cust.co / Compare / SoundHound AI vs Confluent

SoundHound AI vs Confluent - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in AI Infrastructure. Both at Public stage.

Confluent leads by +24pp on latest NRR (114% vs 90%).

NRR over time

86%95%105%115%124% FY2024-Q2FY2025-Q2FY2025-Q1 NRR SoundHound AI Confluent SoundHound AI - FY2024-Q2: 120% SoundHound AI - FY2025-Q2: 90% Confluent - FY2025-Q1: 114%

SoundHound AI hit a higher all-time peak (120% in FY2024-Q2).

Stat-by-stat

Metric SoundHound AI Confluent
Latest NRR 90% 114%
All-time peak NRR 120% 114%
All-time low NRR 90% 114%
QoQ change -30pp -
YoY change - -
3-year change - -
Disclosures tracked 2 1

Customer cohorts

MetricSoundHound AIConfluent
Total customers 14,000 6,140
Over $100K ARR - 1,412
Over $1M ARR - -
Top-10 concentration - -
Average ACV - -
US revenue mix 74% 58%

Commercial structure

MetricSoundHound AIConfluent
Total RPO - $1.0B
Current RPO (12mo) - $620M
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 84.4% 96%
New customers added 100 -

Post-sales motion

MetricSoundHound AIConfluent
CS team size - -
Customers per CSM - -
Pricing model hybrid hybrid
Renewal cadence multi-year annual
CSM coverage model hybrid -
Top customer exec - -

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