Equity Profile

SOUN

SoundHound AI, Inc.

Information TechnologyApplication Software$2.8B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

SoundHound AI, Inc. is a technology company specializing in voice recognition and natural language processing....

Key Metrics to Watch

Revenue Growth

Investors will be looking for signs of increasing demand for SoundHound's AI solutions, which could indicate market strength.

N/A

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and any improvement could boost investor confidence.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SOUN Q2-2026 Earnings Preview

Context

Company Snapshot

SoundHound AI, Inc. is a technology company specializing in voice recognition and natural language processing. As part of the Information Technology sector, it plays a significant role in the growing fields of artificial intelligence and application software, which are increasingly important in today's digital landscape.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+56.38%

Avg Stock Reaction

+2.36%

Last Quarter Recap

In the last quarter, SoundHound reported an EPS of -$0.06, outperforming expectations by 44.44%. The stock reacted positively, gaining 2.77% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as SoundHound has consistently beaten EPS estimates, but there is uncertainty regarding revenue growth.

Bull Case

If SoundHound continues its trend of beating EPS estimates, it could signal strong operational performance and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to show significant revenue growth or improvement in user engagement, it may lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

Revenue growth is crucial for assessing the company's market position and future potential, especially in a competitive AI landscape.

How are user engagement metrics trending compared to previous quarters?

User engagement is a key indicator of product success and can influence future revenue and market share.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for SoundHound's AI solutions to capture market share, especially given recent trends in voice technology adoption.

Supporting Evidence

The company's consistent EPS beats indicate stronger operational efficiency than anticipated.

Options pricing suggests a significant move, indicating that traders expect more volatility than the consensus reflects.

Key Risk

If revenue growth comes in below expectations, it could challenge the narrative of SoundHound's competitive position in the AI market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether SoundHound can maintain its growth trajectory and user engagement in a rapidly evolving technology sector.

Bull Confirmed If

Demonstrating revenue growth of at least 15% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

If revenue growth is flat or negative, it would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±41.81%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±41.8% while SOUN has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

79.1%

Calls (6.1M)P/C Ratio: 0.08Puts (803K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SoundHound beats expectations, history suggests the stock could rise by an average of 2.36%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity from management commentary.

Miss

In the event of a miss, history suggests a potential decline of around 6.53%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships or new client acquisitions.
2Details on product enhancements or new features being launched.
3Insights into competitive landscape and how SoundHound plans to differentiate itself.
4Management's outlook on future revenue growth and market conditions.
5Trends in user engagement metrics and how they are impacting revenue.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Danaos Corporation

Company Snapshot

SoundHound AI, Inc. is a technology company specializing in voice recognition and natural language processing....

Key Metrics to Watch

Revenue Growth

Investors will be looking for signs of increasing demand for SoundHound's AI solutions, which could indicate market strength.

N/A

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and any improvement could boost investor confidence.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SOUN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+56.38%

Avg Stock Reaction

+2.36%

Last Quarter Recap

In the last quarter, SoundHound reported an EPS of -$0.06, outperforming expectations by 44.44%. The stock reacted positively, gaining 2.77% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed as SoundHound has consistently beaten EPS estimates, but there is uncertainty regarding revenue growth.

Bull Case

If SoundHound continues its trend of beating EPS estimates, it could signal strong operational performance and lead to a positive stock reaction.

Bear Case

Conversely, if the company fails to show significant revenue growth or improvement in user engagement, it may lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

Revenue growth is crucial for assessing the company's market position and future potential, especially in a competitive AI landscape.

How are user engagement metrics trending compared to previous quarters?

User engagement is a key indicator of product success and can influence future revenue and market share.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for SoundHound's AI solutions to capture market share, especially given recent trends in voice technology adoption.

Supporting Evidence

The company's consistent EPS beats indicate stronger operational efficiency than anticipated.

Options pricing suggests a significant move, indicating that traders expect more volatility than the consensus reflects.

Key Risk

If revenue growth comes in below expectations, it could challenge the narrative of SoundHound's competitive position in the AI market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether SoundHound can maintain its growth trajectory and user engagement in a rapidly evolving technology sector.

Bull Confirmed If

Demonstrating revenue growth of at least 15% quarter-over-quarter would confirm the bull case.

Bear Confirmed If

If revenue growth is flat or negative, it would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±41.81%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±41.8% while SOUN has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

79.1%

Calls (6.1M)P/C Ratio: 0.08Puts (803K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SoundHound beats expectations, history suggests the stock could rise by an average of 2.36%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further clarity from management commentary.

Miss

In the event of a miss, history suggests a potential decline of around 6.53%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships or new client acquisitions.
2Details on product enhancements or new features being launched.
3Insights into competitive landscape and how SoundHound plans to differentiate itself.
4Management's outlook on future revenue growth and market conditions.
5Trends in user engagement metrics and how they are impacting revenue.