Equity Profile

SOUN

SoundHound AI, Inc.

Information TechnologyApplication Software$3.3B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

SoundHound AI, Inc. operates in the Information Technology sector, focusing on application software that leverages artificial intelligence for voice recognition and natural language processing....

Key Metrics to Watch

EPS

Earnings per share will provide insight into the company's profitability and operational efficiency this quarter.

N/A

Revenue Growth

Understanding revenue trends is crucial for assessing demand for SoundHound's products and overall business health.

N/A

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

SOUN Q2-2026 Earnings Preview

Context

Company Snapshot

SoundHound AI, Inc. operates in the Information Technology sector, focusing on application software that leverages artificial intelligence for voice recognition and natural language processing. As AI continues to grow in importance across various industries, SoundHound's technology could play a significant role in enhancing user experiences and driving innovation.

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 the last quarter, SoundHound reported an EPS of -$0.06, outperforming expectations by 44.44%. The stock reacted positively, gaining 2.77% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about SoundHound's upcoming earnings, given its history of beating EPS estimates. However, lack of revenue guidance may create uncertainty.

Bull Case

If SoundHound continues its trend of beating EPS estimates, it could signal strong operational performance and lead to a positive stock reaction.

Bear Case

On the other hand, if the company fails to provide clear revenue guidance or shows signs of slowing growth, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of beating EPS estimates, this number will be crucial for market sentiment and stock performance.

What is the revenue outlook for the upcoming quarter?

Revenue guidance will provide insight into demand for SoundHound's products and overall business health, impacting investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SoundHound's ability to leverage its AI technology for revenue growth, as evidenced by its consistent EPS beats.

Supporting Evidence

SoundHound has beaten EPS estimates in every quarter for the past two years, indicating strong operational execution.

The options market is pricing a significant move, suggesting that investors are anticipating either a strong performance or a major shift in guidance.

Key Risk

If SoundHound's revenue growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether SoundHound can maintain its positive earnings surprises and provide reassuring revenue guidance.

Bull Confirmed If

An EPS of -$0.05 or better would confirm the bull case and suggest strong operational performance.

Bear Confirmed If

An EPS worse than -$0.10 would confirm the bear case, indicating potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±41.81%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty or anticipation surrounding the earnings report.

Options are pricing ±41.8% while SOUN has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

79.1%

Calls (6.1M)P/C Ratio: 0.08Puts (803K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SoundHound beats expectations, history suggests a positive stock reaction of around +2.36%, confirming strong operational performance.

In-Line / Cautious

If results are in line but lack clear guidance, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

Should the company miss expectations, history suggests a potential decline of around -9.48%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships that could drive revenue.
2Details on product enhancements or new features that leverage AI capabilities.
3Management's outlook on market demand for AI-driven applications.
4Insights into cost management strategies and their impact on profitability.
5Any commentary on competitive positioning within the AI software market.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

SoundHound AI, Inc. operates in the Information Technology sector, focusing on application software that leverages artificial intelligence for voice recognition and natural language processing....

Key Metrics to Watch

EPS

Earnings per share will provide insight into the company's profitability and operational efficiency this quarter.

N/A

Revenue Growth

Understanding revenue trends is crucial for assessing demand for SoundHound's products and overall business health.

N/A

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

SOUN Q2-2026 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 the last quarter, SoundHound reported an EPS of -$0.06, outperforming expectations by 44.44%. The stock reacted positively, gaining 2.77% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about SoundHound's upcoming earnings, given its history of beating EPS estimates. However, lack of revenue guidance may create uncertainty.

Bull Case

If SoundHound continues its trend of beating EPS estimates, it could signal strong operational performance and lead to a positive stock reaction.

Bear Case

On the other hand, if the company fails to provide clear revenue guidance or shows signs of slowing growth, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of beating EPS estimates, this number will be crucial for market sentiment and stock performance.

What is the revenue outlook for the upcoming quarter?

Revenue guidance will provide insight into demand for SoundHound's products and overall business health, impacting investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SoundHound's ability to leverage its AI technology for revenue growth, as evidenced by its consistent EPS beats.

Supporting Evidence

SoundHound has beaten EPS estimates in every quarter for the past two years, indicating strong operational execution.

The options market is pricing a significant move, suggesting that investors are anticipating either a strong performance or a major shift in guidance.

Key Risk

If SoundHound's revenue growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether SoundHound can maintain its positive earnings surprises and provide reassuring revenue guidance.

Bull Confirmed If

An EPS of -$0.05 or better would confirm the bull case and suggest strong operational performance.

Bear Confirmed If

An EPS worse than -$0.10 would confirm the bear case, indicating potential challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±41.81%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant potential move, indicating high uncertainty or anticipation surrounding the earnings report.

Options are pricing ±41.8% while SOUN has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

79.1%

Calls (6.1M)P/C Ratio: 0.08Puts (803K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SoundHound beats expectations, history suggests a positive stock reaction of around +2.36%, confirming strong operational performance.

In-Line / Cautious

If results are in line but lack clear guidance, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

Should the company miss expectations, history suggests a potential decline of around -9.48%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new client acquisitions or partnerships that could drive revenue.
2Details on product enhancements or new features that leverage AI capabilities.
3Management's outlook on market demand for AI-driven applications.
4Insights into cost management strategies and their impact on profitability.
5Any commentary on competitive positioning within the AI software market.