Cerebras Systems vs. SoundHound AI: Here's What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Cerebras Systems vs. SoundHound AI: Here's What Revenue Trends Tell Investors About These Artificial Intelligence Companies

Cerebras Systems: Rapid Upward Revenue Growth Trends

Cerebras Systems (NASDAQ:CBRS) primarily earns its revenue by developing and manufacturing advanced artificial intelligence compute platforms for data centers.

During the most recent reporting period, it introduced a new rack-scale accelerator designed specifically for heavy computational workloads, and it signed colocation services agreements for a new data center campus located in Minnesota and another in Finland.

SoundHound AI: Gradual Quarterly Revenue Growth Increases

SoundHound AI (NASDAQ:SOUN) earns its revenue by providing a specialized voice technology platform that helps businesses build conversational assistants.

It recently finalized the strategic acquisition of LivePerson following the necessary stockholder approvals, and it launched a new embedded agentic voice AI platform designed for integration into modern vehicles and connected smart devices.

Why Revenue Matters for Investors

Revenue gives investors a foundational baseline measure of a business's total sales volume. Closely tracking this top-line financial figure helps investors understand the total scale and growth trajectory of a business.

Cerebras Systems vs. SoundHound AI Revenue over the last 8 quarters.

Reviewing the Quarterly Revenue Trends for Cerebras Systems and SoundHound AI

$72.3 million (quarter ended Sept. 30, 2024)

$25.1 million (quarter ended Sept. 30, 2024)

$81.5 million (quarter ended Dec. 31, 2024)

$34.5 million (quarter ended Dec. 31, 2024)

$99.5 million (quarter ended March 31, 2025)

$29.1 million (quarter ended March 31, 2025)

$103.3 million (quarter ended June 30, 2025)

$42.7 million (quarter ended June 30, 2025)

$135.7 million (quarter ended Sept. 30, 2025)

$42.0 million (quarter ended Sept. 30, 2025)

$171.4 million (quarter ended Dec. 31, 2025)

$55.1 million (quarter ended Dec. 31, 2025)

$193.4 million (quarter ended March 31, 2026)

$44.2 million (quarter ended March 31, 2026)

$180.1 million (quarter ended June 30, 2026)

$61.9 million (quarter ended June 30, 2026)

Data source: Financial Modeling Prep. Data as of Oct. 13, 2026.

Comparing revenue trends between Cerebras Systems and SoundHound AI reveals how these businesses are evolving as a result of the artificial intelligence boom.

Cerebras has consistently demonstrated quarter-over-quarter increases over the past two years. That trend stopped in the second quarter of 2026 only because of the amortization of customer warrant assets to the tune of $28 million, which is deducted from revenue. If not for this, Q2 sales would have continued the company's quarter-over-quarter growth trajectory. This demonstrates the strong demand Cerebras is experiencing for its unique wafer-scale architecture, which enables AI systems to operate faster.