公司概况 - SoundHound AI是一家专注于对话式人工智能软件的公司，能够理解语音提示并做出相应回应 [1] - 公司客户包括全球知名品牌，并曾获得英伟达的投资 [1] - 英伟达在2024年初披露持有SoundHound AI股份后，公司股价一度飙升至24美元的历史高点 [2] - 但英伟达在2024年底清仓SoundHound AI股份，导致公司股价从峰值下跌53% [3] 客户与产品 - SoundHound AI的客户包括Chipotle、Krispy Kreme、Papa John's和Jersey Mike's等快餐连锁品牌，这些品牌使用公司的Employee Assist等产品帮助员工处理菜单、系统和政策问题，并用于自主接收顾客订单 [6] - 现代、本田和起亚等汽车制造商将SoundHound AI集成至新车中，帮助驾驶员了解车辆功能并获取天气、体育比分等信息 [7] - 公司2025年推出Voice Commerce平台，包含In-Car Ordering等产品，用户可通过语音完成餐厅推荐、下单和导航 [7] - 2024年收购对话式AI公司Amelia，推出Amelia 7.0平台，帮助企业定制AI客服代理 [8] 财务表现 - 2025年第一季度营收2910万美元，同比增长151% [9] - 管理层重申2025年全年营收指引为1.67亿美元（预测区间中值），较2024年增长97% [9] - 截至2024年底订单积压达12亿美元，且2025年进一步增长，预计未来6年转化为营收 [10] - 2025年第一季度GAAP净利润1.299亿美元，主要因收购带来1.76亿美元一次性收益；非GAAP净亏损2230万美元，同比扩大10% [11] - 2024年非GAAP净亏损6910万美元，公司目前持有2.46亿美元现金及等价物，若持续亏损可能需融资 [12] 估值与行业对比 - SoundHound AI当前市销率(P/S)为39.3，较英伟达的26.1高出50% [13] - 英伟达2024财年总营收1305亿美元，净利润729亿美元，而SoundHound AI仍处于早期阶段且持续亏损，高估值难以合理化 [15]

As filed with the Securities and Exchange Commission on February 13, 2024. Registration No. 333-269489 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 6 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VOCODIA HOLDINGS CORP (Exact name of registrant as specified in its charter) Wyoming 7371 86-3519415 (State or Other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification ...

As filed with the Securities and Exchange Commission on May 15, 2023. Registration No. 333- 269489 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VOCODIA HOLDINGS CORP (Exact name of registrant as specified in its charter) (State or Other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Wyoming 7371 86-3519415 (I.R.S. Employer Identification Numb ...

As filed with the Securities and Exchange Commission on January 31, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VOCODIA HOLDINGS CORP (Exact name of registrant as specified in its charter) Wyoming 7371 86-3519415 (State or Other jurisdiction of incorporation or organization) (Primary Standard Industrial (I.R.S. Employer Identification Number) 6401 Congress Ave, Suite #160 Boca Raton, FL 3 ...