Post-earnings recap
Reported
Wed, Aug 5, 2026
EPS actual
$-0.02
EPS est.
$-0.13
EPS surprise
+84.25%
1-day move
-1.23%
SoundHound AI, Inc. reported a smaller-than-expected loss per share, which is a positive surprise for investors. However, the stock reacted negatively, declining by 1.23%. The lack of revenue data and management commentary may have contributed to the stock's downward movement.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.02 | N/A | +84.25% |
| Revenue | N/A | N/A | N/A |
No transcript is on record, and the analysis is based on numerical results only.
SoundHound AI, Inc. is a technology company specializing in application software that uses artificial intelligence to enhance voice recognition and natural language processing. As AI continues to grow in importance across various sectors, SoundHound's innovations could play a significant role in shaping how consumers interact with technology.
Last quarter
In Q1 2026, SoundHound reported an EPS of -$0.06, outperforming expectations by 44.44%. The stock reacted positively, increasing by 2.77% the following day.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+59.96%
Avg 1-day reaction
-0.44%
Investors are cautiously optimistic ahead of the earnings report, given the company's history of beating EPS estimates. However, there is uncertainty regarding revenue figures.
Bull case
If SoundHound continues its trend of beating EPS estimates, it could lead to a significant stock price increase, especially if revenue shows strong growth.
Bear case
Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price.
The print will turn on these.
Q1
What will be the EPS for Q2 2026?
Given the company's strong track record of beating EPS estimates, this number will be critical in shaping investor sentiment.
Q2
What is the revenue outlook for the upcoming quarters?
Revenue growth is essential for sustaining investor confidence, and any guidance on future revenue will be closely watched.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±12.7%
Why consensus could be wrong
The Street may be underestimating SoundHound's potential for revenue growth due to its innovative AI solutions, which could drive higher demand than anticipated.
Supporting evidence
The company has consistently beaten EPS estimates, indicating stronger operational performance than expected.
Options pricing suggests a significant move, reflecting expectations of volatility that may not align with conservative revenue forecasts.
Key risk
If revenue growth exceeds expectations, it could significantly alter the market's perception of SoundHound's future prospects.
Pre-commit to what would confirm each case.
This quarter, the focus is on whether SoundHound can maintain its positive earnings surprises and provide a favorable revenue outlook.
Bull confirmed if
An EPS of -$0.04 or better would confirm the bull case and suggest continued operational improvement.
Bear confirmed if
An EPS worse than -$0.10 would confirm the bear case and raise concerns about profitability.
What the market is pricing for the move.
Implied Move
±41.81%
Historical Avg
±4.0%
The options market is pricing in a substantial move, indicating that traders expect significant volatility following the earnings report.
Options are pricing ±41.8% while SOUN has averaged ±4.0% over the last 8 prints — setup is pricing rich.
ATM IV
0.9%
30d HV
79.1%
Smart-money positioning from the most recent 13F filings.
Institutional
38.26%
of float
Insider
1.91%
of float
Holders
551
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
33,984,088 sh · $191.3M
8.26%
4.9%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If SoundHound beats expectations, history suggests a stock increase of around +2.36%, confirming the bullish sentiment.
In line / cautious
If results are in line but cautious commentary is provided, the stock may experience muted movement as investors reassess their outlook.
Miss
A miss could lead to a decline, with historical data suggesting an average drop of around -9.48% following poor performance.
The lines on the call that would change the story.
Vanguard Portfolio Management LLC
25,882,174 sh · $145.7M
6.29%
1.4%
Vanguard Capital Management LLC
18,060,812 sh · $101.7M
4.39%
3.9%
Geode Capital Management, LLC
10,411,071 sh · $58.6M
2.53%
8.3%
State Street Corporation
10,048,444 sh · $56.6M
2.44%
10.6%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.