Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Veritone Inc (VERI)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$0.48-15.36%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for VERI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Reduce operating expenses by up to 30% | A primary condition in Veritone Inc's published investment case. The stated target is reduce up to 30% of annual operating expenses. | Intact | operating expenses reduction falls below 20% in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 12, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk turnaround and cost-reduction story, not a proven durable grower. The long-term thesis is in a watch state, and the signal has recently shifted from mixed to cautious.
The evidence describes VERI as cheap versus peers, but the valuation model has low confidence and shows a negative expectations gap, meaning expectations look demanding relative to the model. The priced-in tag is justified, with low fragility, so the evidence does not point to a clear disconnect between valuation and the business risks.
Near term, the risk of another earnings miss is elevated after a run of misses, and the August earnings miss adds to concern. Management has delivered the first phase of cost reductions, but fiscal 2026 revenue guidance was lowered from its prior range, while first-half non-GAAP losses increased year over year despite a goal of reducing the full-year loss.
Over the next few quarters, the key test is whether management can meet its revised revenue guidance and make further progress on costs without another guidance cut. Fed rate cuts or steadier results and guidance from large technology companies could support the sector backdrop, while another miss or guidance reduction would weaken the thesis.
Over a 1-to-3-year view, VERI remains a cautious turnaround case: cost reductions are progressing, but weak results, repeated misses, and mixed loss-reduction progress leave execution as the main test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 2 of 2 supplied quarters. Management reported: “• Completed first phase of restructuring, delivering $11.3 million in annualized cost reductions, or approximately 11% of a nnual operating expenses as compared to the trailing 12 months ended June 30, 2026.” “• Targeting additional cost reductions of $3.5 million to $8.5 million by year-end 2026, representing total annualized operating expense reductions of approximately 15% to 20%, with further reductions planned for 2027.” Operating income was $-22.136 million in 2026-Q2.
Reduce non-GAAP net loss to $13.5 million to $22.5 million | A primary condition in Veritone Inc's published investment case. The stated target is non-GAAP net loss between $13.5 million and $22.5 million. | Broken | net loss exceeds $22.5 million in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “• Non-GAAP net loss is expected to be in the range of $22.0 million to $32.0 million, as compared to non-GAAP net loss of $40.8 million for fiscal 2025, a 34% implied annual decrease at the midpoint.” “• Non-GAAP net loss of $10.0 million, an increase of $1.6 million, or 18.4%, year-over-year principally driven by a decline in year over year Non-GAAP Gross Profit due to the mix of revenue in Q2 2026 as compared to Q2 2025.” Delivery assessment Nov 4, 2026 |
Achieve revenue between $130 million and $145 million | Losses are expected to shrink to between $13.5 million and $22.5 million. | Broken | revenue falls below $130 million in 2026 | Revenue: $24.263M FY2026-Q2; GAAP. Published target: revenue between $130 million and $145 million. Target period is not explicitly aligned with this observation. Aug 13, 202624,263,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Business Outlook Full Year 2026 Veritone financial outlook for fiscal year 2026: • Revenue is expected to be in the range of $100 million to $115 million, as compared to $92.6 million for fiscal 2025, a 16% implied annual increase at the midpoint.” “Year to Date 2026 Financial Highlights • Revenue of $44.5 million, a decrease of $1.1 million, or 2.5%, year over year.” Revenue was $24.263 million in 2026-Q2. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.09 → $-0.06 · observed estimates
$0.16B → $0.12B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-07-25 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-07-26 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-07-27 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-07-28 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-07-29 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-07-30 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-07-31 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-01 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-02 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-03 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-08-04 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-05 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-08-06 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-08-08 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-08-09 | $-0.14 | $163,018,000 | 2 / 3 |
| 2026-08-10 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-12 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-13 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-14 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-15 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-16 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-17 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-18 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-19 | $-0.09 | $163,007,333 | 2 / 3 |
| 2026-08-20 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-21 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-22 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-23 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-24 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-25 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-26 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-27 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-28 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-29 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-30 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-08-31 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-09-01 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-09-02 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-09-03 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-09-04 | $-0.13 | $140,592,333 | 2 / 3 |
| 2026-09-05 | $-0.13 | $136,456,750 | 2 / 3 |
| 2026-09-06 | $-0.13 | $136,456,750 | 2 / 3 |
| 2026-09-07 | $-0.13 | $136,456,750 | 2 / 3 |
| 2026-09-08 | $-0.13 | $136,456,750 | 2 / 3 |
| 2026-09-09 | $-0.13 | $136,456,750 | 2 / 4 |
| 2026-09-10 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-11 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-12 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-13 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-14 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-15 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-16 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-17 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-18 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-19 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-20 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-21 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-22 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-23 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-24 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-25 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-26 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-27 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-28 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-29 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-09-30 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-01 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-02 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-03 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-04 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-05 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-06 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-07 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-08 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-09 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-10 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-11 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-12 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-13 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-14 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-15 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-16 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-17 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-18 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-19 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-20 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-21 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-22 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-23 | $-0.12 | $126,942,333 | 2 / 4 |
| 2026-10-24 | $-0.12 | $126,942,233 | 2 / 4 |
| 2026-10-25 | $-0.12 | $126,942,233 | 2 / 3 |
| 2026-10-26 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-10-27 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-10-28 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-10-29 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-10-30 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-10-31 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-11-01 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-11-02 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-11-03 | $-0.06 | $122,312,500 | 2 / 3 |
| 2026-11-04 | $-0.06 | $122,312,500 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.