SoundHound AI, Inc. (SOUN) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -22.22%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced a loss of $0.07, delivering a surprise of 22.22%. Over the last four quarters, the company has s ...

财务数据和关键指标变化 - 第二季度收入同比增长54%,达到1350万美元,连续第四个季度超过1000万美元 [37][43] - 累计订阅和订单积压同比翻倍至7.23亿美元,平均期限略低于7年 [39] - 毛利率为63%,剔除收购影响后为67% [44] - 经营亏损为2200万美元,包括非现金收购相关摊销等影响 [48] - 净亏损为3730万美元,每股亏损0.11美元,调整后每股亏损0.04美元 [50] - 现金余额为2.01亿美元,无未偿债务 [51] 各条业务线数据和关键指标变化 第一业务线(汽车) - 汽车集成业务持续增长,客户数量和单价均有提升,特别是采用生成式AI技术的SoundHound Chat AI带来更高的版税 [18][19] - 已与6个Stellantis品牌(标致、沃克斯豪尔、欧宝、雪铁龙、阿尔法·罗密欧)实现量产 [18] - 与一家美国知名电动车制造商和一家欧洲快速增长的电动车制造商达成新合作 [21][22] 第二业务线(客户服务) - 餐饮行业客户数量持续增长,已签约5家前15大快餐连锁店 [24][28] - 推出的Employee Assist和Dynamic Interaction产品获得多家大型连锁餐厅的采用 [26][27] - 智能答复服务在多个行业获得快速增长,已覆盖数百家门店 [29][30] 第三业务线(语音商务) - 通过收购Allset,公司正在建立语音商务生态系统,为消费者提供在车载、手机和智能设备上通过语音下单的能力 [31][32] 各个市场数据和关键指标变化 - 汽车市场:持续扩大在车载语音助手市场的份额,与更多车企达成合作 [18][20][21][22] - 餐饮行业:快速拓展客户,已覆盖5家前15大快餐连锁店 [24][28] - 其他行业:智能答复服务在个人护理、专业服务、家居服务等多个行业获得快速增长 [29][30] 公司战略和发展方向及行业竞争 - 公司战略是语音驱动的对话式人工智能,通过收购Amelia加强了在客户服务领域的能力和行业覆盖 [11][13][58][59] - 公司在语音AI技术上处于领先地位,能够灵活利用不同的语言模型,持续提升产品性能 [17][45][99] - 在激烈的行业竞争中,公司凭借技术优势和客户服务能力保持领先地位 [103][104][105] 管理层对经营环境和未来前景的评论 - 公司看好语音AI和对话式人机交互的发展前景,认为这是未来人机交互的主要方式之一 [111][112][113] - 管理层对公司的增长前景和盈利能力保持乐观,预计2024年收入将超过8000万美元,2025年将超过1.5亿美元 [53][54][55] 其他重要信息 - 公司宣布收购Amelia,这是一项重要的战略性收购,将大幅提升公司在客户服务领域的能力和行业覆盖 [11][13][39][40][41][42] - 公司未来将继续保持积极的并购策略,以补充和加速实现公司的战略目标 [40][41][42] 问答环节重要的提问和回答 问题1 **Gil Luria 提问** 收购Amelia对公司的业务重点和发展方向有什么影响? [57] **Keyvan Mohajer 回答** 收购Amelia进一步加强了公司在第二业务线(客户服务)的实力,使公司能够更好地覆盖更多行业,如零售、金融服务、保险等 [58][59] 问题2 **Dan Ives 提问** 当前市场环境下进行收购是否合适时机? [67] **Nitesh Sharan 回答** 公司认为当前是进行收购的合适时机,因为市场对公司的技术和解决方案需求旺盛,收购Amelia能够很好地补充和加速公司的战略目标 [108][109][110][111][112][113] 问题3 **Mike Latimore 提问** Amelia的核心技术是什么,与公司现有技术有什么协同? [76] **Keyvan Mohajer 回答** Amelia拥有产品化的全渠道客户服务解决方案,包括语音和文本交互,公司可以利用自身的语音识别等核心技术进行升级和优化,实现协同 [77]

财务状况 - 公司现金及现金等价物达2.002亿美元，较上年末增加1.048亿美元[3] - 公司发行新股筹资2.376亿美元[15] - 公司偿还长期债务1.0554亿美元[15] - 公司经营活动现金流出4.044亿美元[13] - 公司投资活动现金流出4788万美元[14] - 公司融资活动现金流入1.373亿美元[15] 经营业绩 - 公司营收为1.3462亿美元，同比增长54%[8] - 公司研发投入为1.5738亿美元，同比增长34%[8] - 公司总运营费用为3.5447亿美元，同比增长40%[8] - 公司净亏损为7.0331亿美元，同比增加38%[9] 资本变动 - 公司将Series A优先股转换为A类普通股[19] - 公司发行A类普通股以结算与ELOC计划相关的承诺股份[19] - 公司将递延发行成本重新分类至额外实缴资本[19] - 与股权分销协议相关的未付融资成本[19] - 非现金债务折扣[19] - 在应计负债下收购的物业和设备[19] - 收购SYNQ3时发行的A类普通股和递延股权对价的公允价值[19] - 收购SYNQ3时或有赚取对价的公允价值[19] - 收购SYNQ3时或有留置对价的公允价值[19] - 其他收购中递延现金对价的公允价值[19]

The artificial intelligence rally is very hype-driven. However, this innovative software company could help change things. Let's be honest. After the stunning launch of OpenAI's ChatGPT in late 2022, the generative artificial intelligence (AI) industry has been more hype than substance. While hardware makers like Nvidia or Advanced Micro Devices have made tons of money selling the chips needed to run and train these complex algorithms, there have been conspicuously fewer profits on the consumer-facing softw ...

SoundHound AI (SOUN) is scheduled to report its second-quarter 2024 results on Aug 8. The Zacks Consensus Estimate for revenues is currently pegged at $13.01 million, suggesting growth of 48.69% from the year-ago quarter's reported figure. The consensus mark for loss is pegged at 9 cents per share, unchanged over the past 30 days. SOUN reported a loss of 10 cents per share in the year-ago quarter. SOUN's earnings beat the Zacks Consensus Estimate in two of the trailing four quarters, missing once and was in ...

OceanProd/iStock via Getty Images SoundHound AI (NASDAQ:SOUN) is an interesting stock. Here on Seeking Alpha, there's a huge variance in analyst opinion on the name, which makes sense given the company's strong performance and astronomical valuation. On the one hand, it's an exciting company in a transformative industry. On the other hand, the multiple (for some) is simply too expensive to consider. While there are a lot of factors in play when it comes to a potential allocation, the investment case for SOU ...

Let's compare Nvidia's current AI dominance with SoundHound AI's growth potential. Which stock is the better buy right now? Artificial intelligence (AI) hardware giant Nvidia (NVDA -2.26%) doesn't have much in common with voice control software specialist SoundHound AI (SOUN -4.13%). Nvidia is one of the largest and most profitable businesses in the world right now, while SoundHound AI is just getting its feet wet in the world of big business. The Goliath-and-David relationship is almost comical. I mean, Nv ...

Shares of SoundHound AI, Inc. (SOUN) have gained 29.5% over the past four weeks to close the last trading session at $5.09, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $7.17 indicates a potential upside of 40.9%. The mean estimate comprises six short-term price targets with a standard deviation of $1.81. While the lowest estimate of $5 indicates a 1.8% decline from the curre ...

SoundHound AI (SOUN) shares have jumped 27.3% in the past month, outperforming the Zacks Computer & Technology sector's decline of 6.4% and the Zacks Computers – IT Services' growth of 5.2%. SoundHound AI is benefiting from a strong portfolio, a strong partner base and an expanding clientele. SOUN offers conversational intelligence through independent Voice AI solutions in 25 languages in both cloud-enabled and hardware-embedded devices. Its prospects benefit from a massive addressable market worth more tha ...

SoundHound AI stock (NASDAQ:SOUN) is a bellwether in the fast-growing voice artificial intelligence (AI) market that has attracted plenty of attention in the past year. Consequently, SOUN stock is up north of 132% year-to-date (YTD). However, with the incredible run-up in SoundHound AI stock, some would feel its ascent may be a bit overstretched. Yet, its extensive order backlog, dynamic partnerships in lucrative niches, and strides toward a robust moat underscore its potential. Hence, SoundHound AI stock i ...