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SoundHound AI Rallies on Telarus Deal as Market Awaits Nov. 6 Earnings

Investors now want evidence of backlog conversion ahead of a late‑2025 adjusted‑EBITDA breakeven target.

Overview

  • SoundHound announced a distribution agreement with Telarus to offer its Amelia 7 AI Agent and Autonomics platforms to enterprise customers across sectors such as healthcare and finance.
  • Shares rose about 2% on the Telarus news and added roughly 3% at the next market open, extending a months‑long rebound in the stock.
  • The company reports results on Nov. 6 after the market close, with investors looking for updates on revenue acceleration and progress converting a large backlog into deployments.
  • Second‑quarter revenue jumped 217% year over year to $42.7 million, supported by its low‑latency speech‑to‑meaning technology used in drive‑thru ordering and automotive voice interfaces.
  • Analysts’ one‑year median price target stands at $16 and the stock trades near 53 times sales, while some investors speculate about a potential stock split following the rally.