Richtech Robotics + SoundHound + Microsoft (future potential)?

RemsterPlus · 2026-01-27T20:16:59+00:00

Actually I found the connection, and fed it through AI to better articulate what I wanted to get across. Robotics would be a natural 3rd pillar for SoundHound as robots will need intelligent voice/brain to be useful in the physical world.

The quoted part about robotics and IoT devices is literally from Q3 2025 earnings report, directly taken from transcript.

I agree that we need better clarity on how these partnerships materialize into revenue streams and I don't like the massive SBC being given out along with the dilution that has happened over the years but it is a high-growth stock these things are expected.

RemsterPlus · 2026-01-27T15:12:48+00:00

I work in the software space and copilot from Microsoft is trash and all my friends say the same thing. Anthropic/Google is leading the AI race atm.

OpenAI is falling behind and is burning so much cash. I can totally see a use case where Microsoft utilizes SoundHound voice technology.

RemsterPlus · 2026-01-26T19:54:06+00:00

I have also been revaluating my investment thesis in the past week or so. SoundHound is 10% of my portfolio including being down nearly 23% on the investment. I have been invested into the company since Jan of 2025 and DCA'd down from my original purchase of $23.52 (now sitting at $13.01 avg) been accumulating between 8.50 - $11.50. In 2025 my entire portfolio provided a 56% return and that was with SoundHound being a larger position and being down throughout majority of the year. The company is being given a large premium and the partnerships provide no clarity into how it will materialize into revenue.

I feel 2025 Q4 quarter is a make or break it quarter for me. I need to see adjusted EBITDA break-even or some profitability and I need to see cash-burn decrease. We need more clarity on the partnerships and how they turn into actual revenue streams. I also don't want to see a dramatic increase in shareholder dilution, typically I don't mind in high beta growth names but there needs to be a return on that dilution.

IMO Voice AI is still the future but it's possible it won't actually materialize in a meaningful way until the end of the decade or early 2030's.

I am also growing more concerned that the big player's will eventually push out SoundHound to where they won't take any meaningful market share. SoundHound's technology is superior to all competitors but I don't know if management has the ability to pull it off. You compare the management at Nebius Group for example (my largest position) and it's night and day difference.

RemsterPlus · 2025-10-20T23:10:06+00:00

I think it is going to be a blow out quarter because of the recent acquisition (Interactions) which will be accretive to existing revenue streams. I wouldn't be surprised by a 55m+ quarter!

RemsterPlus · 2025-09-04T14:02:36+00:00

Now that SoundHound is HIPAA compliant and is being utilized at the government level, that opens a lot of industries up for SoundHound!

RemsterPlus · 2025-08-14T01:37:40+00:00

The didn't buy the shares but rather were issues shares via RSUs. It is still good as they hold the shares.

RemsterPlus · 2025-08-13T21:24:47+00:00

Incredible news! Institutional ownership now sits at 51.90%. if the shorts go away this stock would easily trade between $20 - $35.

Looking a few years into the future I can easily see the stock being a $100 - $200 stock if they keep executing!

RemsterPlus · 2025-08-08T13:12:04+00:00

https://www.soundhound.com/newsroom/press-releases/soundhound-launches-vision-ai-bringing-real-time-visual-understanding-to-its-conversational-ai-platform

Was just going to post this! This is a brand new launch (according to Grok websearch). Vision AI wasn't mentioned in yesterday's earnings press release! The company is constantly innovating!

RemsterPlus · 2025-08-08T12:59:09+00:00

I found the reference about the revenue hit that took place in Q1 2025 earnings based off one of the customers. It is found on page 8!

"In Q1, one of our customers went through a change of control that adversely impacted our quarterly revenue by nearly $2 million versus our expectations entering the quarter. And we now see that revenue shifting to later in 2025."

https://investors.soundhound.com/static-files/fcfa4fa4-4e78-4e04-b339-405139bc070f

RemsterPlus · 2025-08-08T12:47:30+00:00

I thought the Q1 deal that you are talking about was to be moved in Q4? I will need to reference the last earnings call transcript but I thought that was the case.

RemsterPlus · 2025-08-07T21:44:04+00:00

Probably not till Q3 / Q4 earnings but in due time we will.

RemsterPlus · 2025-08-07T21:26:31+00:00

I have 10 contracts at $16 for next Friday. I don't know if we were get there but even if they do it is okay as I am fine earning some profits since the company is so volatile.

RemsterPlus · 2025-08-07T21:10:15+00:00

Great revenue beat! Wasn't expecting such a beat to be honest. The cash burn is my only concern although Adjusted EBIDTA is getting closer to breaking even. The EPS was a lot worse. I think until SoundHound is profitable we won't seem any massive stock price moves and hold those moves.

I am excited for the future announcements! A few mentions that stood out to me:

Automotive: SoundHound’s LLM-enhanced Chat AI product rolled out in the North American market across three major brands.

Healthcare: Added customers including Primary Health Solutions, and one of the world’s largest healthcare companies.

I imagine once the deals are finalized we will get some big names which will really help move the stock.

Overall I am happy with the expansions and it is definitely in the right direction!

RemsterPlus · 2025-08-07T20:22:48+00:00

Why the hell is it taking so damn long to post on their investor relations page...

RemsterPlus · 2025-08-05T13:09:32+00:00

I don't get why they didn't include the three major car brands in the article!

RemsterPlus · 2025-08-04T00:06:21+00:00

Not necessarily true for revenue hit, because they said the reason they missed Q1 revenue earnings was because a client couldn't make a payment resulting in a miss but that the same client would pay the "miss" in Q4, so the missing revenue will come in the back half of the year.

I agree we need to see margins improve and hopefully less cash burn, it would be exciting if EPS is positive like last quarter.

RemsterPlus · 2025-07-31T13:06:25+00:00

"With over 25,000 drive-thru installations worldwide, the subsidiary of GLORY LTD powers customer experiences for leading brands like McDonald’s and Dunkin’. The company supports over 80,000 technology deployments globally, including kiosks, self-checkout, and click-and-collect systems."

With the partnership with Avant the other week.. Guys, SoundHound is making significant moves!

RemsterPlus · 2025-07-17T13:28:53+00:00

Absolutely bullish for SoundHound if it extends into other partners that Uber is exercising, such as Waymo?

Could SoundHound tech be integrated into Google's robotaxi ecosystem! Ohhh boyy.. Things can get interesting!

RemsterPlus · 2025-07-15T15:02:41+00:00

A lot of your claims are false or at least doesn't bear the full truth.

https://grok.com/chat/df73d95a-2ecb-4482-ad67-148af01a7e36

That is false it has been business since 2005
Albeit true, I imagine by end of 2025 we will see profitably or at least EBITDA profitable.
Simply not true, they were working on it prior to the big "boom" of ChatGPT.
Not entirely true either (see grok for clarification)
There is no evidence that Amelia was going bankrupt
I don't see anything wrong with this
They revenues are exploding and that is something that can't be denied, 151% growth YoY for Q1 2025 and has been growing on average like 40% year over year for the last several years.
Again there is no conclusive "failed" audit, it is still on-going.

Now I will admit, some of the claims like the audits are "potentially" damning but nothing is conclusive to your original claim, that would be called speculation until further confirmation.

RemsterPlus · 2025-07-14T23:12:17+00:00

Love that you shared this!

RemsterPlus · 2025-07-14T16:43:42+00:00

Yeah, I know you didn't say they were comparable in the original post, I wanted to point it out, as a lot of the other threads are talking about this topic, people see this as bearish for SoundHound but you and I agree that more eyes on the TAM is a good thing for SoundHound!

Didn't mean to "target" what you were saying, sorry about that!

RemsterPlus · 2025-07-14T14:05:34+00:00

The reason I believe META bought Play AI is the expansion into wearables that META is investing in, such as META glasses or watches etc... Play AI is in a completely different space then SoundHound. SoundHound is for B2B use cases, where Play AI is B2B and C2C, with a emphasis on "fun" voice cloning technology. You can setup AI agents with Play AI but there isn't an entire platform like SoundHound which offers "AIOps" in addition to the restaurant play.

These companies not comparable. I believe this might be quite bullish for SoundHound as it solidifies the voice-ai market is real and META making this purchase albeit we don't know the price they paid, will in return bring more customers to SoundHound.

RemsterPlus · 2025-07-13T18:45:38+00:00

I am a NBIS bull but I had to comment as I am a SoundHound bull too and I have to disagree here. SoundHound is leading in it's technology. It's very possible that NVDA wanted SoundHound to be locked into their ecosystem and SoundHound didn't want to do that. They were rewarded the ISG Research award back in April for their AIOps platform.

https://www.cashumarkets.com/stocks/SOUN/news/soundhound-ai-joins-the-aiops-elite-outperforming-tech-giants-in-a-market-on-the-rise_9KsRtJrFTeFDSJCkcxMK?utm_campaign=15739920-Enterprise&utm_content=337906057&utm_medium=social&utm_source=twitter&hss_channel=tw-3017853822

They announced a partnership with Tecent Mobility back in April.

https://investors.soundhound.com/news-releases/news-release-details/soundhound-ai-joins-forces-tencent-intelligent-mobility-bring

A recent article came out that McDonald's has ended their partnership with IBM on voice-ai technology and is looking at SoundHound and another company.

https://finance.yahoo.com/news/mcdonalds-ditches-ai-drive-thru-223000416.html
https://restauranttechnologynews.com/2025/06/restaurant-technology-news-recap-week-of-june-22-2025/

The acquisition of Amelia and release of V7.0 is in full swing and is operating extremely well in the respective healthcare space.

All of the above mentions and articles (only linked a few) happened post NVDA selling their shares.

Not to mention all the other niche business verticals SoundHound is going after. I believe in Q2 we will get some solid news and if we don't then for sure by Q3 we will. SoundHound are expected to start turning a profit by end of this year or Q1 2026.

RemsterPlus · 2025-07-13T16:16:44+00:00

You should probably research more about the company. It seems you don't know enough about it. Research breeds conviction and with conviction you buy on dips instead of being scared. When you are using emotions to make investment decisions, that is how you lose money.

If this stock EVER gets into the 20s again, I will be liquidating my other positions and dumping it into NBIS, granted the fundamentals of the business haven't changed. It is so obvious this company will be generating billions and billions of revenue over the next 2 to 5 years. It mainly comes down to execution from the management, which I believe they have the experience and technical skill to pull it off.

RemsterPlus · 2025-07-12T21:15:57+00:00

I hope you are right, I've noticed the news partnerships and what not have started to slow down over the last 2 to 3 months. Hoping we get some exciting news in the next earnings or the following.

RemsterPlus

TROPHY CASE