SoundHound AI, Inc. (SOUN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$6.740.00%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · SOUN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks SOUN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue strong revenue growth to meet raised full year 2026 revenue guidance of $230-$260 million.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $44.2 million in 2026-Q1 to $61.9 million in 2026-Q2 (+40%). The company raised its full year 2026 revenue guidance from $225-$260 million to $230-$260 million. The trajectory is delivering strong growth consistent with management's stated revenue targets.
“The company is raising its full year 2026 revenue outlook to now be a range of $230 - $260 million.”
“SoundHound AI reaffirms its full year 2026 revenue outlook and still expects it to be in a range of $225 - $260 million.”
“SoundHound’s full year 2026 revenue outlook is expected to be in a range of $225 - $260 million.”
Complete acquisition of LivePerson and integrate its digital messaging platform into SoundHound’s OASYS to expand enterprise customer base and capabilities.
Stated in 2 quarters including the completion announcement in 2026-09-04. The acquisition expands SoundHound’s enterprise footprint with LivePerson’s customer base including 25 of the Fortune 100. The combined company targets over $500 million in future revenue from the existing customer base. Integration is underway with a focus on delivering unified omnichannel solutions. The priority is newly completed and integration progress is active.
Drive adoption and scale of OASYS, the self-learning orchestrated agentic AI platform, across enterprise customers and verticals.
Stated in 2 of last 2 quarters. Management attributes strong revenue growth and major enterprise AI deals to OASYS platform adoption. While revenue grew 40% from 2026-Q1 to Q2, the platform launch is recent and scaling is ongoing. The trajectory shows early delivery with growing enterprise traction.
“Our strong topline growth this quarter was driven by signing major enterprise AI deals attributed to OASYS (2026-Q2 press release).”
Focus on disciplined cost management and operational efficiency to improve profitability and reduce losses.
Stated in 2 of last 2 quarters. Management emphasizes disciplined cost management and improved profitability metrics. GAAP operating loss improved from $(78.1)M in 2025-Q2 to $(43.3)M in 2026-Q2, showing a 45% improvement year-over-year. The trajectory indicates progress in cost discipline and profitability improvement.
“Achieving disciplined cost management and improved all key profitability metrics (2026-Q2 press release).”
Grow and diversify enterprise customer base across healthcare, financial services, automotive, retail, and telecommunications sectors.
Over the trailing year it converted -0.57x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 42% of the time over the next year (vs 59% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by M&A activity. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“SoundHound AI Signs Agreement To Acquire LivePerson; combined company expects a $500M revenue opportunity (2026-Q1 press release).”
“Launched the world’s first self-learning orchestrated agentic AI platform, OASYS (2026-Q1 press release).”
“Poised to achieve robust growth with rapid innovation setting up massive cost benefits (2026-Q1 press release).”