Shows
用AI投資AI20250514-SoundHound AI 高調展示次世代語音AI解決方案SoundHound AI 高調展示次世代語音AI解決方案
大家好，歡迎來到「用AI投資AI」，我是你們的主持人小愛！今天是2025年5月14日。很高興又和大家見面！這個節目我們用AI的視角來剖析市場趨勢、挖掘投資機會，今天的主題是語音AI公司SoundHound AI（NASDAQ: SOUN）的最新動態。根據Yahoo Finance 5月13日的報導，SoundHound將在5月17日至20日的2025年全美餐飲協會展覽（NRA Show）展示次世代語音AI解決方案，特別聚焦餐飲業應用。我們會分析這次展示的意義、SoundHound的市場潛力，以及是否值得投資。準備好了嗎？那我們就開始吧！
第一部分：SoundHound AI 在 NRA Show 的亮點
先來看看這次全美餐飲協會展覽的報導。SoundHound AI將在芝加哥的展覽（攤位#6466）展示其全通路語音AI平台，涵蓋前場（點餐）、後場（廚房管理）和離場（得來速、電話訂餐）等應用。他們的技術能讓餐廳透過得來速、電話、觸控螢幕、車內系統等管道，提供快速、無縫的點餐和客服體驗。報導特別提到一個突破性功能：全球首個車內語音商務平台，讓駕駛和乘客直接從車內資訊娛樂系統訂購外帶餐點。這聽起來超酷，對吧？
SoundHound這次還攜手多家科技夥伴，包括Acrelec（觸控螢幕）、Elo（顯示器）、Samsung（硬體）、Stream（音訊）和HME（耳機技術），打造沉浸式展示。他們的語音AI號稱在多語言環境下速度和準確度領先，適用於零售、金融、醫療、汽車和餐飲等多個領域。X上用戶@JulieLaw812對此很興奮，認為這顯示SoundHound在餐飲業的布局越來越深。
這次展示延續了SoundHound在餐飲業的策略。2024年他們收購了餐飲AI公司Synq3，客戶包括Applebee’s、White Castle等知名連鎖餐廳。他們的Smart Ordering和Dynamic Drive Thru產品已經在速食業大獲成功，幫餐廳提升效率、降低人力成本。報導沒提到具體合約金額，但這次高調參展顯示SoundHound想搶占餐飲語音AI的領導地位。
第二部分：SoundHound AI 的財報與市場表現
為了了解這次展示的背景，我們來看SoundHound的近期表現。根據5月8日發布的2025年第一季財報，收入達2913萬美元，年增151%，但略低於Zacks預期的3022萬美元。每股虧損0.06美元，優於預期的0.07美元，顯示成本控制有進展。訂單積壓（backlog）達7.23億美元，年增78%，反映未來收入潛力。
2024年全年收入8470萬美元，年增85%，第四季收入3454萬美元，年增101%。公司預測2025年收入介於1.57億至1.77億美元，增長96%，並有望在調整後EBITDA（息稅折舊攤銷前利潤）轉正。執行長Keyvan Mohajer在財報電話會上強調，餐飲和汽車是成長主力，收購Synq3和Amelia（企業AI）讓他們進軍醫療和金融領域。
然而，市場反應兩極。財報發布後，Wedbush將目標價從22美元下調至15美元，但維持「優於大盤」評級，理由是收入略低於預期。股價5月13日大漲22.61%至11.01美元，反映財報超預期的盈餘和市場對餐飲應用的樂觀情緒。但2025年股價累計跌53.8%，遠超S&P 500的4.3%跌幅，主因是英偉達2024年底清空持股和高估值壓力（市銷率36倍）
第三部分：餐飲業語音AI的市場潛力
為什麼SoundHound這麼重視餐飲業？根據Yahoo Finance，語音AI市場到2030年可能達500億美元，到2032年更上看400億美元，餐飲是其中高成長領域。速食業面臨勞動成本上升和效率壓力，語音AI能自動化點餐、減少錯誤，同時提升客戶體驗。SoundHound的Dynamic Drive Thru技術已被證實能將點餐時間縮短20-30秒，對高流量餐廳來說是巨大優勢。
這次NRA Show的車內語音商務平台尤其引人注目。想像你在開車，說一句「我要一份漢堡」，車內系統直接幫你下單到附近的速食店，這不僅方便，還能減少駕駛分心。SoundHound宣稱這是全球首創，結合了與騰訊智能移動的合作（4月宣布），顯示他們在汽車和餐飲的跨界應用有突破。
競爭方面，SoundHound面臨谷歌、亞馬遜、蘋果等大廠挑戰，它們的語音助手（如Google Assistant、Alexa）也在搶餐飲市場。但SoundHound的優勢是專注和靈活性，其AI能客製化整合到餐廳的現有系統，且多語言支援領先。收購Synq3後，SoundHound在餐飲業的客戶基礎擴大，與Applebee’s等合作顯示其產品的可靠性。
第四部分：投資SoundHound AI 的利與弊
這次NRA Show的展示對投資者意味著什麼？我們來分析是否值得買進SoundHound，特別是考慮它的餐飲布局和市場潛力。
看多理由：
高速成長：第一季收入增長151%，全年預測增長96%，遠超許多AI同行。7.23億美元的訂單積壓意味著未來6年的收入有保障，餐飲和汽車業務是主力。
餐飲市場潛力：NRA Show展示的車內語音商務和全通路平台可能成為餐飲業標準，特別是在速食和連鎖餐廳。分析師預測語音AI市場到2030年達500億美元，SoundHound的領先技術有機會搶占10-15%份額。
技術與合作：與騰訊、Acrelec、Samsung等合作提升了品牌信任度。X上@TopStockAlerts1提到，SoundHound的AI代理平台（Amelia AI Agents）正在擴展到更多行業，顯示多元化潛力。
低價機會：股價從高點24.23美元跌至11.01美元，跌幅54%，現在的市銷率（23倍，基於2025年預測收入）比年初36倍更合理，可能吸引價值型投資者。
看空理由：
持續虧損：2024年淨虧損3.51億美元，2025年第一季每股虧損0.06美元，短期內難以盈利。收購Synq3和Amelia推高了成本，整合風險仍存。
高估值風險：即使市銷率降至23倍，仍高於行業平均（約10倍）。英偉達清空持股讓市場信心動搖，X上@MonkEchevarria認為盈利能力是隱憂。
競爭壓力：谷歌和亞馬遜的研發預算遠超SoundHound，可能在技術迭代上占優。餐飲業的語音AI雖有潛力，但需要更多大客戶合約證明商業模式。
市場波動：科技股受關稅和通脹壓力影響，SoundHound的股價對市場情緒敏感。Zacks給予#3（持有）評級，顯示短期上行空間有限。
第五部分：對AI投資的啟示
SoundHound的NRA Show展示給我們幾個啟發。第一，語音AI在餐飲等垂直市場的應用正快速成長，投資者應關注專注於利基市場的AI公司。第二，收購和整合是成長型AI公司的雙刃劍，需警惕短期成本壓力。第三，市場情緒對小型AI股影響大，英偉達的退出和財報波動顯示情緒管理的重要性。
如果你想分散風險，可考慮其他AI軟體股，如C3.ai（企業AI）或Palantir（數據分析），它們的財務更穩定，但成長速度可能不如SoundHound。
總結與聽眾互動
今天我們分析了SoundHound AI在2025年全美餐飲協會展覽的次世代語音AI展示，特別是車內語音商務平台的潛力。結合第一季財報和市場趨勢，SoundHound在餐飲和汽車領域有強勁成長，但虧損和高估值是風險。投資者可小額試水，或等待更佳進場點。
我想聽聽你們的想法。你覺得SoundHound的餐飲AI能成為行業標準嗎？會不會因為這次展示買進股票？你還有沒有其他看好的AI軟體股？我是小愛，這集「用AI投資AI」就到這裡，下次再見！謝謝大家！
--
Hosting provided by SoundOn 2025-05-1410 min
Japan's Top Business Interviews Podcast By Dale Carnegie Training Tokyo Japan201 Patrick Boulet, President ACRELEC Manufacturing JapanPreviously Patrick was Operations Director at Innov8; Purchasing and RD Director at Groupe ADF; Operations Director at Uniross; Purchasing Director at Alcatel Mobile Phones and Mechanical Manager at SAGEM. He has a Masters Degree in Mechanical Engineering from Arts et Metiers Paris Tech – Ecole National Superieure d’Arts et Metiers and an MBA from ESSEC Business School and a DUT, Mechanical from the Universite de Provance2024-05-031h 03
Beyond Technology: The Experience PodcastLeveraging AI for Improved Customer Service in Retail: Examples and Benefits2023-04-1001 min
L'invité de ETI RadioAcrelec : L’optimisation de l’énergie au service de la technologie | Benoit Dupuit, Directeur Général d’Acrelec France & FEC FranceBenoit Dupuit nous parle de sa riche expérience, qui débute en tant qu’acheteur avant d'être promu Directeur Général d'Acrelec France. Par ailleurs, il nous décrit son entreprise qui se présente comme le partenaire technologique des enseignes qui veulent optimiser leur flux sur le service au client. La société est implantée dans une vingtaine de pays en terme de filiale et dans plus de 60 pays au dernier compte. Par la suite, il nous dévoile ses secrets pour une meilleure évolution dans les solutions Hardware. Il n’hésite pas à nous partager sa v...2022-11-0215 min
Beyond Technology: The Experience PodcastThe State of QSR Technology with John Owen and Chloé BisiauxQSRs (quick-service restaurants) have a significant market share across restaurant options. It’s quick, low-cost, and convenient. However, they too had to pivot due to the pandemic, and technology was essential. To discuss the latest trends in QSR technology, Beyond Technology host Tyler Kern spoke with John Owen, President, and Chloé Bisiaux, Head of Drive-Thru Products, at Acrelec. QSRs were in a relatively good place to adjust to the pandemic. Owen said, “The pandemic accelerated trends already in place like mobile ordering and curbside pickup. QSRs had to prioritize the value of off-premises dining, considering new ways to get fo...2022-03-0127 minBeyond Technology: The Experience PodcastThe State of QSR Technology with John Owen and Chloé BisiauxQSRs (quick-service restaurants) have a significant market share across restaurant options. It’s quick, low-cost, and convenient. However, they too had to pivot due to the pandemic, and technology was essential. To discuss the latest trends in QSR technology, Beyond Technology host Tyler Kern spoke with John Owen, President, and Chloé Bisiaux, Head of Drive-Thru Products, at Acrelec. QSRs were in a relatively good place to adjust to the pandemic. Owen said, “The pandemic accelerated trends already in place like mobile ordering and curbside pickup. QSRs had to prioritize the value of off-premises dining, considering new ways to get fo...2022-03-0127 minBeyond Technology: The Experience PodcastThe Evolution of Self-Checkout TechnologySelf-checkout solutions are gaining validation for their mass deployment across retail, QSR and hospitality verticals. As industries change and adapt, so too SCO processes, technology, and offerings. Beyond Technology reached out to Craig Bevan, VP Sales Commercial Director for Acrelec Group, for his perspective on the self-checkout & self-service kiosk landscape. “To the purist, a kiosk is something you’ll find in a fast-food restaurant,” Bevan said. “A self-checkout, you’ll see in a more traditional retail environment where typically it’s a smaller screen, and you scan and pay for your products. But, you know, there’s been a lot of...2021-10-2732 minBeyond Technology: The Experience PodcastThe Next Gen Drive-through with Chloe BisiauxThe pandemic made the drive-through an essential part of keeping quick service restaurants open during lockdowns. Additionally, the past twenty months shined a spotlight on the importance of state-of-the-art drive-through technology solutions to create a process as efficient and profitable as possible. What is the next gen drive-through? Beyond Technology discovered the answers when Host James Kent chatted with Chloe Bisiaux, head of drive-through products at Acrelec. “During COVID, there were changes in what was happening in drive-throughs, and they had to improve in operations, how they work, but also improve the customization to the customer and pe...2021-10-2712 min
Beyond Technology: The Experience PodcastThe Next Gen Drive-through with Chloe BisiauxThe pandemic made the drive-through an essential part of keeping quick service restaurants open during lockdowns. Additionally, the past twenty months shined a spotlight on the importance of state-of-the-art drive-through technology solutions to create a process as efficient and profitable as possible. What is the next gen drive-through? Beyond Technology discovered the answers when Host James Kent chatted with Chloe Bisiaux, head of drive-through products at Acrelec. “During COVID, there were changes in what was happening in drive-throughs, and they had to improve in operations, how they work, but also improve the customization to the customer and pe...2021-10-2712 min
Beyond Technology: The Experience PodcastThe Evolution of Self-Checkout TechnologySelf-checkout solutions are gaining validation for their mass deployment across retail, QSR and hospitality verticals. As industries change and adapt, so too SCO processes, technology, and offerings. Beyond Technology reached out to Craig Bevan, VP Sales Commercial Director for Acrelec Group, for his perspective on the self-checkout & self-service kiosk landscape. “To the purist, a kiosk is something you’ll find in a fast-food restaurant,” Bevan said. “A self-checkout, you’ll see in a more traditional retail environment where typically it’s a smaller screen, and you scan and pay for your products. But, you know, there’s been a lot of...2021-09-2732 min
Beyond Technology: The Experience PodcastHow Have Drive-Thru and QSR Technologies Evolved during COVID-19?The COVID-19 pandemic disrupted every corner of the foodservice industry, and this was especially true for drive-thru and QSR operations that had yet to digitize their drive-thru operations.With in-person dining off-limits for the better part of a year in many parts of the world, brands quickly shifted to prioritizing their drive-thrus. This spurred acceleration of digitization and adoption of innovative solutions that can bring new speed and accuracy to drive-thru service.To explore in greater depth how the pandemic accelerated the digitization of operations in QSR brands, particularly in Europe, and saw many brands...2021-08-2612 min
L'invité de CPO Radio.TVL'univers d'un ingénieur au rôle de directeur des achats | Katib Messaadi, Directeur des Achats d'AcrelecIssu d'une formation d'ingénieur en électronique et mécanique, Katib Messaadi a su saisir les opportunités qui se sont présentées à lui et qui l'ont amené au poste de Directeur des achats d'Acrelec. Il nous raconte son parcours et comment son profil technique l'aide au quotidien dans sa fonction. 2021-06-3016 min
L'invité de ETI RadioAcrelec : à la conquête de la digitalisation des fast-foods | Bruno Lo-Re, Directeur Exécutif Food & Beverage du Groupe AcrelecBruno Lo-Re nous fait part de son expérience entrepreneuriale et industrielle au sein d’Acrelec, une entreprise qui compte révolutionner le monde de la restauration rapide. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.2021-05-2514 min
SMART TECHSMART TECH du lundi 17 mai 2021Lundi 17 mai 2021, SMART TECH reçoit Laurent Villa (Président, groupe RX Clav)
, Bruno Lo-Ré (Directeur Food & Beverage, Acrelec) , Antoine Girard (directeur
général, Guestonline) , Denis Reynaud (restaurateur) et Damien Bancal
(cyberchercheur, Zataz.com)2021-05-1740 min
Beyond Technology: The Experience PodcastThe Necessity of BOPIS in Today’s Retail EnvironmentTo survive in today’s challenging retail environment, businesses need to get creative. BOPIS, or buy online pick up in-store, offers are no longer a differentiator in the retail space; they are a necessity. How are retailers making their BOPIS services stand out as more and more in the industry turn to this option to stay ahead? Craig Bloomfield, Global Development Director of Pickup Solutions for Acrelec, provided his insights. At this stage of the game, Bloomfield said it’s more about how a retailer offers click and collect, not should a retailer offer click & collect. ...2020-12-1033 min
Beyond Technology: The Experience PodcastRelationship Building the Nordic & Baltic WayNo matter the location or region a business is located, a partnership is the cornerstone of success. Markku Nopanen, Managing Director for Acrelec Nordics & Baltics, understands the importance of forging long-lasting relationships.2020-12-0812 min
Beyond Technology: The Experience PodcastNext-Gen Timer Making Drive-Thrus More EfficientFor many, drive-thrus are an essential way to get a meal outside of their home due to the pandemic. Making drive-thrus more efficient is on the mind of many in the QSR industry, and Acrelec is no exception. Andrew Nosal, Innovation Product Manager at Acrelec, brought Beyond Technology’s host, Tyler Kern, up to speed with Acrelec’s QTimer 2.0, poised to shorten drive-thru line times and increase revenues for QSRs.“QTimer 2.0 is Acrelec’s next-generation drive-thru timer,” Nosal said. “We use proven sensor technology in the drive-thru to track vehicles as they go through the journey in the drive-thr...2020-12-0411 min
Beyond Technology: The Experience PodcastThe Role of Table Service for Restaurants During ReopeningThe COVID-19 pandemic has been a crisis for restaurants, but, as they begin to reopen, there are some interesting lessons being learned.
In places like the United Kingdom, restaurants are only being allowed to open with table service to prevent crowding at a bar or counter for orders as may have occurred in the past.
That’s produced some surprising knock-on effects, said Chloé Bisiaux, Head of Drive-Thru Products and Product Manager for Table Service for Acrelec.
“Customer satisfaction increased, because they’re just sitting down at the table and relaxing rather than queuing...2020-10-0108 min
Beyond Technology: The Experience PodcastConversational AI and QSR Customer Experiences with Peter Seltenright & Austin CurryHost Daniel Litwin is joined by guests Peter Seltenright, sales director for Artificial Solutions, and Austin Curry, product manager for Acrelec, to discuss the future of self-ordering kiosks.
These self-powered experiences, including potential, conversational voice-powered ordering, are a critical component of powering up customer experiences – according to Tillster, 65% of customers would be more likely to visit a restaurant with self-order kiosks, and 30% said they’d prefer kiosks to cashiers if wait time isn’t a factor.
“America is a little late on the adoption of the self-ordering kiosk,” Curry said. “But there are just so many benefit...2020-02-0748 min
MarketScale TechnologyAcrelec Jobcast: Brand Relationship ManagerJobcast2020-01-3101 min
Beyond Technology: The Experience PodcastHow Technology is Transforming the Restaurant & Dining Industry with Jeff WaymanThe wave of technology sweeping the globe is leaving no stone unturned, including in the restaurant and dining industry. In fact, technology has transformed the way we order, dine out and hit the drive-thru. On this episode of Beyond Technology: The Experience Podcast we unpack how new tech can leverage the dining experience or, alternatively, sink a business. Jeff Wayman VP of Global Account Management at Acrelec, dishes (pun intended) on the different ways restaurants can integrate new technologies into each unique business, increasing efficiency and elevating the customer experience.
With over 25 years of experience, Wayman has s...2019-12-0519 min
Beyond Technology: The Experience PodcastImproving the Customer Journey in QSRs with Clément PévrierOn this episode of Beyond Technology: The Experience Podcast brought to you by Acrelec, Clément Pévrier, head of digital projects for Udvise, joined Tyler Kern for a discussion focused on Udvise, founded by Acrelec to be the expert agency in digital solutions for the QSR industry.
Ordering Kiosk’s were a main focus of the discussion. Pévrier stressed the importance of both the hardware and software aspects of the Kiosk. The customer experience with the kiosk is paramount, and the data derived from those orders, is important for Udvise to develop strategies, solutions, and future...2019-11-1210 min
Beyond Technology: The Experience PodcastThe Benefits of AI in the QSR Industry with Vincent AttiaOn this episode of Beyond Technology: The Experience Podcast by Acrelec, Vincent Attia, Data Processing Manager for Acrelec, spoke with host Daniel Litwin, The Voice of B2B, about utilizing AI in the QSR (Quick Service Restaurant) industry.
Attia began the conversation with a brief explanation of what AI is in the food service industry; in the QSR space, McDonald’s is one of the only companies who have utilized AI in their restaurants. To aid in this endeavor, McDonald’s acquired an Omnichannel Personalization Platform, Dynamic Yield, for $300 Million in the spring of 2019.
While this...2019-10-2937 min
Beyond Technology: The Experience PodcastExploring Jobs and Company Culture at Acrelec with Amanda StammA great job is about more than just clocking in and out each day. More and more employees are searching for careers with purpose at companies with an international outlook and an eye on the future. At Acrelec a global company offering contemporary brand marketing, they aim to be more than just a great job, but an enjoyable place to work primed with careers that are challenging, innovative, and geared for growth.
On this jobcast episode of Beyond Technology: The Experience Podcast by Acrelec, we peeled back the company culture direction at Acrelec with Amanda Stamm, Marketing a...2019-10-2109 min
Beyond Technology: The Experience PodcastIntegrating Kiosk Hardware in Store Environments with Tyler MarpesIntegrating kiosks into a store or restaurant environment starts with a meeting of the minds. One of the most important things to understand as early as possible in the process--before implementation--is who the consumer is and what the store wants to achieve both today and tomorrow.
While there are a number of initial decisions to be made before implementation for a successful return, including color, size, aesthetics and location, that discovery phase of understanding of the customer journey takes time and research to figure out. When a business takes the time to understand these decisions beforehand, it...2019-10-2129 min
Beyond Technology: The Experience PodcastUtilizing Technology to Improve the Retail Customer Experience with Amanda StammThe ease of online shopping has put a speed bump in the traditional retail experience. But brick-and-mortar stores are putting on their thinking caps, rolling out massive changes that make shopping an exciting, worthwhile experience. The retail industry is capitalizing on today's experience driven economy, integrating tech and digital trends to drive engagement and loyalty to the brand. On this episode of Beyond Technology: The Experience Podcast, we explore these technology trends in retail with Amanad Stamm, Project Manager for Acrelec.
So what makes a good in-person shopping experience today, one that will keep the customer coming...2019-09-2527 min
Beyond Technology: The Experience PodcastHow AI Is Making Digital Ordering More Personalized Than Ever with Côme BillereyLike other industries affected by the growth of the experience economy, restaurants and QSRs are feeling the pressure to make the customer journey as frictionless as possible. Acrelec's digital ordering technology solution helps make the customer experience easy, the kitchen more productive, and ultimately the restaurant more profitable. On this episode of Beyond Technology: The Experience Podcast brought to you by Acrelec, host Daniel Litwin sat down with Côme Billerey, head of products at Acrelec, to discuss how AI is the difference-maker in smart QSR menus.
Before digital ordering technology using AI, QSRs were challenged to s...2019-09-2518 min
Beyond Technology: The Experience PodcastCustomer Curation in the Drive-Thru Market with Thibaud DenolleTechnology has transformed the way we shop and make decisions. With a little bit of data, a transaction can be curated specifically to each customer. Drive-thru transactions are no exception to the trend, and food and beverage giants like McDonalds and Starbucks are investing heavily in customer personalization and decision technology for their drive-thru transactions. On today’s episode of Beyond Technology: The Experience Podcast by Acrelec, we explore the benefits and hurdles of integrating personalized technology into the drive-thru market with Thibaud Denolle, director of innovation and marketing at Acrelec.
The drive-thru experience has never been abo...2019-09-0730 min
Beyond Technology: The Experience PodcastAI, Now Served at Your Favorite Restaurant with Côme Billerey of AcrelecOver the last decade digital technology has spread into quick serve restaurants, typically in the form of digital menu boards. But only until recently have those stores been able to use digital technology to collect, analyze, and predict customer behavior. On this episode of the ____ podcast, Côme Billerey, head of product innovation at Acrelec, shares how machine learning has come to your favorite restaurant. “We are focusing on how can we improve the customer journey and improve operations thanks to AI,” Billerey said. This means using machine learning to improve the speed of service, and p...2019-09-0418 min
MarketScale TechnologyAI, Now Served at Your Favorite Restaurant with Côme Billerey of AcrelecOver the last decade digital technology has spread into quick serve restaurants, typically in the form of digital menu boards. But only until recently have those stores been able to use digital technology to collect, analyze, and predict customer behavior. On this episode of the ____ podcast, Côme Billerey, head of product innovation at Acrelec, shares how machine learning has come to your favorite restaurant.
“We are focusing on how can we improve the customer journey and improve operations thanks to AI,” Billerey said.
This means using machine learning to improve the speed of service, and p...2019-08-2014 min