SANTA CLARA, Calif.--(BUSINESS WIRE)--SoundHound AI, Inc. (Nasdaq: SOUN), a global leader in voice artificial intelligence, participated in the following investor events in December and is making the replays available: Keyvan Mohajer, CEO and Co-Founder of SoundHound, participated at the Northland Capital Markets Virtual Communications CSaaS Conference on December 1. You can view it here. Keyvan Mohajer, CEO and Co-Founder of SoundHound and Nitesh Sharan, CFO of SoundHound participated at the 2023 Wedbush S ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________to________ Commission File No. 001-40193 SOUNDHOUND AI, INC. (Exact name of registrant as specified in its charter) Delaware 86-1286 ...

财务数据和关键指标变化 - 第三季度收入达到创纪录的1,330万美元,环比增长52% [54][55] - 毛利率为73%,持续受益于业务规模扩大和数据中心效率提升 [64][65] - 经营亏损为1,450万美元,同比改善46% [75] - 调整后EBITDA亏损730万美元,同比改善57% [77] - 现金及现金等价物为9,600万美元,资本实力为公司提供灵活性 [78] 各条业务线数据和关键指标变化 - Pillar 1(产品语音AI)业务: - 汽车业务新增单元同比增长68%,活跃云端用户增长近45% [56] - 累计订单总额达3.42亿美元,同比增长13% [57] - 新增客户包括汽车、电信、物联网等行业 [57][58] - Pillar 2(服务语音AI)业务: - 餐饮行业解决方案获得Jersey Mike's、Krispy Kreme等大型品牌客户 [21][22][23] - 已签约客户的全面部署可带来超过4,500个门店和2,500万美元的年经常性收入 [61][62] 各个市场数据和关键指标变化 - 汽车市场: - 超过半数定期驾驶者希望获得ChatGPT式的语音助手功能 [12] - 公司已与20多个汽车品牌合作,占全球产量的25% [13] - 推出了首款具有生成式AI能力的车载语音助手 [14] - 餐饮行业: - 已在35个州部署解决方案,正在加速国际扩张 [26] - 与Olo、Toast、Oracle和Square等POS生态系统合作 [29][30] 公司战略和发展方向及行业竞争 - 公司致力于成为行业领先的对话式AI技术提供商,将语音交互融入各行各业 [49][50] - 通过自主研发的Polaris项目,公司正在构建多语言、多模态的生成式AI基础模型 [46][47][48] - 公司在语音识别、自然语言理解等核心技术上拥有独特优势,能够快速将最新AI技术应用于产品 [33][34][35][36][38] - 公司正在加大对内部控制和财务报告流程的投资,为未来的合规要求做准备 [73][74] 管理层对经营环境和未来前景的评论 - 公司正处于强劲增长阶段,每个季度都在积累更多的动能和基础 [51][52] - 公司产品能够显著降低客户成本、提高收入和效率,受到广泛欢迎 [51][52] - 尽管宏观环境不确定性较高,但公司有信心在第四季度实现调整后EBITDA正转 [79][80][81][82][83] - 公司将继续大幅投资,抓住市场机遇,推动长期盈利增长和良好回报 [82][83][85] 其他重要信息 - 公司将在即将发布的10-Q报告中对部分财务数据进行修订,但不会影响收入、毛利、经营利润、调整后EBIT和现金余额等关键指标 [84] - 公司目前已达到SOX 404(b)合规的市值门槛,将提前进行相关内部控制投资 [73] 问答环节重要的提问和回答 问题1 **Gil Luria 提问** Jersey Mike's是一个2,600家门店的大型连锁,公司是否有加快其他大型客户部署的策略? [87][88] **Keyvan Mohajer 和 Nitesh Sharan 回答** - 公司正在与大型连锁品牌保持密切合作,初期从少量门店试点开始,待客户体验良好后会快速扩张 [89][90][91][92][93][94][95][96][97][98][99][100][101] - 公司的技术优势和灵活的产品组合有助于快速满足客户需求,加速客户的采用和扩张 [100][101][102][103][104][105][106][107][108][109] 问题2 **Vivek Palani 提问** 公司是否有带来强劲线索或订单的重要合作伙伴? [116] **Nitesh Sharan 回答** - 在汽车领域,公司与现代、stellantis等大型品牌保持长期合作,不断拓展新功能和应用 [123][124][125] - 在餐饮领域,公司与Olo等POS平台合作,已经实现与其客户的对接和部署 [135][136][137] - 公司的自动化技术能够快速服务中小企业客户,为其带来显著价值 [138][139][140] 问题3 **Scott Buck 提问** 公司是否有足够的实施能力来满足餐饮行业的快速增长? [138] **Keyvan Mohajer 回答** - 公司已经具备快速服务中小企业客户的能力,无需大量增加人员 [139] - 公司的自动化技术使得客户的接入和部署效率很高,能够快速满足市场需求 [139][140]

SoundHound AI, Inc. (NASDAQ:SOUN) Q2 2023 Results Conference Call August 8, 2023 5:30 PM ET Company Participants Scott Smith - Head of Investor Relations Keyvan Mohajer - Chief Executive Officer Nitesh Sharan - Chief Financial Officer Conference Call Participants Mike Latimore - Northland Capital Markets Brett Knoblauch - Cantor Fitzgerald Operator Good day, and welcome to the SoundHound Second Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________to________ Commission File No. 001-40193 SOUNDHOUND AI, INC. (Exact name of registrant as specified in its charter) Delaware 86-1286799 ( ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________to________ Commission File No. 001-40193 SOUNDHOUND AI, INC. (Exact name of registrant as specified in its charter) Delaware 86-1286799 ...

SoundHound AI, Inc. (NASDAQ:SOUN) Q1 2023 Earnings Conference Call May 11, 2023 5:30 PM ET Company Participants Scott Smith - Head, IR Keyvan Mohajer - CEO Nitesh Sharan - CFO Conference Call Participants Mike Latimore - Northland Capital Markets Brett Knoblauch - Cantor Fitzgerald Operator Good day, and welcome to the SoundHound Q1 2023 Earnings Conference Call. At this time all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. [Operator In ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-K __________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from________to________ Commission file number: 001-40193 __________________________________ ...

SoundHound AI, Inc. (NASDAQ:SOUN) Q4 2022 Results Conference Call March 7, 2023 5:30 PM ET Company Participants Scott Smith - Head, Investor Relations Keyvan Mohajer - Chief Executive Officer Nitesh Sharan - Chief Financial Officer Conference Call Participants Mike Latimore - Northland Brett Knoblauch - Cantor Fitzgerald Operator Good day, and welcome to the SoundHound Q4 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers’ presentation, there will be ...