SoundHound AI, Inc.
Information Technology · Software
Pure-play voice-AI vendor positioned as the independent alternative to hyperscaler stacks (Alexa, Google Assistant, Siri) - sells to OEMs and operators that refuse to hand customer voice data to Amazon/Google. Amelia acquisition shifted mix from royalty-per-vehicle to ARR enterprise; backlog and bookings now the primary tape vs.
revenue prints. $NVDA stake disclosure (Feb 2026) re-rated the float as an "NVDA-adjacent" name.
- Voice-AI TAM expanding with LLM-driven agentic interfaces; OEMs need a neutral vendor.
- Multi-vertical proof: automotive + QSR + enterprise contracted backlog growing.
- Amelia adds recurring enterprise ARR vs. lumpy auto royalties.
- $NVDA stake = third-party validation + retail flow magnet.
- High short interest + thin float = upside convexity on beats.
- Still cash-burning; profitability path depends on Amelia integration execution.
- Hyperscalers (Amazon, Google, OpenAI, Microsoft) bundle voice for free into broader stacks.
- Auto royalties tied to OEM unit volumes - cyclical, not secular.
- Share count creep from equity raises dilutes per-share metrics.
- Sentiment-driven name; multiple compresses fast when AI narrative cools.
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