The second quarter of 2025 brought notable shifts in the tech stock landscape as the Q2 earnings season reached its final stretch. One standout was SoundHound AI, whose stock surged following an exceptional earnings report. The voice AI company posted record revenue of $42.7 million, representing an astonishing 217% year-over-year increase. This growth outpaced Wall Street estimates by almost 30 percent, fueled by acquisitions and robust expansion across key sectors including automotive, enterprise customer service, and restaurant automation.

SoundHound’s leadership highlighted successful strategic moves that delivered high-impact results, including new partnerships and cross-selling wins. The company’s recent focus on Agentic AI and expanding partnerships in the automotive and restaurant industries were particularly influential in driving revenue. The rise in demand for automated voice solutions continues to position SoundHound for substantial growth in the evolving voice commerce market.

Though the topline numbers were impressive, the report also showed tighter gross margins compared to the previous year. This was mainly due to the company’s acquisition of lower-margin businesses. Nevertheless, SoundHound managed to beat analyst expectations on non-GAAP earnings per share, reporting a narrower loss than anticipated. The company is optimistic, raising its full-year revenue outlook and reaffirming its commitment to operational efficiency and ongoing innovation.

In contrast, The Trade Desk experienced a steep decline after its earnings failed to meet market expectations. While details on The Trade Desk’s quarter were overshadowed by SoundHound’s breakout performance, the divergence signals how critical strong execution and business model adaptability are as tech companies navigate the post-pandemic landscape.

As the Q2 earnings season winds down, SoundHound AI emerges as a prime example of how targeted innovation and strategic acquisitions can drive rapid growth—even amid margin pressures and a competitive environment. Investors watching the sector may see this period as a turning point for the voice AI space, with SoundHound’s momentum setting the pace for what comes next.