分组1 - SoundHound AI, Inc. reported a quarterly loss of $0.02 per share, which aligns with the Zacks Consensus Estimate, showing improvement from a loss of $0.69 per share a year ago [1] - The company posted revenues of $55.06 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.04% and up from $34.54 million year-over-year [2] - Over the last four quarters, SoundHound AI has surpassed consensus EPS estimates three times and topped revenue estimates three times as well [2] 分组2 - The stock has underperformed, losing about 14.5% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the coming quarter is -$0.04 on revenues of $44.57 million, and for the current fiscal year, it is -$0.06 on revenues of $232.16 million [7] - The Computers - IT Services industry, to which SoundHound AI belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, indicating potential challenges ahead [8]

Core Insights - SoundHound AI, Inc. (SOUN) has opened a new innovation hub in Bengaluru, India, to accelerate the global rollout of its agentic AI platform, resulting in a 1.9% increase in SOUN stock during trading hours, indicating investor optimism [1] Group 1: Expansion and Development - The Bengaluru facility is part of SoundHound's strategy to expand its global development footprint and support innovation in agentic AI offerings, leveraging one of the largest technology talent pools [2] - The hub aims to enhance research and development efforts, enabling faster iteration of enterprise-grade conversational and workflow-based AI solutions [2] Group 2: Product and Market Positioning - SoundHound's agentic AI platform manages complex interactions across various channels, serving industries such as automotive, restaurants, retail, healthcare, financial services, and government, positioning the Bengaluru hub to contribute across multiple verticals [3] - The expansion aligns with SoundHound's broader strategy to scale enterprise AI globally and deepen its international presence, enhancing geographic diversification and supporting global customer deployments [4] Group 3: Financial Outlook - The near-term financial impact of the new hub is expected to be limited, but it strengthens SoundHound's innovation pipeline and access to specialized talent, with longer-term benefits dependent on the company's ability to translate development capacity into scalable enterprise adoption and revenue growth [5] - SOUN's stock has trended downward by 27.6% over the past six months, underperforming compared to the Zacks Computers - IT Services industry, the Zacks Computer and Technology sector, and the S&P 500 index [8] Group 4: Competitive Landscape - SoundHound faces competition from C3.ai and Cerence, both of which are expanding their capabilities in conversational and agentic AI, with C3.ai focusing on enterprise AI automation and Cerence strengthening its automotive AI footprint [6][7] - C3.ai's expanding product suite keeps it in contention with SoundHound for contracts across various sectors, while Cerence maintains strong legacy relationships in key accounts [6][7] Group 5: Earnings Estimates - SOUN's earnings estimates for 2026 indicate a loss per share of 6 cents, but with an expected year-over-year growth of 56.9% [13] - Current earnings estimates for the upcoming quarters remain unchanged, reflecting stability in projections [14]

Taboola.com Ltd. (TBLA) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +44.44%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.11, delivering a surprise of +10%.Over the last four quarters, the company ha ...

Key Takeaways SoundHound to expand into retail with the upcoming debut launch of its AI-powered Sales Assist.SOUN targets telecom upsell gains as it leverages Polaris automatic speech recognition technology.SoundHound trades at a premium valuation amid strong AI competition with close market peers.SoundHound AI, Inc. (SOUN) has turned heads by announcing the launch of Sales Assist, a voice-powered AI agent for retail at the Mobile World Congress 2026. SOUN stock jumped 6.8% during yesterday’s trading hours ...

Key Takeaways BigBear.ai reports Q4 results March 2, with revenues down 26% year over year.BBAI closed its $250M Ask Sage deal, adding secure generative AI and integration costs.BigBear.ai holds a $376M backlog and stronger liquidity despite margin pressure.BigBear.ai Holdings, Inc. (BBAI) is scheduled to report fourth-quarter 2025 results on March 2, 2026, after the closing bell, and the key focus will be on execution momentum in national security and border security markets, the impact of recent capital r ...

Core Insights - SoundHound AI, Inc. (SOUN) is set to report its fourth-quarter 2025 results on February 26, 2026, after market close [1] Financial Performance - In the last reported quarter, SoundHound achieved a revenue increase of 68% year over year, reaching $42 million, surpassing the Zacks Consensus Estimate by 4.9% [2] - The company raised its 2025 revenue outlook to a range of $165 million to $180 million, indicating confidence in sustained growth [2] - Non-GAAP gross margin was reported at 59.3%, supported by operational efficiencies and proprietary model usage [3] - The company reported a non-GAAP net loss of 3 cents per share, which was narrower than the Zacks Consensus Estimate of a loss of 4 cents [3] Future Estimates - The Zacks Consensus Estimate for the fourth-quarter bottom line remains unchanged at a loss of 2 cents per share, compared to a loss of 69 cents per share a year ago [6] - For 2026, revenues are expected to increase by 38.3% year over year to $232.2 million, with an anticipated improvement in the bottom line to a loss of 6 cents per share from an estimated loss of 13 cents for 2025 [7] Market Position and Competition - SoundHound operates in a competitive voice and conversational AI market, facing challenges from established players like Nuance Communications, Cerence Inc., and NICE Ltd. [25] - The competitive landscape is characterized by pricing and platform competition, particularly from Nuance's enterprise and healthcare AI solutions [25] Valuation and Investment Outlook - SOUN shares are currently considered slightly overvalued, trading at a forward 12-month price-to-sales (P/S) ratio of 13.73, higher than the Zacks Computers - IT Services industry average [26] - Despite strong revenue momentum and a solid liquidity position of $269 million in cash with no debt, ongoing automotive market softness and elevated investments may pressure near-term profitability [27][28]

Core Insights - Clarivate PLC (CLVT) reported quarterly earnings of $0.20 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, but down from $0.21 per share a year ago, resulting in an earnings surprise of +25.00% [1] - The company achieved revenues of $617 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.35%, although this is a decrease from $663 million in the same quarter last year [2] - Clarivate has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The future performance of Clarivate's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recent earnings numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $581.53 million, while for the current fiscal year, the estimate is $0.66 on revenues of $2.39 billion [7] Industry Context - The Computers - IT Services industry, to which Clarivate belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Endava PLC Sponsored ADR (DAVA) came out with quarterly earnings of $0.21 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.96%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.2, delivering a surprise of -20%.Over the last four quarters, the company has sur ...

Core Viewpoint - Epam (EPAM) reported quarterly earnings of $3.26 per share, exceeding the Zacks Consensus Estimate of $3.16 per share, and showing an increase from $2.84 per share a year ago, indicating a positive earnings surprise of +3.17% [1] Financial Performance - The company achieved revenues of $1.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.08%, and up from $1.25 billion in the same quarter last year [2] - Over the last four quarters, Epam has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - Epam shares have declined approximately 18.2% since the beginning of the year, contrasting with the S&P 500's gain of 0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.80 on revenues of $1.4 billion, while for the current fiscal year, the estimate is $12.56 on revenues of $5.81 billion [7] - The trend of earnings estimate revisions for Epam was mixed prior to the earnings release, which may change following the latest results [6] Industry Context - The Computers - IT Services industry, to which Epam belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Wall Street expects a year-over-year decline in earnings on lower revenues when C3.ai, Inc. (AI) reports results for the quarter ended January 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 25, might help the stock move higher if these key numbers are better than expectatio ...