Veritone Inc (VERI)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$0.91+10.01%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · VERI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -81.4% |
| Our one-year growth estimate | diamond | 31.0% |
Growth built into the price is above our model estimate.
The price assumes 112.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 68 industry peers · Company calendar date is not available
VERI — earnings miss
Dated 2026-08-13
and not deemed filed) 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) 2 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. VERITONE, INC. By: /s/ MICHAEL L. ZEMETRA Michael L. Zemetra Executive Vice President, Chief Financial Officer and Treasurer (Principal Financial and Accounting Officer) Date: August 13, 2026 3
Why it matters: Strong revenue growth would back management's plans and show they are recovering.
Supportive ifQ3 revenue growth exceeds 5% year-over-year.
Worry ifQ3 revenue growth is below 0% year-over-year.
Why it matters: Management wants to cut operating expenses by up to 30%. This is important for making money.
Supportive ifManagement says operating costs fell by at least 10% in Q2 2026.
Worry ifOperating expenses do not change or go up in Q2 2026.
Why it matters: If the workforce reduction plan works, it can lower costs and reduce losses.
Supportive ifManagement says they finished the workforce reduction plan by the end of Q2 2026.
Worry ifManagement says there are delays or problems with the workforce reduction plan.
Why it matters: A smaller non-GAAP net loss means better cost control and more efficient operations.
Supportive ifQ2 non-GAAP net loss is reported below $11.9 million.
Worry ifQ2 non-GAAP net loss exceeds $11.9 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$299 on $10,000 · ±3.0% | How much price usually moves either way. |
| Bad day | $929 loss on $10,000 · 9.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,064 loss on $10,000 · 90.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Why it matters: ARR growth shows strong customer loyalty and high demand for Veritone's services.
Supportive ifARR increases by more than 10% year over year in Q2 2026.
Worry ifARR growth is less than 5% year over year in Q2 2026.
Why it matters: Reducing non-GAAP net loss is key for better financial performance.
Supportive ifManagement reports a decrease in non-GAAP net loss for the upcoming quarters.
Worry ifNon-GAAP net loss remains unchanged or increases in future reports.
Why it matters: Earnings results will show if the company is improving its financial health. It affects investor sentiment.
Watch forQ2 2026 earnings show a smaller net loss than the $19.5 million reported in Q1 2026.
Also watch forQ2 2026 earnings report shows a larger net loss than $19.5 million.
Why it matters: The workforce reduction aims to cut operating costs by up to 30%. Success here could improve financial health.
Supportive ifManagement says operating expenses will drop by at least 15% in the next quarter.
Worry ifOperating expenses will stay the same or go up in the next quarter.
Why it matters: New contracts with major players like Google and NVIDIA can boost revenue and credibility.
Supportive ifNew contracts with hyperscalers are announced in Q2 2026.
Worry ifNo new contracts with hyperscalers announced in Q2 2026.
Why it matters: New public sector contracts may show growth. They could also strengthen Veritone's market position.
Supportive ifAnnouncement of at least one new public sector contract by Q3 2026.
Worry ifNo new public sector contracts announced by Q3 2026.
Why it matters: Management keeps revenue guidance. This shows they believe in growth despite recent issues.
Supportive ifManagement keeps revenue guidance for 2026 at $100 million to $115 million.
Worry ifManagement cuts revenue guidance for 2026. It is now below $100 million.
Why it matters: A smaller net loss shows the company is getting closer to making money.
Supportive ifNon-GAAP net loss reduces to between $22 million and $32 million in Q3 2026.
Worry ifNon-GAAP net loss remains above $32 million in Q3 2026.
Why it matters: More cost cuts could help the company make more money. This shows good management.
Supportive ifCost cuts of $3.5 million to $8.5 million are expected by year-end 2026.
Worry ifNo new cost cuts will be announced by year-end 2026.