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?

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

Did Veritone beat or miss consensus estimates last quarter?

What is the market's earnings forecast for Veritone next quarter?

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

What does Veritone do and what are its main business segments?

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

- **Revenue Surge**: Q3 2025 revenue up 32% YoY to $29.1 million, driven by 55% growth in AI-driven software products.
- **Debt Restructuring**: Annual debt service reduced by 94% to $0.8 million via $77.5 million debt payoff.
- **VDR Momentum**: $40 million+ pipeline, 100%+ QoQ growth, targeting all major hyperscalers by end-2025.
- **Profitability Path**: 2026 profitability goal with Q4 non-GAAP net loss of $1.5-$5 million (66% YoY improvement).
- **Market Leadership**: Unique position as both data supplier and buyer, generating 100+ trillion tokens annually.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue of $29.1 million, up 32% YoY, driven by 55% growth in software products and services (excluding Veritone Hire). VDR bookings exceeded $40 million, up 100% QoQ.
- **Balance Sheet Strength**: Retired $3.6 million term debt and repurchased 50% of convertible debt, reducing annual debt service from $14 million to $0.8 million.
- **Strategic Focus**: AIware platform generates 100+ trillion tokens annually. VDR monetizes unstructured data for hyperscalers, with pipeline spanning $13.5T global tokenized asset market by 2030.
- **Market Expansion**: Signed 27 new commercial agreements (e.g., CBS, ESPN), 82 public sector contracts, and 30 new agencies. International pipeline exceeds $28 million.

**【CFO Financial Commentary】**
- **Q3 Financials**: Non-GAAP net loss of $5.8 million (50% improvement YoY). GAAP gross profit $18.7 million (30% YoY growth). VDR gross margins ~40%, offsetting one-time high-margin software revenue.
- **Liquidity**: Post-debt payoff, cash of $34 million supports 12-month operations. Q4 2025 revenue guidance: $33.4-$39.4 million (63% YoY growth at midpoint).
- **Future Outlook**: 2026 profitability target. Q4 non-GAAP net loss projected at $1.5-$5 million (66% YoY improvement). FY2025 revenue guidance: $109-$115 million (22% YoY growth).

**【Q&A Highlights】**
- **Q4 Revenue Drivers**: VDR pipeline growth, public sector deal timing, and federal shutdown impact. CEO confident in hitting high end of guidance.
- **VDR Go-To-Market**: Expanding sales force to target both buy-side (hyperscalers) and sell-side (content providers). 100%+ growth in VDR bookings QoQ.
- **Public Sector Challenges**: Federal shutdown delays, but non-federal public sector growth offsetting. Q4 public sector revenue expected +50% YoY.
- **Veritone Hire Strategy**: Stable cash flow contributor; no immediate changes planned despite macro hiring softness.
- **2026 Seasonality**: Expect continued VDR and public sector growth, with potential for front-loaded revenue due to large deal timing.

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.


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