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    Leo Carpio • Joseph Gunnar

    Leo Carpio's questions to SoundHound AI Inc (SOUN) leadership

    Leo Carpio's questions to SoundHound AI Inc (SOUN) leadership • Q2 2025

    Question

    Leo Carpio questioned the revised 2025 guidance, asking why the Q2 revenue beat was not fully passed through and whether the outlook incorporates future acquisitions. He also asked for background on the Red Lobster contract.

    Answer

    CFO Nitesh Sharan explained the guidance reflects the lumpy nature of large enterprise deals and a prudent planning approach, confirming it is purely organic and does not include potential M&A. Regarding Red Lobster, he clarified it's an existing partner that SoundHound supported through its bankruptcy journey and is now scaling again, demonstrating AI's value for businesses in all situations.

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    Leo Carpio's questions to SoundHound AI Inc (SOUN) leadership • Q1 2025

    Question

    Leo Carpio asked whether a potential economic recession would negatively impact the restaurant business or act as a catalyst for technology adoption. He also inquired about any recent changes in the competitive landscape or observed pricing pressures.

    Answer

    CEO Keyvan Mohajer stated that SoundHound's value proposition is resilient in any economic climate, as businesses invest in innovation during good times and automation for cost savings during challenging times. He noted that their AI now also drives higher revenue through larger ticket sizes. Regarding competition, Mohajer acknowledged that more players have entered the market with the rise of GenAI, but he asserted that they lack SoundHound's maturity in technology, data, and customer integrations. He added that the growing ecosystem creates partnership opportunities, referencing a recent collaboration with Pindrop.

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    Leo Carpio's questions to SoundHound AI Inc (SOUN) leadership • Q4 2024

    Question

    Leo Carpio asked if SoundHound's platform has any missing technologies that might require future acquisitions. He also inquired about the speed at which automotive POCs can convert into full contracts and generate revenue.

    Answer

    CEO Keyvan Mohajer responded that SoundHound aims to be a one-stop shop with primarily in-house technology, but maintains a flexible partnership strategy to offer third-party solutions when preferred by customers. Regarding auto POCs, he clarified that for existing customers, deploying new features is as fast as 'a flip of a switch,' while the process is longer for new OEMs, though the new voice commerce pillar is accelerating new OEM interest.

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    Leo Carpio's questions to SoundHound AI Inc (SOUN) leadership • Q3 2024

    Question

    Leo Carpio of Joseph Gunnar asked about SoundHound's M&A appetite, potential interest in sectors like energy and retail, and plans for collaboration with major LLM companies. He also inquired about the strategy for securing contracts with the top 5 global QSR chains.

    Answer

    CFO Nitesh Sharan stated that while the company maintains a programmatic M&A capability, the immediate focus is on integrating recent acquisitions. CEO Keyvan Mohajer clarified that they already partner with companies like OpenAI and utilize an LLM-agnostic architecture. To win top QSRs, Mohajer pointed to their market leadership, the milestone of processing over 100 million calls, and the upcoming CES demonstration of a unified voice commerce ecosystem connecting their automotive and restaurant platforms.

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