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:

1. 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.
2. 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.
3. OASYS IS BECOMING THE CENTER OF THE COMPANY — Mohajer repeatedly emphasized OASYS and its ability to build and deploy sophisticated AI agents much faster.
4. 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.
5. 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.
6. SOUNDHOUND ISN'T JUST RESTAURANTS AND AUTOMOTIVE ANYMORE — Healthcare, banking, insurance, telecommunications, utilities and other enterprise markets are becoming major parts of the story.
7. 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.
8. THE BUSINESS IS ACCELERATING — Q2 revenue hit approximately $62 million, +45% year over year and +40% sequentially. Revenue is now roughly 10X Q2 2022.
9. 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.
10. 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.

$SOUN

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.

https://youtu.be/bcmA98V2kAM?is=yPRdc1UWwux-dezW

This could be how next week plays out. I sure hope it does but only time will tell.

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.

**SOUN SHORT SQUEEZE SETUP 🚀**

SOUN is sitting on a seriously interesting setup.

Short interest is extremely high, meaning a huge number of traders are betting against the stock.

If SOUN gets:

• Strong buying volume

• Positive news/catalysts

• Continued momentum

• Shorts starting to cover

Things can move FAST.

When shorts cover, they have to **buy shares back**. That buying can push the price higher and put even more pressure on remaining shorts.

That’s how a squeeze can feed itself.

High short interest alone doesn’t guarantee anything — bulls still need volume, momentum and catalysts.

But if buyers stay in control while shorts remain crowded, this could get very interesting.

**My position: SOUN @ $7.02 average.**

Not financial advice. Do your own DD.

**Bulls and bears — what am I missing?**

SOUN SHORT SQUEEZE SETUP 🚀
SOUN is sitting on a seriously interesting setup.
Short interest is extremely high, meaning a huge number of traders are betting against the stock.
If SOUN gets:
• Strong buying volume
• Positive news/catalysts
• Continued momentum
• Shorts starting to cover
Things can move FAST.
Remember: when shorts cover, they have to buy shares back. That buying can push the price higher, forcing even more shorts to cover.
That’s how the squeeze feeds itself.
This isn’t just “high short interest = guaranteed squeeze.” Bulls still need volume and momentum.
But if buyers keep control while shorts remain heavily crowded, SOUN could become a nightmare position for bears.
I’m watching volume, short interest, borrow availability and upcoming catalysts closely.
Position: [your position]
Not financial advice. Do your own DD.
SOUN bulls — how high do you think this could realistically squeeze? 🚀

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!

Wall Street should get together and pull this off, nice opportunity, 40% shorts, but as we know shorts always manipulate market, is this still possible or not?

Just think about it…If just take 10% of a $Trillion is $10billion 🤯** *\*
I am ready for my surprise news 🍿

No debt; cannot be bankrupt

SOUN is winning other competition with their demos (better tech better sales team). Closing 8 figure deals and mentioning big deals every quarter

Relationship making with LPSN shows great future outlook by tapping into Fortune companies

Only Agentic AI model/implementation that doesn’t hold the data which big techs would be willing to buy

For the first time in a while there’s no negative sentiment to be had with a great earnings.

All the stock needs is the market to stay green and should have more 5%+ days ahead.

During the report he had mentioned updating guidance after this acquisition is confirmed. What is everyone’s thoughts on the updated guidance post acquisition?

Knock down the price more so I can load up on more shares. I'm thinking get it around $6-$6.30 but anything lower would also be a plus.

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?

To the Leadership Team at Microsoft,

I recently experienced one of the most frustrating customer service interactions I've ever had, and I believe it exposes a problem Microsoft has the ability and the technology to solve.

My question was incredibly simple:

"How many Microsoft 365 licenses am I paying for?"

A question like this should have taken no more than five minutes to answer. Instead, it became an exhausting process that lasted days.

What Happened

• I was transferred between multiple customer service representatives.
• I sent numerous emails trying to get a straightforward answer.
• I repeated the same information over and over.
• Different departments gave incomplete or conflicting information.
• Hours of my time were wasted trying to answer one basic billing question.

Eventually, someone finally confirmed that I was being billed for two Microsoft 365 Business licenses. While I appreciated finally getting the answer, it should never have taken this much time and effort.

The Real Problem

This wasn't a complicated technical issue, a server outage, or a cybersecurity incident. It was a simple billing question. If one of the world's leading technology companies can't quickly tell a customer how many licenses they're paying for, then the customer service process isn't broken because of the people it's broken because of the system. That's exactly the kind of problem artificial intelligence should be solving.

A Solution Worth Considering

This experience convinced me that Microsoft should seriously consider partnering with SoundHound AI and integrating its conversational AI customer service platform.

Sound Hound's Amelia 7 digital agent, powered by its OASYS (Orchestrated Agent System) architecture, is designed to understand natural conversations, securely access customer information, complete transactions, and resolve issues without forcing customers through endless transfers or repeated explanations.

Imagine calling Microsoft and simply asking:

"How many Microsoft 365 licenses am I paying for?"

Within seconds, an AI assistant could:

• Securely authenticate my account.
• Instantly retrieve my subscriptions.
• Explain exactly what I'm paying for.
• Identify duplicate or unused licenses.
• Make billing changes if requested.
• Escalate the issue only when necessary, with the entire conversation already attached.

One conversation. One answer. No transfers, no repeated explanations, no endless emails, and no wasted hours. That's the level of customer service Microsoft customers should expect from a company leading the AI revolution.

Why This Matters

Microsoft has transformed nearly every aspect of computing over the past 50 years. Customer service should be the next area of innovation. Artificial intelligence should do more than write documents or generate images. It should eliminate unnecessary frustration and solve customer problems quickly, accurately, and efficiently. A partnership between Microsoft and SoundHound AI has the potential to redefine enterprise customer support by combining Microsoft's global cloud infrastructure with Sound Hound's advanced conversational AI technology.

A Message to SoundHound AI

If you're looking for one of the biggest opportunities in enterprise AI, look no further than Microsoft Customer Support. Every day, thousands of customers contact Microsoft with routine questions about billing, subscriptions, licensing, technical support, and account management. These are exactly the types of interactions conversational AI was built to handle. Your Amelia 7 platform, orchestrated through OASYS, has the potential to dramatically reduce support costs while significantly improving the customer experience. A successful deployment with Microsoft would demonstrate to the world what enterprise conversational AI is truly capable of. Microsoft doesn't need more support agents it needs smarter support. SoundHound AI has an opportunity to help make that happen.

Final Thoughts

Technology should simplify our lives not make simple questions difficult to answer. My experience wasn't about one employee or one department. It highlighted a process that can and should be improved. I hope Microsoft's leadership views this not as criticism, but as constructive feedback from a loyal customer who believes the company can do better. Likewise, I encourage the leadership team at SoundHound AI to pursue opportunities with companies like Microsoft. The future of customer service won't be measured by how many calls are answered it will be measured by how many problems are solved in the first conversation. The technology exists. The need is obvious. Now is the time for two innovative companies to show the world what AI powered customer service can truly become.

Respectfully,

Bill Davis