r/Soundhound

https://preview.redd.it/l1k1lr3hnkkh1.png?width=778&format=png&auto=webp&s=f821d9856de4032ce19ab8ba1836dd5e64e64fe4

To be honest, I’ve been very patient with this stock, but I feel like I’m stuck—when I could just take the loss and reinvest those funds into another ETF.

Vote? Merger? Profit? Just dilution man!! Institutions fool you again. Vote NO could trigger a squeeze actually, but now is too late. Always late to get the truth. Institutions were telling you to vote yes, just fool u. Remember, the price won’t lie to you. Let's see.

Never seen a vote like this. 97% in favor? Who cares what the other 3% vote. Institutions really know how to play the game. It looks like they haven’t achieved their goal yet, which is to buy time for JANE STREET shorts to fully exit. Looking back at AMC back then, if people really vote NO, perhaps a short squeeze could happen. But retail investors never learn. Following the institutions’ playbook, cast your “yes” vote, and the squeeze is getting farther and farther away from you.

The CEO has to go... SoundHound is going nowhere he is just building a bigger losing company

Is Soundhound set for a bounce tomorrow?

This was probably one of the most confident interviews I’ve seen from Keyvan Mohajer in a long time. He seemed extremely confident about SoundHound’s technology, the opportunity ahead, the LivePerson acquisition, and where the company fits in the much bigger AI race.

For those who watched the full interview, what were your biggest takeaways? Did anything he said change your view of SoundHound’s long-term potential? More importantly, do you think this confidence is supported by what SoundHound is actually executing today, or is there still a significant gap between the vision and the numbers?

Curious to hear what both bulls and bears took away from this interview.

https://youtu.be/oF-0E76f-Yo?is=hy0NVkWdKyKi33Ad

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SOUNDOWN AI break down the 6-inside-days structure. Told you short every fake pop. New techs, bunch of contracts, good earnings........ All of these are nothing but Cocaine of Fantasy in the face of a sc*m company. That's why CFO leave!

I was looking at SoundHound (SOUN) versus the S&P 500 and found this comparison pretty eye-opening.

At roughly a 25.8x P/E, buying the S&P 500 through SPY means you’re paying about:
$25.82 for every $1 of actual earnings.
SOUN can’t even be evaluated the same way because it currently has negative earnings. There is no positive $1 of profit to attach a P/E multiple to.

So instead, look at revenue.
At roughly a $3.3B market cap and around $245M in projected 2026 revenue, SOUN investors are paying roughly:
$13 for every $1 of revenue.
Not earnings. Revenue.

Here’s another way to look at it.
Let’s assume SOUN eventually achieves a very healthy 20% net profit margin.
$245M revenue × 20% = about $49M in earnings.

At a $3.3B valuation, that would effectively mean investors are paying roughly:
$67 for every $1 of earnings.

So:
SPY: ~$26 for every $1 of actual earnings
SOUN today: No positive earnings
SOUN at a hypothetical 20% net margin: ~$67 for every $1 of earnings

That doesn’t necessarily mean SOUN is a bad investment. Revenue is growing rapidly, and if SoundHound eventually gets to $750M, $1B+ in annual revenue while expanding margins, today’s valuation could ultimately look reasonable—or even cheap.
But it does illustrate what you’re actually betting on.

With SPY you’re buying existing earnings.
With SOUN you’re paying a significant premium for earnings you hope will exist several years from now.

For the SOUN bulls: What revenue and net-margin assumptions are you using to justify the current valuation?

Ok I asked questions and received answers

1. Revenue needs to approach $1 billion annually. This is the biggest one. At $1B revenue, a $21.6B valuation equals roughly 21.6× sales. That's aggressive, but absolutely within the range the market has awarded high-growth AI software companies.
2. Revenue growth needs to stay around 40–50%+. Q2's reported $61.9M and 45% YoY growth is the kind of growth rate SoundHound needs to maintain as the revenue base gets larger. The market pays huge multiples when it believes 40%+ growth can continue.
3. Get to positive adjusted EBITDA. The current adjusted EBITDA loss can't continue indefinitely. Crossing into positive EBITDA would be a major psychological and institutional-investor milestone.
4. Show a believable path to $100M+ annual operating profit. SoundHound doesn't necessarily need this immediately to reach $50, but investors need to see operating leverage—revenue climbing much faster than expenses.
5. Gross margins need to move toward 60–70%+. This is important because Wall Street values scalable software revenue much differently than lower-margin service revenue. Palantir's gross margin was around 79% in 2022 and 81% in 2023.
6. OASYS needs to become the growth engine. SoundHound can't reach a $20B+ valuation on restaurant voice ordering alone. OASYS has to demonstrate that SoundHound can become a broad enterprise agentic-AI platform.
7. Land several recognizable enterprise customers. One giant household-name customer would help, but several would be far more important. The market needs evidence that OASYS is repeatable rather than one monster contract.
8. Build recurring enterprise revenue. Investors love predictable, contracted software revenue. Palantir went from $1.91B revenue in 2022 to $2.23B in 2023 and $2.87B in 2024, while eventually becoming profitable. That's the type of progression SoundHound needs to demonstrate on a smaller scale.
9. Control dilution. This one gets overlooked. At roughly 433M shares, $50 means ~$21.6B. If SoundHound eventually has 500M diluted shares, $50 requires $25B. Every additional 50M shares makes the $50 target require another $2.5B of market value.
10. The $50 formula: $1B revenue × 20–25× sales = $20–25B valuation. At ~433M shares: $20B ÷ 433M = $46.19/share and $22B ÷ 433M = $50.81/share. That's the mathematical neighborhood.

And here's why the Palantir comparison gets interesting. Palantir was generating about $1.9 billion annually in 2022 while its stock went through its beaten-down period; by 2023 it generated $2.23B and became profitable, and by 2024 revenue reached $2.87B. The combination of AI enthusiasm, accelerating growth and improving profitability ultimately caused investors to assign Palantir a dramatically larger revenue multiple.

So I wouldn't say SoundHound needs $1 billion revenue before it can trade at $50. Stocks anticipate results. If SoundHound gets to perhaps $600–750M annualized revenue, is still growing 40–50%+, reaches positive EBITDA, OASYS is exploding, and several major enterprise customers are announced, Wall Street could begin pricing in the $1B+ revenue level before SoundHound actually reaches it.

Stop making excuses for the decline. The bears are rubbing the bulls’ faces in the ground. SPY big green SOUNDOWN red. SPY all time high, SOUNDOWN near all time low. SPY up SOUNDOWN down, SPY down SOUNDOWN down, SPY flat SOUNDOWN DOWN. Good news SOUNDOWN down, bad news SOUNDOWN down, no news SOUNDOWN down. The only one way of SOUN is south. Mcdonalds, Starbucks, Toyota, Squeeze, blah blah blah blah same thing for one year? Everyday is red candle squeeze, OK? Welcome to short SONDOWN AI!

So now SOUN has got a Zacks rank of Buy (2)? I thought it was Strong Sell since forever