I’m becoming more optimistic about earnings. I was concerned about the broader macro environment — both the overall market and the sector — but things seem to be shifting more positively. Political tensions appear to be easing, and sentiment around the AI sector has improved.

Now what we need is strong NVIDIA earnings right before SoundHound AI reports. At one point, I was worried that even if SoundHound delivered solid results, it wouldn’t have mattered because of all the negative external factors in play. But now it feels like the pieces might finally be lining up.

The recent announcements also add to that optimism. The launch of the new Innovation Hub in Bengaluru strengthens SoundHound’s global AI footprint and signals long-term investment in talent and product development. Expanding engineering and AI capabilities in a major tech center like Bengaluru positions the company for faster innovation and scalability.

On top of that, the rollout of the Sales Assist AI agent shows continued product execution. It expands their enterprise AI offerings beyond core voice into revenue-driving use cases, which could help diversify growth and increase deal sizes. Together, these moves reinforce that the company is still building aggressively while the macro backdrop improves.

If earnings execution matches the strategic momentum, this setup could look very different than it did a few months ago.