Provides voice AI and conversational interfaces for cars, restaurants, and devices.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 15 | LOW-RELEVANCE / NOT APPLICABLE (~15) |
| Capex-vs-Demand Gap / Revenue Quality | 60 | AMBER (~55–65) |
| Insider-Selling Intensity / Dilution Intensity | 87 | RED (~85–90) |
| Financing Opacity / Circular Leverage | 65 | AMBER–RED (~60–70) |
| Energy & Diminishing Returns | 20 | LOW-RELEVANCE (~20) |
| Organic End-User Demand | 55 | AMBER (~50–60) |
Q. 'Gross margin collapsed from roughly 75% to 37% in two years. Revenue doubled in FY2025 — but Amelia cost roughly $80 million and Synq3 plus Interactions cost $60 million. Strip out the acquired revenue and tell me what organic voice AI grew.'
A. Gross margin: FY2023 ~75.4%, FY2024 ~48.9%, Q1 2025 ~36.5% (analyst commentary referencing SOUN 10-K/10-Q — SECONDARY, medium confidence). Compression driver: Amelia acquisition (~$80M, amortization of acquired intangibles) and Synq3+Interactions (~$60M, Sep 2025) (Simply Wall St. — SECONDARY). FY2025 total revenue: $169M (+99% YoY). FY2024 revenue: $84.7M (+85% YoY). Organic vs. acquisition-drive
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Capex vs demand, Insider selling, Circular financing before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 87.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $1,998,854.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Mohajer Keyvan | CEO | 2026-07-31 | Award | — | — |
| Mohajer Keyvan | CEO | 2026-07-31 | Award | — | — |
| Emami Majid | CSO & SVP, Engineering | 2026-07-31 | Award | — | — |
| Zagorsek Michael | Chief Operating Office | 2026-07-31 | Award | — | — |
| Zagorsek Michael | Chief Operating Office | 2026-07-31 | Award | — | — |
| Hom James Ming | Chief Product Officer | 2026-07-31 | Award | — | — |
| Sroka Diana | Insider | 2026-07-31 | Award | — | — |
| Ball Eric R. | Insider | 2026-07-31 | Award | — | — |
| Marcus Lawrence | Insider | 2026-07-31 | Award | — | — |
| Zagorsek Michael | Chief Operating Office | 2026-06-15 | Sale | $484,712 | discretionary |
| Stonehocker Timothy | Chief Technology Offic | 2026-06-15 | Sale | $140,222 | discretionary |
| Hom James Ming | Chief Product Officer | 2026-06-15 | Sale | $215,105 | discretionary |
EDGAR Form 4, parsed structured · last 14 txns · asof 2026-08-08 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.