2026 Q1 -tulosraportti
10 päivää sitten
‧53 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenIt is now announced that SOUN has initiated a large capital raising program of up to 300 million, which will result in a dilution of 33 million shares. This is related to the acquisition of Live Person. The share price will therefore fall, possibly down towards 7.20- ·2 päivää sittenThis is shorted 40.7% (anything over 20% is considered high) this can naturally lead to a short squeeze if good news comes. The company has also hinted at a possible share issuance of 300 million, if this becomes reality it will plummet. Thus, high risk.
·13.5.Good morning, beleaguered Sound shareholders. Have we reached the bottom this time? Can we return to the positive trend with a couple of % increases again? Does anyone have any thoughts? Good day to all😊
·8.5.Well, let's hope they can save a bit on finances and earn a few more dollar bills for in 3 months So the next financial report shows a bit of an uptrend Bet a bit too hard, but won't take the loss Just waiting and hoping, have a lot of US stocks When you least expect it, they just jump Maybe here too, but would like to keep this one long-term.
·11.5.I'm probably afraid that I'll be in this stock for a very long time with everything that's happening around it. Unless there's a new crazy round of a.i. optimism that lifts everything else called a.i. at the same time. Fortunately, I still have the opportunity to trade a bit in some more stocks before I have to build up more funds to trade with. Buying and selling Regetti as opposed to ionq. But I'm considering buying a thousand-dollar position and holding it in all the ”small” quantum companies.
·8.5.I've been following SoundHound since 2023 and thought I'd share some reflections after yesterday's quarterly report, as there are some mixed signals here. Briefly about the company: SoundHound (NASDAQ: SOUN) delivers voice AI and what they now call "agentic AI" — i.e., voice assistants and AI agents for businesses. Automotive industry, drive-thru at QSR chains, customer service for banks etc. Sector: enterprise AI / conversational AI. Q1 2026 — the numbers: Revenue $44.2M, up 52% YoY. Beat consensus of $42.6M. EPS -$0.06 vs expected -$0.10, so a real beat on both lines. The core business (auto/IoT excl. acquisitions) grew 88% — that's what I like best here. The margins, however, are ugly. GAAP gross margin fell from 36.5% to 31.1%. They blame "non-recurring vendor true-ups", and non-GAAP margin is okay (49.7%), but I don't like the trend. Adj. EBITDA -$26.7M, thus still far from profitability. The balance sheet is solid — $216M cash, no debt. But they burned $26M on operations in the quarter, so cash burn is real. Guidance for 2026 reaffirmed at $225–260M (unchanged). Market reaction: The stock fell ~11% after close despite the beat. Why? It had rallied 20%+ leading up to the report (stood at ~$9.14), so much was priced in. Classic "buy the rumor, sell the news". Short-term (6–12 months): Catalyst no. 1 is the LivePerson acquisition — closing H2 2026. They guide $350–400M in 2027 combined revenue. If it goes smooth, there's re-rating potential. Risk: regulatory approval, integration mess, and that LivePerson has struggled to grow itself. The OASYS launch is interesting but we'll see traction. Consensus PT $14.63 — ~50% upside from current level, but analysts here are notoriously bullish. Long-term (3–5 years): Structural tailwind: voice/agentic AI is a real trend, and SOUN has 400+ patents plus actual enterprise deployments (not just PowerPoints). Moat is so-so — Google, Amazon and OpenAI are breathing down their necks. The differentiator is vertical specialization (auto, QSR) where hyperscalers don't bother to go deep. Biggest uncertainty for me: can they ever make money? They have grown for years without approaching breakeven, and dilution via shares is constant (421M outstanding now vs 394M a year ago). Conclusion: Holding my position, but not adding to it. Story stock with real revenue, but priced for perfection. The LivePerson deal determines the 2027 narrative. Not an "all-in" for me — maybe 2–3% of the portfolio, no more. What do others think? Especially curious about those who have looked closer at the LivePerson numbers.·8.5.A bit unsure, I have seen some such acquisitions happen with other stocks where shares in the new company are then offered, equivalent in value to the previous one. But I think that's a bit up to what is agreed between liveperson and soundhound. Perhaps not a completely clear text answer here and a bit of speculation. What happened recently in datavault when they were going to buy another company is that they diluted their stock (was probably 100mil) and sold them to raise money for the acquisition. So that might happen here too - I haven't really kept up. Have closed my eyes for a long time in soundhound as I am minus 50% and trying not to sell to incur a larger loss. Got too high and bought shares at the top after selling another stock with some profit, poured everything into soundhound before A.i optimism disappeared.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
10 päivää sitten
‧53 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenIt is now announced that SOUN has initiated a large capital raising program of up to 300 million, which will result in a dilution of 33 million shares. This is related to the acquisition of Live Person. The share price will therefore fall, possibly down towards 7.20
- ·2 päivää sittenThis is shorted 40.7% (anything over 20% is considered high) this can naturally lead to a short squeeze if good news comes. The company has also hinted at a possible share issuance of 300 million, if this becomes reality it will plummet. Thus, high risk.
- ·13.5.Good morning, beleaguered Sound shareholders. Have we reached the bottom this time? Can we return to the positive trend with a couple of % increases again? Does anyone have any thoughts? Good day to all😊
- ·8.5.Well, let's hope they can save a bit on finances and earn a few more dollar bills for in 3 months So the next financial report shows a bit of an uptrend Bet a bit too hard, but won't take the loss Just waiting and hoping, have a lot of US stocks When you least expect it, they just jump Maybe here too, but would like to keep this one long-term.·11.5.I'm probably afraid that I'll be in this stock for a very long time with everything that's happening around it. Unless there's a new crazy round of a.i. optimism that lifts everything else called a.i. at the same time. Fortunately, I still have the opportunity to trade a bit in some more stocks before I have to build up more funds to trade with. Buying and selling Regetti as opposed to ionq. But I'm considering buying a thousand-dollar position and holding it in all the ”small” quantum companies.
- ·8.5.I've been following SoundHound since 2023 and thought I'd share some reflections after yesterday's quarterly report, as there are some mixed signals here. Briefly about the company: SoundHound (NASDAQ: SOUN) delivers voice AI and what they now call "agentic AI" — i.e., voice assistants and AI agents for businesses. Automotive industry, drive-thru at QSR chains, customer service for banks etc. Sector: enterprise AI / conversational AI. Q1 2026 — the numbers: Revenue $44.2M, up 52% YoY. Beat consensus of $42.6M. EPS -$0.06 vs expected -$0.10, so a real beat on both lines. The core business (auto/IoT excl. acquisitions) grew 88% — that's what I like best here. The margins, however, are ugly. GAAP gross margin fell from 36.5% to 31.1%. They blame "non-recurring vendor true-ups", and non-GAAP margin is okay (49.7%), but I don't like the trend. Adj. EBITDA -$26.7M, thus still far from profitability. The balance sheet is solid — $216M cash, no debt. But they burned $26M on operations in the quarter, so cash burn is real. Guidance for 2026 reaffirmed at $225–260M (unchanged). Market reaction: The stock fell ~11% after close despite the beat. Why? It had rallied 20%+ leading up to the report (stood at ~$9.14), so much was priced in. Classic "buy the rumor, sell the news". Short-term (6–12 months): Catalyst no. 1 is the LivePerson acquisition — closing H2 2026. They guide $350–400M in 2027 combined revenue. If it goes smooth, there's re-rating potential. Risk: regulatory approval, integration mess, and that LivePerson has struggled to grow itself. The OASYS launch is interesting but we'll see traction. Consensus PT $14.63 — ~50% upside from current level, but analysts here are notoriously bullish. Long-term (3–5 years): Structural tailwind: voice/agentic AI is a real trend, and SOUN has 400+ patents plus actual enterprise deployments (not just PowerPoints). Moat is so-so — Google, Amazon and OpenAI are breathing down their necks. The differentiator is vertical specialization (auto, QSR) where hyperscalers don't bother to go deep. Biggest uncertainty for me: can they ever make money? They have grown for years without approaching breakeven, and dilution via shares is constant (421M outstanding now vs 394M a year ago). Conclusion: Holding my position, but not adding to it. Story stock with real revenue, but priced for perfection. The LivePerson deal determines the 2027 narrative. Not an "all-in" for me — maybe 2–3% of the portfolio, no more. What do others think? Especially curious about those who have looked closer at the LivePerson numbers.·8.5.A bit unsure, I have seen some such acquisitions happen with other stocks where shares in the new company are then offered, equivalent in value to the previous one. But I think that's a bit up to what is agreed between liveperson and soundhound. Perhaps not a completely clear text answer here and a bit of speculation. What happened recently in datavault when they were going to buy another company is that they diluted their stock (was probably 100mil) and sold them to raise money for the acquisition. So that might happen here too - I haven't really kept up. Have closed my eyes for a long time in soundhound as I am minus 50% and trying not to sell to incur a larger loss. Got too high and bought shares at the top after selling another stock with some profit, poured everything into soundhound before A.i optimism disappeared.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
10 päivää sitten
‧53 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 6.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 26.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenIt is now announced that SOUN has initiated a large capital raising program of up to 300 million, which will result in a dilution of 33 million shares. This is related to the acquisition of Live Person. The share price will therefore fall, possibly down towards 7.20
- ·2 päivää sittenThis is shorted 40.7% (anything over 20% is considered high) this can naturally lead to a short squeeze if good news comes. The company has also hinted at a possible share issuance of 300 million, if this becomes reality it will plummet. Thus, high risk.
- ·13.5.Good morning, beleaguered Sound shareholders. Have we reached the bottom this time? Can we return to the positive trend with a couple of % increases again? Does anyone have any thoughts? Good day to all😊
- ·8.5.Well, let's hope they can save a bit on finances and earn a few more dollar bills for in 3 months So the next financial report shows a bit of an uptrend Bet a bit too hard, but won't take the loss Just waiting and hoping, have a lot of US stocks When you least expect it, they just jump Maybe here too, but would like to keep this one long-term.·11.5.I'm probably afraid that I'll be in this stock for a very long time with everything that's happening around it. Unless there's a new crazy round of a.i. optimism that lifts everything else called a.i. at the same time. Fortunately, I still have the opportunity to trade a bit in some more stocks before I have to build up more funds to trade with. Buying and selling Regetti as opposed to ionq. But I'm considering buying a thousand-dollar position and holding it in all the ”small” quantum companies.
- ·8.5.I've been following SoundHound since 2023 and thought I'd share some reflections after yesterday's quarterly report, as there are some mixed signals here. Briefly about the company: SoundHound (NASDAQ: SOUN) delivers voice AI and what they now call "agentic AI" — i.e., voice assistants and AI agents for businesses. Automotive industry, drive-thru at QSR chains, customer service for banks etc. Sector: enterprise AI / conversational AI. Q1 2026 — the numbers: Revenue $44.2M, up 52% YoY. Beat consensus of $42.6M. EPS -$0.06 vs expected -$0.10, so a real beat on both lines. The core business (auto/IoT excl. acquisitions) grew 88% — that's what I like best here. The margins, however, are ugly. GAAP gross margin fell from 36.5% to 31.1%. They blame "non-recurring vendor true-ups", and non-GAAP margin is okay (49.7%), but I don't like the trend. Adj. EBITDA -$26.7M, thus still far from profitability. The balance sheet is solid — $216M cash, no debt. But they burned $26M on operations in the quarter, so cash burn is real. Guidance for 2026 reaffirmed at $225–260M (unchanged). Market reaction: The stock fell ~11% after close despite the beat. Why? It had rallied 20%+ leading up to the report (stood at ~$9.14), so much was priced in. Classic "buy the rumor, sell the news". Short-term (6–12 months): Catalyst no. 1 is the LivePerson acquisition — closing H2 2026. They guide $350–400M in 2027 combined revenue. If it goes smooth, there's re-rating potential. Risk: regulatory approval, integration mess, and that LivePerson has struggled to grow itself. The OASYS launch is interesting but we'll see traction. Consensus PT $14.63 — ~50% upside from current level, but analysts here are notoriously bullish. Long-term (3–5 years): Structural tailwind: voice/agentic AI is a real trend, and SOUN has 400+ patents plus actual enterprise deployments (not just PowerPoints). Moat is so-so — Google, Amazon and OpenAI are breathing down their necks. The differentiator is vertical specialization (auto, QSR) where hyperscalers don't bother to go deep. Biggest uncertainty for me: can they ever make money? They have grown for years without approaching breakeven, and dilution via shares is constant (421M outstanding now vs 394M a year ago). Conclusion: Holding my position, but not adding to it. Story stock with real revenue, but priced for perfection. The LivePerson deal determines the 2027 narrative. Not an "all-in" for me — maybe 2–3% of the portfolio, no more. What do others think? Especially curious about those who have looked closer at the LivePerson numbers.·8.5.A bit unsure, I have seen some such acquisitions happen with other stocks where shares in the new company are then offered, equivalent in value to the previous one. But I think that's a bit up to what is agreed between liveperson and soundhound. Perhaps not a completely clear text answer here and a bit of speculation. What happened recently in datavault when they were going to buy another company is that they diluted their stock (was probably 100mil) and sold them to raise money for the acquisition. So that might happen here too - I haven't really kept up. Have closed my eyes for a long time in soundhound as I am minus 50% and trying not to sell to incur a larger loss. Got too high and bought shares at the top after selling another stock with some profit, poured everything into soundhound before A.i optimism disappeared.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt