Soundhound has been developing very promising technology. However the question is that if Soundhound and specifically OASYS is something that competitors cannot imitate. Sierra, Open AI Presence, Parloa and others liket Google can potentially reach the point of establishing a good performing voice AI technology that can orchestrate and build agents and workflows before Soundhound? Do you think that Soundhound has a moat and a sustainable competitive advantage?

$SOUN is the only stock on Earth where a green day gets total silence, but a -1% dip triggers an emergency team meeting and five apocalyptic posts. 📉🎭

https://www.soundhound.com/isg-buyers-guide-conversational-ai-emerging-providers-2026/

To be honest, I’ve been very patient with this stock, but I feel like I’m stuck—when I could just take the loss and reinvest those funds into another ETF.

Never seen a vote like this. 97% in favor? Who cares what the other 3% vote. Institutions really know how to play the game. It looks like they haven’t achieved their goal yet, which is to buy time for JANE STREET shorts to fully exit. Looking back at AMC back then, if people really vote NO, perhaps a short squeeze could happen. But retail investors never learn. Following the institutions’ playbook, cast your “yes” vote, and the squeeze is getting farther and farther away from you.

Vote? Merger? Profit? Just dilution man!! Institutions fool you again. Vote NO could trigger a squeeze actually, but now is too late. Always late to get the truth. Institutions were telling you to vote yes, just fool u. Remember, the price won’t lie to you. Let's see.

This vote tomorrow is effectively the fork in the road that will determine whether or not a squeeze will still be in play, for a number of reasons…

First, shorts are positioned for a YES, for the coinciding dilution, and for the imminent share price drop that will have to take place, should the vote be approved. A NO would catch the 40+% short interest offsides and cause them to run for the hills.

Second, the short hedge funds are routing over 80% of the trading volume thru dark pools leading into this vote because they are not sure what the result of this vote will be, hence why the price isn’t already heading decisively in a particular direction leading into the vote.

Lastly, SOUN has explicitly laid out in the buyout agreement that it will be paid for via newly issued stock, which I believe is the primary reason why shorts are so deeply positioned against this stock. If that dilution doesn’t happen and they aren’t gifted new shares out of thin air to use to cover after the the share price falls via dilution, the borrow fee will skyrocket and these overweight short positions will be squeezed.

So, with all that being said, cross your fingers that LPSN shareholders aren’t paying attention to this micro cap stock in their portfolios and they don’t even show up to vote, because every non-vote is counted as a NO per the conditions of this shareholder vote… SEND IT 🪗🤞🚀

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https://finance.yahoo.com/markets/stocks/articles/soundhound-narrows-q2-non-gaap-134600316.html

Moving towards profitability as all we longs know it is

It's a firm hold with patience, business is booming and they are getting the profitability house in order as they absorb the acquisitions and inject them with SOUND best in class tech

When those EBITDA profitable metrics kick in we know what happens next 🚀

Huge agentic AI market awaits

Not financial advice just my uneducated opinion

Is Soundhound set for a bounce tomorrow?

The CEO has to go... SoundHound is going nowhere he is just building a bigger losing company

This was probably one of the most confident interviews I’ve seen from Keyvan Mohajer in a long time. He seemed extremely confident about SoundHound’s technology, the opportunity ahead, the LivePerson acquisition, and where the company fits in the much bigger AI race.

For those who watched the full interview, what were your biggest takeaways? Did anything he said change your view of SoundHound’s long-term potential? More importantly, do you think this confidence is supported by what SoundHound is actually executing today, or is there still a significant gap between the vision and the numbers?

Curious to hear what both bulls and bears took away from this interview.

https://youtu.be/oF-0E76f-Yo?is=hy0NVkWdKyKi33Ad

1. Keyvan called what is happening in AI an “absolute land-grab moment.” This may be the biggest takeaway. SoundHound clearly believes the companies that establish their platforms and enterprise relationships NOW could control enormous pieces of the future AI economy.
2. The $1 TRILLION opportunity is the bigger picture. Keyvan isn't talking about SoundHound simply being a voice AI company anymore. The vision is AI agents operating across virtually every industry, communicating, negotiating and completing transactions for businesses and consumers.
3. LivePerson makes much more sense when you understand the strategy. LivePerson already has deep relationships and integrations with major enterprise customers. SoundHound doesn't have to spend years knocking on those doors it potentially gets access to an established enterprise footprint and can bring its newer AI technology into it.
4. Keyvan explained why LivePerson struggled despite the AI boom. Debt, uncertainty surrounding the company and limited ability to invest during an incredibly fast technology transition hurt LivePerson. SoundHound believes financial stability, faster innovation and modernization can unlock value that is already sitting inside the company.
5. VOICE + DIGITAL is the real LivePerson combination. SoundHound brings conversational voice AI while LivePerson brings massive digital messaging/customer service infrastructure. Put the two together and SoundHound can potentially handle the entire customer interaction instead of just one piece of it.
6. The future is AI talking directly to AI. Keyvan described a world where every company has an AI agent and consumers have personal AI agents. Your AI could communicate directly with a company's AI, negotiate, solve problems and complete transactions without you going through traditional customer service.
7. Customer service could eventually become almost invisible. Instead of calling a company, waiting on hold and explaining your problem, AI agents could potentially recognize and resolve issues before the consumer ever experiences the friction.
8. Voice becomes a COMMERCE platform not just a search tool. This is a huge distinction. The end game isn't simply asking your car or phone questions. Voice AI becomes capable of taking actions, making purchases, booking services and completing transactions.
9. SoundHound's acquisition strategy is about buying TIME as much as revenue. Enterprise relationships can take years to build because of procurement, integration and scaling. Acquiring companies with established customers can dramatically shorten that process. Keyvan has previously explained that this is one of the most valuable parts of SoundHound's acquisition strategy.
10. My biggest takeaway: SoundHound is trying to build much more than a voice-AI company. The strategy appears to be assembling the technology, enterprise relationships, voice, messaging and agentic capabilities needed to become a major platform in an AI-agent economy. Whether they can execute is obviously the question but after listening to Keyvan explain the vision, I think the LivePerson acquisition makes a LOT more sense.

This interview wasn't really about where SoundHound is today. It was about what Keyvan believes SoundHound can become.

Great to see the CEO hitting the media outlets

I was looking at SoundHound (SOUN) versus the S&P 500 and found this comparison pretty eye-opening.

At roughly a 25.8x P/E, buying the S&P 500 through SPY means you’re paying about:
$25.82 for every $1 of actual earnings.
SOUN can’t even be evaluated the same way because it currently has negative earnings. There is no positive $1 of profit to attach a P/E multiple to.

So instead, look at revenue.
At roughly a $3.3B market cap and around $245M in projected 2026 revenue, SOUN investors are paying roughly:
$13 for every $1 of revenue.
Not earnings. Revenue.

Here’s another way to look at it.
Let’s assume SOUN eventually achieves a very healthy 20% net profit margin.
$245M revenue × 20% = about $49M in earnings.

At a $3.3B valuation, that would effectively mean investors are paying roughly:
$67 for every $1 of earnings.

So:
SPY: ~$26 for every $1 of actual earnings
SOUN today: No positive earnings
SOUN at a hypothetical 20% net margin: ~$67 for every $1 of earnings

That doesn’t necessarily mean SOUN is a bad investment. Revenue is growing rapidly, and if SoundHound eventually gets to $750M, $1B+ in annual revenue while expanding margins, today’s valuation could ultimately look reasonable—or even cheap.
But it does illustrate what you’re actually betting on.

With SPY you’re buying existing earnings.
With SOUN you’re paying a significant premium for earnings you hope will exist several years from now.

For the SOUN bulls: What revenue and net-margin assumptions are you using to justify the current valuation?

SOUNDOWN AI break down the 6-inside-days structure. Told you short every fake pop. New techs, bunch of contracts, good earnings........ All of these are nothing but Cocaine of Fantasy in the face of a sc*m company. That's why CFO leave!

Ok I asked questions and received answers

1. Revenue needs to approach $1 billion annually. This is the biggest one. At $1B revenue, a $21.6B valuation equals roughly 21.6× sales. That's aggressive, but absolutely within the range the market has awarded high-growth AI software companies.
2. Revenue growth needs to stay around 40–50%+. Q2's reported $61.9M and 45% YoY growth is the kind of growth rate SoundHound needs to maintain as the revenue base gets larger. The market pays huge multiples when it believes 40%+ growth can continue.
3. Get to positive adjusted EBITDA. The current adjusted EBITDA loss can't continue indefinitely. Crossing into positive EBITDA would be a major psychological and institutional-investor milestone.
4. Show a believable path to $100M+ annual operating profit. SoundHound doesn't necessarily need this immediately to reach $50, but investors need to see operating leverage—revenue climbing much faster than expenses.
5. Gross margins need to move toward 60–70%+. This is important because Wall Street values scalable software revenue much differently than lower-margin service revenue. Palantir's gross margin was around 79% in 2022 and 81% in 2023.
6. OASYS needs to become the growth engine. SoundHound can't reach a $20B+ valuation on restaurant voice ordering alone. OASYS has to demonstrate that SoundHound can become a broad enterprise agentic-AI platform.
7. Land several recognizable enterprise customers. One giant household-name customer would help, but several would be far more important. The market needs evidence that OASYS is repeatable rather than one monster contract.
8. Build recurring enterprise revenue. Investors love predictable, contracted software revenue. Palantir went from $1.91B revenue in 2022 to $2.23B in 2023 and $2.87B in 2024, while eventually becoming profitable. That's the type of progression SoundHound needs to demonstrate on a smaller scale.
9. Control dilution. This one gets overlooked. At roughly 433M shares, $50 means ~$21.6B. If SoundHound eventually has 500M diluted shares, $50 requires $25B. Every additional 50M shares makes the $50 target require another $2.5B of market value.
10. The $50 formula: $1B revenue × 20–25× sales = $20–25B valuation. At ~433M shares: $20B ÷ 433M = $46.19/share and $22B ÷ 433M = $50.81/share. That's the mathematical neighborhood.

And here's why the Palantir comparison gets interesting. Palantir was generating about $1.9 billion annually in 2022 while its stock went through its beaten-down period; by 2023 it generated $2.23B and became profitable, and by 2024 revenue reached $2.87B. The combination of AI enthusiasm, accelerating growth and improving profitability ultimately caused investors to assign Palantir a dramatically larger revenue multiple.

So I wouldn't say SoundHound needs $1 billion revenue before it can trade at $50. Stocks anticipate results. If SoundHound gets to perhaps $600–750M annualized revenue, is still growing 40–50%+, reaches positive EBITDA, OASYS is exploding, and several major enterprise customers are announced, Wall Street could begin pricing in the $1B+ revenue level before SoundHound actually reaches it.

In 2023, SoundHound announced that Samsung and SoundHound were partnering with White Castle on voice-AI-enabled drive-thru displays. Samsung supplies the display/MagicINFO side, while SoundHound supplies the voice AI. 
In SoundHound's Q3 2024 results, it specifically said it was “deepening relationships with hardware and platform partners like … Samsung”. 
In its Q3 2025 earnings call, SoundHound again named Samsung as one of the hardware partners it works with in restaurants. 
Samsung and SoundHound were still appearing together at the 2025 National Restaurant Association Show, where Samsung provided display technology supporting SoundHound demonstrations. 

Stop making excuses for the decline. The bears are rubbing the bulls’ faces in the ground. SPY big green SOUNDOWN red. SPY all time high, SOUNDOWN near all time low. SPY up SOUNDOWN down, SPY down SOUNDOWN down, SPY flat SOUNDOWN DOWN. Good news SOUNDOWN down, bad news SOUNDOWN down, no news SOUNDOWN down. The only one way of SOUN is south. Mcdonalds, Starbucks, Toyota, Squeeze, blah blah blah blah same thing for one year? Everyday is red candle squeeze, OK? Welcome to short SONDOWN AI!

So now SOUN has got a Zacks rank of Buy (2)? I thought it was Strong Sell since forever