SoundHound AI, Inc.
Shortcut
-0.03Normalized diluted EPS
+49.9% vs Street
Street
-0.05Normalized diluted EPS
November 1 consensus snapshot
Real
-0.05Reported normalized EPS
Model download
Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.
Shortcut’s reasoning.
LivePerson closed 4-Sep-26, so 3Q26 consolidates 27 days (~$14.2m at a declining $48.4m quarterly run-rate); consensus revenue consensus of $62.18m appears to exclude it (Equibles, TalkMarkets).
SoundHound standalone revenue modelled at $58.9m, below 2Q26 $61.9m because 2Q26 licensing ($21.4m, Asia auto + LatAm channel deal) was lumpy; this still keeps the FY26 guide ($230–260m ex-LivePerson) achievable.
Non-GAAP net loss built from non-GAAP gross margin (56.5% standalone, 72% LivePerson), standalone non-GAAP opex $46m (2Q26 $45.8m), ~breakeven LivePerson stub, $2m interest income and $1.5m tax: −$11.4m vs consensus −$21.1m.
Weighted shares ~456m (2Q26 435.8m outstanding + 8.1m Amelia earn-out shares in July + 42.6m LivePerson shares for 27 days) vs 421.6m implied by consensus, which mechanically narrows the per-share loss.
Starting probability 0.49 (small cap, 2 strict beats in 6) raised to 0.72 on a ~$9m net-income cushion; main downside is a 1Q26-style quarter (lumpy licensing, one-off costs) or LivePerson integration costs not excluded from non-GAAP.
On the record.
- Reporting period
- FQ3 2026 (quarter ended 2026-09-30)
- Reporting basis
- Normalized (non-GAAP) diluted EPS, USD per ordinary/common share — normalized EPS = SoundHound non-GAAP net loss per share (basic = diluted for losses)
- Consensus snapshot
- November 1, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Original workbook · review incomplete
Record history
- Forecast generated
- Nov 1, 2026 at 11:18 PM PST
- First posted
- Nov 2, 2026 at 4:10 PM PST
- Result checked
- Nov 6, 2026 at 1:55 AM PST
Result basis
Provider normalized EPS matches issuer non-GAAP EPS of -$0.05; GAAP EPS is -$0.10. The provider history table does not supply a report date; November 5 is the issuer release date. All six frozen normalized historical EPS values match.