Vijay Devar's questions to SoundHound AI Inc (SOUN) leadership • Q2 2025
Question
Vijay Devar, on behalf of Mike Latimore, asked for guidance on modeling Q3 versus Q4 revenue and for clarification on the key growth drivers for the second half of the year.
Answer
CFO Nitesh Sharan stated that revenue is expected to ramp in the second half, with Q4 being stronger than Q3 due to typical seasonality, European summer holidays, and year-end budget deployments. He identified the key drivers as continued growth across all three pillars (Enterprise, Restaurants, Auto), expansion within existing customer accounts, and accelerating contributions from indirect channel partnerships.