q&A Key Highlights】**
- **Q4 Revenue Drivers**: VDR deal timing, public sector Fed deal closings, and commercial enterprise expansion. Risks include hyperscaler deal delays and macroeconomic hiring softness.
- **VDR Go-to-Market Strategy**: Doubling sales force to capitalize on $13.5 trillion tokenized asset market. Representing both data suppliers and buyers creates unique competitive advantage.
- **Public Sector Challenges**: Government shutdown delays, but 82 contracts closed in Q3. 30% of pipeline in international markets (UK, EU) offset U.S. delays.
- **Veritone Hire Outlook**: Stable but down 1% YoY. No immediate plans to divest; 73% of ARR from subscription-based SaaS mitigates risk.


Veritone, Inc. (VERI) Q3 2025 Earnings Call Transcript

- **Revenue Acceleration**: Q2 non-Hire software up 45% YoY, with $24M total revenue.
- **VDR Breakthrough**: $20M pipeline, 100% Q1 growth, supplying hyperscalers with multimodal training data.
- **Public Sector Surge**: $189M pipeline, Air Force contract driving 90%+ public sector growth.
- **Financial Strength**: Q3 guidance $28-30M, 32% midpoint growth; $10M cost savings enhance margins.
- **AI Leadership**: aiWARE processes 5T tokens/Q2, positioning for agentic AI and defense contracts.

**【CEO Summary Section】**
- Q2 revenue of $24 million, at the high end of guidance, with 45% YoY growth in non-Hire software revenue.
- VDR pipeline exceeds $20 million, up 100% from Q1, with partnerships with major hyperscalers.
- Public sector pipeline grows to $189 million, driven by a sole-source Air Force contract and 35 new customers.
- Emphasis on aiWARE platform for agentic AI, processing 5 trillion tokens in Q2.
- Cost-saving initiatives reduce expenses by $10 million annually, supporting growth.

**【CFO Financial Commentary】**
- Q2 GAAP net loss: $26.8 million; non-GAAP net loss: $8.7 million, 10% YoY improvement.
- Q3 revenue guidance: $28-30 million (32% midpoint growth), with 45%+ growth in software products.
- VDR gross margins expected to expand in 2026 as scale improves.
- Liquidity enhanced by $10 million equity offering; debt reduced to $128 million.

**【Q&A Highlights】**
- **Pipeline Confidence**: 90%+ of Q3 guidance already contracted, with VDR and Air Force deals driving visibility.
- **Public Sector Differentiation**: aiWARE's model-agnostic, multi-cloud deployment suits government security needs.
- **VDR Growth**: $20 million near-term pipeline, with 50%+ YoY growth expected; no single customer concentration.
- **Financial Outlook**: 2025 revenue $108-115 million (20% YoY growth), non-GAAP net loss $25-30 million (33% improvement).

Veritone, Inc. (VERI) Q2 2025 Earnings Call Transcript

- **VDR Breakthrough**: Pipeline doubles to $10 million in Q1, with 2025 target of $5-10 million in deals.
- **Public Sector Surge**: $110 million pipeline, 100-150% YoY growth expected in FY2025.
- **Q1 Financials**: Revenue $22.5M (-7% YoY), non-GAAP loss $11.1M, cash $16.4M post-equity raise.
- **H2 Confidence**: Public sector and VDR driving $104-115M FY2025 revenue (+18% YoY).

**【CEO Summary Section】**
- Q1 2025 revenue of $22.5 million reflects 7% year-over-year decline, driven by delays in public sector deals but offset by VDR growth.
- Secured over 100 new contracts across media (e.g., World Athletics, Cox Media Group) and public safety (e.g., Fresno Police, Department of Justice).
- VDR pipeline doubled to $10 million in Q1, with 2025 target of $5-10 million in deals.
- Public sector pipeline exceeds $110 million, with 100-150% YoY growth expected in FY2025.
- Media services penetration in existing customers <5%, with $1 billion annual spend opportunity.
- Workday partnership driving new Veritone Hire clients.

**【CFO Financial Commentary】**
- Q1 GAAP net loss of $19.9 million (-24% YoY) due to lower gross profit and one-time earn-out benefit.
- Non-GAAP net loss of $11.1 million, with cash balance of $16.4 million post-$20.3 million equity raise.
- Q2 2025 revenue guidance: $23-25 million (vs. $24.1 million Q2 2024), with public sector growth offsetting managed services decline.
- FY2025 revenue guidance: $104-115 million (+18% YoY midpoint), driven by public sector and VDR.
- Non-GAAP gross margin expected 65-70% in Q2, improving to 73%+ with scale.

**【Q&A Highlights】**
- Public sector deals expected to close in Q2/Q3, with DoD contracts already in final stages.
- VDR margins to improve as content licensing volumes increase.
- Veritone Hire targeting 3-pronged growth: partner expansion (e.g., Workday), media services share of wallet, and algorithm optimization.
- $30 million available under $35 million ATM to support liquidity.

Veritone (VERI)-8 May 25-2025 Q1 Earnings call transcript

- **Public Sector Surge**: 100%-150% YoY growth expected in 2025, fueled by $110M pipeline for iDEMS in law enforcement and federal agencies.
- **VDR Breakthrough**: Generated $0.7M in Q4 2024, with $5M+ pipeline; margins to improve as hyperscaler partnerships scale.
- **Breakeven Vision**: Targeting cash breakeven by late 2026, backed by subscription-based ARR growth to 81%.
- **Risk Mitigation**: Diversified customer base (no >5% revenue concentration) and $18M earnout from media agency sale.


**【CEO Summary Section】**
- **Revenue Performance**: Q4 2024 revenue of $22.4 million reflects a strategic shift away from legacy media operations, with 81% of ARR now from subscription-based customers. Public sector revenue is expected to grow 100%-150% YoY in 2025.
- **AI Solutions Growth**: Launch of Veritone Data Refinery (VDR) in Q4 2024 generated $0.7 million in revenue, with a pipeline exceeding $5 million. VDR is already working with leading hyperscalers and AI model developers.
- **Public Sector Expansion**: iDEMS digital evidence management system achieved $110 million in pipeline, with wins in U.S. federal agencies and international law enforcement. Federal contracts include Tradewinds Marketplace listings for AI tools.
- **Customer Diversification**: No single customer accounts for >5% of revenue, reducing concentration risk. Total customers reached 3,237, up 6% YoY in public sector.

**【CFO Financial Commentary】**
- **2024 Financials**: Full year revenue $92.6 million (-7% YoY), driven by $7.4 million decline in commercial enterprise. Non-GAAP net loss $48.8 million (-11% YoY) due to cost reductions.
- **2025 Guidance**: Revenue $107-$122 million (+24% YoY midpoint), non-GAAP net loss $27-$17 million (-46% YoY). Public sector to drive 100%-150% YoY growth, VDR margins expected to improve.
- **Balance Sheet**: Post-divestiture cash of $17.3 million (pre-Jan 2025 raise). Debt reduced to $132.6 million, with focus on further balance sheet optimization.

**【Q&A Key Takeaways】**
- **Consumption Headwinds**: Q1 2025 marks end of Amazon-related revenue comparisons, with VDR and public sector driving growth.
- **Government Contracts**: Federal budget changes not impacting 2025 deployments, with DoD contracts using approved 2025 funds.
- **Breakeven Outlook**: Cash operating breakeven expected by late 2026, driven by scaling VDR and public sector margins.
- **Upsell Potential**: New VDR customers likely to generate multiple SOWs over 2025-2026, similar to Shutterstock-style AI asset monetization.


Actual											-0.25	-0.21	-0.15	-0.14	-0.12	-0.12	-0.07	0.49	-0.15	-0.2	-0.16	0.05	-0.26	-0.35	-0.21	-0.16	-0.2	-0.18	-0.19	-0.2025	-0.2445	-0.1756	-0.0854	-0.12
Forecast											-0.29	-0.226	-0.2	-0.146	-0.14	-0.142	-0.114	0.205	-0.0987	-0.0913	-0.1806	0.0706	-0.2416	-0.2591	-0.1812	-0.1485	-0.2	-0.15	-0.1585	-0.2239	-0.1977	-0.1821	-0.1316	-0.0931
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+13.79%	+7.08%	+25.00%	+4.11%	+14.29%	+15.49%	+38.60%	+139.02%	-51.98%	-119.06%	+11.41%	-29.18%	-7.62%	-35.08%	-15.89%	-7.74%	0.00%	-20.00%	-19.87%	+9.56%	-23.67%	+3.57%	+35.11%	-28.89%

VERI

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VERI Q4 2025 Earnings

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VERI

VERI fundamentals

VERI Q4 2025 Earnings

Earnings Call

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