SoundHound AI (SOUN) Earnings Date & Reports

Key Takeaways

• SoundHound AI (SOUN) is expected to report its third-quarter 2026 results after the market close on November 5, 2026.
• Wall Street consensus points to revenue of roughly $63 million to $64 million, up from $42.0 million in the prior-year quarter.
• Analysts expect a non-GAAP net loss per share near $0.07, a metric that excludes certain non-cash items such as stock-based compensation.
• The company beat revenue and profit expectations in Q2 2026, then raised its full-year revenue guidance to $230 million to $260 million.
• Investor attention will center on adoption of the OASYS agentic AI platform, margin progress, and the pending LivePerson acquisition.

Earnings Context and Why It Matters

SoundHound AI has become one of the more closely watched names in conversational and agentic artificial intelligence, and its quarterly earnings have repeatedly moved the stock. In the second quarter of 2026, the company posted record revenue of $61.9 million, up 45% year over year, and narrowed its losses, prompting management to lift its full-year outlook. With the November 5 report, investors are looking for evidence that this momentum is durable. The print matters beyond a single quarter: it will help clarify whether the newly launched OASYS platform can accelerate deal conversions and whether the LivePerson acquisition, expected to close by year-end, positions the company for its next stage of scale.

Earnings Expectations

For the third quarter of 2026, analyst consensus estimates place revenue at approximately $63 million to $64 million, which would represent growth of roughly 50% from the $42.0 million reported a year earlier. On the bottom line, analysts expect a non-GAAP (non-Generally Accepted Accounting Principles) net loss of around $0.07 per share. It is important to note that SoundHound remains unprofitable on a GAAP basis, so investors tend to focus on non-GAAP results and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) when measuring operating progress.

The company enters the report with strong recent momentum. It has topped revenue estimates in each of its last several quarters, including an 18% revenue beat in Q2 2026, when non-GAAP EPS of -$0.02 came in well ahead of consensus. Full-year 2026 guidance was raised to $230 million to $260 million. Key metrics to watch include gross margin, adjusted EBITDA, cash burn, and any commentary on OASYS-driven sales cycles, which management says are shortening from months to minutes.

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Market Reaction and Investor Sentiment

Sentiment heading into SoundHound's Q3 2026 report is cautiously optimistic but reflects the stock's history of sharp post-earnings swings. Shares jumped roughly 15% in after-hours trading following the August Q2 beat, while a mixed Q1 report in May triggered a decline of about 12%. That volatility underscores how sensitive the stock remains to guidance and profitability signals, not just top-line growth.

Heading into this report, key risk factors include continued operating losses, elevated spending tied to recent acquisitions, and a high level of short interest in the stock. Analysts have also been adjusting price targets in recent weeks. Any sign that OASYS is accelerating large-deal signings, or that margins are improving faster than expected, could support bullish sentiment, while softer guidance or wider-than-expected cash burn could pressure the stock.

Forward Outlook and Key Factors to Monitor

Beyond the Q3 headline numbers, investors will be listening for what management says about the path to profitability. The company has pointed to its proprietary Polaris speech model and in-house language models as levers for lowering costs and lifting margins over time. Progress on moving workloads onto its own technology stack will be an important signal to monitor.

The LivePerson acquisition remains the largest strategic catalyst. Management expects the deal to close by the end of 2026 and has said it could support a combined 2027 revenue range of at least $350 million to $400 million, with more than $100 million of that contribution from LivePerson's customer base. Whether the company reaffirms this target, and how it plans to fund and integrate the transaction, will shape the multi-quarter outlook.

Finally, watch demand trends across healthcare, financial services, automotive, and restaurants, along with international momentum in Asia. Because the company is still burning cash, investors should track operating cash flow and the balance sheet, where SoundHound ended Q2 with roughly $203 million in cash and no debt. Balanced against these catalysts are the risks of integration costs and intensifying competition in agentic AI, which keep the forward picture dynamic rather than settled.

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