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    Gil Luria • D.A. Davidson Companies

    Gil Luria's questions to Blaize Holdings Inc (BZAI) leadership

    Gil Luria's questions to Blaize Holdings Inc (BZAI) leadership • Q2 2025

    Question

    Gil Luria of D.A. Davidson Companies asked for confirmation on the implied 2026 revenue from new contracts and questioned if the hybrid architecture, which pairs Blaize with NVIDIA GPUs in servers, signifies a larger market opportunity in data centers beyond the edge.

    Answer

    Dinakar Munagala, Co-Founder & CEO, confirmed the revenue calculation was correct. He explained that the hybrid AI strategy is driven by customer ROI, as Blaize's platform complements GPUs for specific workloads to deliver a superior Total Cost of Ownership (TCO), power, and cost advantage. Munagala affirmed this approach is extending Blaize's reach into the data center market.

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    Gil Luria's questions to SoundHound AI Inc (SOUN) leadership

    Gil Luria's questions to SoundHound AI Inc (SOUN) leadership • Q2 2025

    Question

    Gil Luria asked about the primary drivers behind the significant sequential revenue growth and questioned the competitive landscape for the new automotive OEM win in China, specifically asking who SoundHound displaced.

    Answer

    CFO Nitesh Sharan explained that the growth was strong across all business pillars, with the enterprise segment showing great progress post-acquisition and a flywheel effect from cross-selling solutions. CEO Keyvan Mohajer added that in China, SoundHound competes against both legacy and big tech providers, differentiating on superior technology quality, accuracy, and comprehensive language coverage, which is crucial for Chinese OEMs expanding globally.

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    Gil Luria's questions to SoundHound AI Inc (SOUN) leadership • Q1 2025

    Question

    Gil Luria inquired about the revenue contribution from SoundHound's primary verticals, such as automotive and restaurants, and asked which segments would drive growth toward the year-end run rate. He also questioned the maturity of the company's Agentic AI solutions, given the technology is relatively new to the broader market.

    Answer

    CFO Nitesh Sharan explained that revenue is now well-balanced across multiple verticals, reducing historical dependency on automotive. He noted that while auto faces macro pressures, the company is gaining share and sees voice commerce as a key growth driver. He expressed strong optimism for the restaurant vertical's continued expansion and highlighted the new Agentic AI platform as a catalyst for enterprise growth by accelerating customers' time-to-value. CEO Keyvan Mohajer added that SoundHound's Agentic AI is highly mature, stemming from over a decade of internal development, and is differentiated by its superior accuracy, speed, and control, which are critical for live enterprise deployment.

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    Gil Luria's questions to SoundHound AI Inc (SOUN) leadership • Q4 2024

    Question

    Gil Luria inquired about leveraging recent advancements in smaller, more efficient AI models to enhance the restaurant drive-thru business by moving more intelligence to edge devices. He also asked for more details on the $1.2 billion bookings backlog, including its duration and composition by vertical.

    Answer

    CEO Keyvan Mohajer confirmed that SoundHound's architecture was designed to benefit from smaller, more efficient models, leading to improved accuracy, lower costs, and the ability to run generative AI on the edge. CFO Nitesh Sharan detailed that the backlog has a duration of just over six years, with a diverse mix across automotive, restaurants, healthcare, and financial services, and an increasing composition of recurring revenue.

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    Gil Luria's questions to SoundHound AI Inc (SOUN) leadership • Q3 2024

    Question

    Gil Luria of D.A. Davidson & Co. inquired about the integration strategy for the recently acquired Amelia business, specifically which parts would be retained or discontinued. He also asked for technical details on the new Polaris foundation model, including its benchmarks, training parameters, and competitive comparisons.

    Answer

    CFO Nitesh Sharan explained that the Amelia integration is ongoing. He confirmed plans to accelerate high-margin areas like AIOps and voice enablement while evaluating the future of lower-margin professional services and support. CEO Keyvan Mohajer addressed the Polaris model, highlighting that it's built on two decades of proprietary data. He stated that SoundHound benchmarks on accuracy and speed, beating big tech on word error rate, and focuses on minimizing hallucination for enterprise use cases, which is a key differentiator.

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