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MARKETS & INDUSTRY · SIGNAL REPORT

SoundHound Posts Record Q3 Revenue of $62.4M, Guides to Profitability in Late 2027

SoundHound AI reported record third-quarter 2026 revenue of $62.4 million, up 48.5% year over year, in its first quarter including LivePerson, and guided 2026 revenue to $250-260 million with sustained adjusted EBITDA profitability expected within the second half of 2027; the GAAP net loss was $46.4 million.

ISSUE 232 · 2026-11-05 · SOURCE / GlobeNewswire via Quantisnow · STATUS / VERIFIED · TOKENTA SIGNAL RESEARCH
SOUNDHOUND × Q3 2026 × VOICE AIREPORTED + ANALYSIS
IMAGE: GlobeNewswire via Quantisnow — FROM THE ORIGINAL REPORT ↗
$62.4M
Q3 REVENUE
Third-quarter 2026 reported revenue, up 48.5% year over year; the first quarter to include LivePerson, acquired September 4, 2026.
$(46.4)M
GAAP NET LOSS
Third-quarter GAAP net loss, or $0.10 per share; adjusted EBITDA was a loss of $20.7 million and non-GAAP net loss was $21.2 million.
$250-260M
2026 GUIDANCE
Full-year 2026 revenue guidance; 2027 guidance is $350 million to $400 million, with sustained adjusted EBITDA profitability expected within the second half of 2027.
KEY TAKEAWAYS

WHAT HAPPENEDWhat Happened

SoundHound AI reported third-quarter 2026 revenue of $62.4 million on November 5, 2026, up 48.5% year over year and a company record. The quarter is the first to include LivePerson, whose acquisition closed on September 4, 2026, adding 27 days of the conversational commerce business to the reported figure. The company guided full-year 2026 revenue to $250 million to $260 million and 2027 revenue to $350 million to $400 million.

The growth came with continued losses. Third-quarter GAAP net loss was $46.4 million, or $0.10 per share, and adjusted EBITDA was a loss of $20.7 million. GAAP gross margin was 34.1% against a non-GAAP gross margin of 50.3%, and non-GAAP net loss was $21.2 million. The gap between the two margin figures reflects the acquisition and stock-based costs the company excludes from its adjusted measures.

Chief executive Keyvan Mohajer called the quarter a milestone, pointing to the record revenue, the closed LivePerson deal and the new profitability target: SoundHound expects to reach sustained adjusted EBITDA profitability within the second half of 2027, even at the low end of its revenue guidance. The company's OASYS platform, its agentic voice AI system for vehicles and devices, is the product line the growth story now rests on.

WHY IT MATTERSThe headline number mixes two businesses, and the mix matters

The 48.5% growth rate is real but not clean. Before the LivePerson deal, analysts expected about $62.2 million from SoundHound alone, and the reported $62.4 million includes nearly a month of a business that booked $52.5 million on its own in the second quarter. The release does not split the two, so the organic growth rate cannot be read off the headline. The honest read is that the combined company grew, and the exact contribution of the deal will only show up in the call and the filing.

What the guidance does say is that management expects the combined business to keep scaling fast: $250 million to $260 million this year implies a fourth quarter of roughly $81.5 million to $91.5 million, and $350 million to $400 million next year. That is the number the market will grade the integration against.

WHY IT MATTERSProfitability is dated, not promised vaguely

SoundHound has spent years as a growth story with losses attached: a $46.4 million GAAP loss on $62.4 million of revenue is still a wide gap. The new commitment changes the test. Sustained adjusted EBITDA profitability within the second half of 2027 is a specific window, and management says it holds even at the low end of guidance, which puts the target on the calendar rather than in the distance.

The risk is the margin structure. A 34.1% GAAP gross margin against a 50.3% non-GAAP figure means a large share of the cost base sits in items the adjusted numbers strip out. If the OASYS platform and the LivePerson integration do not lift the GAAP margin as revenue scales, the 2027 target will depend on cost discipline rather than growth alone.

SIGNAL JUDGMENT — ANALYSISRecord revenue, but the deal makes the growth rate harder to read

Tokenta Signal's judgment: $62.4 million is a record quarter and the guidance is ambitious, but the number blends 27 days of LivePerson into SoundHound's own business, so the organic growth rate is not visible yet. The real test is the dated profitability promise: sustained adjusted EBITDA profit within the second half of 2027, held even at the low end of guidance. If the OASYS platform and the integration lift GAAP margins as revenue scales, the story holds; if not, the 2027 target will be met by cost cuts rather than growth.

WHAT REMAINS UNCERTAINWhat Remains Uncertain

The facts in this report rest on SoundHound AI's official third-quarter 2026 results, issued via GlobeNewswire on November 5, 2026 and read in full, and on a wire summary of the same release, which agrees on every figure used here. The $62.4 million reported revenue is the company's own figure for the quarter, the first to include LivePerson, acquired September 4, 2026; the release does not break out LivePerson's contribution, so no beat-or-miss claim against the pre-deal consensus is made here. The earnings call is scheduled for 5:00 p.m. ET on November 5, 2026. This article is a summary with links only and does not reproduce any source text. This does not constitute investment advice.

EVIDENCEEvidence

SoundHound AI's official third-quarter 2026 results were issued via GlobeNewswire on November 5, 2026 at 16:04 ET and read in full through the wire summary and the full release text: revenue $62.4 million, up 48.5% year over year; GAAP net loss $(46.4) million; adjusted EBITDA loss $(20.7) million; 2026 guidance $250 million to $260 million; 2027 guidance $350 million to $400 million; sustained adjusted EBITDA profitability expected within the second half of 2027. The release confirms the LivePerson acquisition closed September 4, 2026 and that the quarter includes 27 days of that business.

ORIGINAL: SoundHound AI Reports Record Q3 Revenue and Guides to Sustained Adjusted EBITDA Profitability within 2H 2027 ↗
quantisnow.com · 2026-11-05 · GlobeNewswire via Quantisnow

PRIMARY SOURCESPrimary Sources

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CORRECTIONS: if a fact on this page is wrong, we keep a correction record on the page. Contact team@tokenta.space