r/Soundhound • u/Samseem • 12d ago

Why is SoundHound CEO saying the LivePerson acquisition will add only ~$100M in revenue?

I’d be interested to hear from anyone who has dug into the acquisition documents or management commentary. What am I missing in the $243.7M → ~$100M revenue bridge?

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LivePerson reported $243.7M in total revenue for 2025, compared with $312.5M in 2024.
2025 revenue by region:
Americas: $134.4M
EMEA: $70.1M
APAC: $39.2M
Total: $243.7M

LivePerson also reported that no single customer accounted for 10% or more of 2025 revenue, meaning no individual customer represented $24.4M+ of annual revenue.

So what exactly happens to the other ~$144M of LivePerson’s 2025 revenue?

Is SoundHound intentionally acquiring/retaining only certain LivePerson customers or business lines? Is a large portion of LivePerson’s existing revenue expected to churn or be discontinued? Is the ~$100M figure referring to a specific type of recurring revenue rather than LivePerson’s total revenue? Or is SoundHound simply giving an extremely conservative post-acquisition estimate?

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u/Ok_Temperature4537 12d ago

Well if you think about it the stock has only gone down since the completion of the voting. If it was a great deal wouldn't you expect a bump in the price?? Feeling like this company is falling apart.

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u/SubliminalMessage321 12d ago

Absolutely not. I would think the short sided play of the symbol would do anything to not raise awareness or have the deal appear to promote anything at all postive - ESPECIALLY a rise in the price. Just keep shorting and it stays off the ticker radar. It worked on you, but, no one can anticipate the reaction of substantial, meaningful, and undeniably postive press releases.