Is there any guidance on customer churn, recurring revenue mix, or new contract pipeline that could indicate the durability of growth?
Short answer:
No. The pressârelease you provided does not contain any specific guidance on customer churn, the composition of recurring versus nonârecurring revenue, or the size/value of the newâcontract pipeline that would let investors gauge the durability of SoundHound AIâs growth.
Why the answer is âNoâ
| Topic | Information in the release | Whatâs missing |
|---|---|---|
| Customer churn | The statement only says the quarter was âthe strongest everâ and that âstrategic moves delivered highâimpact results.â | No churn rate, retention metrics, or any comment on how many customers are leaving (or staying) versus prior periods. |
| Recurringârevenue mix | The release highlights ârecord $42.7âŻmillion revenue, up 217âŻ%â and âcrossâsell deals.â | No breakdown of how much of that revenue is subscriptionâbased, platformâusage, or other recurring models versus oneâoff project or professionalâservices fees. |
| Newâcontract pipeline | It mentions âsignificant new winsâ and âcrossâsell dealsâ as evidence of opportunity from 2024 acquisitions. | No quantitative pipeline figures (e.g., total value of contracts in the pipeline, number of qualified opportunities, expected closeârate, or timing of future bookings). |
All of the above are typical âforwardâlookingâ metrics that analysts use to assess whether growth is sustainable (i.e., whether itâs driven by a growing base of recurring, sticky contracts rather than a oneâoff surge of large, nonârecurring deals). The release simply celebrates the headline results without providing the deeper operating metrics that would let investors evaluate durability.
What you can do next
Listen to the earnings call (or read the transcript).
Companies often disclose churn, renewal rates, and pipeline updates in the Q&A session with analysts. SoundHound AI may have provided those details verbally even if they werenât in the press release.Review the SEC filing (FormâŻ10âQ for Q2âŻ2025).
The quarterly report typically includes a âManagementâs Discussion and Analysisâ (MD&A) section that breaks out recurringârevenue versus nonârecurring revenue, discusses customer retention, and may give a pipeline outlook.Check the investor presentation or supplemental materials.
Some firms attach a slide deck to the press release that contains a âRevenue Mixâ chart or a âPipelineâ slide. If such a deck exists, it could contain the missing metrics.Monitor subsequent updates.
If SoundHound AI is planning to issue a âFullâYear Outlookâ update later in the year, that communication may finally include churn and recurringârevenue guidance.
Bottom line
Based solely on the information you supplied (the Business Wire press release datedâŻ2025â08â07), there is no explicit guidance on customer churn, recurringârevenue composition, or the newâcontract pipeline. To assess the durability of the growth, youâll need to dig deeper into the companyâs earnings call, SEC filings, or any investorâdeck that may accompany the release.