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Is SoundHound AI a Lucrative Bet on Long-Term Potential on Voice AI?

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Key Takeaways

  • SOUN Q2 revenue jumped 217% to $42.7M, beating estimates, with EPS loss narrowing to $0.03.
  • Management raised 2025 sales outlook in the range of $160 to 178M, nearly doubling revenues year over year.
  • Vision AI, Polaris integration, and major automotive wins bolster SoundHounds voice AI momentum.

SoundHound AI Inc. (SOUN - Free Report) — the conversational and agentic artificial intelligence (AI) specialist — reported impressive second-quarter 2025 earnings results. SOUN reported quarterly adjusted loss of $0.03 per share, narrower than the Zacks Consensus Estimate of a loss of $0.06. This also compares to a loss of $0.11 per share a year ago. Quarterly revenues of $42.7 million were up 217% year over year, beating the Zacks Consensus Estimate of $33 million. 

SoundHound AI reported second-quarter earnings results on Aug. 7 after the closing bell. On Aug. 8, its stock priced soared 26.4%. Despite this rally, the stock is a major laggard this year. Shares of SOUN have plummeted 19.8% year to date. The broad-market benchmark — the S&P 500 Index — is up 8.5% year to date while the tech-heavy Nasdaq Composite is up 10.9%.

Zacks Investment Research
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Technological Advancement 

Recently, SOUN introduced Vision AI integrating visual understanding with its voice-first platform. Vision AI strategy will enable the company to improve both top and bottom lines by making huge inroads into the emerging voice commerce market. 

In the last reported quarter, Enterprise AI recorded its highest number of monthly go-lives, driven by the Amelia 7 agentic AI platform. Restaurant AI deployments expanded to more than 14,000 locations, with more than 1,000 added in the second quarter. 

Automotive growth was fueled by a major OEM win in China and higher ASPs from Generative AI integration. Voice Commerce pilots with global automakers and QSRs advanced toward commercialization, creating cross-sell opportunities across verticals. 

SOUN is doubling down on its multilingual and multimodal foundation model, Polaris, as a cornerstone of its competitive edge in the voice AI landscape. In the multilingual voice AI race, the company faces stiff competition from tech giants such as Alphabet Inc. (GOOGL - Free Report) , Amazon.com Inc. (AMZN - Free Report) and Baidu Inc. (BIDU - Free Report) . 

In this regard, the integration of Polaris across acquisitions such as SYNQ3, Allset, and Amelia has already led to enhanced upsell and cross-sell traction across verticals, further strengthening its value proposition.

Robust Clientele 

SOUN has a powerful list of clients, especially in the automotive vertical. Its major clients include, Mercedes-Benz of Germany, Honda Motor Co. (HMC - Free Report) of Japan and Hyundai Motor Co. of South Korea. 

On Aug 5, management said that its advanced voice assistant with integrated Generative AI, SoundHound Chat AI Automotive, has been rolled out to vehicles of three major global automotive brands across North America. SOUN estimates that in-car voice commerce represents up to a $35 billion annual opportunity for automakers.

Solid Guidance 

Management raised its 2025 revenue outlook to $160 – $178 million, citing strong close rates and expanding AI adoption. Previously, management had guided sales between $157 million and $177 million. The mid-point of the current guidance represents 99.5% year-over-year sales growth. 

Sequential growth is expected in the second half, with the fourth quarter anticipated to outpace the third quarter on seasonal enterprise and automotive momentum. SOUN projects adjusted EBITDA profitability by year-end 2025, supported by ongoing cost synergies, cloud optimizations, and scaling Voice Commerce opportunities.

Attractive Estimate Revisions

For third-quarter 2025, the Zacks Consensus Estimate currently shows revenues of $44.69 million, suggesting an increase of 78.1% year over year and EPS of -$0.04, indicating an improvement of 33.3% year over year. The Zacks Consensus Estimate for current-quarter earnings has improved 20% over the last 90 days.

For full-year 2025, the Zacks Consensus Estimate currently shows revenues of $167.3 million, suggesting an increase of 97.5% year over year and earnings per share of -$0.16, indicating an improvement of 84.6% year over year. The Zacks Consensus Estimate for current-year earnings has improved 5.9% over the last 90 days.

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Image Source: Zacks Investment Research

Lucrative Valuation

The stock price of SoundHound AI is trading at a 45.8% discount to its 52-week high. SOUN currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

This mid-cap voice AI specialist has been benefiting from accelerating adoption across enterprise, automotive, and restaurant verticals, along with solid early traction for its agentic AI and Voice Commerce initiatives. 

SOUN’s technological innovations, strong client base and diversification into various business verticals are expected to generate momentum for its stock price movement in the near future.  

Zacks Investment Research
Image Source: Zacks Investment Research

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