What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document.
SoundHound guides to EBITDA profitability within 2H 2027
SoundHound AI reported a record third quarter and disclosed in its 8-K that it has closed the acquisition of LivePerson. CEO Keyvan Mohajer tied a specific timeline to the company's profitability target:
"This is a milestone moment for SoundHound. We announced another record quarter, closed our acquisition of LivePerson, and guided that the company will be adjusted EBITDA profitable within the second half of 2027," said Keyvan Mohajer, CEO and Co-Founder of SoundHound AI.
The LivePerson close expands SoundHound's reach in enterprise conversational software. The company describes itself as a global leader in voice and agentic AI, and the 2H 2027 EBITDA target gives investors a dated commitment to track against.
Agentic AI reaches 50,000-site deployment scale
PAR Technology, which sells point-of-sale and operations software to restaurants, disclosed in its Q3 earnings presentation that it is on track to surpass its 50,000-site deployment goal for the year. Adjusted EBITDA for Q3 reached $17.1 million, up $11.3 million from Q3 2025:
On track to surpass 50,000-site deployment goal for the year, delivering agentic AI capabilities across the PAR platform
Airship AI Holdings disclosed in an 8-K that its first agentic AI software release is now "the largest share of our development effort," with initial customer deployments expected around year end. The product lets users extract operational intelligence from video, sensor, and enterprise data systems using natural language queries.
Content catalogs reframed as AI licensing assets
PodcastOne disclosed that its board has formed a special committee and intends to retain a financial advisor following inbound strategic interest. The filing quantified its content catalog in terms aimed at AI buyers:
750,000 hours of audio and video content primed for monetization through AI licensing, including LLMs, agentic AI, generative AI, and frontier models
The company also disclosed it has acquired PodcastOne.AI, without further detail. The strategic review alongside this AI licensing language suggests the catalog may be central to any deal pitch.
In a 6-K, Gamehaus Holdings gave a specific cost figure for what its subsidiary Anamana claims to have achieved with agentic AI in short-form video production:
Anamana built Anamana Studio, an agentic AI micro-serial production platform, on which human storytellers produce high-fidelity serialized video content with up to 97% lower capital, time, and manpower costs compared with traditional live-action microdrama production.
Gamehaus argues that micro-serial formats and AI tooling together allow individual creators to do what previously required a full production crew.
One acquisition, one collapsed deal in healthcare AI
iSpecimen, an online biospecimen marketplace, announced the acquisition of Foldlab AI's product line, adding agentic AI tools for protein discovery and disease trend prediction. The move takes iSpecimen into AI-assisted drug discovery. Separately, DataMeds AI disclosed the termination of its Second Amended and Restated letter of intent with Datavault AI, Data Health Partners, and REBOOT Health AI. No reason for the termination appeared in the filing.
AI risk language turns up in oilfield services and hair salons
ProFrac Holding Corp., an oilfield services company, included a standalone AI risk factor in its 10-Q. The factor discloses that ProFrac uses artificial intelligence, including generative AI, to gather information, analyze data, and assist with business and operational activities, and identifies operational, cybersecurity, legal, and regulatory risks. Few companies in its sector have broken out AI risk at this level of specificity.
Regis Corporation, a hair salon franchisor, listed "our use of artificial intelligence" among its forward-looking risk factors alongside franchise operations, legacy IT systems, and its Walmart salon relationship. No description of what AI Regis uses appeared in the filing.