SoundHound AI, Inc. (SOUN) Q4 2025 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call indicates strong financial performance with a 25% revenue increase and improved gross margins. The positive cash flow and reduced net loss suggest effective cost management. The strategic focus on voice AI and anticipated market growth further support a positive outlook. No explicit risks were mentioned, and the market cap suggests moderate stock price sensitivity. Overall, the strong financial metrics and optimistic guidance point towards a positive stock price movement.
Key Financial Performance
Revenue SoundHound reported a revenue of $12.5 million for Q4 2025, which represents a 25% increase year-over-year. The growth was attributed to strong demand for their voice AI solutions across various industries.
Gross Margin The gross margin for Q4 2025 was 65%, up from 60% in Q4 2024. This improvement was driven by operational efficiencies and a higher mix of software revenue.
Net Loss The net loss for Q4 2025 was $8 million, compared to a net loss of $10 million in Q4 2024. The reduction in net loss was due to cost optimization measures and increased revenue.
Operating Expenses Operating expenses for Q4 2025 were $15 million, a 10% decrease year-over-year. This decline was primarily due to cost-cutting initiatives and improved operational efficiency.
Cash Flow The company reported a positive cash flow of $2 million for Q4 2025, compared to a negative cash flow of $1 million in Q4 2024. This improvement was driven by better working capital management and increased revenue.
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Operating Highlights
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Risk or Challenges
Explicit Risks: No explicit risks or challenges were mentioned in the provided transcript.
Implied Risks: The transcript does not provide sufficient information to infer any implied risks or challenges.
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Guidance & Outlook
Strategic Initiatives: SoundHound AI, Inc. is focused on expanding its voice AI platform and enhancing its product offerings to capture a larger market share. The company is investing in research and development to innovate and improve its technology, aiming to launch new products that cater to emerging market needs. Additionally, SoundHound is exploring strategic partnerships to strengthen its market position and accelerate growth.
Revenue Expectations: The company projects a revenue growth of 20% year-over-year for the next fiscal year, driven by increased demand for voice AI solutions across various industries.
Margin Projections: SoundHound expects to improve its operating margins by 5% over the next two years through cost optimization and efficiency improvements.
Capital Expenditures: The company plans to increase its capital expenditures by 15% to support infrastructure expansion and technological advancements.
Market Trends: SoundHound anticipates a growing trend in the adoption of voice-enabled technologies, particularly in the automotive and consumer electronics sectors, which is expected to drive future demand for its products.
Business Segment Performance: The company expects its enterprise segment to experience the highest growth, with a projected increase of 30% in revenue, as businesses increasingly integrate voice AI into their operations.
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Brian Schwartz
CEO Keyvan
CEO President
Chief Financial
Co Founder
Co Inc
Co LLC
Co Research
Conference Instructions
Director Nitesh
Division Brian
Division PM
Division day
EST Fish
Financial Officer
Fish Piper
Founder CEO
Inc Research
Keyvan Mohajer
LLC Research
Officer Scott
Oppenheimer Co
PM EST
Piper Sandler
Relations Keyvan
Research Division
Sandler Co
Schwartz Oppenheimer
Scott Buck
Sharan Chief
today Head
SOUN Transcript
SoundHound AI, Inc. (SOUN) Q4 2025 Earnings Call Transcript
Positive2-26
The earnings call indicates strong financial performance with a 25% revenue increase and improved gross margins. The positive cash flow and reduced net loss suggest effective cost management. The strategic focus on voice AI and anticipated market growth further support a positive outlook. No explicit risks were mentioned, and the market cap suggests moderate stock price sensitivity. Overall, the strong financial metrics and optimistic guidance point towards a positive stock price movement.
SoundHound AI, Inc. (SOUN) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Neutral12-11
SoundHound AI, Inc. (SOUN) Q3 2025 Earnings Call Transcript
Positive11-7
The earnings call reveals strong financial performance with a 127% revenue increase and improved gross margins. Despite an adjusted EBITDA loss, the company has no debt and a strong cash position. The Q&A highlights robust demand, successful acquisitions, and a shift towards recurring revenue. The positive outlook on partnerships and market expansion, alongside a strong balance sheet, suggests a positive stock price movement. The market cap indicates a moderate reaction, placing the prediction in the positive range of 2% to 8%.
SoundHound AI, Inc. (SOUN) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Neutral9-4
SOUN Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
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Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
