Veritone, Inc. · NASDAQ:VERI

Veritone — Q2 2026 Earnings Presentation

31 slides from Veritone's earnings presentation, Aug 13, 2026

  1. Slide 1: Investor Presentation

    Investor Presentation August 2026 Copyright © 2026 Veritone, Inc. All rights reserved. Copyright © 2026 Veritone, Inc. All rights reserved. Trademarks are the property of their respective owners.

  2. Slide 2: Forward-Looking Statements & Disclaimers

    Forward-Looking Statements & Disclaimers This presentation of Veritone, Inc. (the “Company”) contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and we intend that such fo

  3. Slide 3: The enterprise AI company for the data economy

    The enterprise AI company for the data economy. Veritone is a leading enterprise AI software, applications and services provider transforming unstructured data into AI-ready assets. Software, products & Founded in NASDAQ: Employees: services customers: 2014 VERI 440+ 2,820+ * * Copyright © 2026 Veri

  4. Slide 4: A decade+ of leading the way

    A decade+ of leading the way AI that uplevels people, businesses and communities 2017 2019 2021 2023 2025 • Acquires Machine Box; • Launches • Awarded a sole-source contract from the U.S. Air Force • Initial Public Offering • Launches Veritone company exceeds 300 GenAI on NASDAQ Voice; multi-lingual

  5. Slide 5: The Data Problem

    It all starts with The Data Problem data. We’re committed to Every day, enterprises generate a advancing AI technology massive volume of data—much of it to help transform unstructured. unstructured data into insights, insights into action, Vast amounts of audio, video and text and action into impact

  6. Slide 6: Veritone aiWARE Enterprise AI OS

    Our Platform Solution Veritone aiWARE Enterprise AI OS ● AI Platform: A proprietary AI operating system that supports and offers hundreds of cognitive and generative AI models to analyze, organize, and Applications Decision Layer act on data in near real-time. Human & Agentic ● Intelligent Data Lake

  7. Slide 7: An Operating system for AI

    An Operating system for AI …compare to a computational OS Veritone Application suite Office 365 Suite Industry Applications Industry Applications API API aiWARE Windows Copyright © 2026 Veritone, Inc. All rights reserved. 7

  8. Slide 8: Empowering a robust partner & customer ecosystem

    Empowering a robust partner & customer ecosystem. Copyright © 2026 Veritone, Inc. All rights reserved. 8 Copyright © 2026 Veritone, Inc. All rights reserved. Trademarks are the property of their respective owners.

  9. Slide 9: Problems we solve

    Problems we solve Data rich, Restricted AI insight poor ecosystems Organizations struggle to manage Legacy technology is not and leverage vast amounts of designed to efficiently unstructured data—audio, video, integrate, process, and analyze and text – and how to activate it. large amounts of divers

  10. Slide 10: Commercial Enterprise

    Our AI applications and custom-built SELECT CUSTOMERS Commercial Enterprise AI solutions unlock tremendous value for commercial enterprise. Veritone enables enterprises to leverage AI to transform workflows and unlock value across functions in many industries through both pre-built AI applications a

  11. Slide 11: Public Sector

    AI-powered solutions to help government SELECT CUSTOMERS Public Sector agencies and law enforcement to automate processes, enhance compliance, and improve operational efficiency. Veritone’s public sector offerings can greatly accelerate workflows for law enforcement, government, and public safety ag

  12. Slide 12: Veritone Data Refinery

    Transform data. Power Veritone Data Refinery Intelligence. Meet Veritone Data Refinery (VDR). Designed to help enterprises transform vast amounts of unstructured data into high-quality, AI-ready assets. Through aiWARE’s advanced capabilities, VDR transforms disparate data silos into a centralized an

  13. Slide 13: Veritone Data Refinery: Significant revenue opportunities

    Significant revenue opportunities. Veritone Data Refinery $17B Training Data Market1 Direct Veritone Revenue Opportunity2 $99M $17.0 $65M $2.6 12 Months 2024 18 Months (1) Sources: https://www.fortunebusinessinsights.com/ai-training-dataset-market-109241 https://www.grandviewresearch.com/industry-an

  14. Slide 14: The depth, breadth and experience to win

    The depth, Veritone Data Refinery breadth and experience to win. For over ten years, Veritone has successfully transformed unstructured data, including licensing, monetization and management of IP rights, for over 2,820 customers in the commercial and public sectors. Logos represent existing Veriton

  15. Slide 15: Veritone's Growth Drivers

    Veritone’s Growth Drivers Unlock the potential of Capitalize on data & Harness expanding existing customers integration capabilities market opportunity • Showcase expanding market • Deliver product ecosystem • Expand our offerings to meet applications of solutions across designed to drive operationa

  16. Slide 16: Recent Business Highlights

    Recent Business Highlights Veritone Redact Integrates with MCCi’s JustFOIA to Veritone Joins Russell 2000® and Russell 3000® Indexes Aug Accelerate Public Records Fulfillment for SLED Agencies Jun 04 26 Veritone Adds Document Redaction to Create an All-in- Veritone Launches New AI-Powered Assess Too

  17. Slide 17: Earnings Results Snapshot

    Earnings Financials Results $24.3M 2Q26 Total Revenue $16.7M 2Q26 Software Products & $12.4M Cash & Cash Equivalents2 Snapshot Services Revenue KPIs Key indicators in 2Q26 2,829 $62.0M >90% 2Q26 Total Software 2Q26 Annual 2Q26 Gross Revenue Products & Services Recurring Revenue2 Retention1,2 Custome

  18. Slide 18: Financial Update

    Financial Update Copyright © 2026 Veritone, Inc. All rights reserved.

  19. Slide 19: 2Q 2026 Financial Highlights

    2Q 2026 Financial Highlights $ in Millions QUARTERLY REVENUE ANNUAL RECURRING REVENUE (ARR) $26.6 $23.2 $24.3 $19.9 $20.3 $61.9 $63.9 $62.7 $64.2 $62.0 2Q25 3Q25 4Q25 1Q26 2Q26 2Q25 3Q25 4Q25 1Q26 2Q26 Total Software Products & Gross Revenue Retention(1) Revenue CAGR (2017-2026E)(2) Services Custome

  20. Slide 20: Quarterly Key Performance Indicators

    Quarterly Key Performance Indicators Three Months Ended Three Months Ended Percent Change June 30, 2026 June 30, 2025 $ in Thousands Revenue $24,263 $23,193 4.6% Operating Loss $(22,136) $(19,012) (16.4)% Net Loss $(22,160) $(26,492) 16.4% Gross Profit $14,185 $15,650 (9.4)% Non-GAAP Gross Profit1 $

  21. Slide 21: Diverse Revenue Mix

    Diverse Revenue Mix SaaS and consumption-based sales model provides earnings stability and flexibility to contract 2Q HIGHLIGHTS with companies of various sizes and preferences across industries. • Total ARR (SaaS and Annual Recurring Revenue (SaaS) Consumption) of $62.0 Annual Recurring Revenue (Co

  22. Slide 22: Software Products & Services

    Software Products & Services 2Q HIGHLIGHTS REVENUE PERFORMANCE $ in Millions • Software Products & Services Revenue of 25 $16.7 million $20.4 20 $16.6 $16.7 15 $14.1 $13.8 10 5 0 2Q25 3Q25 4Q25 1Q26 2Q26 2Q26 YoY Change Software Products & Services 0.5% Copyright © 2026 Veritone, Inc. All rights res

  23. Slide 23: Managed Services

    Managed Services 2Q HIGHLIGHTS REVENUE PERFORMANCE $ in Millions • Managed Services Revenue of $7.5 million $7.5 $6.5 $5.5 $5.0 $2.1 $1.5 2Q25 2Q26 2Q26 YoY Change Licensing 9% Representation Services 36% Copyright © 2026 Veritone, Inc. All rights reserved. 23

  24. Slide 24: Balance Sheet Summary

    Balance Sheet Summary As of As of June 30, 2026 December 31, 2025 $ in Thousands unless otherwise noted Cash and Cash Equivalents $12,424 $27,426 Current Assets $47,482 $73,914 Total Assets $148,494 $182,280 Current Liabilities $100,540 $103,780 Total Liabilities $110,625 $114,156 Stockholders’ Equi

  25. Slide 25: Appendix

    Appendix Copyright © 2026 Veritone, Inc. All rights reserved.

  26. Slide 26: Outlook

    Outlook Revenue and Non-GAAP Net Loss FY26 E Revenue $100M – $115M 1 Non-GAAP Net Loss $(32)M – $(22)M (1) See Appendix for reconciliation of Non-GAAP Net Loss to Net Loss Copyright © 2026 Veritone, Inc. All rights reserved. 26

  27. Slide 27: Quarterly GAAP to Non-GAAP Reconciliation (Unaudited)

    Quarterly GAAP to Non-GAAP Reconciliation (Unaudited) Three Months Ended Three Months Ended $ in Thousands June 30, 2026 June 30, 2025 Net loss $(22,160) $(26,492) Interest expense, net 272 3,434 Income taxes (313) 884 Depreciation and amortization 5,767 7,172 Stock-based compensation 1,483 1,710 Ch

  28. Slide 28: Reconciliation of Expected GAAP Net Loss Range to Expected Non-GAAP Net Loss Range

    Reconciliation of Expected GAAP Net Loss Range to Expected Non-GAAP Net Loss Range (Unaudited) Year Ending $ in Millions December 31, 2026​ Net loss $(55.3) to $(68.3) Interest expense, net 0.8 Depreciation and amortization 21.5 to 22.5 Stock-based compensation 6.0 to 6.5 Severance and executive tra

  29. Slide 29: Quarterly Reconciliation of GAAP Gross Profit to Non-GAAP Gross Profit

    Quarterly Reconciliation of GAAP Gross Profit to Non-GAAP Gross Profit Three Months Ended: Three Months Ended: June 30, 2026 June 30, 2025 $ in Thousands Revenue $24,263 $23,193 Operating expenses: Cost of revenue (exclusive of depreciation and $8,808 $6,352 amortization) Depreciation and amortizati

  30. Slide 30: Supplemental Financial Information

    Supplemental Financial Information Our customer composition is diverse and includes various segments across our verticals, each with different purchasing trends and pricing models. In order to provide enhanced visibility into our growth composition and broad customer base, we have added ARR as a key

  31. Slide 31: Thank you.

    Thank you. Copyright © 2026 Veritone, Inc. All rights reserved.

Veritone — Q2 2026 Earnings Presentation on 6ix