Equity Profile

SOUN

SoundHound AI, Inc.

Information TechnologyApplication Software$2.8B

May7Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:03 PM EDT

SoundHound AI, Inc. Beats on EPS, Stock Up 2.77%

Metric	Actual	Expected	Surprise
EPS	$-0.06	$-0.04	+44.44%
Revenue	—	$43M	—

management commentary, guidance changes, and full analysis available with Pro.

SoundHound AI, Inc. Beats on EPS, Stock Up 2.77%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.06	$-0.04	+44.44%
Revenue	—	$43M	—

Management Commentary

Tone: Unknown

No transcript is on record, so the analysis is based solely on numerical results.

What It Means

SoundHound AI, Inc. reported a narrower loss than expected, which led to a positive stock reaction, with shares rising by 2.77%. However, the company did not provide revenue figures or any forward guidance, leaving investors with limited insights into future performance. The EPS surprise indicates some level of operational efficiency, but the lack of revenue data raises questions about overall growth.

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and investor sentiment.

$-0.04

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$43M

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

Original Pre-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 demand for AI-driven applications, which are increasingly being integrated into consumer products and services.

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 Q4-2025, SoundHound reported an EPS of $-0.02, significantly beating expectations of $-0.10. The stock reacted positively, gaining 5.40% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect SoundHound to report an EPS of $-0.04 and revenue of $43M for Q1-2026. The company has consistently beaten EPS estimates in the past, which may lead to optimistic investor sentiment.

Bull Case

If SoundHound continues its trend of beating EPS estimates, it could signal strong operational performance and increased investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a negative market reaction, especially given the high implied volatility.

Key Metrics to Watch

EPS

$-0.04

Earnings per share is a key indicator of profitability and investor sentiment.

Revenue

$43M

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the company achieve revenue of at least $43M as expected?

Meeting or exceeding this revenue target is crucial for demonstrating growth and attracting investor confidence.

How will management address the recent trends in EPS performance?

Given the company's history of beating EPS estimates, any commentary on future expectations will be closely scrutinized.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for SoundHound to leverage its recent technological advancements, which could lead to stronger revenue growth than anticipated.

Supporting Evidence

The company has a consistent track record of beating EPS estimates, which may not be fully reflected in current expectations.

The options market indicates a high level of anticipated volatility, suggesting that investors expect significant movement based on the earnings report.

Key Risk

If the company reports revenue significantly above $43M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on whether SoundHound can maintain its trend of beating EPS estimates while also achieving revenue growth.

Bull Confirmed If

Achieving an EPS of $-0.03 or better would confirm the bull case.

Bear Confirmed If

An EPS of $-0.04 or worse would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±19.11%

Historical Avg

±6.5%

Pricing rich

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

Options are pricing ±19.1% while SOUN has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

85.4%

Calls (7.1M)P/C Ratio: 0.35Puts (2.5M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SoundHound beats expectations, history suggests a potential stock increase of around +1.86% on the following day.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

Should the company miss expectations, history suggests a potential decline, although specific data on average moves when missing is not available.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive revenue.
2Management's outlook on market demand for AI-driven applications.
3Details on cost management strategies and their impact on EPS.
4Insights into customer acquisition and retention metrics.
5Any commentary on competitive positioning in the voice recognition market.

See the full picture

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and investor sentiment.

$-0.04

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$43M

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

Original Pre-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 Q4-2025, SoundHound reported an EPS of $-0.02, significantly beating expectations of $-0.10. The stock reacted positively, gaining 5.40% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect SoundHound to report an EPS of $-0.04 and revenue of $43M for Q1-2026. The company has consistently beaten EPS estimates in the past, which may lead to optimistic investor sentiment.

Bull Case

If SoundHound continues its trend of beating EPS estimates, it could signal strong operational performance and increased investor confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a negative market reaction, especially given the high implied volatility.

Key Metrics to Watch

EPS

$-0.04

Earnings per share is a key indicator of profitability and investor sentiment.

Revenue

$43M

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the company achieve revenue of at least $43M as expected?

Meeting or exceeding this revenue target is crucial for demonstrating growth and attracting investor confidence.

How will management address the recent trends in EPS performance?

Given the company's history of beating EPS estimates, any commentary on future expectations will be closely scrutinized.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for SoundHound to leverage its recent technological advancements, which could lead to stronger revenue growth than anticipated.

Supporting Evidence

The company has a consistent track record of beating EPS estimates, which may not be fully reflected in current expectations.

The options market indicates a high level of anticipated volatility, suggesting that investors expect significant movement based on the earnings report.

Key Risk

If the company reports revenue significantly above $43M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on whether SoundHound can maintain its trend of beating EPS estimates while also achieving revenue growth.

Bull Confirmed If

Achieving an EPS of $-0.03 or better would confirm the bull case.

Bear Confirmed If

An EPS of $-0.04 or worse would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±19.11%

Historical Avg

±6.5%

Pricing rich

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

Options are pricing ±19.1% while SOUN has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

85.4%

Calls (7.1M)P/C Ratio: 0.35Puts (2.5M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SoundHound beats expectations, history suggests a potential stock increase of around +1.86% on the following day.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

Should the company miss expectations, history suggests a potential decline, although specific data on average moves when missing is not available.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive revenue.
2Management's outlook on market demand for AI-driven applications.
3Details on cost management strategies and their impact on EPS.
4Insights into customer acquisition and retention metrics.
5Any commentary on competitive positioning in the voice recognition market.