SoundHound AI, Inc.

Report azionario NasdaqGM:SOUN

Capitalizzazione di mercato: US$3.9b

SoundHound AI Gestione

Criteri Gestione verificati 3/4

SoundHound AI Il CEO è Keyvan Mohajer, nominato in Apr2022, e ha un mandato di 4.08 anni. la retribuzione annua totale è $ 9.33M, composta da 5.9% di stipendio e 94.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.45% delle azioni della società, per un valore di $ 134.42M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.2 anni e 4.1 anni.

Informazioni chiave

Keyvan Mohajer

Amministratore delegato

US$9.3m

Compenso totale

Percentuale dello stipendio del CEO5.86%
Mandato del CEO4.1yrs
Proprietà del CEO3.5%
Durata media del management3.2yrs
Durata media del Consiglio di amministrazione4.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Nuova analisi May 05

Orchestrating the Agentic Revolution: SoundHound AI’s Integration of Amelia 7, Vision AI, and Real-Time Transactional Voice Commerce

SoundHound AI, Inc. (SOUN), a global leader in voice and conversational AI, is scheduled to report its Q1 fiscal 2026 financial results on May 7, 2026 , after the market closes.
Aggiornamento dell'analisi Apr 29

SOUN: Expanding Agentic AI Partnerships Across Retail And Telecom Will Drive Upside

Analysts now maintain their $20.00 price target for SoundHound AI, broadly in line with previous views, citing only small adjustments to modeled revenue growth, profit margins and long-term P/E assumptions rather than any major change in the overall outlook. What's in the News Renews and expands long-standing partnership with Casey’s, where AI-powered ordering agents have handled more than 21 million guest interactions and are deployed across over 2,600 locations, supporting food orders and store inquiries at scale (Client Announcements).
Aggiornamento dell'analisi Apr 26

SOUNDHOUND AI REPORTS STRONG Q3 2025 REVENUE GROWTH WITH EXPANSION IN ENTERPRISE VOICE AI AND AGENTIC+ PLATFORM

Executive Summary Analyst: Qudus Adebara (Head of Equity, Wane Trading Club) SoundHound AI, Inc. (SOUN) delivered strong top-line growth for the third quarter ended September 30, 2025, with revenue of $42.0 million, up 68% year-over-year, driven by broad enterprise adoption, strategic acquisitions, and expansion across vertical markets including automotive, healthcare, finance, and retail.
Aggiornamento dell'analisi Apr 15

SOUN: Future Upside Will Rely On Scaling Agentic Edge AI Partnerships

Analysts have maintained their $14.63 price target on SoundHound AI, making only minor adjustments to assumptions such as discount rate, long-term revenue growth, profit margin and future P/E. These changes serve to reaffirm their existing view rather than alter it.
Seeking Alpha Apr 07

SoundHound AI: Path To Profitability (Rating Upgrade)

Summary SoundHound AI (SOUN) is upgraded to Strong Buy, driven by robust agentic AI growth and a major profitability inflection in Q4 2025. SOUN achieved nearly 100% revenue growth in FY 2025, signed over 100 new customer deals, and posted a GAAP net profit of $40.1M in Q4'25. SoundHound AI is growing in new service sectors -- such as healthcare and financial services -- creating a catalyst for gross profit margin expansion in 2026. Shares now trade at a 10.0X forward P/S, below the 3-year average of 14.0X, creating a compelling entry point amid sector sentiment reset. Despite decelerating growth guidance for FY 2026, SoundHound AI's expanding industry footprint and improving margins underpin a strong long-term investment case. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 01

SOUN: Agentic AI Rollout Across Retail And Enterprise Will Drive Upside

Analysts now set a lower price target for SoundHound AI at $20.00, down from $24.01. This change reflects updated views on the discount rate, revenue growth, profit margin, and a higher future P/E assumption.
Aggiornamento dell'analisi Mar 18

SOUN: Future Upside Will Depend On Scaling Agentic Edge AI Deployments

Analysts now hold SoundHound AI's fair value steady at $14.63 while slightly adjusting key inputs such as discount rate, profit margin, and future P/E. This reflects fine tuning of their assumptions rather than a major shift in outlook.
Aggiornamento dell'analisi Mar 03

SOUN: Future Upside Will Rely On Scaling Agentic Voice Commerce Platform

Analysts have trimmed their 12 month price target on SoundHound AI from about $16.31 to $14.63. This reflects updated views on revenue growth assumptions, profit margins, and a higher future P/E multiple.
Aggiornamento dell'analisi Feb 17

SOUN: Future Upside Will Depend On Expanding Agentic Voice Commerce Platform

Analysts have maintained their fair value estimate for SoundHound AI at $16.31, while modestly adjusting key inputs such as the discount rate, profit margin outlook, and a very high future P/E assumption. Together, these changes reflect updated views on the balance between growth potential and profitability risk.
Articolo di analisi Feb 09

With A 27% Price Drop For SoundHound AI, Inc. (NASDAQ:SOUN) You'll Still Get What You Pay For

Unfortunately for some shareholders, the SoundHound AI, Inc. ( NASDAQ:SOUN ) share price has dived 27% in the last...
Aggiornamento dell'analisi Feb 03

SOUN: APAC IoT Contract Will Drive Future Upside Potential

Analysts have raised their price target on SoundHound AI from US$12 to US$15, citing slightly better than expected quarterly results, a major IoT contract that indicates growing traction in APAC, and updated assumptions for fair value, revenue growth, profit margin, discount rate, and future P/E. Analyst Commentary While the higher price target to US$15 reflects updated assumptions, some research commentary still sounds careful about how the story develops from here.
Aggiornamento dell'analisi Jan 20

SOUN: Future Upside Will Depend On Large IoT Win In APAC

Analysts now see slightly less upside for SoundHound AI, trimming their fair value estimate from $17.19 to $16.31. They point to the recent Street price target increase to $15, interest in the large IoT win, traction in APAC, and the adjusted Q4 guidance as key drivers of their updated view.
Aggiornamento dell'analisi Jan 06

SOUN: Future Upside Will Hinge On Expanding IoT Traction In APAC

Analysts have nudged their fair value estimate for SoundHound AI higher from US$16.94 to US$17.19 after a Street price target move to US$15, citing slightly better than expected quarterly results and emerging IoT traction in APAC, even as the Q4 organic outlook was tempered. Analyst Commentary Bullish Takeaways Bullish analysts view the higher fair value estimate and the Street price target move to US$15 as consistent with slightly better than expected quarterly execution.
Aggiornamento dell'analisi Dec 14

SOUN Will Benefit From Expanding APAC IoT Deals And Automotive Integrations

Analysts have lifted their fair value estimate for SoundHound AI from about $18.00 to roughly $24.01 per share, citing slightly better than expected quarterly results and growing IoT traction in APAC despite a softer Q4 organic outlook. Analyst Commentary Bullish analysts are responding positively to SoundHound AI's latest quarterly report, highlighting improving fundamentals and a clearer path to monetization across connected devices.
Aggiornamento dell'analisi Nov 29

SOUN: Future Returns Will Depend On Expanding IoT Partnerships In Asia-Pacific

Analysts have raised their price target for SoundHound AI from $12 to $15 per share, citing stronger-than-expected quarterly results and notable progress with recent IoT partnerships. However, organic guidance for the next quarter was somewhat tempered.
Aggiornamento dell'analisi Nov 15

SOUN: Future Gains Will Stem From Expanding Asia-Pacific Customer Wins

Analysts have modestly raised their price target for SoundHound AI from $16.56 to $16.94. They cite recent better-than-expected results and notable international customer wins as key drivers behind the update.
Articolo di analisi Nov 13

SoundHound AI, Inc.'s (NASDAQ:SOUN) 31% Cheaper Price Remains In Tune With Revenues

SoundHound AI, Inc. ( NASDAQ:SOUN ) shareholders won't be pleased to see that the share price has had a very rough...
Aggiornamento dell'analisi Nov 01

SOUN: Enterprise Partnerships And AI Integration Will Drive Sector Transformation

Analysts have maintained their price target for SoundHound AI at $16.56, citing only minor adjustments to margin and discount rate assumptions, which do not impact the overall fair value estimate. What's in the News SoundHound AI announced a partnership with Telarus to bring its Amelia 7 AI Agent and Autonomics platforms to thousands of enterprise customers.
Aggiornamento dell'analisi Oct 18

Voice And AI Interfaces Will Transform Industries

Analysts have raised their price target for SoundHound AI from $15.56 to $16.56 per share, citing slight improvements in profit margin outlook and a reduced discount rate as key factors in the updated valuation. What's in the News SoundHound AI and Apivia Courtage expand their partnership by deploying Amelia 7 AI agents at Apivia's contact centers.
Aggiornamento dell'analisi Oct 04

Voice And AI Interfaces Will Transform Industries

Analysts have slightly raised their price target for SoundHound AI from $15.31 to $15.56, reflecting updated financial metrics and recent neutral sentiment in the latest research coverage. Analyst Commentary Bullish Takeaways Bullish analysts point to SoundHound AI's robust revenue growth and ongoing expansion into new markets, which they view as supportive of a higher valuation.
Aggiornamento dell'analisi Sep 10

Voice And AI Interfaces Will Transform Industries

The upward revision in SoundHound AI's consensus price target reflects higher future P/E expectations despite a modest decline in net profit margin, raising fair value from $14.50 to $15.31. What's in the News SoundHound AI announced a partnership with Primary Health Solutions to deploy a multilingual, HIPAA-compliant conversational AI platform, “Denise,” for patient engagement, targeting improved scheduling, call center efficiencies, and future proactive outreach.
Articolo di analisi Sep 06

Revenues Tell The Story For SoundHound AI, Inc. (NASDAQ:SOUN) As Its Stock Soars 32%

SoundHound AI, Inc. ( NASDAQ:SOUN ) shares have continued their recent momentum with a 32% gain in the last month...
Aggiornamento dell'analisi Aug 23

Integration Of Polaris Will Consolidate Leadership In Voice AI Market

SoundHound AI's higher consensus price target reflects increased growth expectations, as evidenced by a rising future P/E, despite a marginal dip in net profit margin, lifting fair value from $12.44 to $14.50. What's in the News SoundHound AI launched Vision AI, integrating advanced visual understanding with its voice-first platform to enable context-aware, multi-modal enterprise applications across automotive, retail, industrial, and mobile environments.
Aggiornamento dell'analisi Aug 08

Integration Of Polaris Will Consolidate Leadership In Voice AI Market

Despite a notable decline in consensus revenue growth forecasts, analysts have modestly raised their fair value estimate for SoundHound AI, with the price target increasing from $11.81 to $12.44. What's in the News SoundHound AI launched Vision AI, integrating visual perception and voice capabilities for context-aware, real-time enterprise applications across automotive, retail, industrial, and mobile environments.
Articolo di analisi Jul 09

Market Participants Recognise SoundHound AI, Inc.'s (NASDAQ:SOUN) Revenues Pushing Shares 26% Higher

SoundHound AI, Inc. ( NASDAQ:SOUN ) shares have continued their recent momentum with a 26% gain in the last month...
Seeking Alpha Apr 28

From Growth Darling To A Cautionary Stock: Reasons To Sell SoundHound AI Now

Summary I first issued a sell call on SoundHound AI on January 3, 2025 due to unsustainable valuation and negative free cash flow; the stock is down 60% YTD. Despite strong Q4 2024 earnings, investor sentiment remains poor due to a worsening economy and investor worry over the company's ability to achieve its profitability goals. SoundHound's acquisitions of SYNQ3 and Amelia have complicated accounting, raising risks and potential for significant charges affecting financial results. Valuation concerns persist with a high P/S ratio and forward EV-to-Sales, suggesting the market may overvalue SoundHound amid economic uncertainty. Read the full article on Seeking Alpha
Seeking Alpha Apr 21

SoundHound AI: A Near-Term Bottom May Be Approaching, But Watch For End Market Weakness (Rating Upgrade)

Summary SoundHound's stock has plunged over 60% since January, prompting me to upgrade the stock to a neutral rating due to its substantial decline and ongoing growth. Positives include SoundHound's early leadership in voice-enabled AI, impressive blue-chip client roster, and a vast $140 billion market opportunity. Concerns include tariff threats in key end markets, a distracting shareholder lawsuit, and a still-premium valuation at 17.5x EV/FY25 revenue despite the recent crash. SoundHound's Q4 revenue doubled, beating expectations, but future growth is uncertain with back-end loaded demand and a possible slowdown in bookings from the restaurant and auto client segments. Read the full article on Seeking Alpha
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Nuova analisi Mar 20

Integration Of Polaris Will Consolidate Leadership In Voice AI Market

Expansion into voice commerce and innovative AI solutions aims to boost revenue through new partnerships and higher royalties, driving growth and profitability.
Seeking Alpha Mar 18

SoundHound AI: High Growth, High Potential, High Risk

Summary SoundHound AI is growing nicely but remains highly overvalued, with a price-to-sales ratio of 40x, far above the sector median of 3x. Despite expanding partnerships in automotive and restaurants, profitability remains a concern, with a $350M net loss in 2024 and aggressive shareholder dilution of 54.7%. Strong momentum and excitement around the AI sector have kept SOUN’s valuation high. But, if the stock drops to a more reasonable 10x-15x P/S, it could be a better buying point. Given the high valuation, cash burn, and dilution risks, I rate SOUN as a hold, waiting for a more attractive valuation before re-entering. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

SoundHound AI: Red Flags Mount

Summary SoundHound AI, Inc.'s inflated sales growth and delayed 10-K filing raise red flags, with pro forma revenues showing a decline, questioning the company's organic growth story. The voice AI company's unaudited Q4 results show a worsening EBITDA loss, highlighting the negative impact of acquisitions like Amelia Systems on the bottom line. The stock's valuation is extreme, trading at ~25x 2025 revenue estimates, despite the promise of only 20% pro forma growth, leaving a true value close to only $4. Read the full article on Seeking Alpha
Articolo di analisi Feb 26

The Price Is Right For SoundHound AI, Inc. (NASDAQ:SOUN) Even After Diving 37%

SoundHound AI, Inc. ( NASDAQ:SOUN ) shares have retraced a considerable 37% in the last month, reversing a fair amount...
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Nuova analisi Feb 18

SoundHound’s Moat And Diversified Revenue Strategy Make It A Voice AI Leader

SoundHound has developed over two decades of moat in an industry that just started getting traction.
Seeking Alpha Feb 17

SoundHound AI: The Bubble Is Bursting

Summary Nvidia's exit from SoundHound AI has led to significant downward pressure on the stock, which remains overvalued despite recent declines. I maintain a 'sell' rating on SoundHound AI due to its excessive valuation, even after a 28% drop on Friday. SoundHound AI's upcoming Q4 earnings report may not be enough to change investor sentiment, despite the company's growth in non-automotive sectors. The AI software company also needs to prove that it can maintain its rapid pace of top line growth while improving its EBITDA profile. The biggest risks for SoundHound AI are its high revenue multiplier and potential continued investor exodus following Nvidia's stake sale. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

SoundHound: Revenue Growth Deterioration May Spoil Everything

Summary The rally in SOUN stock we saw over the past 12 months looks massive, but it's likely overdone as fundamentals are taken into account. SoundHound's revenue growth deterioration is evident from the Wall Street consensus for FY2026, with extreme valuations raising concerns about future returns. Against the backdrop of falling revenue growth rates, SOUN is unlikely to expedite its break-even estimates, which is a red sign as well. SOUN is already valued at over 50% of today's TAM (my calculations here are based on Coherent Insights data) as if it's an oligopolist in its niche. Trading at 24-25x FY2026 sales when SOUN's revenue growth rate is projected to accelerate dramatically, I don't see a nice risk/reward here for an upgrade. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

SoundHound AI: Overvaluation And Mixed Technicals Make Stock A Sell

Summary SoundHound AI, Inc. is rated a sell due to neutral technicals and an overvalued P/S ratio despite strong recent earnings and promising business updates. The stock's chart shows no clear trend, with mixed signals from moving averages and indicators, suggesting uncertainty and indecisiveness in its future direction. SOUN's fundamentals are strong, with significant revenue growth and narrowed net losses, but the valuation is excessively high, pricing in too much good news. Investors should be cautious as the current P/S ratio is detached from revenue growth and significantly above the sector median, indicating overvaluation. Read the full article on Seeking Alpha
Seeking Alpha Jan 17

SoundHound AI: Sell At This Over Bloated Valuation (Rating Downgrade)

Summary SoundHound's stock has seen a significant decline in early 2025, dropping nearly 40% since January, signaling potential overvaluation driven by AI hype. The company's growth rate is currently boosted by its recent acquisition of Amelia, which it will lap midway through next year. The acquisition also caused SoundHound's gross margins to falter, while adjusted EBITDA losses are doubling y/y. Lock in gains with SoundHound's stock trading at near ~30x forward revenue, and wait for share prices to come down further before buying back in. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

SoundHound AI: Be Fearful When Others Are Greedy (Rating Downgrade)

Summary SoundHound AI has seen rapid growth, but trades at an unsustainable valuation of nearly 47X forward revenues. Despite 89% Y/Y top line growth in Q3'24 and penetration of non-Automotive sectors, the valuation is detached from fundamentals, in my opinion. The valuation of SoundHound AI shows signs of a bubble, with high price-to-revenue ratios and surging investor enthusiasm. Investors should be cautious; while SOUN's growth is robust, the company has only a low revenue volume and no profits yet. Read the full article on Seeking Alpha
Seeking Alpha Dec 28

SoundHound AI: Uncertainty Has Not Yet Been Tuned

Summary SoundHound AI's Q3 2024 results exceeded expectations, driving a 208% stock price surge, but profitability remains uncertain despite promising market potential. The company targets a vast market, including quick-service restaurants and EV manufacturers, with significant growth potential in voice interaction technology. Despite impressive revenue growth, SoundHound AI faces risks from Big Tech competition and achieving projected margins, with a 57% chance of exceeding the current stock price. Management aims for positive Adjusted EBITDA by 2025, but cash flow generation is expected only by 2029, posing dilution risks. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

SoundHound Speaks Volumes But I'm Not All In

Summary SoundHound AI, Inc. has shown impressive gains, but distinguishing between sustainable momentum and hype is crucial for investors. The company’s voice AI technology is widely adopted across industries, including automotive, IoT, and restaurants, with significant revenue potential. Despite strong revenue growth, SoundHound faces high operating losses, heavy equity financing, and resource constraints, raising concerns about its valuation. I recommend holding off on buying more shares until SoundHound demonstrates profitability and better execution to justify its steep valuation. Read the full article on Seeking Alpha
Seeking Alpha Nov 25

SoundHound AI: When Growth Comes At A Cost

Summary SOUN holds a net cash position of just under $100 million, which is less than 3% of its market cap. The company is burning through approximately $150 million of free cash flow per year, necessitating capital raising within the next twelve months. Share count has risen by 80% since 2023, indicating a management trend of diluting shareholders. At 15x forward sales, the stock's valuation seems rich, especially given its delayed path to free cash flow positivity. Read the full article on Seeking Alpha
Articolo di analisi Nov 15

SoundHound AI, Inc. (NASDAQ:SOUN) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

As you might know, SoundHound AI, Inc. ( NASDAQ:SOUN ) just kicked off its latest quarterly results with some very...
Seeking Alpha Nov 13

SoundHound Q3: Switching Growth Lanes On AI Subscriptions

Summary SoundHound AI's Q3 revenue hit a record $89 million, driven by robust AI spending and successful acquisitions boosting subscription revenue. I am now bullish on SoundHound, upgrading it to a Buy rating due to promising results and strong subscription growth. Despite gross margin declines, SoundHound aims for adjusted EBITDA profitability by 2025 through cost synergies and backend tech integrations. SoundHound's 2025 revenue outlook of $160 million highlights its growth potential, making it an undervalued investment opportunity. Read the full article on Seeking Alpha
Articolo di analisi Nov 09

SoundHound AI, Inc.'s (NASDAQ:SOUN) 49% Jump Shows Its Popularity With Investors

The SoundHound AI, Inc. ( NASDAQ:SOUN ) share price has done very well over the last month, posting an excellent gain...
Seeking Alpha Oct 10

SoundHound: Amelia Integration Will Weigh On The Share Price

Summary The SOUN stock hasn't progressed over the past 6 months and has underperformed growth stocks from the Russell 2000. SoundHound's acquisition of Amelia pushes back the landmark of EBITDA profitability, but also enhances its positioning in quite a few ways. Forward valuations are not prohibitive, but we prefer to reiterate our HOLD rating on the stock. Read the full article on Seeking Alpha
Seeking Alpha Sep 03

SoundHound: AI Spending Momentarily Sobering Up

Summary AI spending is under review, with many GenAI projects facing potential cancellation due to unsustainable ROI, impacting companies like SoundHound. SoundHound's strategic partnerships and acquisitions have driven significant growth, particularly in the automotive and digital ordering markets. Despite impressive growth and strategic acquisitions, near-term pressures and IT budget reallocations warrant a Hold rating for SoundHound. Valuations suggest cautious upside in 2024, with SoundHound expected to grow sales by 80-90%, but risks and challenges remain. Read the full article on Seeking Alpha
Articolo di analisi Aug 20

News Flash: Analysts Just Made A Substantial Upgrade To Their SoundHound AI, Inc. (NASDAQ:SOUN) Forecasts

SoundHound AI, Inc. ( NASDAQ:SOUN ) shareholders will have a reason to smile today, with the analysts making...
Articolo di analisi Aug 10

Why Investors Shouldn't Be Surprised By SoundHound AI, Inc.'s (NASDAQ:SOUN) P/S

You may think that with a price-to-sales (or "P/S") ratio of 30.5x SoundHound AI, Inc. ( NASDAQ:SOUN ) is a stock to...
Seeking Alpha Aug 09

SoundHound AI: Not Impressed By Amelia Deal

Summary SoundHound AI reported unimpressive results with minimal revenues, despite the hype surrounding automotive and restaurant AI voice deals. The acquisition of Amelia raises concerns due to its low valuation, debt assumption, and potential limited growth, distracting from existing opportunities. The stock will still trade at 12x 2025 sales targets, while Amelia will cut organic growth rates. Read the full article on Seeking Alpha
Seeking Alpha Aug 02

The Voice AI Market Could Be Worth $100 Billion, Pay Up For SoundHound AI

Summary SoundHound AI is an intriguing stock that has been making waves as of late. The company is a frontrunner in the Voice AI market, with a valuable product platform that could transform a number of different industries. Growth has been strong, margins have been stable, and the company continues to win new business. Despite the expensive-looking valuation, the company's growth trajectory makes it an attractive long-term investment opportunity. We rate SOUN a 'Buy'. Read the full article on Seeking Alpha
Seeking Alpha Jul 11

SoundHound AI: Still Frothy

Summary SoundHound AI's stock bounced, seemingly due to its relationship with Stellantis expanding. Demand for AI solutions remains elevated, but SoundHound's organic growth is only modest. SoundHound's valuation is high, particularly given uncertainty about the company's long-term competitive positioning. Valuation is unlikely to matter while the AI bubble continues to inflate and SoundHound announces new deals. Read the full article on Seeking Alpha
Seeking Alpha Jul 01

SoundHound: A Strong, But Expensive AI Voice Play

Summary SoundHound AI focuses on the enterprise market with its conversational AI platform. The company is seeing strong revenue growth, but is also generating high losses. SoundHound AI has guided for positive adjusted EBITDA in FY 2025. Shares are not cheap, however, as they trade at 12.5X forward revenues. Read the full article on Seeking Alpha
Seeking Alpha Jun 23

SoundHound: The Valuation Is Not Sound

Summary Nvidia's investment in SoundHound caused a massive rally, and there are indeed some positives like strong revenue growth in relative terms and early trends suggesting robust operating leverage. On the other hand, if we add industry size to the conversation, it turns out that SOUN's footprint in the industry is almost invisible. The industry is expected to compound with a massive 30% CAGR over the next decade, but SOUN's tiny CAPEX spending suggests that there are almost no barriers to join competition. The multitude of risks and uncertainties outweigh the positives, rendering the current $1.3 billion market cap irrelevant. Read the full article on Seeking Alpha
Seeking Alpha Jun 01

Robust SaaS Growth At SoundHound AI, But Risky Customer Concentration

Summary SOUN continues to underperform the wider market, with the stock retesting its previous support levels and massively shorted, implying near-term volatility. While the SaaS company has reported robust top line and backlog growth, its profit margins have been impacted by the recent SYNQ3 acquisition. Readers must also note that two customers comprise 48% of its FQ1'24 top-line, with the high concentration being highly risky in the event of non-contract renewal. SOUN continues to trade at a notable premium compared to its peers as well, offering interested investors with a minimal margin of safety. Read the full article on Seeking Alpha
Seeking Alpha May 10

SoundHound AI: Don't Chase AI Hype Following Q1 Earnings

Summary SoundHound AI reported 73% sales growth in Q1, boosted by an acquisition. The company doesn't provide enough clarity on the restaurant voice AI ordering opportunity, and the large cumulative backlog doesn't amount to large annual revenues. SOUN stock valuation is too high at 17x 2025 sales targets, making it an unattractive investment. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Keyvan Mohajer rispetto agli utili di SoundHound AI?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$9mUS$546k

-US$14m

Sep 30 2025n/an/a

-US$313m

Jun 30 2025n/an/a

-US$225m

Mar 31 2025n/an/a

-US$189m

Dec 31 2024US$8mUS$485k

-US$351m

Sep 30 2024n/an/a

-US$111m

Jun 30 2024n/an/a

-US$110m

Mar 31 2024n/an/a

-US$97m

Dec 31 2023US$2mUS$422k

-US$92m

Sep 30 2023n/an/a

-US$104m

Jun 30 2023n/an/a

-US$113m

Mar 31 2023n/an/a

-US$120m

Dec 31 2022US$11mUS$381k

-US$117m

Sep 30 2022n/an/a

-US$108m

Jun 30 2022n/an/a

-US$101m

Mar 31 2022n/an/a

-US$85m

Dec 31 2021US$260kUS$260k

-US$80m

Compensazione vs Mercato: La retribuzione totale di Keyvan ($USD 9.33M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 7.18M ).

Compensazione vs guadagni: La retribuzione di Keyvan è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Keyvan Mohajer (46 yo)

4.1yrs
Mandato
US$9,326,833
Compensazione

Dr. Keyvan Mohajer is Co-Founder, CEO, President & Director of SoundHound AI, Inc. since April 2022. Dr. Mohajer has served as the Chief Executive Officer and a member of the Board of Directors of SoundHou...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Keyvan Mohajer
Co-Founder4.1yrsUS$9.33m3.45%
$ 134.4m
James Hom
Co-Founderless than a yearUS$2.96m0.51%
$ 19.7m
Seyed Emami
Co-Founder21.3yrsUS$2.96m3.91%
$ 152.2m
Michael Zagorsek
Chief Operating Officer4.1yrsUS$5.10m0.22%
$ 8.7m
Timothy Stonehocker
Chief Technology Officer4.1yrsUS$2.30m0%
$ 0
Shawnna DelHierro
Senior VP & Chief Information Officer1.2yrsNessun datoNessun dato
Scott Smith
Head of Investor Relationsno dataNessun datoNessun dato
Warren Heit
Senior VP of Legal & General Counsel4.1yrsNessun datoNessun dato
Amir Arbabi
Senior Vice President of Business Developmentno dataNessun datoNessun dato
Steve Bigari
Executive Vice President of AI for Restaurants2.2yrsNessun datoNessun dato
Ben Bellettini
Senior Vice President of Sales of Restaurants2.3yrsNessun datoNessun dato
Michael Anderson
Executive Vice President of AI for Enterprise for Amelia BU1.6yrsNessun datoNessun dato
3.2yrs
Durata media
46.5yo
Età media

Gestione esperta: Il team dirigenziale di SOUN è considerato esperto (durata media dell'incarico 3.2 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Keyvan Mohajer
Co-Founder4.1yrsUS$9.33m3.45%
$ 134.4m
James Hom
Co-Founder4.1yrsUS$2.96m0.51%
$ 19.7m
Lawrence Marcus
Independent Director4.1yrsUS$238.47k0.046%
$ 1.8m
Eric R. Ball
Independent Director5.2yrsUS$237.57k0.11%
$ 4.2m
Diana Sroka
Independent Director4.1yrsUS$216.47k0.034%
$ 1.3m
4.1yrs
Durata media
51yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SOUN sono considerati esperti (durata media dell'incarico 4.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 08:00
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SoundHound AI, Inc. è coperta da 11 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brett KnoblauchCantor Fitzgerald & Co.
Thomas BlakeyCantor Fitzgerald & Co.
Gil LuriaD.A. Davidson & Co.