APP vs SOUN: AI Stock Comparison

AppLovin Corporation vs SoundHound AI, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

$SOUN scores higher on AI exposure (5/5 vs 4/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$APP
AppLovin Corporation
AI-driven ad platform for apps and e-commerce.
$SOUN 🏆
SoundHound AI, Inc.
Voice AI for cars, restaurants and customer service.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 5/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)Not shown (multiple share classes or no recent cover-page figure)
CategoryAI softwareAI software
Key metrics
Revenue (latest quarter) $2.18B
10-Q period ended 2026-09-30; +55% y/y · SEC filing
Operating income $1.71B
Same quarter; 78% operating margin · SEC filing
Net income $1.44B
Same quarter · SEC filing
Revenue (latest quarter) $61.9M
10-Q period ended 2026-06-30; +45% y/y · SEC filing
Operating income -$43.3M
Same quarter; -70% operating margin · SEC filing
Net income -$42.8M
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendar
Nov 5, 2026 confirmed
SoundHound AI, Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Nov 5, 2026 confirmed
SoundHound AI, Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Nov 5, 2026 confirmed
SoundHound AI, Inc. quarterly earnings · source
Most recent reported
Nov 4, 2026
Applovin Corporation reports quarterly results · source
AI-driven ad engine; one of the market's AI winners. Q3 revenue $2.19B (+55% y/y); net income $1.44B (+72%); Adjusted EBITDA $1.84B.
Not yet announced / not on our calendar
Key risks
  • “The development and use of AI in our business, combined with an uncertain regulatory environment, may adversely affect our business, reputation, financial condition or results of operations.” — 10-K risk factor (filed 2026-02-19) · source
  • “Our revenue has been concentrated in the mobile app ecosystem and any failure to successfully expand and diversify our revenue sources beyond the mobile ecosystem could adversely affect our…” — 10-K risk factor (filed 2026-02-19) · source
  • “Regulatory and legislative developments related to the use of AI could adversely affect our use and provision of AI-powered solutions in our products, services and business.” — 10-K risk factor (filed 2026-03-02) · source
  • “SoundHound’s plans to expand upon and establish new public cloud-based data centers for its U.S. and international operations may be unsuccessful and may present execution and competitive…” — 10-K risk factor (filed 2026-03-02) · source
AI angle

AppLovin's AXON machine-learning engine powers its ad business; model performance drives advertiser spend and margins.

SoundHound sells conversational voice AI to automakers, restaurants and enterprises; it is a pure-play AI software name with ongoing operating losses.

Full analysis: $APP →Full analysis: $SOUN →

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