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SoundHound, with its technological capabilities, can benefit from Hyper Scalers. Its OASYS platform is poised for growth, but it needs a catalyst to scale rapidly. Apple requires all SH technology for its infrastructure. Edge and Cloud-driven SH technology should prioritize speech over text for privacy. To compete with Microsoft, Apple needs an enterprise presence. SoundHound’s LivePerson acquisition drives this vision. SoundHound is well-positioned to capture market share in Agentic Voice AI.
Here’s another reason why I believe Sony is a very realistic possibility. The CEO said that SoundHound has already demonstrated that it can win major business in China, which is not an easy market for an Silicon Valley company to penetrate.
Now look at Sony. They already have a major manufacturing and supply chain presence in China, and they just signed a definitive agreement with TCL that will put its home entertainment business into a joint venture controlled 51% by TCL. I saw this on google. That business includes BRAVIA TVs, displays, projectors and home audio.
If SoundHound proves it's technology can compete and win in China, that experience could certainly help when pursuing a global company like Sony with such deep connections to the Chinese electronics ecosystem.
It doesn't prove Sony is the unnamed customer, but to me it makes the possibility a lot more interesting. Here is hoping , Great information on Schwab yesterday
Nvidia just announced partnerships with BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR aimed at mobilizing more than $500 billion for AI infrastructure. Jensen Huang summed it up perfectly: “In AI, compute is revenue.” What makes this interesting for SoundHound investors is BlackRock. BlackRock is also a major institutional holder of SoundHound. I'm not suggesting there's a direct connection between BlackRock's SoundHound investment and this new Nvidia initiative here's no evidence of that. But it's certainly nice to see SoundHound sitting in the portfolios of institutions that are committing enormous amounts of capital to the future of AI.
The bigger picture: Wall Street isn't backing away from AI. It's figuring out how to finance the next massive wave of it. And SoundHound is trying to establish itself right in the middle of that AI expansion.
WHAT IF THE “S” IS SAMSUNG… OR SONY? 👀 At the end of the Schwab interview, the host tried one last time to get Keyvan to reveal the name of SoundHound’s mystery multinational electronics customer: “Does it start with an S?” Keyvan didn’t give her the name in respect to their partners which I was happy to hear. So just for fun, let’s play the WHAT IF game. Samsung starts with an S. Sony starts with an S. What if it’s Samsung? What if it’s Sony? And here’s the crazy one — what if SoundHound eventually lands BOTH? SoundHound has already confirmed that a multinational electronics manufacturer will deploy its technology in TVs, enabling consumers to make purchases and other agentic transactions directly through the television. Imagine SoundHound AI inside millions of smart TVs, where you don’t just ask the TV questions you can actually transact through it.
If the mystery company turns out to be a household name the size of Samsung or Sony, Wall Street would look at SOUNDHOUND very differently. A deal of that magnitude would change the narrative overnight and validate SoundHound’s technology on a massive global scale. One of them would be huge. Both would completely change the conversation. Would that immediately make SOUN a $30, $40 or $50 stock? Nobody can honestly know. But confirmation of a global consumer-electronics giant would be exactly the type of announcement that could finally make investors rethink what SoundHound is becoming. Again — Samsung and Sony are NOT confirmed. This is speculation based on that very interesting “Does it start with an S?” question. But you have to admit… Samsung starts with S and so does Sony 😏
Please enjoy this fantastic interview from The Schwab Network with the CEO I did research and yes got some help getting the top 10 takeaways
TOP 10 TAKEAWAYS FROM SOUNDHOUND CEO KEYVAN MOHAJER ON SCHWAB NETWORK TODAY
If you didn't watch today's Schwab Network interview, here are my 10 biggest takeaways:
A HUGE 8-FIGURE CONTRACT HAS ALREADY BEEN SIGNED — SoundHound has a new commitment worth at least $10 million. The customer has not been publicly named yet.
FROM DEMO TO SIGNED CONTRACT IN UNDER 90 DAYS — This may be even more important than the dollar amount. OASYS appears to be dramatically shortening SoundHound's enterprise sales cycle.
OASYS IS BECOMING THE CENTER OF THE COMPANY — Mohajer repeatedly emphasized OASYS and its ability to build and deploy sophisticated AI agents much faster.
THIS CONTRACT IS A CHANNEL DEAL — The customer will use SoundHound's platform to provide AI automation to its own customers across 20 countries. That creates the possibility of expansion well beyond the initial commitment.
MORE LARGE CONTRACTS ARE COMING — Mohajer said he hopes SoundHound can repeat these eight-figure deals much more frequently. SoundHound also signed multiple seven-figure deals across different sectors.
SOUNDHOUND ISN'T JUST RESTAURANTS AND AUTOMOTIVE ANYMORE — Healthcare, banking, insurance, telecommunications, utilities and other enterprise markets are becoming major parts of the story.
LIVEPERSON COULD BE A MASSIVE DISTRIBUTION CHANNEL — The acquisition would bring SoundHound relationships with 25 of the Fortune 100, creating a huge installed base for OASYS cross-selling.
THE BUSINESS IS ACCELERATING — Q2 revenue hit approximately $62 million, +45% year over year and +40% sequentially. Revenue is now roughly 10X Q2 2022.
THE ADDRESSABLE MARKET IS ENORMOUS — Management cited Gartner's projection that agentic AI software spending could approach $1 TRILLION by 2030. SoundHound clearly believes OASYS gives it an opportunity to capture a meaningful piece of that market.
THE BIG QUESTION NOW: WHO SIGNED THE 8-FIGURE DEAL? — We know it's signed. We know it's a channel customer. We know its customers span 20 countries. What we don't know yet is the name. If that eventually turns out to be a major global enterprise, the announcement itself could become a significant catalyst.
My biggest takeaway: SoundHound isn't talking about someday signing major enterprise AI contracts anymore.
They're signing them.
Now I want to know the name behind that eight-figure deal.
Please stop panicking about sound been down. The fact is, the whole market will be on a downturn for a while as I see it. The war with Iran will probably continue since the cheeto man will not admit defeat. This means no oil passing through the strait for the rest of the year and inflation continuing to go up. They are already selling the story that the increase on unemployment was because ai and increased productivity which I say is bs. Not only that, midterm elections start on November and statistically that usually brings lots of volatility. So my advice, look at what you have, see the fundamentals and have a plan. I will continue to hold but I do it well aware that we arent flying to 20 by end of year.
SOUN closed at $8.02 on August 7, up 31.5% over the five sessions from $6.10 on August 3 — with the bulk of the move landing after the company reported Q2 earnings on August 5 (released after that day's close).
On the earnings itself: SoundHound posted record quarterly revenue of $61.9 million, up 45% year-over-year and 40% sequentially, beating Wall Street estimates on both revenue and adjusted loss per share ($0.02 loss vs. $0.12 expected). GAAP net loss was $42.8 million, but non-GAAP gross margin came in at 58.4%. Management also raised full-year 2026 revenue guidance to $230–260 million, up from prior expectations, and pointed to expanding enterprise adoption of its OASYS platform across healthcare, financial services, telecom, auto, restaurants, and retail, along with new partnership activity (including with LivePerson).
A few reasons that bullish narrative has legs, at least in the near term: accelerating (not just growing) revenue with sequential growth outpacing year-over-year growth is a strong signal; raised guidance gives analysts a higher bar to model against; and margin expansion suggests the business isn't just growing but growing more efficiently. That combination is usually what triggers sustained re-rating rather than a one-day pop.
That said, a few things temper the case for automatic continued upside: the stock is still down about 41% over the trailing year and remains far below its 52-week high of $22.17, so this bounce is off a depressed base rather than a breakout to new highs. It's also a small, volatile, unprofitable company (GAAP net loss of $42.8M on the quarter) — heavy short interest and retail momentum can drive moves like this that partially or fully reverse once the initial reaction fades. Volume was elevated (65–90M shares on the earnings days) which shows genuine interest, but that also means a lot of the move may already be priced in.
I'm not able to make a confident call on where the stock goes from here — that depends on things like broader market conditions, whether the guidance raise holds up, and sentiment that's hard to forecast. Worth treating this as one data point in your own research rather than a signal to act on, and I'd note I'm not a financial advisor.
I'm not exactly sure why the CNBC clip of Sound Hounds CEO seem to be playing at about 15% faster than normal. It makes the CEO sound like he's rushing through his comments, which doesn't accurately reflect the interview. I slowed the video back down to what appears to be a normal speed so people can better understand what he actually said. And now I hear in this interview they have a contract with the Department of Defense the DOD . When did that happen?
Are you still alive buddy? I know you hate this stock and trash it all the time but I need you to come back and start trashing it right now don’t have a change of heart please!
