SoundHound AI — 2026Q3 财报

“SoundHound AI Reports Record Q2 and All Time High Revenue of $61.9 million, Up 45%, Raises Full Year Outlook”

Q2 revenue was a record $61.9 million, up 45%, and the company raised its full-year outlook.

“Second quarter GAAP gross margin was 45.1%; non-GAAP gross margin was 58.4%.”

Second-quarter GAAP gross margin was 45.1% and non-GAAP gross margin was 58.4%.

“Second quarter GAAP net loss was $(42.8) million; non-GAAP net loss was $(9.0) million.”

The quarter still ended in a loss: a GAAP net loss of $(42.8) million and a non-GAAP net loss of $(9.0) million.

“Our strong topline growth this quarter was driven by signing major enterprise AI deals attributed to OASYS. We also significantly improved our bottom line year-over-year”

The interim CFO said the revenue growth came from major enterprise AI deals attributed to OASYS, and that the bottom line improved significantly year over year.

“Signed a new multi-year partnership with a company in Latin America, representing an initial 8-figure deal to deliver SoundHound technology to their vast network spanning over 20 countries”

SoundHound signed a multi-year partnership with a Latin American company, described as an initial 8-figure deal to reach that company's network across more than 20 countries.

“With the strong first half of the year, we are increasing our revenue expectations to be in the range of $230 million to $260 million.”

The interim CFO raised revenue expectations to $230 million to $260 million, citing a strong first half.

“We are excited that our previously announced agreement to acquire LivePerson is advancing. We recently secured all key regulatory clearances and continue to expect the deal to close before the end of the year.”

The CEO said the LivePerson acquisition had secured all key regulatory clearances and was still expected to close before year-end.

“So again, the $350 million to $400 million next year, assuming the merger is successful in the second-half of this year hasn't changed.”

The CEO repeated a revenue range of $350 million to $400 million for next year, on the assumption that the merger succeeds in the second half of this year.

“While acquisitions have temporarily impacted our gross margin, we continue to explore and harvest synergies and expect to see our gross margin exceeding 70% in the future, similar to when we went public.”

The interim CFO said acquisitions have temporarily affected gross margin, and that the company expects it to exceed 70% in the future as synergies are captured.

“Our SMB customers are now entirely on our own stack using our models, independent of Frontier models.”

The CEO said SMB customers now run entirely on SoundHound's own stack and models, with no dependence on frontier models.